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The Infant Learner
Some stuff I read this week:
A. This week’s Special:-
Value Investing, The Chetan Parikh Way
Chetan Parikh is a co-promoter of Jeetay Investments Private Limited, a portfolio management firm registered with SEBI. He is also a co-promoter and director of Jasmine India Fund, a Mauritius based India dedicated Fund.He holds an MBA in Finance from the Wharton School of Business and a BSC in Statistics & Economics from University of Bombay.He also serves as visiting faculty at Jamnalal Bajaj Instititute of Management Studies ( University of Bombay ) for the MBA course. His writings have been published in Business Standard, Business World, The Economic Times and Business India. His work can also be read at www.capitalideasonline.com .
As a director of Jasmine India Fund,he acts as a guide to the team on business issues with his terrific insight into businesses as a value investor. Chetan was rated amongst India’s best investors by Business India Magazine.
Parikh’s advice to investors is,” Know your limitations, decide what returns you will be satisfied with and what risk levels you’re going to be comfortable with.” And then, you can sleep easy.
Recently he delivered lecture at OctoberQuest Conference. Kindly access to the below link for full lecture:
Link 1 : Interview at Simoleonsense ( SS )
Link 2 : Moats VS Boats ( OB )
Link 3 : Exploring the latticework( PP )
B. Entrepreneurial Diary
( “Business means solution of a particular problem and Creating value for customer as well as value for company ” – Paramjeet Redu )
Company with Best Culture Case Study : Morning Star’s ( RC )
CEO Profile :-Dilip Shanghvi ( BB )
The Bandhan Story ( VR )
Now is never ( SG )
Inside The Mind That Built Google Brain( HF )
How AI will change the world ( VOX )
Amazon Eats the Department Store ( BL )
Game Theory in Indian e-commerce. Really? ( MINT )
Clean Disruption – Why Energy & Transportation will be Obsolete by 2030 ( YT )
C. Other Stories
Part I : Business Valuation Case Study: See’s Candies ( GF )
Part II : The Quality Brand Mittelstand ( PI )
Synergy ( MY )
On Fluency and Equanimity ( JANA )
The Most Complicated Simple Problems ( CF )
How a Blogger Started His Own ETF ( CWS )
Central Banks in Wonderland: The Coming Bond Crash ( ET )
Cyclical Businesses VS Franchise Businesses: Rahul Saraogi ( LW )
Why Thinking Backwards Can Help You Become A Better Investor ( AG )
The L.E.D.Quandary :- Why there’s no such thing as ” Built to Last ” ( NY)
“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