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The Infant Learner

Some stuff I read this week:

A.  This week’s Special:- 

Value Investing : The Kuntal Shah Way

Kuntal Shah is one of the founding partners of SageOne Investment Advisors and has an opportunistic inclination towards a value-oriented and risk-controlled approach to investments.He has been an extremely successful investor over the past two decades and his success has come from exploiting the inefficiencies inherent in the markets. 

Kuntal has an in-depth understanding of value investing a focus on risk identification and mitigation, emerging trends, and opportunities in key growth sectors in India, taxation and accounting.He also lover to teach on these subjects and in the past has lectured at UTI Institute of Capital Markets, IIM ( Ahmedabad) , IIT ( Mumbai ), Symbiosis , FLAME and Chartered Accountants Institute. Kuntal is an Electronics and Engineer from Pune University.

Recently he interviewed by Mr. Vishal Khandelwal. Kindly access to the below links for detailed interview :- 

Interview with Mr. Vishal Khandelwal  

 

B. Entrepreneurial Diary

( “Business means solution of a particular problem and Creating value for customer as well as value  for company ” – Paramjeet Redu )

The fault in our startups ( FF )
The Scientists Who Make Apps Addictive ( AA )
10 TED Talks that are worth more than an MBA ( BI )
Two Computers Just Had The Most Bizarre Conversation ( GI )
Why Entrepreneurs Need to H.A.L.T. Before Making Important Decisions ( FB )

C. Other Stories

On outperformance ( VI )
The Art of Holding ( MC )
When to sell a stock ( TH )
Buffett Partnership Letters 1957 to 1970 ( GD )
The Laws Unintended Consequences ( PT )
SageOne-Investor-Memo-Jan-2017 ( SO )
Mean Reversion and the Bell Curve  ( GF )
Portfolio Construction – Where is the risk? ( MI )
Why Our Emotions Ruin Investing Decisions ( TM )
Brilliant Pivot & Patience: Mail Order To $400 Million Biopharma Co. ( IF )
5 Easy Money Places Where Multi-Bagger InfoArb Opportunities Hide Out ( MC )

“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