TIP237: Legendary Value Investor Sanjay Bakshi (Business Podcast)
We Study Billionaires - The Investor’s Podcast Network
The Shift to Value Investing
This chapter reflects on the speaker's academic journey at the London School of Economics and their transformative discovery of value investing. It discusses the complexities of this approach, the challenges posed by disruptive technologies, and the necessity of long-term analysis over immediate outcomes.
On today's show, Preston and Stig talk to value investing legend, Sanjay Bakshi
IN THIS EPISODE YOU’LL LEARN:
- How to factor disruption technologies into your investment thesis
- How to locate an emerging moat for a business
- Why we should evaluate our stock performance using stress adjusted returns
- How to read Warren Buffett’s letters to shareholders
- Ask The Investors: How do I choose the best stock broker?
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- Preston and Stig’s comparison of stock brokers
- Sanjay Bakshi’s blog post about return per unit of stress
- Warren Buffett’s letters to shareholders
- Hari Ramachandra’s interview with Sanjay Bakshi
- Tweet directly to Sanjay Bakshi
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