Never believed in picking individual stocks until he came across prof. Market trends by rana pritanjali, motley fool last october, rana pritanjali of motley fool reached out to me for an interview. Sanjay bakshis fund we all trying to practice value investing are always trying to follow professor sanjay bakshi and his blog. What do you suggest an investor just starting out could do to practice these habits to ingrain them in hisher investing mindset. Sanjay bakshi has explained critical concepts in investing in a highly comprehensive yet simplified manner. Sanjay bakshi is a practitioner of value investing in india for more than 22 years. An ardent practitioner of value investing, prof bakshi has his own fund called the valuequest india moat fund. Bakshi teaches mba students at mdi gurgaon two popular courses. How beautiful it looks when it spreads its huge tail. He is also a successful practitioner of value investing in india for. In my view, the best form of float for someone who wants to be a value investor to manage other peoples money for a profit share or to invest in businesses at attractive prices using float at attractive prices. Jun 09, 2014 in my view, the best form of float for someone who wants to be a value investor to manage other peoples money for a profit share or to invest in businesses at attractive prices using float at attractive prices. I recently had the privilege of meeting one of the highly regarded professors in the field of value investing and behavioral finance, prof. Sanjay teaches a popular course titled behavioral finance and business valuation to mba students at management development institute which is one of the topranking business schools in india.
As a practitioner of value investing in india for more than 25. You should try to evaluate the true value of a stock while investing in it. Fundoo professor sanjay bakshi confesses on the missed. Sanjay bakshi s value quest india fund portfolio 2020 join our free telegram stock newsinformation related telegram channel, ht. Non science disciplines can benefit greatly if they learn from the sciences.
Sanjay bakshi has 1,673 books on goodreads, and is currently reading patient capital. View sanjay bakshis profile on linkedin, the worlds largest professional community. Talksinterviews 2002 talk at oxford book club cio interview count on the margin of safety talk at indian institute of management, lucknow talk on understanding the universe of the unknown and the unknowable at the cfa society monetrix interview talk at octoberquest 20 titled what happens when you dont buy quality and what happens when you do. Feb 12, 2019 sanjay bakshi, eminent teacher and practitioner of value investing and behavioural economics, is better known for his moat investing philosophy. And reading is one of the key reasons they have been so successful in their investing endeavours.
Those who know about the lives and investing experiences of investors and teachers like warren buffett, charlie munger, and prof. He got interested in value investing after reading one up on wall street in 2006. Apr 05, 2020 meanwhile, sanjay bakshi, an eminent teacher and practitioner of value investing and behavioural economics, advised young investors to endure the current market shocks as it will make them much stronger. Warren buffett talks about moats in many occasion that he looks for a moat surrounding the business and especially how sustainable the moat is. He has a nocompromise approach and buys only those stocks which have high quality in terms of management, corporate governance, moat, brand image, market dominance etc. Sanjay bakshi, valuequest capital sanjay is one of indias bestrecognized professors in the field of value investing and behavioral finance. The assets of a company should valued higher than book value when the return on capital is higher than the market rate of return gsec yield as a benchmark. Prof sanjay bakshi, the authority on value investing, is known to be a stickler when it comes to buying stocks. Sanjay bakshi session on value investing at iim ranchi youtube. Our private class with indias value investing guru the.
One of the super investors we closely track for smart money secrets is none other than prof sanjay bakshi. Here is the transcript of the email interview which took place towards the end of november. How bayes rule cracked the enigma code, hunted down russian submarines, and emerged triumphant from two centuries of controversy hardcover. He started his investing journey 12 years back and he has been periodically investing in index funds. Value investing is an investment paradigm which generally involves buying securities that appear underpriced. Sep 26, 2005 a prof called sanjay bakshi certainly one of the best profs who teach in mdi. Moneylife india financial magazines online in india.
The book revolves around the interview with sanjay bakshi wherein he explained complex fundas in simple terms. Sanjay bakshi if i have seen a little further it is by standing on the shoulders of giants. Value investing, the sanjay bakshi way part 3 safal. But here we collated his views over the years sources mentioned at the end on when to sell a stock. Sanjay is also a successful value investor with an audited long term track record of of delivering a gross usd return of 24% a year from 2001 to 2012. Elected by mdi students as best faculty in pgpm for 200406, 200608, 200709, 200911, 201012, 2011, 201214, 2015, 201517, 201618, and 201719. Aug 10, 2014 value book is a blog dedicated to promote the disciplined approach for investing especially value investing in equities. Safal niveshak shares the third part of the transcript of an interview with prof.
Sanjay bakshi s portfolio reads like a whoswho of multibagger stocks. There is so much to learn from good books the best vicarious experience one can get. Parvez abbaz, cfa the delhi chapter of the cfa society india successfully organized the third value investing pioneers summit on nov 08, 2019 at hotel pullman in aerocity, new delhi. On this episode of the knowledge project podcast, i have on the show one of my favorite people. He is also a successful practitioner of value investing in india for more than 22 years and at present is managing partner at valuequest capital llp, which is an investment boutique that advises a few large family offices in india and an offshore fund called the valuequest india moat. Dec 31, 2014 value investing, the sanjay bakshi way 2. See the complete profile on linkedin and discover sanjay s connections and jobs at similar companies. I initially learnt trading through technical analysis and later shifted to value investing by fundamental analysis. Illustrating each specific prejudice with an example, sanjay will show how.
This value investor is well known for his moat investing philosophy. Value investing requires a great deal of research, discipline, and patience. Books are an essential companion to any stock investor or trader. Its not just his expertise and succesful experience in value investing in stock market that makes him so, its also his ability to share them so well with us. Podcast sanjay bakshi on discovering buffett, and how. Our private class with indias value investing guru the 5. Elected by mdi students as best faculty in pgpm for 200406, 200608, 200709, 200911, 201012, 2011, 201214, 2015, 201517, 201618. Sanjay bakshi, one of the highly regarded professors in the field of value investing and behavioral finance. This article is the second half of a twopart interview with sanjay bakshi, one of the great minds in value investing and behavioral finance in india.
Sanjay bakshi, who is considered as an authority on value investing in india and also a managing partner at valuequest capital llp, visited iim ranchi to. Worldly wisdom in an equation posted on october 8, 2015 september 29, 2017 by fundooprofessor here is the transcript of my todays talk at october quest 2015 in mumbai. Sanjay bakshi on reading, mental models, and thinking. See the complete profile on linkedin and discover sanjays connections and jobs at similar companies. The challenges and promises of longterm investing by victoria ivas. Being a true value investor, he is investing in good quality. Sanjay bakshi s talk will deal with select prejudices of mr. As a practitioner of value investing in india for more than 20 years, sanjay has an. Sanjay bakshi, managing partner, valuequest llp contributed by. Notes on the mathematics of investing in quality by. The best way to understand the nuances of vaibhav globals business model is to read the detailed teaching note penned by prof sanjay bakshi, the authority on value investing, titled 62 bagger and counting. Considered as an authority on value investing in india, prof sanjay bakshi is adjunct professor. The art of value investing with sanjay bakshi, professor and value. When you should buy and sell a motley fool analyst talks shop with sanjay bakshi, one of the best value investors of our time.
A value investors journey through the unknown is the book millions of people have been waiting for. He is managing partner at valuequest capital llp a specialist in moats investing. Prof sanjay bakshi buys potential 10bagger stock for. It razed the faulty structures made of flawed assumptions and greeks. After much delay owing to issues in getting mutually convenient dates, i have finally finished my interview of prof. Anyway, over the years i have dealt with the problem in many ways. On todays episode preston and stig interview value investing legend, sanjay bakshi. And the topic that i chose for my talk revolved around one question. An ecommerce business that actually makes money but almost didnt. Vijay kedia buys prof sanjay bakshis multibagger stock pick.
The 8th version of bfbv was an amazing experience which started with destruction of principles of modern finance. We are self taught investors and not a gurus, investment advisers or even remotely related to the financial industry. As a famous quote goes, the man who learns from his own experience is destined. Professor sanjay bakshi is an experienced and successful value investor and is also one of indias bestrecognized finance professors who teaches at management development institute, gurgaon. Value investing world is a blog dedicated to promoting the multidisciplinary approach to investing and development of as charlie munger describes it a latticework of mental models. Money taken from clients which can be redeemed with a short notice is a also a form of impatient capital. Sanjay bakshi session on value investing at iim ranchi. Sanjay bakshi, eminent teacher and practitioner of value investing and behavioural economics, is better known for his moat investing philosophy. Sanjay bakshi sanjay is an experienced and successful value investoradvisor and is also one of indias bestrecognized finance professors who has been teaching security analysis, behavioral finance and business valuation at management development institute, gurgaon since 2001. Sanjay bakshi managing partner valuequest capital llp. How easy or difficult were these and other relevant habits for you to form in your early years as a value investor.
View sanjay bakshi s profile on linkedin, the worlds largest professional community. Value investing, the sanjay bakshi way part 1 safal niveshak. Sanjay bakshi is adjunct professor at management development institute mdi, gurgaon one of indias top business schools where he teaches a popular paper on behavioral finance and business valuation. Sanjay bakshis website i am an adjunct professor at management development institute, gurgaon where i teach a popular paper on behavioral finance and business valuation bfbv. Value investing, the sanjay bakshi way part 1 safal. Vishal khandelwal at value investing summit 2019, kuala. Oct, 2019 thread a few years ago, i was invited to speak at a conference where both the organisers and the audience were hugely dominated by traders. Feb 19, 2018 the mathematics of investing in quality. In part one of this interview, professor sanjay bakshi traces his foray into investing. This book delivers invaluable information and essential practices for getting your portfolio and investing situation in order.
Mar 22, 2010 value investing world is a blog dedicated to promoting the multidisciplinary approach to investing and development of as charlie munger describes it a latticework of mental models. Value investing, the sanjay bakshi way part 4 safal. Jul 31, 2012 i recently had the privilege of meeting one of the highly regarded professors in the field of value investing and behavioral finance, prof. We have been following professor bakshi for many years. On todays episode, we are talking to one of indias most popular professors in india in the field of finance and investing. And this week, rohan and i are excited to bring you our conversation with a highlyrespected professor and practitioner of value style investing in india. A close look at the holdings of bakshis valuequest india moat fund gives some idea where the fundoo professor expects moat to create value.
What can longterm value investors learn from traders. Sanjay is one of indias bestrecognized professors in the field of value investing and behavioral finance. Prof bakshi is not investing in the markets for the short term. Sanjay bakshi s portfolio 2018 in this video we would be talking about 7 small companies from prof. Page 3 of 64 foreword i recently had the privilege of meeting one of the highly regarded professors in the field of value investing and behavioral finance, prof. I am an adjunct professor at management development institute, gurgaon where i teach a popular paper on behavioral finance and business valuation bfbv.
Sanjay is also a successful value investor with an audited long term track record of of delivering a gross. Vishal, that particular problem is equally applicable to large investors. Mdi students have elected sanjay as the its best professor for several years. The sanjay bakshi way safal niveshak august 1, 2012. One such idea is the law of parsimony occams razor. Interview with professor and fund manager sanjay bakshi.
Utpal sheth, ceo of rare enterprises moderator prof. Book recommendations from legendary investors safal niveshak. I was googling around to figure out his current portfolio and i came across a fact sheet for the fund at trust net offshore. Although largely focused on linking to investing and economic material it deems of interest, it will also post and link to material from other disciplines. There is a limit as to how much one can learn from ones own experience. Environmental degradation in china by vaclav smil, prime movers of globalization. I am a book loving maniac who reads books in the drivers seat of his car at traffic crossings while waiting for the light to turn green. Feb, 2019 vishal khandelwal of speaks at the value investing summit 2019 in kuala lumpur. Apr 06, 2015 sanjay bakshi, who is considered as an authority on value investing in india and also a managing partner at valuequest capital llp, visited iim ranchi to share his learnings and experiences in. Safal niveshak shares the fourth and final part of the transcript of an interview with prof. Value investing, the sanjay bakshi way safal niveshak. Sanjay bakshi investor profile world top investors. A close look at the holdings of bakshi s valuequest india moat fund gives some idea where the fundoo professor expects moat to create value. Sanjay bakshi needs no introduction to the investing community.