Sanjay bakshi president baba enterprise inc linkedin. Sanjay bakshi who gave us a peek into the world of value investing. Sanjay bakshi, one of the highly regarded professors in the field of value investing and behavioral finance. Flame celebrates ideas, cherishes diversity, and strives to deliver an academic experience that fosters. Sanjay bakshi adds another megabagger stock to portfolio. You have been doing a excellent job of parting with your wealth of information. The 8th version of bfbv was an amazing experience which started with destruction of principles of modern finance. Sanjay bakshi if i have seen a little further it is by standing on the shoulders of giants. Sanjay bakshi investor profile world top investors.
As a practitioner of value investing in india for more than 25. What ive realized after doing this since 2008 is that most people dont have the time and devotion t. 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. 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. Apr 09, 2015 sanjay bakshi, who is considered as an authority on value investing in india and also a managing partner at valuequest capital llp, visited iim ranchi to share his learnings and experiences in the world of investing with the students. Without second thoughts, this is the best source in india on value investing, for both beginners and experts. He is also a successful practitioner of value investing in india for more than 22 years and at present is managing partner at valuequest capital llp, which is an investment boutique that advises a few large family offices in india and an offshore fund called the valuequest india moat. He started his investing journey 12 years back and he has been periodically investing in index funds. Sanjay bakshi is a practitioner of value investing in india for more than 22 years. When you should buy and sell a motley fool analyst talks shop with sanjay bakshi, one of the best value investors of our time.
Testimonials value investing almanack safal niveshak. But here we collated his views over the years sources mentioned at the end on when to sell a stock. Prof sanjay bakshi, the authority on value investing, is known to be a stickler when it comes to buying stocks. View sanjay bakshis profile on linkedin, the worlds largest professional community. Graham was a big influence towards shaping my investment philosophy in the initial days. In the march 2015 issue of my premium newsletter value investing almanack, i wrote on the topic of valuations as the cover story.
He got interested in value investing after reading one up on wall street in 2006. Sanjay bakshi sanjay is an 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. Select any poster below to play the movie, totally free. Sanjay bakshi, who is considered as an authority on value investing in india and also a managing partner at valuequest capital llp, visited iim ranchi to share his learnings and experiences in the world of investing with the students. I had to make compromises in my life to make ends meet, for instance, by teaching things like capm and emt and mpt to cfa students their curriculum did not allow me to say that markets can be inefficient. Jul 31, 2012 i recently had the privilege of meeting one of the highly regarded professors in the field of value investing and behavioral finance, prof. Value investing, the sanjay bakshi way safal niveshak. Planet microcap podcast publishes episode 41 the art of value investing with sanjay bakshi, professor and value investor. May 07, 2015 valuequest india moat fund portfolio unfortunately only i have been able to find only 2 stocks where it is confirmed that the valuequest india moat fund vqimf run by professor bakshi is invested. They could be invested in a universe of over 4000 other companies and i am going to make an attempt to figure out which companies those are. A motley fool analyst talks shop with sanjay bakshi, one of the best value investors of our time. A value investors journey through the unknown is the book millions of people have been waiting for.
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. Sanjay bakshi csinvesting intensive investing education. Sanjay bakshis portfolio reads like a whoswho of multibagger stocks. Sanjay bakshi, the leading authority on value investing in india, and a subscriber of value investing almanack, has to say this is probably the first investment publication in india which needs special software to open and read. See the complete profile on linkedin and discover sanjays.
Value investing is an investment paradigm which generally involves buying securities that appear underpriced. He is also a successful practitioner of value investing in india for more than 22 years and at present is managing partner at valuequest capital llp, which is an investment boutique. As a famous quote goes, the man who learns from his own experience is destined. 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. Being a true value investor, he is investing in good quality. This value investor is well known for his moat investing philosophy. Prof bakshi is not investing in the markets for the short term. On imdb tv, you can catch hollywood hits and popular tv series at no cost. I have not come across any significant holdings in sanjay bakshis name. Here is an excerpt from our interview, where we discuss how professor bakshi defines value investing and what it means to him. Feb 12, 2019 sanjay bakshi, eminent teacher and practitioner of value investing and behavioural economics, is better known for his moat investing philosophy. Mdi students have elected sanjay as the its best professor for several years.
I am also a managing partner at valuequest capital llp a sebi registered investment advisory firm. So for most such companies without buffett, the value of the float generating capability of the company to the shareholder of that company comes down to just two things 1. Planet microcap podcast publishes episode 41 the art of. Sanjay is also a successful value investor with an audited long term track record of of delivering a gross usd return of 24% a year from 2001 to 2012.
He is managing partner at valuequest capital llp a specialist in moats investing. Sanjay bakshis fund we all trying to practice value investing are always trying to follow professor sanjay bakshi and his blog. This book delivers invaluable information and essential practices for getting your portfolio and investing situation in order. Valuequest india moat fund portfolio unfortunately only i have been able to find only 2 stocks where it is confirmed that the valuequest india moat fund vqimf run by professor bakshi is invested. Patience, idea of value traps, paying up for quality. Sanjay is a professor at prestigious management development institute of gurgaon, india, where he teaches two popular finance courses behavioral finance and business. Today i want to introduce to the readers of gurufocus one of the upcoming value investing gurus from india mr. Sanjay bakshi s fund we all trying to practice value investing are always trying to follow professor sanjay bakshi and his blog. You can read a very personal account of some of the struggles of my life from here. Interview with professor and fund manager sanjay bakshi. An ardent practitioner of value investing, prof bakshi has his own fund called the valuequest india moat fund.
Elected by mdi students as best faculty in pgpm for 200406, 200608, 200709, 200911, 201012, 2011, 201214, 2015, 201517, 201618, and 201719. A close look at the holdings of bakshis valuequest india moat fund gives some idea where the fundoo professor expects moat to create value. Sanjay is one of indias bestrecognized professors in the field of value investing and behavioral finance. Professor sanjay bakshis old articles and talks on value investing talksinterviews 2002 talk at oxford book, cio interview, outlook profit.
Safal niveshak shares the transcript of an interview with prof. Shall i get the previous 9 versions of prof sanjay bakshis. Bakshi teaches mba students at mdi gurgaon two popular courses. Value investing software true to benjamin graham benjamin graham was a scholar and professional investor who mentored some of the worlds most renowned investors. 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. It razed the faulty structures made of flawed assumptions and greeks. Those letters also led me to his mentor benjamin graham. Sanjay bakshi managing partner valuequest capital llp. Value investing, the sanjay bakshi way part 1 safal. Sanjay bakshi well, it was not just in the early days, even when i came back to india it was a struggle. There is so much to learn from good books the best vicarious experience one can get. Download your free issue of value investing almanack.
Oct 08, 2015 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. Apr 01, 2015 in the march 2015 issue of my premium newsletter value investing almanack, i wrote on the topic of valuations as the cover story. Sanjay bakshi i too have evolved as an investor over the last 23 years. Prof sanjay bakshi buys potential 10bagger stock for. Well, its meant different things to me at different points of time.
Unfortunately, it is also one of the most misunderstood tools in the investment business. Things sanjay bakshi would adddelete if he would starting investing carrier today. Over the last twenty years, i have practiced most styles of value investing including as grahamanddodd style of investing in statistical bargains, risk arbitrage, activist investing, bankruptcy workouts, and warren buffett trades, portfolio style of investing in moats. The challenges and promises of longterm investing by victoria ivas.
I must say you have been the best investment i have ever made. Never believed in picking individual stocks until he came across prof. There is a limit as to how much one can learn from ones own experience. 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 a cost involved too and not just financial. Professor sanjay bakshis value investing articlestalks.
Value quest india moat fund portfolio 2017 indian hidden gems. Buffetts letters marked the beginning of my investing journey. 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. Value investing, the sanjay bakshi way part 1 safal niveshak. What are the best stock analyzers for value investing.
Flame investment lab behavioral finance with sanjay bakshi flame was founded with the concept of liberal education as its cornerstone. Our private class with indias value investing guru the 5. Interview with professor sanjay bakshi the investors. See the complete profile on linkedin and discover sanjays connections and jobs at similar companies. Mdi students have elected sanjay as the best professor for several years. Serenity stocks value investing software true to benjamin. One of the super investors we closely track for smart money secrets is none other than prof sanjay bakshi. 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. Seven stocks where prof sanjay bakshis fund is betting on. As you specifically mention old school value, id be happy to elaborate whether osv is for you. A primer on pe ratios the pe ratio is the most common tool used by investors and financial analysts to ascertain how expensive or how cheap a stock is. Sanjay bakshi needs no introduction to the investing community.
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