Professor Sanjay Bakshi’s old articles and talks on value investing
https://dl.dropboxusercontent.com/
Talks/Interviews
- 2002 Talk at Oxford Book Club
- CIO Interview
- Outlook Profit Profile
- 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
- Interview with Safal Niveshak- Part I
- Interview with Safal Niveshak- Part II
- Interview with Safal Niveshak- Part III
- Interview with Safal Niveshak- Part IV
- Talk at OctoberQuest 2013 titled ” What Happens When You Don’t Buy Quality?; And What Happens When You Do?”
Articles
- When Trends are not Destiny
- Mary Mary not Quite Contrary
- Count on the Margin of Safety
- Fear Factor
- Keeping You Out of Trouble: Resolutions for 2009 and Beyond
- Show Me The Money!
- The Grand Strategy of Ajay Piramal
- A Fool And His Money are Soon Invited Everywhere
- A Primer on PE Ratios
- A Question of Priorities
- A Study Of Crowd Misbehavior
- An Introduction to Contrary Investing
- An Introduction To Pyramids
- Can The Small Investor Win
- Are Stockbrokers Parasites
- Where Everyday Is An April Fools Day
- April Fooled!
- Confusions About Stock Prices
- Is Liquidity Important
- Just How Smart is Smart Money
- Learning To Look Down Before Looking Up
- Of Beauty Contests Zebras Oil Prospectors and Mutual Funds
- Overcoming A Psychological Problem
- Overcoming The Fear Of The Unknown
- Rational Behavior in an Irrational World
- Special Situations
- The Art of Scandal Investing
- The Case of Two Values
- The Economics of IPO and other Markets
- The Game of Investing
- The Pizza Theory of Business Valuation
- The Small Print In ICICI Bonds
- The Truth About Risk And Return
- Trust Mr Market Not The Credit Rating
- Understanding Dilution
- When to Borrow And When Not To
- Why Most Investors are Mostly Wrong Most of The Time
Course Outline
BFBV Lewsletter 01
BFBV Lewsletter 02
BFBV Lewsletter 03
Term V Lecture Files
Lecture 01
Lecture 02
Lecture 03
Lecture 04
Lecture 05
Lecture 06
Lecture 07
Psychology of M&A Deals
Lecture 08
Via Via http://www.sanjaybakshi.net/
