Jan 16, 2020
May 1, 2019 at Irvine, California
Professor Jiang Guohua’s Students
“Great Businesses vs. Great Investments”
(00:00:00) - Introduction
(00:04:20) - Cloning
(00:07:42) - Great Businesses vs. Great Investments
(00:09:07) - Mastercard vs. Sunteck Realty
(00:22:55) - Motherson Sumi vs. Rain Industries
(00:36:32)...
Jan 9, 2020
Distinguished Speaker Series
Applied Fundamental Analysis & Worldly Value investing
Professor Arvind Navaratnam
(00:00:00) - Introduction
(00:01:30) - GrafTech
(00:13:00) - Quality compounders
(00:25:10) - Heads I win, tails I don’t lose much
(00:31:42) - Passionate about investing
(00:34:00) - Past...