Saturday, August 20, 2022

Book - Margin of Safety - Seth Klarman

 

30 Big Ideas from Seth Klarman’s Margin of Safety (Special Report)

Vishal Khandelwal


https://www.safalniveshak.com/30-ideas-from-seth-klarman-margin-of-safety/


Margin of Safety: Risk-averse Value Investing Strategies for the Thoughtful Investor

Seth A. Klarman

HarperBusiness, 1991 - Business & Economics - 249 pages

https://books.google.co.in/books/about/Margin_of_Safety.html?id=1QpjAAAACAAJ

Thursday, July 14, 2022

India Equity Research Reports

 

Ranbaxy - 2013 - Karvy Stock Broking Report

http://bsmedia.business-standard.com/_media/bs/data/market-reports/equity-brokertips/2013-05/13681734590.74676900.pdf


Varun Beverages - Motilal Oswal May 2022

http://www.motilaloswal.com/site/rreports/637557157445360723.pdf

ICICI Direct - Varun Beverages

https://www.icicidirect.com/research/equity/varun-beverages-ltd/5261

Thursday, July 7, 2022

Friday, March 4, 2022

Long-Term Investing - Basics and Bibliography

 



Portfolios for Long-Term Investors* 

John H Cochrane Author Notes

Review of Finance, Volume 26, Issue 1, February 2022, Pages 1–42, https://doi.org/10.1093/rof/rfab038

https://academic.oup.com/rof/article/26/1/1/6484661


January 2022

https://johnhcochrane.blogspot.com/2022/01/stock-market-fall-and-long-term.html


https://johnhcochrane.blogspot.com/2022/01/portfolios-for-long-term-investors.html

Video of the presentation of the above paper.   https://www.nber.org/lecture/ltam-2021-john-cochrane-keynote-speaker