I enjoyed being interviewed by ET Now at their office in Mumbai with Guy Spier. We discussed the recent decline in the Indian stock market and housing finance companies, and the problems associated with investing in levered financial institutions. We also discussed why it is important to concentrate on the value of the business and not its stock price. And we did this over some delicious Chai and Vada Pav!
I very much enjoyed this joint Q&A session that Kamal Khetan, Managing Director of Sunteck Realty Ltd., and I had with Dakshana Scholars at Dakshana Valley on Oct. 21, 2018. We discussed the motivations behind establishing the Dakshana Foundation and the importance of learning from your failures in life.
The Q&A session is in Hindi. Enjoy!
I enjoyed giving this talk on “The Ten Commandments of Investment Management” at the 8th Morningstar Investment Conference in Mumbai. The talk is followed by a Q&A session where we discussed my takeaways from lunch with Warren Buffett, a fair management fee structure and the Dakshana foundation.