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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
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Published by fundooprofessor
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.
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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
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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...
27
Fundoo Professor
@Sanjay__Bakshi · Apr 26
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Fundoo Professor
@Sanjay__Bakshi · Apr 17
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Fundoo Professor
@Sanjay__Bakshi · Apr 14
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Fundoo Professor
@Sanjay__Bakshi · Apr 13
Fundoo Professor
@Sanjay__Bakshi · Apr 13
Replying to @Sanjay__Bakshi
Made 50 new friends @FLAMEUniversity
19
Fundoo Professor
@Sanjay__Bakshi · Apr 12
6 104
Fundoo Professor
@Sanjay__Bakshi · Apr 11
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Fundoo Professor
@Sanjay__Bakshi · Apr 9
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FLAME University
@FLAMEUniversity · Apr 3
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Fundoo Professor
@Sanjay__Bakshi · Mar 28
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
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Fundoo Professor
@Sanjay__Bakshi · Mar 21
Replying to @Sanjay__Bakshi
More information on his work from cleantecinfra.com. Wishing
Gaurav all the best!
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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.
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