I can’t believe it’s been six years since I started doing an annual lecture in Prof. Arvind Navaratnam’s class on Value Investing at the Carroll School of Management (Boston College). I love Arvind, his students and Boston College.
While the topic of this talk was the same as the recent Peking U. lecture (The Quest for 10-100 Baggers), there are enough differences between the two lectures that make this worth watching even if you have seen the Peking U. lecture.
I repeated the lecture because I want to really etch these important concepts into my little brain. Once is not enough! So, to be candid, the motivation was to try to help myself.
Some salient differences between the two lectures is that the Q&As are completely different. This one went on for 2.5 hours while the Peking U. lecture is 1 hr. and 40 minutes. Finally, violating MLK’s advice to me, this one used (gasp!) slides.
Lecture Date: November 3, 2016
Here is the link to the podcast:
If you prefer reading over listening, here is the transcript.