Fundoo Professor Abstract Ideas in Finance Behavioral Economics Case Study Security & Business Analysis

ET Phones Home
Posted on June 3, 2015 by fundooprofessor

Shailesh Menon of The Economic Times called me at home a few days ago and persuaded
me to speak to him for a pro"le he was doing on "nance academics in India who also
practice value investing. 

http://ecoti.ms/08rvKa

Clari"cation: Quoting unnamed sources, the pro"le refers to a number of businesses I

own. As of now, that’s not an accurate re$ection of reality.

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Posted in Security & Business Analysis

Published by fundooprofessor

I am Distinguished Adjunct Professor at Flame University, Pune. Previosuly, I was Adjunct

Professor at MDI, Gurgaon, where I taught MBA students two popular courses titled
“Behavioral Finance & Business Valuation"(BFBV) and Forensic Accounting and Corporate
Governance (FACG) for many years. I am also Managing Partner at ValueQuest Capital
LLP— an investment advisory boutique which helps its clients invest their capital in good

quality businesses. View all posts by fundooprofessor

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Capex in Coal

1 thought on “ET Phones Home”

Karan I found this part very interesting sir:

June 3, 2015

“Prof Bakshi used to be a value investor when he was managing

his own funds. He’s not a deep-value investor anymore. He’s
forced to change his ways as he manages the monies of other
people,” says an acquaintance of the professor on conditions of
anonymity.

What is your take on this? Is this similar to moving from being

an 85% Graham/15% Fisher to the other way round, which a
Warren Bu!et has gone through?

Would be interesting to hear from you on this

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About this blog Follow me on Twitter

This blog contains some of the things I found fascinating and worth
sharing in my journey as a teacher and also as a value investor.
Tweets from @Sanjay__Bakshi

Check out my website at www.sanjaybakshi.net Fundoo Professor

@Sanjay__Bakshi · May 3
Replying to @Sanjay__Bakshi

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Fundoo Professor
Follow @Sanjay__Bakshi · Apr 28
Replying to @Sanjay__Bakshi
You look for combination of factors: very little brand loyalty, intense
competition, overcapacity, and high degree of obsolescence (which
means maintenance capex far exceeds accounting depreciation and
leaves not much as true discretionary earning power). The benefit of
cost…

2 29

Fundoo Professor
@Sanjay__Bakshi · Apr 28
Replying to @Sanjay__Bakshi
Combine with this from visualcapitalist.com/inflation-char…
@VisualCap and you discover absence of pricing power. You ask why
no pricing power?

3 29

Fundoo Professor
@Sanjay__Bakshi · Apr 28

Always a good idea to look at the graveyard to understand

economics of an industry. Not included in this list is Onida which too
went bust

indianhistorypics @IndiaHistorypic · Apr 25

1984 :: TV Brands In India

Which Was Your First TV ?

5 64

Fundoo Professor
@Sanjay__Bakshi · Apr 26

Reading this thread, I wonder just how out of touch with reality are
the many of the old foggies in power... Wish they realize that they will
be replaced with new generation of Indians who have much broader
minds...

Live Law @LiveLawIndia · Apr 26

[Marriage Equality Petitions in #SupremeCourt -
Day 5]

A constitution bench of #SupremeCourt will

continue hearing a batch of petitions seeking legal
Show this thread …

27

Fundoo Professor
@Sanjay__Bakshi · Apr 26

When you miss life on campus @FLAMEUniversity

6 34

Fundoo Professor
@Sanjay__Bakshi · Apr 17

If you live in Noida, do try this out.

40

Fundoo Professor
@Sanjay__Bakshi · Apr 14

What more can a teacher ask for? @FLAMEUniversity

7 82

Fundoo Professor
@Sanjay__Bakshi · Apr 13

Thanks, Jahnavi. I was apprehensive, given the young age of the

participants. However, it seems that @FLAMEUniversity's decision to
offer it to the UG1 batch was correct.

Jahnavi Sant @jahnavisant · Apr 13

Grateful to have been a part of this wonderful
course by @Sanjay__Bakshi at
@FLAMEUniversity.

Learnt about some invaluable tools and mental

…
1 35

Fundoo Professor
@Sanjay__Bakshi · Apr 13
Replying to @Sanjay__Bakshi
Made 50 new friends @FLAMEUniversity

19

Fundoo Professor
@Sanjay__Bakshi · Apr 12

Teaching Gen Z Behavioral Economics @FLAMEUniversity. What a

fun bunch of kids. Will miss them.

6 104

Fundoo Professor
@Sanjay__Bakshi · Apr 11

Will miss @FLAMEUniversity campus. Back in June though.

8 87

Fundoo Professor
@Sanjay__Bakshi · Apr 9

Jatin is awesome. Highly recommend this.

FLAME University @FLAMEUniversity · Mar 16

Discover the world of equity analysis with FLAME
Investment Lab's program led by
@Jatin_Khemani.

Join this program and gain the confidence to

Show this thread …

1 19

Fundoo Professor Retweeted

FLAME University
@FLAMEUniversity · Apr 3

Are you ready to explore the potential of self-leadership?

Join Saurabh Madaan’s FLAME Investment Lab program on

“Elements of Self-Leadership."

Register Now: flame.edu.in/academics/flam…

1 6

Fundoo Professor
@Sanjay__Bakshi · Mar 28

When wife visits prof on campus @FLAMEUniversity

vimeo.com/812287699

@Sushmita_Bakshi

vimeo.com
Wife Vists Prof on Campus
This is "Wife Vists Prof on Campus" by Sanjay
Bakshi on Vimeo, the home for high quality …
videos and the people who love them.

1 52

Fundoo Professor
@Sanjay__Bakshi · Mar 23

4 Feb talk video up soon. @jaycee77 @CFASocietyIndia

16 143

Fundoo Professor
@Sanjay__Bakshi · Mar 21
Replying to @Sanjay__Bakshi
More information on his work from cleantecinfra.com. Wishing
Gaurav all the best!

cleantecinfra.com
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10

Fundoo Professor
@Sanjay__Bakshi · Mar 21
Replying to @Sanjay__Bakshi
He also spoke passionately about the economics of his business
which has high entry barriers and how he is expanding its moat (a
water body so he loved the metaphor) in many ways.

1 9

Fundoo Professor
@Sanjay__Bakshi · Mar 21
Replying to @Sanjay__Bakshi
Gaurav attended my course at @FLAMEUniversity last June. At 1AM
one day, after spending 12 hours listening to me) he spoke to his
classmates on how, among many other things, he alters the course of
India’s rivers. They were enthralled and did not let him leave for long
time.

1 7

Fundoo Professor
@Sanjay__Bakshi · Mar 21
Replying to @Sanjay__Bakshi
Gaurav’s team has developed an urban drain cleaning machine which
completed its pilot project in a large drain in New Delhi.

1 5

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