Category: Notable value investors
Cash – good or bad ?
January 19th, 2009, No Comments
I was recently referred to an article by Prof. Bakshi (read here). Prof bakshi has written about a few companies which seems to be cash bargains (selling less than cash on the books), but are suspect due to their accounting and corporate governance. Readers of this blog would be aware that I have a bias [...]
What a waste !!
June 17th, 2007, 6 Comments
Rakesh jhunjhunwala is an eminent investor. He is one of the indian investors I follow closely. Recently I found the following interview I typically read all his interview very closely. He is both an exceptional trader and investor. One of his key approaches to investing is to understand the business model of a company, identify [...]
A must read interview by prof bakshi
June 1st, 2007, 27 Comments
I admire prof. Bakshi, have read all his articles and read his blog regularly. He is a great teacher and it would have been great if I had been his student. I found this interview on capital ideas online. Unfortunately only part of the interview is available and the rest is available only to subscribers. [...]
Value Traps
November 16th, 2006, 7 Comments
I think every value investor dreads a value trap which is basically a company, which seems cheap by historical standards and the gap between the price and the supposed intrinsic value does not close. I found the following very useful comment from bill miller (he is a very famous money manager in the US whose [...]
The warren buffett of India
March 27th, 2006, 4 Comments
Chandrakant sampat is rightly called the warren buffett of india. See his profile hereI just read this interview with him where he has given his thoughts on the market. It’s a must read A few excerpts from the interview A few months back, I was looking at a table of 100 Indian companies ranked by [...]
The wisdom of Martin Whitman
November 27th, 2005, No Comments
Found the following article on capitalideasonline (bold emphasis and italic comments are mine) In an investment classic “Greatest Investing Stories”, there is a brilliant piece on Martin Whitman. “We don’t carry a lot of excess baggage,” he says in the flatted vowels of his native Bronx. “A lot of what Wall Street does has nothing [...]
