Achal Bakeri’s talk to Sanjay Bakshi’s class at MDI – 32 Lectures On Value Investing

Achal Bakeri’s lecture on architect, MBA, family real estate business, start up lessons, cash is king, no DCF and much more. Followed by his teaching notes on Symphony. HOURS of videos here – make sure to bookmark and check it out over Thanksgiving if your family is driving you nuts or for another ocassion if you are enjoying the Turkey

Achal Bakeri – Teaching Note on Symphony

An earlier note sent to students from here.

Steve Cohen alum up 22% YTD explains why you should ignore those old market adages

Jeffrey AronsonPrentice Capital Long/ Short Equity Fund was up 2.7% net for the third quarter. Year to date through the end of September, the fund is up 21.9% net. The S&P 500 was up 8.9% for the third quarter and 5.6% for the first nine months of the year. Q3 2020 hedge fund letters, conferences and Read More


Introductory comments are here.

And the teaching notes sent to students before the lecture from here.

 

See the full PDF for notes here

 

Achal Bakeri