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?

TRANSCRIPT

Disclaimer: The transcript that follows has been generated using artificial intelligence. We strive to be as accurate as possible, but minor errors and slightly off timestamps may be present due to platform differences.

Preston Pysh  0:02  

Hey everyone, welcome to today’s show. We’re truly honored to have an international value investing legend on the show, Professor Sanjay Bakshi. In India, Professor Bakshi is one of the most famous investors in the country. It’s not just because he’s a famous professor that teaches behavioral finance and business valuation, but also because he has an incredible track record as a practitioner and founder of value quest capital. 

Without further delay, we’re thrilled to bring you the extremely thoughtful, Sanjay Bakshi.

Intro  0:36  

You are listening to The Investor’s Podcast, where we study the financial markets and read the books that influence self-made billionaires the most. We keep you informed and prepared for the unexpected. 

Preston Pysh  0:56  

Hey everyone, welcome to The Investor’s Podcast. I’m your host, Preston Pysh. As always, I’m accompanied by my co-host, Stig Brodersen. Like what we said in the introduction, we’re here with the legendary value investor, Sanjay Bakshi. 

Sanjay, it’s an honor to have you here.

Sanjay Bakshi  1:11  

Thank you for having me. It’s a pleasure to be here, speaking to you today. 

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BOOKS AND RESOURCES

• 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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