Clik here to view.
Achal Bakeri, Learning Machine
Text of a Note I sent to my students at MDI today: Achal Bakeri, Learning Machine In July 2015, I delivered a talk in which I profiled Achal Bakeri — founder and CEO of Symphony Limited as a “learning...
View ArticleClik here to view.
The Achal Bakeri Lecture @ MDI
On 17 November, Achal Bakeri, founder and CEO of Symphony Limited, delivered a fantastic talk to my students at MDI. Many students later told me or wrote to me that they accumulated more wisdom in this...
View ArticleClik here to view.
The Multiplication Rule
The Multiplication Rule Remember, back in school, when you were learning elementary probability? One of the topics covered was the “multiplication rule.” My favorite mathematician, John Paulos explains...
View ArticleClik here to view.
What did HE mean when he said Never Lose Money?
A while back I clarified what Warren Buffett really meant when he said: You should invest in a business that even a fool can run, because one day a fool will. Now, it’s time to clarify another one of...
View ArticleClik here to view.
Amit Wadhwaney Returns
My friend Amit Wadhwaney, who spent a couple of decades managing money at Third Avenue Value came to my class at MDI in 2014 and addressed my students on global value investing. This year, Amit...
View ArticleClik here to view.
The Hedonic Treadmill
I sent a note to my students on The Hedonic Treadmill.Filed under: Security & Business Analysis
View ArticleClik here to view.
Motley Fool Interview
Last October, Rana Pritanjali of Motley Fool reached out to me for an interview. Here is the transcript of the email interview which took place towards the end of November. Part 1 Part 2 None of the...
View ArticleClik here to view.
No Hedonic Treadmill for Mr. Chandran
Precisely at 1:46pm on December 28, a fax arrived at the Bombay Stock Exchange. This rare gesture by Mr. Chandran was largely ignored by the media but when I learnt about it, I was delighted. I do...
View ArticleClik here to view.
Mohnish Pabrai and Srini Pulavarti Lecture at MDI
On 22 December, value investor and philanthropist Mohnish Pabrai and Srini Pulavarti, President and CIO of UCLA Investment Company delivered a wonderful lecture to my students at MDI. Here are the...
View ArticleClik here to view.
MITIMCO @ MDI
On 4 Feb, Seth Alexander, President of MIT Investment Management Company and his Global Investment team member, Joel Cohen delivered a wonderful lecture to my students and ex-students at MDI. It was a...
View Article
