CFA Society India has some very good events and sessions which are often uploaded on their Youtube channel. Here is the latest session by Prof. Sanjay Bakshi on "Implementing Benjamin Graham's Special Situations Frameworks in Conventional Investment Strategies" https://www.youtube.com/watch?v=D8ssnBMAtOE
Aswath Damodaran on Personal Portfolio
Here is the latest video of Aswath Damodaran on Personal Portfolio. My friend sent this as a proof of his point of view that one must always diversify and be cautious. I, on the other hand, am a risk taker and have quite a concentrated portfolio. While I understand Prof. Damodaran's approach, I feel that... Continue Reading →
Fireside Conversation with Mohnish Pabrai
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 →
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