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The Infant Learner
Some stuff I read this week:
A. This week’s Special:- Interview with Anand Radhakrishnan of Franklin Templeton
Mr. Anand Radhakrishnan is chief investment officer for Franklin Equity – India, Franklin Templeton Asset Management ( India ) Pvt. Ltd. Mr. Radhakrishnan is responsible for overseeing all the local equity funds. His responsibility includes mentoring all the portfolio managers and also acting as portfolio manager for some key products.
He manages Franklin India Bluechip Fund , Franklin India Prima Plus Fund and Franklin Infotech Fund , and equity portfolio of all hybrid funds.
Mr. Radhakrishnan has been in the investment management industry since 1994. His past assignments include 8 years as fund manager for Sundaram Mutual Fund.He was also deputy manager in equity research with SBI Funds Management Ltd.
Mr. Radhakrishnan holds a postgraduate diploma in management from Indian Institute of Management, Ahmedabad, and a bachelor of technology degree with a specialization in chemical engineering from Anna University , Chennai. He is a Chartered Financial Analyst ( CFA ) chartholder.
Business Standard had recently published an interview with Mr. Radhakrishnan. Kindly access to the below links for detailed interview:
Link 1 : Interview at Beyond Basic ( BB )
Link 2: Interview at Business Standard ( BS )
B. Entrepreneurial Diary
( “Business means solution of a particular problem and Creating value for customer as well as value for company ” – Paramjeet Redu )
Sam Altman sits down with Mark Zuckerberg to talk about how to build the future ( YT )
Company Profile : DS Group ( FORBES )
CEO Profile : Vishwavir Ahuja (VC)
Marketing in four steps ( SG )
Understanding VCs (AVC )
Think Amazon’s Drone Delivery Idea Is a Gimmick? Think Again ( NY )
Indian start-ups’ mid-life crisis( MINT )
C. Other Stories
1977 WSJ article on Warren Buffett ( WSJ )
See’s Candies Case Study Prepared by John Chew ( VW )
A very ‘Interest’ing Topic by Rajeev Thakkar ( PPFAS )
Indian Financial Landscape through the eyes of Rashesh Shah ( AA )
The Morningstar Guide to Wide-Moat Stock Investing ( MS )
The Value of Value : Seth Klarman ( MCCM )
The reason why so few airlines are profitable ( HBR )
A case study of the bubble in “safe” stocks ( II )
SEBI releases FAQs on AIFs ( SEBI )
Raghuram Rajan hands gift to India’s corporate bond market ( EC )
Pensions Play With Puts for Protection ( WSJ )
“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