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.

I would recommend reading the interview. On reading the section under cash bargains, I was almost nodding my head in agreement. I have posted a few cash bargains like novartis, cheviot company and merck earlier. I plan to re-read security analysis by benjamin graham and further expand the scope of my search for investment ideas.

In addition, my own thinking has started expanding to include graham type situations more. The reason is that buffett type companies are diffcult to find and require a lot of indepth understanding of the business to make a meaningful investment. Looking back at my stock screens, I realise that I left a lot of bargains on the table because they were mediocore businesses. These businesses were selling below intrinsic value and although the intrinsic value did not expand, a convergence of the current price with intrinsic value yielded good results.

A move to expand into graham type stocks has increased the number of my investment ideas. However this type of investing means a higher portfolio turnover and a constant search for cheap stocks as one may not be able to buy a great company at a decent price and enjoy the benefits of an increase in the instrinsic value.

This does not mean that I am not looking for the buffett type good companies. It is just that I am trying to let go of my mental blocks to other types of companies and other types of investing. Who knows I may overcome my aversion to trading too 🙂

A request – If any one reading this post has access to the full interview, I would request you to email me the link or the interview itself (id : rohitc99@indiatimes.com)

update : 4th june : i have recieved the complete interview by email. thanks to sajeesh mathew for that. It is a great interview and i learnt a lot from it. I will have to confirm with sajeesh and prof bakshi if it fine to email the interview to others. I would definitely not be posting it

29 Comments

  1. Shankar says:

    Hi Rohit,

    I have 22 lectures of Prof. Bakshi delivered at MDI Gurgaon (2001-02). Is there a way i can upload them on a website?

    Saurabh (http://pseudosocial.blogspot.com) would have the lectures for 2005-06.

    Warm Rgds
    Shankar

  2. Rohit Chauhan says:

    i thik you can upload the files on esnips.com …i was given this site by prem sagar where he has uploaded several good books.
    if that is not feasible, can you email me the lectures ?

    regards
    rohit

  3. Harshit says:

    Hi Rohit/Shankar,

    If possible could you share the lectures with me as well?

    Harshit

  4. Shankar says:

    Just emailed the lectures for Batch 2001-02 to Rohit. Request you to kindly upload the same in a share folder.

    Cheers .. Shankar

  5. Rohit Chauhan says:

    hi shankar
    i have not recieved the file yet. is it possible for you to email it to me on another id – rohitc99@gmail.com
    another question – is it ok to load this file and share the lectures with others ?. i would not want to load prof bakshi’s lectures and interviews on my blog if it is not fine with him or appears that i have ‘pirated’ the content on my website.

  6. Shankar says:

    Hi, I dont think Prof Bakshi would have any objections to this. Why dont you just ask him .. sanjay@sanjaybakshi.net

    I would also recommend all to go through his articles at http://sanjaybakshi.net/Articles.html

    Warm Rgds
    Shankar

  7. Prasanth says:

    Would love to get Prof Bakshi’s lectures. Please do publish the link.

  8. Prem Sagar says:

    Hi Shankar/Rohit,
    Pls do let us know the link if you were able to upload. Else pls mail it to kpremsagar80@gmail.com

    Thx a million
    Regards
    Prem

  9. Rajendran says:

    HI Shankar/Rohit,

    I wrote to Prof.Bakshi to ask his permission to share his lecture notes and he replied back saying he had no objections as such but asked not to put it in the internet for download.

    I will forward my e-mail to Shankhar.

    Can you please share the slides ? My e-mail durairaj.rajendran@gmail.com

    Thanks,

    Rajendran

  10. Shankar says:

    Let’s stick to email then :
    I’ve sent emails to Rajendran Durairaj, K Prem Sagar, Rohit Chauhan and Sajeesh Mathew.

    Prasanth, anna .. your email is my office mailbox. Pls drop me an email on my gmail id.

    Warm Rgds
    Shankar

  11. Alok says:

    hiii..

    i too would like professor bakshi’s lectures. please if you could mail them to me also.

    my email id : aalok.agrawal@gmail.com

    thanks.

  12. muthu says:

    Hi Guys,
    I too would like to get those invaluable lectures by Prof. Please drop a copy to r.muthuswamy@gmail.com

    Shankar,
    Hope you remember me, i mailed u some days back.

    muthu

  13. Pavana Kumar Varanasi says:

    Hi Rohit

    Could you also send me those lectures if possible.

    Pavan

  14. Anonymous says:

    Hi I also read the interview and found it extremely educating. Could you please mail me the full interview too. Thanks

    Mark
    email: italics26@hotmail.com

  15. Anonymous says:

    Hi again, it would be great if you could mail me his lectures as well. I follow his writings closely and would love to read more from him.
    My email: italics26@hotmail.com

    thanks
    mark

  16. Deepak says:

    Hi

    Can you mail me those lectures pl. My mail id is deepakmnadiger@gmail.com

    Thanks

  17. Parag says:

    Rohit,
    could you mail me the complete interview of Prof Bakshi. The first several pages were very enlightening.
    email: parag_jhawar@hotmail.com
    thanks

    Parag

  18. Amit says:

    Kindly send me Prof. Bakshi’s lecture notes as well as the complete interview. My email is dramitkumar@gmail.com

    Thank you

    Amit

  19. Rohit Chauhan says:

    all,
    i have yet to write to prof bakshi seeking his permission to forward the interview. if i am able to get his approval , i will forward the interview to all who have requested it
    regards
    rohit

  20. Tamilazhagan says:

    Hi,
    Please forward the interview to me also. my Email id is tamilr74@gmail.com

  21. Ranjit kumar says:

    Hi Rohit,

    If you do get the approval pls can you mail me the interview at ranjitkumaru@yahoo.com

    Regards
    Ranjit kumar

  22. venu says:

    Hi Rohit,
    If you get the approval from Mr. Bakshi for sharing his interview, please send a copy to me at venu4u@gmail.com

    Regards,
    Venu.

  23. Anonymous says:

    Shankar & Rohit,

    Could you also please send me a copy of the lecture notes? I would greatly appreciate it.

    My email address is: curiousspinningplates@yahoo.com

    Thank You both for the effort and thanks Rohit for maintaining a nice blog.

  24. rajnish says:

    hi rohit,
    have been reading your blogs and found them interesting. i have been wanting to read the full contents of prof bakshi’s interview and would be grateful if you could forward it at my email id rajnishbery@gmail.com. thanks

    bery

  25. Vikash says:

    Hi Rohit,
    I just happened to stumble upon your blog and have to tell you that you are doing a fantastic job. Many thanks to the thoughtful insight in various stock and value investing in general.

    If possible would it be possible to email Prof. Bakshi’s complete interview to vikash.sethi@gmail.com.

    Thanks,
    Vikash

  26. venkat says:

    Hi Rohit,
    I came across your blog and have to tell you that the site is a storehouse of information. especially analysis of various stock.

    If possible can you please mail me the interview and the lectures to nvenkataraman1975@@gmail.com.

    Thanks,
    Venkat

  27. Joe says:

    Hi – Can you also send me a copy of Sanjay Bakshi’s lecture notes. my email id is anil.j.alexander@gmail.com

    Thanks
    Joe

  28. Sid says:

    Hi

    This is a great work you are doing by sharing such a knowledge.

    Can you please share the lectures with me on hellosid25@gmail.com

    Thanks in advance

    Sid

  29. nikunj says:

    Hi,
    Please share the lecture of prof. sanjay bakshi with me also on shreenjr@gmail.com.com

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