Professor Sanjay Bakshi’s Value Investing Articles/Talks

reminiscences of a stock operator pdf
Professor Sanjay Bakshi’s old articles and talks on value investing
  1. 2002 Talk at Oxford Book Club
  1. CIO Interview
  2. Outlook Profit Profile
  3. Count on the Margin of Safety
  4. Talk at Indian Institute of Management, Lucknow
  5. Talk on “Understanding the Universe of the Unknown and the Unknowable” at The CFA Society
  6. Monetrix Interview
  7. Interview with Safal Niveshak- Part I
  8. Interview with Safal Niveshak- Part II
  9. Interview with Safal Niveshak- Part III
  10. Interview with Safal Niveshak- Part IV
  11. Talk at OctoberQuest 2013 titled ” What Happens When You Don’t Buy Quality?; And What Happens When You Do?”

  1. When Trends are not Destiny
  2. Mary Mary not Quite Contrary
  3. Count on the Margin of Safety
  4. Fear Factor
  5. Keeping You Out of Trouble: Resolutions for 2009 and Beyond
  6. Show Me The Money!
  7. The Grand Strategy of Ajay Piramal
  8. A Fool And His Money are Soon Invited Everywhere
  9. A Primer on PE Ratios
  10. A Question of Priorities
  11. A Study Of Crowd Misbehavior
  12. An Introduction to Contrary Investing
  13. An Introduction To Pyramids
  14. Can The Small Investor Win
  15. Are Stockbrokers Parasites
  16. Where Everyday Is An April Fools Day
  17. April Fooled!
  18. Confusions About Stock Prices
  19. Is Liquidity Important
  20. Just How Smart is Smart Money
  21. Learning To Look Down Before Looking Up
  22. Of Beauty Contests Zebras Oil Prospectors and Mutual Funds
  23. Overcoming A Psychological Problem
  24. Overcoming The Fear Of The Unknown
  25. Rational Behavior in an Irrational World
  26. Special Situations
  27. The Art of Scandal Investing
  28. The Case of Two Values
  29. The Economics of IPO and other Markets
  30. The Game of Investing
  31. The Pizza Theory of Business Valuation
  32. The Small Print In ICICI Bonds
  33. The Truth About Risk And Return
  34. Trust Mr Market Not The Credit Rating
  35. Understanding Dilution
  36. When to Borrow And When Not To
  37. Why Most Investors are Mostly Wrong Most of The Time

Course Outline


BFBV Stories

Top value fund managers are ready for the small cap bear market to be done

InvestorsDuring the bull market, small caps haven't been performing well, but some believe that could be about to change. Breach Inlet Founder and Portfolio Manager Chris Colvin and Gradient Investments President Michael Binger both expect small caps to take off. Q1 2020 hedge fund letters, conferences and more However, not everyone is convinced. BTIG strategist Read More


BFBV Lewsletter 01


BFBV Lewsletter 02


BFBV Lewsletter 03

Term V Lecture Files 

Lecture 01

Lecture 02

Lecture 03

Lecture 04

Lecture 05

Relaxo Cinderella

Relaxo Lecture

Killer Puzzle

Lecture 06

Lecture 07

Psychology of M&A Deals

Lecture 08

Via Via