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.