Maxims for Thinking Analytically | Prof. Sanjay Bakshi

The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in Apr 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals.
As one of the over 140 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.

[@pratikkothari511]

Hi, can we correct the mismatch in the slide presented versus what is shown in the video? Seems off. Thanks.

[@cfasocietyindia]

Hi Pratik, we are working on correcting this mismatch and will put a new video out soon. Apologies for the inconvenience.

[@CP-wo4ou]

Full of wisdom. Music to any value investor's ears. Thanks Dr. Bakshi and CFA Society for sharing.

[@nickgrunge23]

Prof Bakshi.The OG of finance in India.

[@vagabond131]

So dense talk.. long.. but engaging at all level and in every minute.

[@Mumbaiwestbengal96]

Sanjay Bakshi is a legend.

[@karanlakhwani7173]

Was eagerly waiting for this. This made my Sunday!!!

[@ABasumallick]

Always great to hear Prof's talks. Lots to learn.

[@karanlakhwani7173]

Always good to listen to u as well Sir!!

[@bharatsingh-mg7ls]

Wonderful sir. Excited to see long video from Sanjay Bakshi

[@vinbat1990]

I envy his knowledge and deep thinking..

[@DicksonPau96]

Yes but we now all have ChatGPT

[@vivekshivdasani9521]

He is eager to teach and I am eager to learn.

[@TheBanterCity]

Perfect 🥰

[@krishnanfromrgp]

Amazing session. Plenty of insights.

[@kungfupandey]

One of the most brilliant talks

[@nafasm]

Excellent one, thanks Bakshi sir

[@JaiiDesaii]

Institute should in comments mention all books recommended and papers suggested

[@avelongonsalves1183]

Can someone please explain the example Sanjay sir has given between 23.00 to 30.00 in a simpler way?

[@krishna12483]

Consider a bicycle company for example. In its initial years, there won't be any earnings. But somewhere down the line, you expect the company to make some money. If expect the company to grow for 10 years, based on your return expectations, you can arrive at MCap at that time and reasonable earnings. You can reasonably predict the Sales number and volume of cycles to be sold. Say for example, the number says that you have to sell 100 crore cycles in India. One can conclude that it is impossible for a company to do so and hence the company is overvalued.

[@avelongonsalves1183]

​@@krishna12483 Thank you so much for taking out the time to explain 😊

[@Mumbaiwestbengal96]

good understanding.

[@vinbat1990]

Absolute legend

[@anupamjain6001]

Hey, can someone tell me all the books that he recommended or especially the books related to payoffs one?

[@rsriram95]

Fantastic talk :)

[@Xyz19781i]

this was outstanding

[@chetanyagrover4805]

Really appreciate!

[@sachindivakar632]

Sanjay Sir was waiting like LION to attack on Irrational Investors ...................

[@srinivasduvvuri6832]

How do we have access to the presentation ?

[@prabalkalita6753]

Highly benificial