TIP237: Legendary Value Investor Sanjay Bakshi (Business Podcast)

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 7 April 2019

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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?

Resources mentioned during the show:

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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Find the best job candidate at Ziprecruiter
Watch Billions only at STAN.
Refinance your student loan with First Republic
Move your business to the cloud with Netsuite

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Transcript

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