Yesterday, my partner Paresh and I delivered a talk at CFA Society in New Delhi. The topic was “Stock Picking vs. Portfolio Construction: The Role of Checklists.”
You can get the slide deck from here. Do check out the links embedded in the file.
We enjoyed interacting with the members of the CFA community and thank CFA Society for inviting us.
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Update on 5 May: Our host Jitendra Chawla, has posted a note on the talk. You can get it from here.
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Published by fundooprofessor
I am Distinguished Adjunct Professor at Flame University, Pune. Previosuly, I was Adjunct Professor at MDI, Gurgaon, where I taught MBA students two popular courses titled “Behavioral Finance & Business Valuation"(BFBV) and Forensic Accounting and Corporate Governance (FACG) for many years.
I am also Managing Partner at ValueQuest Capital LLP— an investment advisory boutique which helps its clients invest their capital in good quality businesses.
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Fundoo Professor 
Hey, Great presentation and lots of things to learn. A big thank you for educating me, although am being a long term investor for a long period of time. Yes, if I knew all the things narrated, i would have been a better informed investor. Regards, Gundu
Nice presentation with lot of an anecdotal examples with pictures thrown for illustration.
Sir, do you have a video of the talk?
No. There was no recording.
Nice presentation. Thank you