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The Infant Learner
Some stuff I read this week:
A. This week’s Special:-
Value Investor Guy Spier
Guy Spier is a Zurich based investor and the author of , “The Education of a Value Investor “.In June 2007 he made headlines by bidding US $650,100 with Mohnish Pabrai for a charity lunch with Warren Buffett.
Since 1997 he has managed Aquamarine Fund, an investment partnership inspired by , and styled after the original 1950’s Buffett partnership.
Prior to starting Aquamarine Fund,Spier worked as an investment banker in New York, and as a management consultant in London and Paris.
Mr.Spier completed his MBA at the Harvard Business School, class of 1993, and holds a First class degree in PPE ( Politics, Philosophy and Economics ) from Oxford University.
He delivered lecture at Google Talk. Kindly access to the below links for detailed full lecture:
Link 1 : Interview at Columbia Business School ( CBS )
Link 2: Interview at Manual of Ideas ( AF )
Link 3: Lecture at Google Talk ( GOOGLE )
B. Entrepreneurial Diary
( “Business means solution of a particular problem and Creating value for customer as well as value for company ” – Paramjeet Redu )
Life lessons from Kris Gopalakrishnan ( FF )
Company Profile : Havells India ( FORBES )
Will Amazon Kill FedEx? (BLOOMBERG)
Google, Uber, and the evolution of transportation-as-a-service ( SC )
Innovation and Disruption (SW )
Reliance Jio: The Good, Bad and Ugly of Mukesh Ambani’s Proposed Digital Empire ( TW )
A Dozen Things I’ve Learned from Michael Dell about Business( 25 )
C. Other Stories
Low-Cost Airline Wizard: Herb Kelleher ( IF )
Peak: Secrets from the New Science of Expertise ( JANA )
Is passive investing suitable for India? ( MINT )
Notes from the ’62 Buffett Partnership Letter ( NI )
How should we read investor letters? ( NY )
Psusaurus ( BT)
Avoid News ( DO )
Mohnish Pabrai’s Hedge Fund Interview Guide ( SUM ZERO )
India on track to be the world’s largest oil consumer ( SPLASH )
Ford Offers 72 Month 0% Financing as Car Loan Defaults Surge ( WA )
“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