Jul 30, 2026
This event was sponsored by the LBS Investment Management Club and the LBS Indian Students Club
(00:00:00) - Introduction
(00:02:47) - Changes in our Economy post-COVID
(00:08:21) - Entrepreneur’s Advantage
(00:15:11) - Advise to New Investors
(00:19:37) - Inner Scorecard
(00:24:09) - Evaluating Management
(00:30:42) - Investment in Graftech
(00:38:56) - Portfolio Construction
(00:43:46) - Mumbai Real Estate
(00:49:27) - Impact of Exchange Rate on Investments
(00:52:51) - Learnings from Nick Sleep