I very much enjoyed my chat with Ramesh Damani on CNBC – TV18 for the “Wizards of Dalal Street” program. We discussed lessons from the '08/'09 Global Financial Crisis and how to apply them to markets within the context of the Coronavirus pandemic. We also discussed the mental models I use to identify hidden moats, as well as the Dakshana Foundation.
Stay healthy and safe!
I very much enjoyed my Q&A session with Francis Chou for Professor Andrew Sandoe’s class on Business Analysis and Valuation at Harvard University. We discussed the importance of trust in business transactions, being a harsh grader of people and the pitfalls of writing a good contract with a bad person. We also discussed the power of compounding and the importance of starting early.
Here is the video: https://youtu.be/iW0Mv9zVt0o
The podcast version of the talk is available on the below platforms:
I very much enjoyed my recent chat with SumZero CEO Divya Narendra. I discussed my thoughts on humanity’s impressive response to COVID-19, and the mental models I use to approach investing in the context of the pandemic.
I hope you are staying healthy and safe. The battle against the Coronavirus is extracting a high toll, but humans will prevail. This too shall pass.