The Prejudices of Mr. Market | Sanjay Bakshi | Talks at Google
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- เผยแพร่เมื่อ 7 ก.ย. 2015
- About the Talk:
Sanjay Bakshi’s talk will deal with select prejudices of Mr. Market in pricing of moated businesses. Illustrating each specific prejudice with an example, Sanjay will show how the stock market is deeply prejudiced in pricing moated businesses and that exploiting those prejudices - especially when they combine - has helped him in his investing process.
About the Author
Sanjay Bakshi is Adjunct Professor at Management Development Institute, Gurgaon, where he teaches MBA students a popular course titled “Behavioral Finance & Business Valuation (BFBV)”. He is also the author of the blog "Fundoo Professor" (fundooprofessor.wordpress.com ), where has written extensively about identifying durable competitive advantages in a business, and investment psychology. Sanjay is also the Managing Partner at ValueQuest Capital LLP. - บันเทิง
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Even though the presentation was boring to death, the talk has phenomenal content. I particularly enjoyed the Q&A session towards the end.
Let us give ear to the content rather than the way it is presented.Very valuable in getting into the prejudices which a sensible (????) person can make use of.
for those of you who don't like the presentation style, which can be off-putting, you can go to the 45 minute mark where q&a starts and he is his natural self. he is a good professor and generous with his knowledge - i've learnt a lot from him -
this presentation doesn't do justice to his good qualities. thank you Professor Bakshi!
some listeners placing legs in front chairs that's not good in front of professionals see time at 36:50.
.True....We must learn...And give respect for sharing knowledge......Knowledge grow by sharing...Respect...
Unfortunately Prof.Bakshi read out his notes. Otherwise I have found his thoughts here and other videos as very enlightening. Avid follower!
Good talk, Helpful to build Value Investor Behaviour to Tackle Prejudices of Mr. Market.
Thanks Prof. Sanjay Bakshi & Team For this Selfless Service
Lot of gold Nuggets in this talk.
Actually， I think this is a fantastic presentation not by the form but by the content.
I liked the content of the speech, but preferred to read the transcript (just google for "pdf the prejudices of mr market"). There are some good pointers to literature in the talk. For anyone interested in more about Prof. Bakshi's last point / Mr. Market as Learning machine - I would recommend the book Pandora's risk and other work by Kent Osband. But beware, his writing is quite technical...
Following the debate abt value from demerger of ITC..
Is it possible to get the notes online? Thanks
No curent examples, what a shame.
I honestly think he is a punter. A Mr. Know-It-All Bootlicker of Charlie Munger who just got lucky by investing in the markets and now has to come up with a rationale that explains his success. Look at some of his recent investments in the past few years. All have failed miserably. He wrote a fancy article naming 'The Art of Unconventionality' (does anyone get more wanna-be than this ? lol) on his prized new stock called Kitex Garments. The stock has since moved only in one direction . DOWN. And Mr. Bakshi has removed the article from his website. Punters like him should be discarded as early as possible
Bro u should see his face while interviewing Marcellus guys specially Saurabh (he was pissing in his pants seeing the hardcore investors & their knowledge)
Why somebody is chasing you?? If this is the case explain some valuable points in 15minutes. Your vocal chord also too much noisy.
plese sanjay ji ke favourite stock hindi me small,mid,large show for invest one year...thanks
Agree with Ravender ..This was painful to watch. I came with high expectations as I have followed Prof. Bakshi for a while and I am an avid reader of his blog and lecture notes. I have learned a lot from his astute observations on the market or on different value investing principles. Yet, this talk was disappointing - not only from the content perspective but also from the way it was delivered. I do not know the background behind this talk - maybe he did not enough time to prepare or maybe wasn't feeling well that day - but I hope he can improve on this next time. His talk @ IIM Ranchi (also on youtube) was better delivered.
The content is great... the presentation style is awful
Horrible
How come this guy is a professor!! worst presentation ever.