Fundoo Professor @Sanjay__Bakshi Twitter profile

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Fundoo Professor

@Sanjay__Bakshi

5 years

Dear investor: You are surrounded by liars. Rating companies, Auditors, Corporate managers (through their PR machines), Regulators (when they enable loose accounting), and Government (certainly in context of debt numbers, and maybe elsewhere too). You are on your own. Beware.

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Fundoo Professor

@Sanjay__Bakshi

3 years

A development: I resigned from MDI today after teaching there for more than twenty exhilarating years. Thank you @MDIGurgaon . #gratitude

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Fundoo Professor

@Sanjay__Bakshi

4 years

One of my guru’s sent this to me...

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Fundoo Professor

@Sanjay__Bakshi

4 years

Lockdown effect. Down 21 kgs. Fasting, yoga, walking, and sleeping (properly)- four of the oldest practices (think Lindy) that cost nothing but have immense health benefits.

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Fundoo Professor

@Sanjay__Bakshi

5 years

I just bought one share in CCD. As a tribute to VG Siddhartha. I know it's circuit down and may go down a lot more but a share now costs less than a cup of coffee...

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Fundoo Professor

@Sanjay__Bakshi

4 years

Their names? Smallcap, midcap, and largecap. 😀

CCTV IDIOTS

@cctvidiots

4 years

The three stooges 😂

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Fundoo Professor

@Sanjay__Bakshi

2 years

Why two people can differ on valuations.

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Fundoo Professor

@Sanjay__Bakshi

5 years

While looking at class material for students I came across this gem from Warren Buffett on Donald Trump. 😆😆😆

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Fundoo Professor

@Sanjay__Bakshi

3 years

Year end message for friends here: Don’t be obsessed by the power of compounding beyond a point.😃😃😃Wishing all of you a wonderful 2021.

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Fundoo Professor

@Sanjay__Bakshi

2 years

Many companies (including this one) are primarily in the tax collection business. That’s their main activity. That they also make and sell cars or cigarettes or alcohol or even petrol at the pump should be ancillary objects of these companies’ Memorandum of Association.

RushLane

@rushlane

2 years

Toyota Earns About Rs 40k Per Fortuner – Dealer 1 L, Govt Rs 18 L

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Fundoo Professor

@Sanjay__Bakshi

7 years

Had the privilege and honor of having lunch with Charlie Munger and Howard Marks today.

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Fundoo Professor

@Sanjay__Bakshi

6 years

Got to know yesterday that @MDIGurgaon students (2016-18 batch) voted me as best professor. This was the 10th time. Big thanks to my students. 😊

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Fundoo Professor

@Sanjay__Bakshi

4 years

Required behaviour from concentrated portfolio investors. 😀

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Fundoo Professor

@Sanjay__Bakshi

5 years

Recently met a friend from JNU who never studied math. Told her half of Indians earn less than the median income. She got very upset and said it's so unfair! 😆🤣😂

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Fundoo Professor

@Sanjay__Bakshi

4 years

Accounting is the language of business. If you want to be a fundamental investor then you need to know accounting. This is a wonderful course offered by a great instructor with a great sense of humour. Do this course.

Introduction to Financial Accounting

Offered by University of Pennsylvania. Master the ... Enroll for free.

www.coursera.org

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Fundoo Professor

@Sanjay__Bakshi

5 years

The CEO of a large, multi-billion dollar IT company comes on the screen. He is looking distraught. In a 3-minute video, which will destroy many people, he confesses that his company has been a front for a large scale money-laundering operation. He provides graphic details...

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Fundoo Professor

@Sanjay__Bakshi

5 years

I've read Sapiens once and done the online course twice. This is my favorite video in the course. I keep going back to it. If you haven't read the book or done the course, and need a nudge, watch this one clip on the Power of Myth and Imagined Realities:

A Brief History of Humankind - Lesson 02 - part 4 - Dr. Yuval Noah...

Lesson 2 - The Cognitive Revolution - Part 4Dr. Yuval Noah HarariThe Hebrew University of JerusalemThe Cognitive Revolution, about 70,000 years ago, enabled ...

www.youtube.com

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Fundoo Professor

@Sanjay__Bakshi

5 years

Electric Vehicle chargers spotted in Delhi.

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Fundoo Professor

@Sanjay__Bakshi

5 years

In some industries, it takes just a few quarters to go from: Kabhi kabhi lagta hai apun hi bhagwan hai to Sab mar jayenge sirf trivedi bachega 😲

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Fundoo Professor

@Sanjay__Bakshi

5 years

If you are an investor, and haven't read Scott Fearon's Dead Companies Walking, then please do yourself a favor and read that book.

Dead Companies Walking: How A Hedge Fund Manager Finds Opportunity in Unexpected Places

www.amazon.com

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Fundoo Professor

@Sanjay__Bakshi

4 years

Transcript of talk at TIA workshop on Bullet Proof Investing on Feb 8 in Chennai. Thank you @TIA_Investors and @shyamsek for inviting me.

Bullet-Proof Investing.pdf

Shared with Dropbox

www.dropbox.com

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Fundoo Professor

@Sanjay__Bakshi

2 years

Thinking exercise: What’s the logic behind this? Don’t search on the net before replying.

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Fundoo Professor

@Sanjay__Bakshi

3 years

This I agree with. While 100 Baggers by @chriswmayer is a fabulous book, there is a need for literature on building the conviction to hold.

Contrarian EPS

@contrarianEPS

3 years

@NeerajMarathe i think we need more books on sticking than picking

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Fundoo Professor

@Sanjay__Bakshi

4 years

Isn’t this astonishingly wonderful?NBFCs were supposed to be structurally inferior to banks because, among other reasons, unlike banks, they didn’t have access to low-cost funds. And now an NBFC is providing money to a bank to “bolster its capital base.”

NDTV Profit

@NDTVProfitIndia

4 years

RBL Bank raised Rs 2,025 crore from 40 investors, including Bajaj Finance to bolster its capital base.

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Fundoo Professor

@Sanjay__Bakshi

5 years

Indian banker goes to borrower for recovery.

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Fundoo Professor

@Sanjay__Bakshi

5 months

I did this after a long time

Case Study on IRFC

Twice a year, I go to Flame Investment Lab at Flame University to teach a program called “Case Studies in Business and Investment Analysis.” These case studies are based on real businesses and some…

fundooprofessor.com

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Fundoo Professor

@Sanjay__Bakshi

6 years

A tip. You can go to and click on each year's video link and then copy-paste text to a separate file. I did that and now have 25 years of meetings transcripts for my own reading.

The definitive collection|||Buffett in his own words

The Warren Buffett Archive is the world’s largest collection of Buffett speaking about business, investing, money and life. - 30 full Berkshire Hathaway annual meetings, going back to 1994, with a...

buffett.cnbc.com

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Fundoo Professor

@Sanjay__Bakshi

6 years

Two more teachers spotted in Omaha.

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Fundoo Professor

@Sanjay__Bakshi

5 years

There are many ways to pay a tribute to Siddhartha. I just wanted to share mine with you. Later today, I will be meeting an old friend. In CCD. Over a cup of coffee... May god give peace to VG Siddhartha's soul and strength to his family including the CCD family.

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Fundoo Professor

@Sanjay__Bakshi

5 years

Unit economics/banana $ Businessman: Margin 1.50 Entrepreneur. Gross margin 4 Conversion to banana shake: 2 Retailer margin: 1.50 Instagram, Facebook, Google marketing:0.50 Brand ambassador: 0.50 Logistics: 0.20 Pilferage: 0.20 Website: 0.10 Loss/banana: $1 MUST IPO SOON! :-)

Harsh Goenka

@hvgoenka

5 years

The difference between businessman and entrepreneur !

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Fundoo Professor

@Sanjay__Bakshi

3 years

10-K Diver threads everyone should read...

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Fundoo Professor

@Sanjay__Bakshi

5 years

A Highway to Debt

A Highway to Debt.pdf

Shared with Dropbox

www.dropbox.com

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Fundoo Professor

@Sanjay__Bakshi

4 years

For the young generation of investors who are experiencing pain of this type for the first time: Endure it. Once you experience and survive 440v shocks (market-wide down circuits) a few times, these minor 220v ones (5% declines) won’t hurt so much anymore.

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Fundoo Professor

@Sanjay__Bakshi

6 years

As I type this, has had only 2,932 views. Should be more. A lot more. Thanks @arpitranka and Prashant.

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Fundoo Professor

@Sanjay__Bakshi

2 years

It’s bamboo one way or another.

Chander Bhatia

@ChanderBhatia01

2 years

Equity investing is like a Chinese Bamboo Tree. Many times, it doesn’t give returns for 4-5 yrs and suddenly in the 6th and 7th yrs it moves up like a rocket. Investing tests patience and conviction. Your experiences?

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Fundoo Professor

@Sanjay__Bakshi

2 years

Midnight @FLAMEUniversity . Outdoor class in awesome weather.

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Fundoo Professor

@Sanjay__Bakshi

5 years

@patrick_oshag If you haven’t seen these two lectures on Mandukya Upanishad, I highly recommend them: Part 1: Part 2:

Swami Sarvapriyananda at IITK - "Who Am I?" according to Mandukya...

OFFICIAL CHANNEL of Swami Sarvapriyananda - https://bit.ly/3h5wIgbVivekananda Samiti, IIT Kanpur was privileged to organize a 3 day Lecturecum Workshop Serie...

www.youtube.com

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Fundoo Professor

@Sanjay__Bakshi

6 years

A life insurance company (an institutional investor with the longest duration money) buys, sells, sells, sells, sells, buys, sells, buys, buys, sells, sells, sells, sells, buys, buys, and sells the same stock (Bata) in a span of 1 year. Starts with a stake of 1%. Ends with 1.1%

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Fundoo Professor

@Sanjay__Bakshi

9 months

@jitenkparmar Whenever someone talks about any shortage, what they really mean is that they can't get the resource at the price they are accustomed to paying. And they are unwilling to raise the price to increase supply. But you know that already!

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Fundoo Professor

@Sanjay__Bakshi

2 years

Buy the

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Fundoo Professor

@Sanjay__Bakshi

4 years

"History of Money Making" - Mr. Sriram Venkatakrishnan . Very fascinating talk. Parts of it will make you laugh.

"History of Money Making" - Mr. Sriram Venkatakrishnan

To know more about IFA Galaxy, visit www.ifagalaxy.com

www.youtube.com

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Fundoo Professor

@Sanjay__Bakshi

5 years

A new barber in town... It's a Saturday, so I hope you can also excuse the new pathetic poet in town...😆

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Fundoo Professor

@Sanjay__Bakshi

7 years

Why I teach...

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Fundoo Professor

@Sanjay__Bakshi

4 years

Some news on personal front. My daughter’s startup venture went live today. . She took no funding from dad or mom or anyone else. Just funded this from cash flows from another venture (again no funding from anyone) which did fine during Covid.

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Fundoo Professor

@Sanjay__Bakshi

5 years

Banking stocks in India.

ICC

@ICC

5 years

Caption this 😅

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Fundoo Professor

@Sanjay__Bakshi

4 years

What a fun, night class today. Cracked lots of jokes. Laughed with students. Spoke about how the opposite of a good idea can also be a good idea by citing contradictory, but valid concepts of Graham and Fisher. Teaching is such a blessed profession.

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Fundoo Professor

@Sanjay__Bakshi

4 months

A lumpy 15% CAGR is better than a steady 12%

Historic Vids

@historyinmemes

4 months

What does this teach you about life?

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Fundoo Professor

@Sanjay__Bakshi

4 years

Summary: Sab mar jayenge. Bas Trivedi bachega.

NDTV Profit

@NDTVProfitIndia

4 years

Vodafone CEO says India venture is at risk of collapse Read more:

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Fundoo Professor

@Sanjay__Bakshi

5 years

Bruce Flatt's Brookfield is investing heavily in India. If you haven't watched his talk at Google, I highly recommend that you do. My favorite part of the talk starts at 18:39 where Bruce describes his investment in the Bear Swamp Pump Storage.

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Fundoo Professor

@Sanjay__Bakshi

3 years

Don’t take credit risk. Stick to quality companies. Hmmmm

Radhika Gupta

@iRadhikaGupta

3 years

Don’t take credit risk. Equities not for less than 5 years. Expected equity returns of 10-12%. Stick to quality companies. Arb funds for 9-12 month money. The standard advice I’m giving in family and friends groups. Who usually want a more exciting stock tip. #boringisgood

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Fundoo Professor

@Sanjay__Bakshi

4 years

A suggestion: Please read (or re-read) a section titled "Don't be afraid of buying on a war scare" in Philip Fisher's "Conservative Investors Sleep Well."

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Fundoo Professor

@Sanjay__Bakshi

3 months

In flow while talking about cash flow

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Fundoo Professor

@Sanjay__Bakshi

3 years

72 kms in one day of ownership. Ather 450x is giving a lot of joy to my neighbourhood. @atherenergy

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Fundoo Professor

@Sanjay__Bakshi

4 years

By shifting the burden of tax on dividend from payer to payee the government has, perhaps unintentionally, told companies to cut their dividend payout ratios.

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Fundoo Professor

@Sanjay__Bakshi

3 years

Will continue teaching and collaborating with some of the best minds in Indian Fin. Collaborative projects being planned with @Moneylifers , @suchetadalal , @iRadhikaGupta , @jatin_khemani , @FLAMEUniversity , ex student Rohith Potti, @jaycee77 at CFA Society India and @BloombergQuint

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Fundoo Professor

@Sanjay__Bakshi

5 years

Note sent to my BFBV students:

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Fundoo Professor

@Sanjay__Bakshi

28 days

An example of a business with excellent profit margins and extraordinary fixed asset turns. Also no or negligible receivables as all sales are in cash or UPI or cards. Inventory funded with payables so there will be negative or negligible working capital. You don’t need the…

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Fundoo Professor

@Sanjay__Bakshi

2 years

Colgate-Palmolive India, P&G Hygiene & Healthcare, and Gillette India shareholders be like…

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Fundoo Professor

@Sanjay__Bakshi

5 years

Omg, my course on Forensic Accounting and Corporate Governance is starting soon and I have so many new cases this year. It's an avalanche!

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Fundoo Professor

@Sanjay__Bakshi

7 years

Even though I don’t short sell, I am learning so much about corporate BS from this excellent book. . Recommended.

Dead Companies Walking: How A Hedge Fund Manager Finds Opportunity in Unexpected Places

www.amazon.com

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Fundoo Professor

@Sanjay__Bakshi

5 years

Ma'am @nsitharaman , please don't take this personally but people who live in glass houses...

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Fundoo Professor

@Sanjay__Bakshi

1 year

Investing is a probabilistic game. Some bets are going to go bad no matter how good the process, due diligence, etc. But when they go bad it's important to distinguish between bets gone bad because of bad luck or a bad process that needs fixing.

Rohit Chauhan

@rohitchauhan

1 year

I have been investing for 25+ years and have a lot of experience There is no single year, where i don't do something dumb A good year is when the number of dumb decisions are less

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Fundoo Professor

@Sanjay__Bakshi

6 years

Buffett once wrote something along the following lines: It’s far safer to steal a large sum with a pen than a small sum with a gun.

Nilesh Shah

@NileshShah68

6 years

In lighter vein

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Fundoo Professor

@Sanjay__Bakshi

5 years

Trying to time the market...

shy hulud

@krazyfrog

5 years

trying to get the waiter's attention

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Fundoo Professor

@Sanjay__Bakshi

3 years

One student in my Forensic Accounting course wrote about manipulation in many large companies and how it pushes the retail investor into the corner. My (slightly edited) response:

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Fundoo Professor

@Sanjay__Bakshi

3 years

Makes total sense.

Sugata Ghosh

@sugataghoshET

3 years

Can't think of a better name

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Fundoo Professor

@Sanjay__Bakshi

4 years

Indian Express covered my daughter @garima_bakshi ’s startup ( ). She quit her job in NYC for doing this startup, which, despite the pandemic, is doing fine. Proud of her.

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Fundoo Professor

@Sanjay__Bakshi

2 years

Leverage is dangerous

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Fundoo Professor

@Sanjay__Bakshi

2 years

There is never just one cockroach in the kitchen. This is factually incorrect. If you take out all but one of the cockroaches from the kitchen, then there will be just one cockroach in the kitchen. 🤣

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Fundoo Professor

@Sanjay__Bakshi

5 years

Failure for them is not just about the money. We investors lose money. We take a loss and we move on. Many entrepreneurs find this hard. Because they have invested more than money. Blood. Tears. Toil. Sweat. And when it doesn't work out it becomes too much for some of them.

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Fundoo Professor

@Sanjay__Bakshi

4 years

Putting all the mini lectures in a Vimeo showcase.

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Fundoo Professor

@Sanjay__Bakshi

5 years

Ignorance of Peltzman effect: People will open multiple bank accounts to escape from TDS on large cash withdrawals. Individuals with large taxable income will set up companies to provide consulting assignments to their erstwhile employers. And gold smuggling will go up.

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Fundoo Professor

@Sanjay__Bakshi

4 years

One reason many corporates are not borrowing money anymore is that they have realized that they actually have to return the money one day. Their WACC calculations have gone haywire.

NDTV Profit

@NDTVProfitIndia

4 years

SBI’s Rajnish Kumar expressed concern at “muted” growth in corporate credit despite the government’s measures to stimulate the economy from a six-year low.

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Fundoo Professor

@Sanjay__Bakshi

3 years

I found this useful: Good value for money.

Nifty PE Ratio | Live Nifty PE Ratio & Chart Analysis – Get Today’s Updated Market Insights

View current and historic Nifty PE, PB & Dividend Yield ratio charts (Since 1999)

nifty-pe-ratio.com

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Fundoo Professor

@Sanjay__Bakshi

5 years

Transcript of OctoberQuest 2019 talk. H/T @ole_b_peters

Non-Ergodicity and its Implications for Businesses and Investors

Here is the link to my talk at OctoberQuest 2019. Thank you Ole Peters for his generosity. And my thanks to Nassim Taleb for being such a wonderful teacher. I used some of the key ideas from Peters…

fundooprofessor.com

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Fundoo Professor

@Sanjay__Bakshi

5 years

He may had many faults and done things that he shouldn't have. But he gave us CCD. A home grown brand. A place to go to and discover that a lot can happen over a cup of coffee. Today, I want to own a piece of it. As a memory to Siddhartha. Not as an investment. But as a tribute.

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Fundoo Professor

@Sanjay__Bakshi

5 months

That feeling when you realize you're getting old: your own former student becomes a professor and invites you to give a couple of guest lectures at IMI, where you began your journey as a teacher 27 years ago.

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Fundoo Professor

@Sanjay__Bakshi

5 years

A friend, when talking about his high portfolio exposure to a highly leveraged industry, said: “I have avoided 95% of the landmines.” I said: “Well you used a battlefield metaphor but on the battlefield, if you avoid 95% of the landmines, you’re still dead.”

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Fundoo Professor

@Sanjay__Bakshi

4 years

Too many crude jokes on twitter today.

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Fundoo Professor

@Sanjay__Bakshi

1 year

That name. That acronym... No position

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Fundoo Professor

@Sanjay__Bakshi

7 years

I immediately subscribed to New Yorker magazine after reading this article. . Required reading for my students.

The Thrill of Losing Money by Investing in a Manhattan Restaurant

New York restaurants merge the low-margin world of food businesses like grocery stores with taste-predicting industries like Hollywood.

www.newyorker.com

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Fundoo Professor

@Sanjay__Bakshi

4 years

It’s still going on. I see it in many excel models. Including mine.

indianhistorypics

@IndiaHistorypic

4 years

1989 :: Comedy Serial Mungerilal Ke Haseen Sapne Begins On Doordarshan

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Fundoo Professor

@Sanjay__Bakshi

7 years

Question 01: What's so special about this disclosure by Buffett in 2014 annual report of BRK? Question 02: How often do you see such candor?

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Fundoo Professor

@Sanjay__Bakshi

6 years

This thread designated as required reading for my students.

Jim O'Shaughnessy

@jposhaughnessy

6 years

1/ I have been a professional investor for over 30 years. What follows is some things I think I know and some things I know I don’t know. Let’s start with some things I know I don’t know.

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@Sanjay__Bakshi

6 years

Whenever someone comes up with a complex structure that would exploit some loophole in some law, for a monetary benefit that looks tempting, this is what I visualise...

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Fundoo Professor

@Sanjay__Bakshi

5 years

Does anyone know of any good library in Delhi that would accept a few dozen books on economics, finance, investing etc as gifts? I need to create some space in my study.

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Fundoo Professor

@Sanjay__Bakshi

7 years

A participant at my July Flame workshop sent me his beautiful notes. Here are some excerpts with his permission.

FIL with Sanjay Bakshi.pdf

Shared with Dropbox

www.dropbox.com

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Fundoo Professor

@Sanjay__Bakshi

2 years

Help is needed from fellow value investors! Am working on a new course @FLAMEUniversity which might be titled "Case Studies in Business and Investment Analysis." As of now, just making a list of various themes/patterns. Here is a work-in-progress list:

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Fundoo Professor

@Sanjay__Bakshi

5 years

No one will really understand politics until they understand that politicians are not trying to solve our problems. They are trying to solve their own problems of which getting elected and re-elected are No. 1 and No. 2. Whatever is No. 3 is far behind. @ThomasSowell

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Fundoo Professor

@Sanjay__Bakshi

5 years

Is mainstream media (MSM) biased? Yes indeed. How do we know this? We know this by using many methods. One is by carefully studying the "language" used by MSM.

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Fundoo Professor

@Sanjay__Bakshi

4 years

Thrilled to announce that @amitmantri will soon be taking a class at MDI in my Forensic Accounting and Corporate Governance class.

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Fundoo Professor

@Sanjay__Bakshi

3 years

“Credit is like oxygen. When either is abundant, its presence goes unnoticed. When either is missing, that’s all that is noticed.” That famous Buffett quote. As of now, oxygen crisis is deadlier than credit crisis.

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@Sanjay__Bakshi

3 years

The whisper which says that you should be fearful when others are greedy is being muffled by the loudness of “Abhi toh party shuroo hui hai.” 😊

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Fundoo Professor

@Sanjay__Bakshi

5 years

Out of all the material on ancient Indian spiritual thought assimilated by me over the years, these are the two I ask my MBA students to see...

Fundoo Professor

@Sanjay__Bakshi

5 years

@patrick_oshag If you haven’t seen these two lectures on Mandukya Upanishad, I highly recommend them: Part 1: Part 2:

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Fundoo Professor

@Sanjay__Bakshi

7 years

One of the first rules of business is complaining is not a strategy. U have to work with the world as U find it, not as you would have it be

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Fundoo Professor

@Sanjay__Bakshi

5 years

A thread on why you should read @ThomasSowell . Especially useful in context of what’s happening in India now. All words are those of the man himself. Depending on your ideology, they will resonate with some of you and will make others angry...

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Fundoo Professor

@Sanjay__Bakshi

6 years

Read this book yesterday. Left a deep impact. Recommended.

Siddhartha (Enriched Classics)

Free Book Preview from Kindle

read.amazon.in

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Fundoo Professor

@Sanjay__Bakshi

5 months

Case study on MSTC done in June 2023 at Flame University

Case Study on MSTC

Twice a year, I go to Flame Investment Lab at Flame University to teach a program called “Case Studies in Business and Investment Analysis.” These case studies are based on real businesses and some…

fundooprofessor.com

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Fundoo Professor

@Sanjay__Bakshi

5 years

Strong parallels with investing. If you want real safety, you have to pay for it - often in terms of sacrificed returns. Robustness or anti-fragility almost always costs money. Just ask yield chasing bond investors.

JJP- P for parody

@j9900j

5 years

A #Volvo car was hit from back by a #baleno and the picture will speak for itself... safety of the car is important than having apple car play or jazzy colour

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Fundoo Professor

@Sanjay__Bakshi

6 months

Quite profound actually…

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