Rajeev Agrawal is the Fund Manager & Managing Partner at DoorDashi India Fund. For this episode, Rajeev has picked one of our favorite books - Poor Charlie’s Almanack - with wisdom from Charlie Munger, compiled by Peter Kaufman. Our conversation is an educational and inspiring discussion of how the ideas can be applied practically in our strive to become first-class investors.

The episode was recorded on May 23, 2022. For more info about the podcast, go to the episode page. Follow us on Twitter: https://twitter.com/IB_Redeye

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Episode Chapters

(00:00) Intro to Rajeev Agrawal

(03:15) About the bible

(05:33) Intro to Peter Kaufman

(07:00) Applying Poor Charlie’s Almanack

(15:01) Chapter 1: A Portrait of Charles T. Munger

(24:08) Chapter 2: The Munger Approach to Life, Learning and Decision Making

(43:08) Chapter 3: Mungerism: Charlie Unscripted

(49:26) Chapter 4, Speech 11: The Psychology of Human Misjudgment

(1:06:19) Investing in India

(1:12:04) Book recommendations

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Books Mentioned

• Poor Charlie's Almanack - Peter Kaufman
• The Education of a Value Investor - Guy Spier
• Berkshire Hathaway Letters to Shareholders
• The Most Important Thing - Howard Marks
• There's Always Something to Do - Christopher Risso-Gill
• The Intelligent Investor - Benjamin Graham
• Think and Grow Rich - Napoleon Hill
• Thinking Fast and Slow - Daniel Kahneman
• Influence - Robert Cialdini
• Fooled by Randomness - Nassim Taleb

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More on Rajeev Agrawal

DoorDarshi: https://www.doordarshiadvisors.com/

LinkedIn: https://www.linkedin.com/in/rajeevagrawal/

Twitter: https://twitter.com/rajeev_agr

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About the podcast

Intro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books

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What is Investing by the Books?

Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis.

Visit the website: http://www.investingbythebooks.com/

Follow on Twitter: https://twitter.com/Investbythebook

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What is Redeye?

Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality.

Visit the website: https://www.redeye.se/

Follow on Twitter: https://twitter.com/Redeye_

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Disclaimer

Notice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se