Author name: Kamalika Poddar

I'm anything but conventional. Conventions bore me. Rules are to be circumvent. Because that's where you'll find the entire spectrum of creativity, at its best. And I mix creativity, with my analytical profession, which helps give me strategies a different direction to them. Coupled with my rigorous MBA training, where they try their damnest to make you fit the bull, I think I'm just a bundle of juxtapositions and contradictions

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Sanjay Bakshi: A Practioner and Preacher of Value Investing

Sanjay Bakshi, as a prominent Value investor in India needs no introduction.

ValueQuest, a fund managed by Mr. Bakshi and his partner Mr. Paresh Thakker has an AUM of $130 Million, and invests in high quality businesses at attractive valuation.

So how does Mr. Bakshi look at value?

For that, let us introduce you to the other side of the man, Prof. Bakshi.

Professor Bakshi teaches Behavioral Finance and Business Valuation, a wildly popular elective, and Security Analysis at MDI Gurgaon.

In fact, his courses tend to draw crowd from not just the PGPM course but all other courses as well.

So much so, that every class of his has a jam packed auditorium, with students scrambling to get the front seat. But it isn’t just numbers and ratios and multiplier that the professor teaches.

In fact, his opening remarks is “Over the course of the next 20 lectures, I intend to teach you guys a few important life lessons.

But because this is a Business school, there is no way the management would’ve let me take these classes had I told them I intend to teach student the value of life.

So instead I chose to title it based on my other profession as a value investor.”

And so profound is his teaching, that he has bagged the best professor award for 5 years in a row!

In this article we wish to uncover the Fundoo Professor side to the value investor Sanjay Bakshi!

Financial Reports: A Primer

Imagine you are unwell, and go to the doctor for a check-up.  The doctor does a preliminary analysis, and orders some tests. Upon reading the results he declares that your condition is peachy, and yes you can go ahead and play that friendly tennis match this weekend.  The situation is similar to how companies perform …

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The Story Of Marketing: First Principle Approach!

4Ps, 7Ps, STP, ATL, BTL, 5A. And many more combinations of alphabets and numbers confusing you? Making marketing look like it’s all mumbo jumbo.
Well let’s decode that using the first principles, so you’d never have to get confused again!

An in-CRED-ible Story

The mission of CRED is to create better credit behaviour amongst Indians. And reward Indians to inculcate better credit behaviour while bettering their creditworthiness. Read on to understand CRED’s business model.

Can Jio win Where Google failed?

Jio glass. A comparison with Google glass. What went wrong with it. What the strategic partnership with Google could mean for the product, and my take on how they can position the product. Read the article to find out.

Sucheta Dalal – Unearthing financial scams

From Harshad Mehta to Ketan Parekh, the Indian stock market has seen numerous scams. You know what’s common between these scmasters? They were all close to some bigwig or the other. Want to know another thing they have in common? Many of them were unearthed thanks to Sucheta Dalal’s dogged perseverance of the subject. Not just these, Sucheta Dalal has uncovered numerous financial shenanigans, refusing to give up on cold leads and following the money trail as far back as possible.

China’s Digital Currency

China’s digital currency is touted to be the usurper of US Dollar. But is that what its all about? Or is there something more to? Could it be a means to economic survival in covid times? Or is there a more sinister angle behind it? Here is my take on the topic.

Nassim Nicholas Taleb

The Coronavirus pandemic was unparalleled, because never before have we witnessed a shock that paralysed both the supply and demand side of the economy! Most funds were caught unaware, grappling with losses and trying to gauge the extent of losses. But one class of funds actually stood to gain from the chaos. Tail Hedge funds, …

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