Archive for the ‘Reading’ Category

Leadership lessons from Brian Chesky

July 17, 2015 Leave a comment

I typically do not read much about the CEOs of tech startups. A big reason is that I live in the Silicon Valley and most CEOs are building the company with an exit strategy. So there isn’t much to learn from them.

Although this piece on Brian Chesky and how he has learned to run AirBNB is a superb read. It is full of leadership lessons that will take years to get, if you are lucky to have a chance to experience it. As Munger says the best way to learn is to learn from other’s mistakes. This article will give you key leadership approaches that even a MBA program won’t be able to teach. A great read for anyone that is in leadership positions or interested in it.

Categories: Reading

Intelligent Fanatics

July 12, 2015 Leave a comment

Sanjay Bakshi is a professor and value investor in India. He has a huge online fan base and his online teachings are some of the best I’ve seen. A passionate value investor who has an amazing story about his struggle to build a investing business.

He recently did a presentation in which he talked about the importance of investing along-side great leaders. Intelligent Fanatics is a great read for anyone interested in making superb returns in investing. Also, it gives you a glimpse into the huge untapped potential in the Indian stock market.

Categories: Reading

Weekend reading

January 17, 2014 2 comments

Berkowitz’s hedge fund returns: Amazing returns for a hedge fund that uses no-hedge

Pabrai lecture: Great lecture and Q&A with Pabrai. He talks about some of this previous investments and how he looked at the key mistakes he made (Delta Financial) or how he sees the key investment theme (DirectTV)

Lou Simpson Profile: A dated 1987 profile of Lou Simpson.

Categories: Reading

Weekend reading

January 10, 2014 Leave a comment

What Alan Greenspan has learned since 2008: Interview with Greenspan on how his thinking has evolved

Contrarian: A documentary on John Templeton

Categories: Reading

XPEL: Upcoming investor presentation

January 7, 2014 Leave a comment

XPEL typically doesn’t do much investor communication. This has been one of the reasons why the company is not that well known to investors. The company did its first investor presentation in Dec ’13. On Jan 15th the company will be doing a presentation for the MicroCapClub Invitational. The good thing about this presentation is that it will be public and accessible online. It will be interesting to see what the CEO has to share about where the company is focused on growth.

I expect 2014 to be the year that the company makes its story more public. The CEO has mentioned to investors that the company expects to do investor conference calls and get the stock listed on a US stock market, instead of this grey market they are currently in.

Categories: Reading

Michael Burry Case Studies

September 3, 2013 Leave a comment

This is an amazing read on Michael Burry’s approach to investing and his thoughts on some of his investment ideas. For anyone who is a serious value investor, this is a great read. Hats off to Todd Sullivan for pointing it out.

Categories: Reading

Weekend reading

March 1, 2013 6 comments

The growing up of Brian Moynihan: Great piece on his missteps at BoA

Daily Journal Meeting Notes: Great stuff for Charlie Munger fans

The Big Short War: Story on Ackman’s strong confidence and arrogance

Categories: Reading