I had a wonderful chat with the wonderful Radhika Gupta, MD and CEO of Edelweiss Mutual Fund recently. You can see the video from here.
A funny thing happened on 1st June. I was at home in the evening and I get this message from Sucheta: Come to our book launch on 5th June. The book was being launched by Dr. Subramaniam Swamy. She told me that the printed copies had just arrived and she will send me my copy… Continue reading Chat with Sucheta Dalal and Debashis Basu on Absolute Power
November 2020 talk at CFA Society: https://youtu.be/Zy1h2OeCJlA Thank you Rory Sutherland in whose awesome book, I found the idea. And he tells us that it was earlier mentioned by none other than Nils Bohr
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”
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…