Distinguished Speaker Series
Applied Fundamental Analysis & Worldly Value investing
Professor Arvind Navaratnam

00:00:00 Introduction
00:01:34 Bull! A history of boom and bust, 1982-2004
00:02:15 The Dow (1896-2020)
00:15:25 NASDAQ (1971-2020)
00:19:20 Nikkei (1970-2020)
00:21:06 Kospi (1980-2020)
00:22:58 “Old too soon, wise too late”- Charlie Munger
00:26:08 NVR business
00:28:00 Nick Sleep
00:33:14 Extreme undervaluation to extreme overvaluation
00:34:38 Great compounder or great carnival
00:36:15 Investing failures
00:39:00 Valuating a company
00:46:26 Retails
00:59:24 Where to start?
01:06:34 Managing portfolio during pandemic
01:11:40 Value investing is not dead
01:13:00 Optionality in a business
01:18:40 Long runway
01:22:11 Identifying moats
01:27:00 Opportunity cost
01:33:07 Shameless Cloning
01:39:11 Pre-investment checklist
01:43:15 Investment in IPSCO and Turkey
01:49:14 Kelly formula
01:54:03 Quality of management team
01:58:21 Advise for students

The contents of this video are for educational and entertainment purposes only, and do not purport to be, and are not intended to be, financial, legal, accounting, tax or investment advice. Investments or strategies that are discussed may not be suitable for you, do not take into account your particular investment objectives, financial situation or needs and are not intended to provide investment advice or recommendations appropriate for you. Before making any investment or trade, consider whether it is suitable for you and consider seeking advice from your own financial or investment adviser.

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