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The Infant Learner
Some stuff I read this week:
A. This week’s Special:-
Interview With Anoop Bhaskar
Mr. Anoop Bhaskar serves as Head of Equities at IDFC Asset Management Company Limited. Previously, Mr. Bhaskar served as Head of Equity and Fund Manager at UTI Asset Management Company (P) Ltd. since April 2007. He joined the firm in April 2007. Previously, Mr. Bhaskar served as the Head of Equity at Sundaram BNP Paribas Asset Management Co. Ltd. from August 2003 till March 2007. He was a Senior Research Analyst and Portfolio Manager at Templeton Asset Management Ltd. from 1993 to 2003. Prior to this, Mr. Bhaskar served as a Manager of Investments at Shriram Financial Services Ltd. from 1992 to 1993.
Mr. Bhaskar holds a Masters in Business Administration in Finance from Symbiosis Institute of Business Management, Pune and a B.Com. from University of Delhi.
Recently he was interviewed at stoicinvesting.com. Click the link given below to listen to the interview :
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
Checklist of ideal company ( EW )
The Wonders of the Future ( CF )
The Study of Value Investor ( HW )
On The Power Of Compounding ( VI )
Beware the Boredom of Bull Market ( SN )
Gradual Improvements Go Unnoticed ( II )
Six Impossible Things Before Breakfast ( GM )
Are Markets Driven by Fear, Greed or Regret? ( MF )
The Art of Value Investing with Sanjay Bakshi ( PM )
Focus on Return of Capital, not Return on Capital ( MC )
How To Avoid Procrastination And Become More Productive ( MO )
For better equity returns, focus on valuations – not economic growth ( TG )
Will AI eat the fund manager’s job in India? AccuraCap shows it will ( FD )
Capital Allocation & Capital Management – What Is Good And What Is Bad ( VO )
“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