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Ashoka University Lecture on The Practical Utility of Seven Math Ideas
This is a re-recording of an expanded version of a talk delivered by Sanjay Bakshi to undergraduate students of Ashoka University on 23 March 2019. Link
Twitter “Lecture” on Failure
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Moneylife Lecture
I delivered my 4th Annual Moneylife Lecture recently. You can watch it from here (paywall, no payments to me).
Talk on Fragility and Optionality in Business Models
I recorded this talk over many sessions, thanks to Jatin Khemani, a value investor and a friend. See it from here.
Tom Russo in India
In December 2018, respected value investor Tom Russo was visiting India and CFA Society hosted him for a talk which I had the privilege of moderating. You can see it from here.
Moneycontrol Podcast
In February 2019, I met with Santosh Nair of Moneycontrol over breakfast. I have long been a fan of Santosh thanks to his awesome book titled "Bulls, Bears and Other Beasts: A Story of the Indian Stock Market" which I highly recommend to you. Santosh recorded the chat we had over breakfast and turned it… Continue reading Moneycontrol Podcast
A Highway to Debt
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Excerpts from “The Character of Physical Law” by Richard Feynman
“It seemed like a good idea at the time”
Oh, I just love this story told by Charlie Munger at 2002 shareholders meeting of Wesco: "[Our investment in] USG obviously hasn't worked out very well. It wasn't just asbestos -- the market for wallboard went to hell. We missed that too. What can I say? It reminds me of a story about a man… Continue reading “It seemed like a good idea at the time”
