lystn

Distinguished Speaker Series
Applied Fundamental Analysis & Worldly Value investing
Professor Arvind Navaratnam

(00:00:00) - Introduction

(00:02:08) - Thou shall not skim off the top

(00:04:06) - Thou shall not have an investing team

(00:05:15) - Thou shall accept that thou shall be wrong at least 1/3 of the time

(00:07:02) - Thou shall look for hidden P/E of 1 stocks

(00:13:08) - Thou shall never use Excel

(00:21:16) - Thou shall always hope a rope to climb out of the deepest well

(00:27:38) - Thou shall be singularly focused like Arjuna

(00:31:27) - Thou shall never short

(00:32:46) - Thou shall not be leveraged. Neither a lender nor a borrower be

(00:36:58) - Thou shall be shameless cloner

(00:37:06) - Where to look for investment ideas

(00:40:45) - Temperament during financial crises

(00:43:48) - Always have a rope on hand

(00:49:02) - Investment in Google

(00:52:07) - Judging Management Teams & Satyam Scam

(00:55:24) - Sergio Marchionne

(01:00:31) - Currency risk in international markets

(01:07:48) - Investing in Distressed companies

(01:09:29) - Competitive Moats that turn out to be an illusion

(01:15:57) - Kelly formula

(01:17:13) - Circle of Competence

(01:19:26) - Shameless Cloning

(01:20:00) - Zero Fee Structure

(01:23:59) - Investing in Protected Moats

(01:26:37) - When to sell an investment

(01:30:35) - Personal trails that contribute to a manager’s success