www.mfp.co.in
The Infant Learner
Some stuff I read this week:
A. This week’s Special:-
Paul D. Sonkin, Professor and Investor
Mr. Paul D. Sonkin serves as a Portfolio Manager at Teton Advisors, Inc. where he joined in 2013. Mr. Sonkin is also a Portfolio Manager at GAMCO Investors, Inc., where he manages non-market correlated investments, stubs, and spin-offs while maintaining a focus on micro and nano-cap stocks.He previously worked as a Portfolio Manager of The Hummingbird Value Fund and the Tarsier Nanocap Value Fund. Paul is currently an adjunct professor at Columbia University Graduate School of Business, where he teaches courses on security analysis and value investing. He is a member of the board of several public companies including Meade Instruments Corp. He was previously a senior analyst at First Manhattan & Co., a firm that specializes in mid and large cap value investing. Before that he was an analyst and portfolio manager at Royce & Associates, the investment advisor to the Royce Funds. Royce & Associates practice small and micro cap value investing. Prior to receiving an MBA from Columbia University, he worked at Goldman Sachs & Co. and at the U.S. Securities and Exchange Commission. He is a co-author of Value Investing: From Graham to Buffett and Beyond (Wiley Finance)
He was interviewed at Forbes. Kindly access to the below link for detailed interview :-
Link 1: Interview at Forbes ( LC )
Link 2: Interview with MOI ( MO )
Link 3: Fund Investment Strategy ( CS )
B. Entrepreneurial Diary
( “Business means solution of a particular problem and Creating value for customer as well as value for company ” – Paramjeet Redu )
Frequently Asked Questions ( SL )
Why are there still so many jobs?( TE )
Becoming the Best Version of You ( FW )
How I Built This :- Patagonia: Yvon Chouinard ( OC )
Billion Dollars To Bust: Health & Tennis Corp. Of America ( IF )
11-ways-to-achieve-incredible-success-the-best-interviews-of-2016 ( BP )
C. Other Stories
The “Mistake Wall” ( DF )
Lazy Work, Good Work ( CB )
The Beauty of Old Ideas ( AB )
Stock Analysis: Pricol Ltd. ( VB )
The-importance-of-patience ( JI )
The Quality Brand Mittelstand ( PI
Thinking Fast and Slow about Investing ( DG )
Why Intelligent People Can’t find Happiness ( TM )
Top 10 Hilariously Wrong Stock Market Predictions ( DC )
Learning from Dr. Michael J. Burry’s Investment Philosophy ( PA )
The Outsiders: 1 Quality Every Microcap CEO Should Have ( MC )
How Behavioral Biases Lead To Hard-To-Capture But Sustainable Alpha ( KC )
“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