After my hero Charlie Munger passed away and Warren Buffett decided "to go mute", there are not many people who I can look forward to for enlightenment in the Economics, Finance and Investments domain. So I settle for the second and the third best options. I still keenly follow Nassim Nicholas Taleb and Aswath Damodaran... Continue Reading →
The Art of Selling | Kuntal Shah | Oaklane Capital Management LLP | Co-founder – Needl.ai
CFA Society India organizes some great sessions! Here is one such recent session by Kuntal Shah https://www.youtube.com/watch?v=w6A9uKMRhOg
Warren Buffet @ 94
Happy 94th B'day to Warren Buffett! Today's b'day is special for him in two different ways. Just yesterday the market cap of his firm Berkshire Hathaway hit $1 trillion! It's the first non-tech company to achieve this milestone! What an achievement! It is also his first b'day after his long time friend and business partner... Continue Reading →
Warren Buffet and Elephant Gun
In his letter to Berkshire Hathaway shareholders in 2011, Warren Buffett wrote about the need for major acquisitions to maintain growth in the company's non-insurance businesses. "We're prepared. Our elephant gun has been reloaded, and my trigger finger is itchy." Buffett said "Berkshire is contributing "something between" $12 and $13 billion of the deal", so... Continue Reading →
Aswath Damodaran on Valuation
It is always a pleasure to listen to Prof. Aswath Damodaran who is one of the finest professors of Finance - Valuation to be specific. Here are two recent interviews of him which are worth your time! https://www.youtube.com/watch?v=lJvIwXzYrUU&t=14s https://www.youtube.com/watch?v=s7zQXBczNXA&t=1936s
Warren Buffett’s Latest Interview – April 2023
Listening to Warren Buffett or Charlie Munger is always a delight! I eagerly wait for their new interviews/talks and AGMs. Berkshire Hathaway's AGM is likely to happen in a few days/weeks; I am looking forward to it. Meanwhile, I came across the latest interview of Warren Buffett which happened just a few days back. And... Continue Reading →
Karan Thapar Interviews on Adani-Hindenburg Saga
If you are an avid stock market follower you would have definitely followed Adani-Hindenburg saga. I am pleased with what's happening with Adani group - naturally because he is one of the shining examples of crony capitalism of Modi, and I am fiercely anti-Modi. It's a good example of what the world powers can do... Continue Reading →
Excellent Interview of Prof Aswath Damodaran
Professor Aswath Damodaran is a legend in the world of Finance. I had shared one of his talks few years back. I came across his recent interview on The Investor's Podcast and thought of sharing it here. In a long winded discussion Aswath talks about his motivation and early years as Professors, his teaching and... Continue Reading →
Mirage Of 100 Unicorns In India
In last couple of days there was a news in the Business world announcing that India now has 100 Unicorns! Unicorn is a company (usually a start-up, but not always so) which achieves a valuation of $1 Billion. This valuation is usually based on multiple rounds of investments by Angel Investors, Venture Capitalists and Private... Continue Reading →
Happy Dusshera And Symbolism Of 10-headed Demon
Wishing you all Happy Dusshera (दसरा/विजयादशमी). Indian culture is filled with many festivals and traditions. Each festival and tradition also has a regional flavour, and some of them are celebrated across India - for example Dusshera and Diwali (Deepawali - the Festival of Lights). While all festivals have many old stories, folklores and rituals, it's... Continue Reading →

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