Behavioural Finance - Investing Stories with Sanjay Bakshi | Edelweiss Konnect Webinar

In this webinar, Radhika Gupta speaks with Sanjay Bakshi, the Managing Partner at ValueQuest Capital LLP on behavioural finance, value investing, and much more.
Key learnings:
• Anti-fragile businesses thrive in times like a global pandemic.
• Times of crisis are times to buy
• Avoid monitoring your assets on a daily basis.
• Sometimes you are right and sometimes market is right and that is what keeps investors humble.
• Bad reasons to sell
- Because market is expensive.
- Price has gone up so much.
-Selling something which momentarily looks expensive.
• Risks in buying popular things
- Buying popular things is not a bad idea.
- Investing in fundamental momentum is not a bad idea
• Equity market valuation is a far better indicator than the credit rating companies
• No business is so good which can be bought at any price
• Safety in investing comes from the inherent business models of a company.
• Focus on the playing field (Businesses) and not the score board (Stock price)
Watch the complete webinar for deeper understanding of the philosophy behind investing.
0:00 - Introduction
3:02 - How useful is Behavioral Finance?
6:35 - How do you invoke the DCF frame of mind?
15:55 - How to develop conviction to hold and get passed off some of the demons of investing?
18:16 - What are bad reasons to sell?
23:52 - What are the risks in buying popular things?
29:55 - Is there something such as buying a quality company at any price?
33:21 - How do you value the new age companies?
38:12 - Thoughts on safety in investing?
42:37 - Has investing made you more spiritual person?
50:16 - Questions
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[@jaypalnitkar4400]

I attended him live at MDI during my mba. Priceless days ❤️

[@adarshpatil9]

Most underrated person in Indian Investment World...

[@thelastsamuraiRonin]

Sanjay bakshi - so good. Waiting for more such talks. Hope he will put his flame university lectures in TH-cam how Stanford and MIT does it.

[@sachfan]

There is too much knowledge per second of this video. Thank you for doing

[@dhrubochatterjee2058]

Very interesting and privileged to be know so many things from this intense discussion. Thank you Mrs. Radhika and Mr. Bakshi.
By the way I am one of your client and invested in Greater China FOF !
Would like to invest in IPO fund too to have some fun of serious ups and down!!

[@rushikpatel9235]

Reminded of his thought provoking lectures at MDI!

[@anandakrishnan4349]

Fabulous chat
It is genuine talk👏👏👏

[@PiyushModi]

Feedback for radhika. You're in a room where the voice is slightly echoing.. bakshi voice is crisp and clear. Please use a room where there is no echo and voice is clear

[@evilgenius106]

Great to see this video. very informative.

[@liveyounglivefree9504]

Great insights......"We need technology to fight technology".
Thank you Edelweiss for organizing and sharing this event.

[@canarendrajain184]

Thanks a lot for conducting this. Amazing learning experience!

[@manishchandak5019]

13:00

[@ipankajp]

Let me settle this once for all - Mutual funds Sahi hai.

[@vikasseth22]

Detachh Rahhoo,
100 crore 1000 crore raise karroo, Playfied ko dekhoo,
Outcome to krUSHNA KE HASTH MERIN HAAI.

[@saikatghosh90]

Most overrated guy in indian investment community

[@normalone6970]

Can you explain why?

[@EdelweissMutualFunds]

Hi, Could you elaborate your doubt? We will be able to help you better.