Lecture on Value Investing @ IIM Ranchi

Recently, the students of IIM Ranchi invited me to deliver a talk on value investing. You can view the video recording from here.

A “noise reduced” version can be seen from here.

The presentation slides can be downloaded from here.

5 thoughts on “Lecture on Value Investing @ IIM Ranchi”

  1. Respected Sir,

    Thank you. You gave great insights in the lecture, but as you said you can’t teach all about value investing in 1-2 hour, we request you to post a few lectures from your MDI course too 🙂

  2. Can you please also post the spreadsheet you used in the lecture? Thanks.

    From: Fundoo Professor To: anands26@yahoo.com Sent: Friday, April 10, 2015 3:45 AM Subject: [New post] Lecture on Value Investing @ IIM Ranchi #yiv2449732196 a:hover {color:red;}#yiv2449732196 a {text-decoration:none;color:#0088cc;}#yiv2449732196 a.yiv2449732196primaryactionlink:link, #yiv2449732196 a.yiv2449732196primaryactionlink:visited {background-color:#2585B2;color:#fff;}#yiv2449732196 a.yiv2449732196primaryactionlink:hover, #yiv2449732196 a.yiv2449732196primaryactionlink:active {background-color:#11729E;color:#fff;}#yiv2449732196 WordPress.com | fundooprofessor posted: “Recently, the students of IIM Ranchi had invited me to deliver a talk on value investing. You can view it from here.A “noise reduced” version can be seen from here.The presentation slides can be downloaded from here.” | |

  3. Hi Prof.,

    Hope u had a nice time in Toronto!

    Sir, in the lecture you spoke about margin of safety at the portfolio level. How is it different from margin of safety at a single company level? How does one get mos at the portfolio level?

    Also we need more such lectures from you. Really helpful and thought provoking. Thanks a lot, sir!!


  4. As always, loved reading (listening) your post. Your lectures/blog have been most valuable and most interesting of my entire education. Thank you for being so generous in sharing your knowledge with everyone.

    In the equation you suggested for wealth creation, there is rate of compounding(R) and also principal(P) and of course time(T). For someone starting with a small P, would they be able to really make big wealth as the P itself is so small?

    Would it be a two step approach – Increase P in first step by investing in a high R type stocks but have narrow or no moats (without forgetting margin of safety at portfolio level). In second step, get into moat investing with a substantial P and of course hope to live for a long long time which works in our favour :).

    Any thoughts/advice on this would be very helpful for all of us who are starting their investing careers. Thank you once again for sharing your knowledge with all of us.

    p.s: I am asking this because I think that most of who made big wealth actually started with a big P somehow


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