Robert Kraft, Chief Operating Officer and Editor-in-Chief, StockNewsNow.com who also hosts Planet MicroCap Podcasts interviewed me recently. I enjoyed interacting with Robert and learnt that, among other things, Robert is a surfer and so naturally we spoke about Charlie Munger’s mental model called “surfing” 🙂
You can get the recording of the podcast from here. (The surfing bit was not recorded!)
Published by fundooprofessor
I am Distinguished Adjunct Professor at Flame University, Pune. Previosuly, I was Adjunct Professor at MDI, Gurgaon, where I taught MBA students two popular courses titled “Behavioral Finance & Business Valuation"(BFBV) and Forensic Accounting and Corporate Governance (FACG) for many years.
I am also Managing Partner at ValueQuest Capital LLP— an investment advisory boutique which helps its clients invest their capital in good quality businesses.
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As always great insights. Thanks very much sir.
Hi Sir
Great article. Had a query for a novice like me, can you share your on thoughts on how your investing approach ( Bargains , Arb, Moat , Deep Value investing etc.) has evolved over the years?
For novice like us which approach would be the best to begin with given that apart from ARs/Financial number/ C. reports and other publicly available information we don’t have way to verify/ go to market to understand in depth about a prospective company.
What does your experience says?
Thanks
DB