Interesting reads 09 Nov 2013 – Sanjay Bakshi, Suresh Poojari, Vijay Kedia

1. Professor Sanjay Bakshi’s Value Investing Articles/Talks –
An excellent collection of everything by our professor Sanjay Bakshi – Wealth of information to preserve and read and re-read
2. Meet Mumbai’s rags-to-riches Restaurant King –
Story of an entrepreneur restauranteur Suresh Poojari – A true Rags to Riches story of the famous restaurant ‘Sukh Sagar’ (Ocean of happiness)
3. What We Can Learn From Vijay Kedia’s Strategy Of Finding Multibagger Stocks –
A short introduction about Vijay Kedia – a successful stock investor and his approach of finding great businesses and his portfolio success


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Interesting reads 06 Nov 2013 – Charlie Munger, Benjamin Graham

1. The Ultimate Guide to Successful Equity Investing –
A starter’s guide on Equity Investing from Covers all basics on how to build a portfolio, valuation ratios, and lessons from great investors.

2. Charles Munger: A Lesson on Elementary, Worldly Wisdom As It Relates To Investment Management & Business –
Complete transcript of a speech that Charlie Munger did in the USC Business School in 1994. It could be a repeat, but, as and when I get to see words of wisdoms from greatest minds, I try to read them again and post them again.

3. Common Sense Investing: The Papers of Benjamin Graham –
Jae Jun has posted on the collection of papers from Benjamin Graham. Wealth of knowledge. Must read (I am yet to read in full though):)

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My EBook on Behavioural Finance was published today !!!

Hi all,
I am excited and feeling a bit proud to present my first (e)book which was published today on Behavioural Finance on one of the most leading websites in India on Value Investing ( founded and run by Vishal Khandelwal.This is the collection of all the articles on Behavioural Finance that I wrote on this blog.

Given below is the link to the eBook.
Please go through and let me know your valuable feedback, comments and opinions.


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Interesting reads 04 Nov 2013 – Best Advice, Macroeconomic forecasts and Mr.Market Mental model

1. The best advice I ever got – Warren Buffett & Charlie Munger –
A snippett on best advice Warren Buffett and Charlie Munger got from each other – Investments, Business, Temprament, and Learning

2. A Dozen Investors Talk about the Folly of Macroeconomic Forecasting and the Importance on Focusing on Valuation/Margin of Safety TODAY –
Tren Griffin on – Benjamin Graham, Warren Buffett, Charlie Munger, Howard Marks, Michael Price, Sir John Templeton, Walter Schloss, Bill Ruane, Barry Rithholtz, and James Montier words on Macroeconomics and forecasts

3. Mental Model: Warren Buffett on Mr. Market –
Warren Buffett’s explanation on Mr.Market in his 1987 letters to shareholders

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Interesting reads 02 Nov 2013 – Warren Buffett, Walter Schloss, Franklin Templeton

1. Buffett 101 & Investing for Higher After Tax Returns –
Pointers on cash flow discounting and also the link to the discussed “Investing for Higher After-Tax Returns” –

2. Value Investing Works – Here’s Why –
Some basics on Value Inveseting referred to greatest investing minds, and the link to Geoff Gannon’s article on Walter Schloss    “Walter Schloss: 1916 – 2012” –

3. Warren Buffett Warns Amateur Investors Against This Common Mistake –
Warren Buffett on mistakes made by investors like timing the market and frequent trading. The embedded slideshow on “Why people lose money while investing” is a great one to view

4. Top 10 corporations that control almost everything you buy –
A nice infographic on greatest brands of the world and how many fast moving products they have, controlling the market. Applicable mainly for the US.

5. When Small is Big –
An excellent write up from Franklin Templeton on ‘small is big’, tells us how and where to look for mid/small caps to become multibaggers – emerging markets and growth in middle class population which is and will drive this

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Interesting reads 31 Oct 2013 – Sir John Templeton, Warren Buffett, Benjamin Graham

1. How to get rich like Sir John Templeton –
A short and simple article on Sir John Templeton’s success – Surprisingly he borrowed money in 1930s and invested with guts in the stock markets, when everyone was running away from it during Great Depression

2. Warren Buffett: Top 3 investing mistakes to avoid –
Warren Buffett’s advice to avoid 3 investing mistakes – Timing the market, Mimicing others and Paying fees & Expenses

3. Seven Key Tips to Value Investing –
Benjamin Graham’s 7 advices for value investors – Never lose money, Do not speculate, Avoid margin trading, Beware of Mr.Market, Margin of Safety, Analyse Management, and Read, Read and Read

4. Benjamin Graham on Liquidating Value –
Though most of us do not invest in companies at liquidation value (unless you want to buy the entire business), this is still a good read to understand how Benjamin Graham analysed such companies during 1930s in his book Security Analysis

5. The Quality of Business Earnings – Checklist of Questions –
One more checklist for investors – these 17 questions provide some insights on what to look for in a business

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Interesting reads 28 Oct 2013 – Great Investors, Phillip Fisher, Walter Schloss, Bubbles

1. From Buffett to Fisher: Winning stocks identified using wisdom of 5 market gurus –
An excellent article from Economic Times – on short notes on 5 great investing gurus and a few stocks picked to match their style. Analyse these stocks further before deciding to buy or sell.

2. A Dozen Things I’ve Learned from Philip Fisher and Walter Schloss About Investing –
Tren Griffin distills the investment knowledge and wisdom from great investors Philip Fisher and Walter Schloss.

3. Historic Stock Market Bubbles Repeat. Learn and Predict the Next One –
A collection of articles posted on Old School Value blog on various stock market bubbles – An excellent read.

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