Environmental degradation in china by vaclav smil, prime movers of globalization. Jul 31, 2012 i recently had the privilege of meeting one of the highly regarded professors in the field of value investing and behavioral finance, prof. As a famous quote goes, the man who learns from his own. You should try to evaluate the true value of a stock while investing in it. The only guide to an investment strategy youll ever need larry swedroe. Vishal khandelwal at value investing summit 2019, kuala. The management has been conservative and has repaid the debt on the books and has used the internal accrual route to fund expansion for the it park that it is setting up. Vishal khandelwal of speaks at the value investing summit 2019 in kuala lumpur. There is so much to learn from good books the best vicarious experience one can get. Those who know about the lives and investing experiences of investors and teachers like warren buffett, charlie munger, and prof. A value investors journey through the unknown is the book millions of people have been waiting for. He is also a successful practitioner of value investing in india for more than 22 years and at present is managing partner at valuequest capital llp, which is an investment boutique that advises a few large family offices in india and an offshore fund called the valuequest india.
He is managing partner at valuequest capital llp a specialist in moats investing. Vishal, that particular problem is equally applicable to large investors. There is this wrong perception in value investing community that a high pe multiple cannot be cheap. He is also an adjunct professor at management development institute, gurugram.
You can read a very personal account of some of the struggles of my life from here. Fil alumni who have never attended flame investment lab behavioral finance and value investing with sanjay bakshi. Dalai lamas book of wisdom by dalai lama xiv creating shareholder value by. After much delay owing to issues in getting mutually convenient dates, i have finally finished my interview of prof. I am regular reader of his blogs and have benefited a lot from his teaching. In my view, the best form of float for someone who wants to be a value investor to manage other peoples money for a profit share or to invest in businesses at attractive prices using float at attractive prices. Here are kiran dhanwadas list of best articles by prof. Our private class with indias value investing guru the 5. I am also a managing partner at valuequest capital llp a sebi registered investment advisory firm. Sanjay bakshi has been chosen by students at mdi gurgaon as the insideiim professor of the year in 2020. Sanjay bakshi and complied the wisdom shared by prof. A close look at the holdings of bakshis valuequest india moat fund gives some idea where the. When you peep into the portfolio, you will be greeted by names like thomas cook, relaxo footwears, kitex, ashiana housing, nesco, eicher motors, vaibhav global and poddar developers. Jan 16, 20 value investing to investing values an online account of my thoughts in defining the investing value system keeping value investing as the foundation in that journey.
A close look at the holdings of bakshis valuequest india moat fund gives some idea where the fundoo professor expects moat to create value. Rana pritanjali has no position in any stocks mentioned. We have been following professor bakshi for many years. Sanjay bakshi has 1,671 books on goodreads, and is currently reading patient capital. This article is the second half of a twopart interview with sanjay bakshi, one of the great minds in value investing and behavioral finance in. Although largely focused on linking to investing and economic material it deems of interest, it will also post and link to material from other disciplines. What are some good online courses to learn investment. He has a nocompromise approach and buys only those stocks which have high quality in terms of management, corporate governance, moat, brand image, market dominance etc.
Sanjay bakshi from his blog and other lecture notes. Anyway, over the years i have dealt with the problem in many ways. Prof sanjay bakshi, the authority on value investing, is known to be a stickler when it comes to buying stocks. Professor sanjay bakshis old articles and talks on value investing talksinterviews 2002 talk at oxford book, cio interview, outlook profit. Sanjay bakshi has explained critical concepts in investing in a highly comprehensive yet simplified manner. Book recommendations from legendary investors safal niveshak. Part ii of our private class with indias value investing. On todays episode, we are talking to one of indias most popular professors in india in the field of finance and investing. Elected by mdi students as best faculty in pgpm for 200406, 200608, 200709, 200911, 201012, 2011, 201214, 2015, 201517, 201618, and 201719. As a group, high pe stocks will probably underperform, but there are exceptions.
A prof called sanjay bakshi certainly one of the best profs who teach in mdi. Sanjay bakshi has 1672 books on goodreads, and is currently reading patient capital. It also alerts the reader to a bubble or crisis situation, and ways to identify and insure against it. He teaches a subject called behavioral finance and business valuation in mdi. Sanjay bakshi thinking about exit pe multiples is very subjective, but one can use a framework. This is one of the best interviews ive ever heard, i listened to it 6 times. Value investing, the sanjay bakshi way part 1 safal. I initially learnt trading through technical analysis and later shifted to value investing by fundamental analysis. Sep 26, 2005 a prof called sanjay bakshi certainly one of the best profs who teach in mdi. Professor sanjay bakshis value investing articlestalks. Value investing legend sanjay bakshi the investors.
Insideiims professor of the year 2020 sanjay bakshi. He started his investing journey 12 years back and he has been periodically investing in index funds. Sanjay bakshi managing partner valuequest capital llp. Value investing, the sanjay bakshi way safal niveshak. Sanjay bakshi, eminent teacher and practitioner of value investing and behavioural economics, is better known for his moat investing philosophy. This article is the second half of a twopart interview with sanjay bakshi, one of the great minds in value investing and behavioral finance in india. When you peep into the portfolio, you will be greeted by names like thomas cook, relaxo footwears, kitex, ashiana housing, nesco, eicher motors, vaibhav global and poddar developers joining this illustrious list of winner stocks is symphony limited, the manufacturer of air coolers, with a market.
An online account of my thoughts in defining the investing value system keeping value investing as the foundation in that journey. Sanjay bakshi, eminent teacher and practitioner of value investing and behavioural economics, is better known for his moat investing. Mar 11, 2020 above professor sanjay bakshi on value investing along with mdi alums in the value investing conclave held at mdi gurgaon read more about professor sanjay bakshi here. Sanjay is one of indias bestrecognized professors in the field of value investing and behavioral finance. Value investing and behavioral finance, a timely offering from a seasoned investment strategist, is a must read for stock brokers, bankers, lay investors, portfolio managers, fund managers, and students of finance. On this episode of the knowledge project podcast, i have on the show one of my favorite people. Full lecture by sanjay bakshi at ashoka university 23 march. Which book sanjay reads three times a year and finds new pearls of wisdom. Jun 09, 2014 in my view, the best form of float for someone who wants to be a value investor to manage other peoples money for a profit share or to invest in businesses at attractive prices using float at attractive prices. Below is the list of books which i read as a part of my journey in financial markets and found them really helpful.
Our private class with indias value investing guru the. Its not just his expertise and succesful experience in value investing in stock market that makes him so, its also his ability to share them so well with us. Professor sanjay bakshi on value investing along with mdi alums in the value investing conclave held at mdi gurgaon. Sanjay bakshi adds another megabagger stock to portfolio.
Below is the list of books which i read as a part of my journey in. And this week, rohan and i are excited to bring you our conversation with a highlyrespected professor and practitioner of value style investing in india. Full lecture by sanjay bakshi at ashoka university 23. View sanjay bakshis profile on linkedin, the worlds largest professional community. You can compare ikya with peoplestrong, addeco, manpower and teamlease. Aug 18, 2016 it would be lovely if people could post their favourite prof. The challenges and promises of longterm investing by victoria ivas. Fil alumni who have attended flame investment lab behavioral finance and value investing with sanjay bakshi program prior to 2017 i. Feb 12, 2019 sanjay bakshi, eminent teacher and practitioner of value investing and behavioural economics, is better known for his moat investing philosophy. Sanjay bakshis portfolio reads like a whoswho of multibagger stocks. Prof sanjay bakshi buys potential 10bagger stock for. Bakshi, can you please outline what you read in terms of newspapers, magazines, blogs, books etc. I recently had the privilege of meeting one of the highly regarded professors in the field of value investing and behavioral finance, prof. He has a nocompromise approach and buys only those stocks which have high quality in terms of management, corporate governance, moat.
Value investing, the sanjay bakshi way part 1 safal niveshak. And reading is one of the key reasons they have been so successful in their investing endeavours. When you should buy and sell originally appeared on. When you should buy and sell a motley fool analyst talks shop with sanjay bakshi, one of the best value investors of our time.
A guide to reading for investors safal niveshak value. I am a book loving maniac who reads books in the drivers seat of his car at traffic crossings while waiting for the light to turn green. All books are in clear copy here, and all files are secure so dont worry about it. Sanjay bakshis website i am an adjunct professor at management development institute, gurgaon where i teach a popular paper on behavioral finance and business valuation bfbv. I am a value investor, who focuses on investing in moated businesses in india. Value investing world is a blog dedicated to promoting the multidisciplinary approach to investing and development of as charlie munger describes it. Safal niveshak successful investor was founded by vishal khandelwal, who is a friend on facebook.
As a famous quote goes, the man who learns from his own experience is destined. News stories often relate to things that are temporary and relatively unimportant whereas good books teach you about things that are long. Sanjay bakshi recommends all books on the lists of warren buffett and. Podcast sanjay bakshi on discovering buffett, and how investors can profit from inefficient markets in part one of this interview, professor sanjay bakshi traces his foray into investing. Its quite obvious to me that investing in a business with a moat. Sanjay bakshi sanjay is an experienced and successful value investoradvisor and is also one of indias bestrecognized finance professors who has been teaching security analysis, behavioral finance and business valuation at management development institute, gurgaon since 2001.
News stories often relate to things that are temporary and relatively unimportant. Sanjay is also a successful value investor with an audited long term track record of of delivering a gross usd return of 24% a year from 2001 to 2012. Interview with professor and fund manager sanjay bakshi. Why did the famous value investor, john templeton, say that this book opened my eyes. Market trends to watch and ignore a motley fool analyst talks shop with sanjay bakshi, one of the best value investors of our time. As always, these notes will be just a small sampling of what was. And this week, rohan and i are excited to bring you our conversation with a highlyrespected professor and practitioner of valuestyle investing in india. This site is like a library, you could find million book here by using search box in the header.
There is a limit as to how much one can learn from ones own experience. Feb, 2019 vishal khandelwal of speaks at the value investing summit 2019 in kuala lumpur. What can longterm value investors learn from traders. Podcast sanjay bakshi on discovering buffett, and how. This book delivers invaluable information and essential practices for getting your portfolio and investing situation in order. Never believed in picking individual stocks until he came across prof. He is also a successful practitioner of value investing in india for more than 22 years and at present is managing partner at valuequest capital llp, which is an investment boutique that advises a few large family offices in india and an offshore fund called the valuequest india moat. Read online sanjay bakshi interview book pdf free download link book now. Mdi students have elected sanjay as the its best professor for several years. In the hr space, another business model to study would be that of infoedge. Bakshi teaches mba students at mdi gurgaon two popular courses.
Bakshi quest for value 16 jan 11 prof sanjay bakshis posts. Insideiims professor of the year 2020 sanjay bakshi mdi. Quest for value 16 jan 11 prof sanjay bakshis posts. Jan 05, 2016 the article value investing genius sanjay bakshi. Sanjay bakshi on reading, mental models, and thinking. Click here to download the pdf version of entire interview. Page 3 of 64 foreword i recently had the privilege of meeting one of the highly regarded professors in the field of value investing and behavioral finance, prof.
Insideiim professor of the year 2020 what mdi gurgaon students have to say about professor sanjay bakshi. Professor bakshi is a great teacher of sensible value investing in india. In part 3 of the podcast interview with sanjay bakshi, value investor, behavioural finance expert at adjunct professor at mdi, talks about how he chooses his investments, whether technology is. Sanjay bakshi addresses students of ashoka university on the topic the practical utility of 7 mathematical ideas. I think the remedy is to read books like 100 to 1 in the stock market by thomas phelps, common stocks and uncommon profits by philip fisher. As a practitioner of value investing in india for more than 25.
Managing partner, valuequest capital llp the author is a managing partner in valuequest capital llp, a sebi registered investment adviser. He got interested in value investing after reading one up on wall street in 2006. Mar 22, 2010 value investing world is a blog dedicated to promoting the multidisciplinary approach to investing and development of as charlie munger describes it a latticework of mental models. Value investing made simpler posted on august 25, 2012 comments since i have family and friends living in cuba, please let me take this moment to send my prayers to them as. The sanjay bakshi way safal niveshak august 1, 2012. I am a bookloving maniac who reads books in the drivers seat of his car at traffic crossings while waiting for the light to turn green.
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