Republishing “Diary of a Private Investor”

Back in 1996 and 1997, as a poor value investor struggling to make a living, I was dependent on writing for a number of publications for the money. These included The Economic Times and The Intelligent Investor (a newspaper based out of Mumbai which is not longer in existence). The money was not much —… Continue reading Republishing “Diary of a Private Investor”

The Relevance of Price/Book…

https://vimeo.com/465252285 Transcript: Good morning guys and girls.  Location: The butterfly conservatory inside the Lodhi Gardens Topic: The relevance of price to book value ratio in financial stocks. So this is the butterfly conservatory. Let's see if I find any inside. It's a very beautiful location. Okay. So let's talk about the relevance of price-to-book-value ratios… Continue reading The Relevance of Price/Book…

Abridged Note Sent to Students on Epictetus we

I have long been a lover of Sharon Lebell's book (The Art Of Living : The Classical Manual On Virtue, Happiness And Effectiveness) on the philosophy of Epictetus. Yesterday I sent some excerpts from this book to my BFBV students at MDI. Here is an abridged version of what I sent them: - - Dear… Continue reading Abridged Note Sent to Students on Epictetus we