Sunday, February 19, 2006

An excellent presentation on Value Investing by Prof. Sanjay Bakshi

Prof. Sanjay Bakshi is a visiting faculty at the Management Development Institute, Gurgaon. Enclosed is a presentation published by Capital Ideas Online where Prof. Bakshi extensively discusses the various techniques of value investing from an India perspective. He has featured a number of opportunities like Trent, Madura Coats, Zodiac Clothing etc. but none better than his acquisition of the GESCO Corp. The link is enclosed here.

Prof. Bakshi also maintains a most fabulous website in www.sanjbak.com.

9 Comments:

Anonymous Anonymous said...

That is a very good presentation. I have been following his blog for some time now- he writes really good stuff.

BTW, HCL Infosystems plunged more than 30% today - you think it is a good buy?

Cheers,
Sai

4:46 PM  
Blogger Shankar Nath said...

Hi Sai,

I've had the good fortune of learning value investing from Mr. Sanjay Bakshi. 22 amazing lectures with 597 powerpoint slides, 35 Dilbert cartoon, crazy titles like "Stealing Madura Coats - an how I helped", a few videos (I remember watching Wall Street and Barbarians at the Gate), and his representation or the plight of minority shareholders with the Adnan Sami song "Mujho bhi to lift kara de" ... it was good fun.

The others who've been that lucky from the batch of PGPM 2002 (MDI Gurgaon) are -
Abhijit Sinha
Abhishek Bagaria
Ajay Bagla
Aksah Dua
Akshay Datt
Aman Malhotra
Amit Bhatia
Amit Diwan
Anamika Chowdhary
Anant Chopra
Anirban Ghosh
Ankur Bansal
Ankur Jhunjhunwala
Arjun Wadhwa
Ashish Sood
Ashwin Yadav
Bhuvan Bhushan
Bishnu Agarwal
G. Radhakrishnan
Gaurav Goyal
Gaurav Gupta
Gaurav Singh
Gaurav Wadhwani
Girish Menghani
K. Anil Sharma
Kshama Lal
Kuntal Hansaria
Mamta Mittal
Manas Kamal
Manish Gupta
Manish Nayyar
Manish Sarawagi
Manoj Verma
Manu Chandra
Medha Mohan
Nijil George
Nikhil Jain
Nitin Garg
Nitish Singhal
P. Rajagopal
Puneet Sharma
R. Rajagopal
Raj Rishi Singh
Rakesh Bhojnagarwala
Ranjna Khanna
Rashi Singhal
Rohit Agarwal
Rohit Rajput
Ruma Malhotra
Sachin Chhabra
Sajag Kumar
Sanjoy Roy
Saurav Kothiyal
Shilpa Agarwal
Shivani Suri
Shubhashish Dubey
Shubra Chawla
Siddharth Pardesi
Sourish Mitra
Summeer Bajpai
Tanuj Joshi
Tina Dalmia
Tushar Drolia
Udit Dugar
Vikas Shukla
Vikram Bhalla
Vineet Rathi
Vishal Golchha
Vishal Hingle

10:46 PM  
Blogger jagadish said...

Surprised! this many guys took up Business valuation course. Anyways those guys are lucky to learn about investing from such a great investor.

12:17 PM  
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