sanjay-bakshi documents

Deep value or value trap
Documents Deep value or value trap
Some thoughts on Kewal Kiran
Lifestyle Some thoughts on Kewal Kiran
A Killer Puzzle
Business A Killer Puzzle
Adventures of a risk arbitrageur
Documents Adventures of a risk arbitrageur
Moats
Documents Moats
October quest 2013
Business October quest 2013
The psychology of human misjudgment ii
Documents The psychology of human misjudgment ii
The psychology of human misjudgment vi
Documents The psychology of human misjudgment vi
What are the odds
Documents What are the odds
Sense and nonsense in modern corporate f inance
Documents Sense and nonsense in modern corporate f inance
Relaxo Lecture
Business Relaxo Lecture
What's a good business, what's a mediocre business, what's a bad business and why
Documents What's a good business, what's a mediocre business, what's a bad business and why
The psychology of human misjudgment iv
Documents The psychology of human misjudgment iv
The psychology of human misjudgment iii
Documents The psychology of human misjudgment iii
The psychology of human misjudgment
Documents The psychology of human misjudgment
Debt capacity
Documents Debt capacity
The psychology of human misjudgment v
Documents The psychology of human misjudgment v
Adventures of a risk arbitrageur ii
Documents Adventures of a risk arbitrageur ii
Floats and moats
Documents Floats and moats
Relaxo cinderella
Business Relaxo cinderella
Vantage point
Documents Vantage point