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The Infant Learner
Some stuff I read this week:
A. This week’s Special:-
Equity Investing , The Bharat Shah Way
Mr. Bharat Shah is qualifies rank-holding Chartered Accountant, Cost Accountant and MBA (Finance) from IIM Calcutta , having topped his class in Finance. Mr.Shah has nearly 29 years experience in Indian Capital Markets with deep interface with the corporate world.He represents comprehensive insights in Indian capital markets ( equity and fixed income ) with strong emphasis on bottom-up investment philosophy.He has a considerable understanding of global businesses and stock picking is a special strength. The investment philosophy emphasizes buying quality businesses enjoying superior growth but at reasonable valuations.
As Director / Partner of ASK Group, he provides strategic guidance and support to the CEOs in managing their respective businesses but is intimately involved with and supervises , the Investment management business of the Group ( the other three businesses of the Group are Real Estate, Wealth Advisory and Private Equity ) .He is deeply passionate about investing and all things that go with it.In 2013, he authored a book entitled ” Of Long-Term Value & Wealth Creation from Equity Investing : Observation , Ideas and Reflection.”
Recently he spoke at the Morningstar Investment Conference on the fundamentals of investing. Kindly access to the below links for detailed talk :
Link 1 : How to calculate size of opportunity ( OB )
Link 2 : Talk at Morningstar ( MS )
B. Entrepreneurial Diary
( “Business means solution of a particular problem and Creating value for customer as well as value for company ” – Paramjeet Redu )
C. Other Stories
Book Review : The Vagabonds ( MC )
Value Investor Interview: Rohit Chauhan ( SN )
Graham and Doddsville Issue Fall 2016 ( CBS )
The Secret Algorithm Behind Learning ( ME )
Rahul Rathi , a wizards Of Dalal Street ( MC )
Warren Buffett Speech to University of Georgia Students ( ND )
The Competitive Advantage of an Owner-Operator ( BH )
Why Investors Must Be Contrarians to Outperform The Market ( IQ )
Saudi Arabia’s Bond Success Hides Its Financial Peril ( BB )
An Interview With Robert J. Shiller on Behavioral Economics ( PS )
When your own fingerprints make your Aadhaar invalid! ( ML )
Future returns from mid-caps will be less than before: Sanjay Bakshi ( FO )
“I read everything: annual reports, 10k’s, 10q’s, biographies, histories, five newspapers a day. On airplanes, I read the instructions on the backs of seats. Reading is key. Reading has made me rich over time” – Warren Buffett
“I constantly see people rise in life who are not the smartest, sometimes not even the most diligent, but they are learning machines. They go to bed every night a little wiser than they were when they got up and boy does that help, particularly when you have a long run ahead of you” – Charlie Munger
You have to apply yourself each day to becoming a little better. By applying yourself to the task of becoming a little better each and every day over a period of time, you will become a lot better”- Carol Dweck