Sanjay Bakshi: "The Prejudices of Mr. Market" | Talks at Google

About the Talk: Sanjay Bakshi’s talk will deal with select prejudices of Mr. Market in pricing of moated businesses. Illustrating each specific prejudice with an example, Sanjay will show how the stock market is deeply prejudiced in pricing moated businesses and that exploiting those prejudices - especially when they combine - has helped him in his investing process. About the Author Sanjay Bakshi is Adjunct Professor at Management Development Institute, Gurgaon, where he teaches MBA students a popular course titled “Behavioral Finance & Business Valuation (BFBV)”. He is also the author of the blog "Fundoo Professor" (https://fundooprofessor.wordpress.com ), where has written extensively about identifying durable competitive advantages in a business, and investment psychology. Sanjay is also the Managing Partner at ValueQuest Capital LLP.

Comments

1. U all are fool... Why don't u appreciate what you learnt... Essesnse is important not presentation... That's why's you people always get fooled by others... Show rosy picture.... Content matter not presentation... It's not a Bollywood movie... It's real money mind game...
2. craap, bakshi could have a better delivery, it looks like shit.
3. I liked the content of the speech, but preferred to read the transcript (just google for "pdf the prejudices of mr market"). There are some good pointers to literature in the talk. For anyone interested in more about Prof. Bakshi's last point / Mr. Market as Learning machine - I would recommend the book Pandora's risk and other work by Kent Osband. But beware, his writing is quite technical...
4. Agree with Ravender ..This was painful to watch. I came with high expectations as I have followed Prof. Bakshi for a while and I am an avid reader of his blog and lecture notes. I have learned a lot from his astute observations on the market or on different value investing principles. Yet, this talk was disappointing - not only from the content perspective but also from the way it was delivered. I do not know the background behind this talk - maybe he did not enough time to prepare or maybe wasn't feeling well that day - but I hope he can improve on this next time. His talk @ IIM Ranchi (also on youtube) was better delivered.
5. Let us give ear to the content rather than the way it is presented.Very valuable in getting into the prejudices which a sensible (????) person can make use of.
6. No curent examples, what a shame.
7. Why is this speaker reading everything from the notes? Mr. Bakshi, being a professor, shouldn't be doing this.
8. Good talk, Helpful to build Value Investor Behaviour to Tackle Prejudices of Mr. Market.
   Thanks Prof. Sanjay Bakshi & Team For this Selfless Service