Incidentally, this is my favorite presentations on a business model. Page 3 of 64 foreword i recently had the privilege of meeting one of the highly regarded professors in the field of value investing and behavioral finance, prof. There is so much to learn from good books the best vicarious experience one can get. Interview with professor and fund manager sanjay bakshi. As a famous quote goes, the man who learns from his own. He is also an adjunct professor at management development institute, gurugram.
Please find below a few presentations made by us in investor forums. Relaxo footwear, cera sanitiware, keval kiran clothing, thomas cook. See the complete profile on linkedin and discover sanjays. Sanjay bakshi managing partner valuequest capital llp. Oct, 2019 here is the link to my talk at octoberquest 2019. Valuequest capital llp has two managing partners supported by a team of three associates. Our private class with indias value investing guru the. Art of investing workshop in pune safal niveshaks art of investing workshop travels to pune on 27th october 20. Popular sanjay bakshi recommendations books showing 127 of 27 the dhammapada paperback by.
How do i become a special effects engineer money the. That presentation can be downloaded from here and the slides along with my. Focus on earning power of the portfolio not an individual st. And my thanks to nassim taleb for being such a wonderful teacher. Sanjay bakshi s lectures cum case studies are thomas cook, relaxo footwears, kitex and ashiana housing. Sanjay bakshi new york ny, interventional pain management. The best of safal niveshak 2014 safal niveshak says. Elected by mdi students as best faculty in pgpm for 200406, 200608, 200709, 200911, 201012, 2011, 201214, 2015, 201517, 201618. Sanjay bakshi, md is an anesthesiology specialist in scarsdale, ny. We would like to show you a description here but the site wont allow us. Prof sanjay bakshi buys potential 10bagger stock for. How do i become a special effects engineer a love of computers and programming rather than a specific interest in rat hair and dinosaur skin helped sanjay bakshi get his role at pixar.
Talksinterviews 2002 talk at oxford book club cio interview count on the margin of safety talk at indian institute of management, lucknow talk on understanding the universe of the unknown and the unknowable at the cfa society monetrix interview talk at octoberquest 20 titled what happens when you dont buy quality and what happens when you do. Who are indias best equity investors who invest for themselves. Read and download presentations by sanjay bakshi slideshare uses cookies to improve functionality and performance, and to provide you with relevant advertising. This page shares our best articles to read on topics like value investing, human behaviour, business analysis, and more. An ecommerce business that actually makes money but almost didnt posted on january 27, 2015 september 4, 2018 by fundooprofessor here is a teaching note i prepared for my students before tomorrows guest lecture by sunil agrawal, ceo of vaibhav global limited in my class at mdi. Sanjay bakshi my father used to invest in stocks including initial public. See slides 43 to 51 of this beautiful presentation on costco. Sanjay bakshi s talk will deal with select prejudices of mr. Jul 10, 2015 yesterday, i delivered a talk titled seven intelligent fanatics from india at value investing seminar, trani, italy.
Sanjay bakshi is one of the most talked, experienced and successful value investoradvisor and is also one of indias bestrecognized finance professors who has been teaching security analysis, behavioral finance and business valuation at management development institute, gurgaon since 2001. Prof sanjay bakshi s mastery in stock investing theory cannot be disputed. Sanjay bakshi, md is a doctor primarily located in new york, ny, with other offices in toms river, nj and new york, nyand 2 other locations. A prof called sanjay bakshi certainly one of the best profs who teach in mdi. It seems the key driver of float now comes from deferred taxes on the. Sanjay bakshi who gave us a peek into the world of value investing. Started in 2004, the course has evolved substantially over the years. Bfbv is an excuse to teach worldly wisdom through multidisciplinary thinking. Sanjay bakshi, md pain management specialist in new york. Sanjay bakshi s usp is that he is not like the typical professors who bore us with unending theoretical discussions. Now they almost kill each other as jay learns to inline skate. Once you start incorporating return per unit of stress in your investment thinking, the tradeoffs become obvious. Value investing, the sanjay bakshi way safal niveshak.
I have spent a lot of time researching them and thinking about them and also aboutthey might be related. None of the stocks of companies run by any of these seven entrepreneurs were recommended for purchase. One of the super investors we closely track for smart money secrets is none other than prof sanjay bakshi. Anonymous shelved 1 time as sanjaybakshi recommendations avg rating 4. You can use the categories below to browse our best articles or scroll down to see every post by date and title. There are many successful equity investors in india who are an inspiration to many young investors. Digital image processing book by sanjay sharma pdf download. The last two trimesters i spent on mdi were full of enlightenment.
The challenges and promises of longterm investing by victoria ivas. Safal niveshak shares the first part of the transcript of his 2014 interview with prof. Read and download documents by sanjay bakshi slideshare uses cookies to improve functionality and performance, and to provide you with relevant advertising. Both companies went bust, so that was a pretty good start for a career in. Over the last few months, i have been obsessed by these two ideas. Sanjay bakshi parag, you were meant to be here with us for this limited time many people drank the nectar of this contrarian value investors generosity.
Illustrating each specific prejudice with an example, sanjay. Prof sanjay bakshis fav stock falls from grace even as. Sanjay bakshis fund we all trying to practice value investing are always trying to follow professor sanjay bakshi and his blog. For pnb, it appears to be a major hole in the risk management with its software not being integrated with the swift messaging system. Our private class with indias value investing guru the 5 minute. Managing partner, valuequest capital llp the author is a managing partner in valuequest capital llp, a sebi registered investment adviser. Paresh thakker paresh is an experienced private equity investoradvisor with more than 24 years of investing experience. Bakshi, i am a huge fan of your work but wanted to ask that would you include piramal enterprises in the same list. It razed the faulty structures made of flawed assumptions and greeks. I was googling around to figure out his current portfolio and i came across a fact sheet for the fund at trust net offshore. He attended and graduated from johns hopkins university school of medicine in 1995, having over 25 years of diverse experience, especially in interventional pain management. Is it possible to do an ms chouhan after watching the lectures of sachin rana on.
I recall pel being part of your portfolio at some point in time. I was never excited to go to classes especially the early morning ones but here i was happily hopping, jogging and running to attend his classes early morning extra classes too. Finding nemo the musical is a 40minute show performed five times daily, which opened on january 2, 2007 at the theater in the wild at disneys animal kingdom in orlando, florida. Sanjay bakshi talks pixar and the good dinosaur the. See the complete profile on linkedin and discover sanjays connections and jobs at similar companies. Sanjay bakshi, md, is an interventional pain management specialist in new york, new york. Welcome bfbv v14 testimonials books media bfbv v bfbv v12 privacy policy cookie policy log in log out edit welcome bfbv v14. Sanjay bakshi is one of indias bestrecognized finance professors who has been teaching behavioral. Sanjay bakshi latest breaking news, pictures, videos, and special reports from the economic times. Its not just his expertise and succesful experience in value investing in stock market that makes him so, its also his ability to share them so well with us. Facebook gives people the power to share and makes the world more open and connected.
Fundoo professor sanjay bakshi says the stock market is deeply. Change management issues a presentation on best practices in erp solutionsavls xime bangalore, aug 20. Sanjay bakshi, the authority on value investing, explains why he made an investment in the company which is highly profitable, cash generating, extremely well financed, and dominant business in its space. Jay pharoah and bobby moynihan killed it as castmates on snl. Wrong side surgery on may 26 1995, rajeswari ayyappan, the 59yearold mother of the indian actress known as sridevi, underwent surgery for a malignant tumor on the left. Prof sanjay bakshi, the authority on value investing, is known to be a stickler when it comes to buying stocks. Anyways, this principle has been reiterated very well by prof.
As a famous quote goes, the man who learns from his own experience is destined. Dear sanjay sir, i am software engineer and hence from nonfinance backgroundnot interseted in mba. Instead, he explains the theory with practical case studies of reallife companies. Sanjay bakshi president baba enterprise inc linkedin. Value quest india moat fund portfolio 2017 indian hidden gems. Slideshare uses cookies to improve functionality and performance, and to provide you with relevant advertising. Sadly, the profs stock picks are not living up to the high expectations reposed in them. Nonergodicity and its implications for businesses and. Sanjay bakshis talk will deal with select prejudices of mr. He is a staunch believer in the theory that buying stocks with a moat or a competitive edge will benefit investors immensely in the long run even if they pay a hefty premium for such stocks.
Shall i get the previous 9 versions of prof sanjay bakshis bfbvbfbv prof. I am an adjunct professor at management development institute, gurgaon where i teach a popular paper on behavioral finance and business valuation bfbv. View sanjay bakshis profile on linkedin, the worlds largest professional community. View the profiles of professionals named sanjay bakshi on linkedin. Elected by mdi students as best faculty in pgpm for 200406, 200608, 200709, 200911, 201012, 2011, 201214, 2015, 201517, 201618, and 201719. Sanjay bakshi, one of the highly regarded professors in the field of value investing and behavioral finance. Sanjay bakshi is an anesthesiologist in new york, new york and is affiliated with multiple hospitals in the area. Connect with sanjay bakshi and build relationship, exchange ideas and information. He specializes in anesthesiology, pain medicine, and more. When you should buy and sell a motley fool analyst talks shop with sanjay bakshi, one of the best value investors of our time.
While pursuing chartered accountancy ca, my first investments were in ipos of orissa synthetics and india polyfibers. New post fundraising results, improved mobile version, your uploads page and minisurvey in our blog. It is a musical adaption of the film with new songs written by tony awardwinning avenue q composer robert lopez and his wife, kristen andersonlopez. Sanjay bakshi president marketing technology quantm.
Intelligent fanatics are those ceos that have intense focus, integrity, energy, and narrative fallacy, halo effect and power of a story. You would start settling for investment situations which offer a satisfactory return per unit of risk and stress over those which offer high returns per unit of financial risk but low returns per unit of stress. I am a bookloving maniac who reads books in the drivers seat of his car at traffic crossings while waiting for the light to turn green. Manish bhandariing mf, sanjay bakshi tactica, sanjay kaul fe sec etc on the fund mgt side. Sanjay bakshis profile project manager, available on. He has a nocompromise approach and buys only those stocks which have high quality in terms of management, corporate governance, moat, brand image, market dominance etc. You cant control the behaviour of theou only get a shot at controlling your behavior. We need to pay attention because there may be some gains in store for us as well. Sanjay bakshis website i am an adjunct professor at management development institute, gurgaon where i teach a popular paper on behavioral finance and business valuation bfbv.
Sanjay bakshi adds another megabagger stock to portfolio. How ai can make your systems management software smarter. Valuequest capital llp, 206, worldmark1 east wing, aerocity, new delhi110037 valuequest capital llp, level 8 vibgyor towers, g block, c62, bkc, bandra east, mumbai 400051, india. I am an adjunct professor at management development institute, gurgaon where i teach a popular paper on. Over the last twenty years, i have practiced most styles of value investing including as grahamanddodd style of investing in statistical bargains, risk arbitrage. Sanjay bakshi managing partner, valuequest capital llp the author is a managing partner in valuequest capital llp, a sebi registered investment adviser. The 8th version of bfbv was an amazing experience which started with destruction of principles of modern finance.
When you peep into the portfolio, you will be greeted by names like thomas cook, relaxo footwears, kitex, ashiana housing, nesco, eicher motors, vaibhav global and poddar developers. While the course is being offered by finance area of mdi, it draws heavily upon some of the best ideas from. Anonymous shelved 1 time as sanjay bakshi recommendations. There is a limit as to how much one can learn from ones own experience. Join facebook to connect with sanjay bakshi and others you may know. Mar 18, 2014 safal niveshak shares the first part of the transcript of his 2014 interview with prof. Sanjay bakshi, md, is an interventional pain management specialist in toms river, new jersey. Rakesh jhunjhunwala rakesh jhunjhunwala is an indian investor and trader.
Sanjay bakshi, anesthesiologist in new york, ny us news. Bfbv is an excuse to teach worldly wisdom in a multidisciplinary manner taught to me by one of my teachers mr. But only a few minutes into the lecture and i knew that the wait was worth it. Sanjay bakshi my father used to invest in stocks including initial public offerings ipos and was a big fan of dhirubhai ambani and his company. Shall i get the previous 9 versions of prof sanjay bakshis bfbv. Sanjay bakshi in a presentation he made at a conference recently. Bakshi first came to pixar in 2002, where he put his expertise in the computer arts to use as a tool developer for awardwinning films such as. My name is sanjay bakshi and i will be teaching you bfbv over the next 1.
Sanjay bakshi is currently project manager in available on request, delhi, india. If you continue browsing the site, you agree to the use of cookies on this website. Sanjay bakshi if i have seen a little further it is by standing on the shoulders of giants. Sanjay bakshi has 1,671 books on goodreads, and is currently reading patient capital. Apr 17, 2020 sanjay bakshi latest breaking news, pictures, videos, and special reports from the economic times. Worldly wisdom in an equation posted on october 8, 2015 september 29, 2017 by fundooprofessor here is the transcript of my todays talk at october quest 2015 in mumbai. If we use the concept presented above to banks, a well run retail bank with stable and low cost deposit base also has deposit float. Connect with other professionals around the world through your network. Sanjay bakshis portfolio reads like a whoswho of multibagger stocks.
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