Money and Finance
- Links
Here's What Buffett Wouldn't Do, and Maybe You Shouldn't Either (LINK) Sanjay Bakshi: The Eventual Consequences of Risk Seeking or Risk Blind Behavior (LINK) Bruce Berkowitz's 2016 investor call from yesterday (audio) [H/T ValueWalk]...
- Links
Lawrence Cunningham presentation on his book, Berkshire Beyond Buffett: The Enduring Value of Values (video) (LINK) Sanjay Bakshi: IMPLICATIONS OF THE COMING CAPEX IN COAL (LINK) Latticework of Mental Models: Variable Reinforcement (LINK) An...
- Links
Oaktree’s Marks Says Europe Better Bet Than ‘Highly Priced’ U.S. (LINK) “We are at a point in the cycle where we feel virtually all assets are trading above their intrinsic value; some are in ‘highly priced’ territory, and there are few absolute...
- Links
SimoleonSense: Political Extremism Is Supported by an Illusion of Understanding (LINK) Tim Ferriss interviews Dan Carlin, from the Hardcore History podcast (LINK) Books recommended by Prof. Sanjay Bakshi (LINK) Some wisdom from Sanjay Bakshi via...
- Safal Niveshak: Value Investing, The Sanjay Bakshi Way 2.0 – Part 1
Link to interview: Value Investing, the Sanjay Bakshi Way 2.0 – Part 1 Excerpt: Safal Niveshak: Let me start with a question I have been waiting to ask you for some time now. Through a comment on a link I shared on FB and through a few of your...
Money and Finance
Sanjay Bakshi quote
“In my view, the best form of float for someone who wants to be a value investor to manage other people’s money for a profit share or to invest in businesses at attractive prices using float at attractive prices.” -Sanjay Bakshi (from the comments of his Presentation on Floats & Moats)
- Links
Here's What Buffett Wouldn't Do, and Maybe You Shouldn't Either (LINK) Sanjay Bakshi: The Eventual Consequences of Risk Seeking or Risk Blind Behavior (LINK) Bruce Berkowitz's 2016 investor call from yesterday (audio) [H/T ValueWalk]...
- Links
Lawrence Cunningham presentation on his book, Berkshire Beyond Buffett: The Enduring Value of Values (video) (LINK) Sanjay Bakshi: IMPLICATIONS OF THE COMING CAPEX IN COAL (LINK) Latticework of Mental Models: Variable Reinforcement (LINK) An...
- Links
Oaktree’s Marks Says Europe Better Bet Than ‘Highly Priced’ U.S. (LINK) “We are at a point in the cycle where we feel virtually all assets are trading above their intrinsic value; some are in ‘highly priced’ territory, and there are few absolute...
- Links
SimoleonSense: Political Extremism Is Supported by an Illusion of Understanding (LINK) Tim Ferriss interviews Dan Carlin, from the Hardcore History podcast (LINK) Books recommended by Prof. Sanjay Bakshi (LINK) Some wisdom from Sanjay Bakshi via...
- Safal Niveshak: Value Investing, The Sanjay Bakshi Way 2.0 – Part 1
Link to interview: Value Investing, the Sanjay Bakshi Way 2.0 – Part 1 Excerpt: Safal Niveshak: Let me start with a question I have been waiting to ask you for some time now. Through a comment on a link I shared on FB and through a few of your...