Distinguished Speaker Series Applied Fundamental Analysis & Worldly Value investing Professor Arvind Navaratnam
(00:00:00) - Introduction
(00:02:13) - Thou shall not skim off the top
(00:04:11) - Thou shall not have an investing team
(00:05:20) - Thou shall accept that thou shall be wrong at least 1/3 of the time
(00:07:06) - Thou shall look for hidden P/E of 1 stocks
(00:13:13) - Thou shall never use Excel
(00:21:21) - Thou shall always hope a rope to climb out of the deepest well
(00:27:43) - Thou shall be singularly focused like Arjuna
(00:31:32) - Thou shall never short
(00:32:50) - Thou shall not be leveraged. Neither a lender nor a borrower be
(00:36:28) - Thou shall be shameless cloner
(00:37:12) - Where to look for investment ideas
(00:40:51) - Temperament during financial crises
(00:43:53) - Always have a rope on hand
(00:49:07) - Investment in Google
(00:52:12) - Judging Management Teams & Satyam Scam
(00:55:28) - Sergio Marchionne
(01:00:36) - Currency risk in international markets
(01:07:52) - Investing in Distressed companies
(01:09:33) - Competitive Moats that turn out to be an illusion
(01:16:02) - Kelly formula
(01:17:17) - Circle of Competence
(01:19:30) - Shameless Cloning
(01:20:04) - Zero Fee Structure
(01:24:03) - Investing in Protected Moats
(01:26:41) - When to sell an investment
(01:30:39) - Personal trails that contribute to a manager’s success
