Mohnish delved into how to fight corruption in India; Why is India poor? Etc.

Sales/Marketing Reading Materials Referenced in Mohnish’s Presentation 1. Marketing High Technology by William Davidow 2. Power vs. Force by David Hawkins 3. Strategic Selling by Miller/Heiman 4. Conceptual Selling by Miller/Heiman 5. Successful Large Account Management by Miller/Heiman 6. The Origin and Evolution of New Businesses by Amar Bhide 7. Inc. Magazine Subscription 9. In Search of Excellence by Tom Peters 8. Ogilvy on Advertising by David Ogilvy

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) - Warren Buffett's Coke Investment

(00:39:04) - Rain Industries

(00:50:42) - Rain Industries

(00:55:58) - Motherson Sumi

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 mistakes

(00:40:48) - Finding right balance

(00:45:25) - Why should it be easy to get rich?

(00:48:39) - Quality of management team

(00:56:00) - Investing in Turkey

(01:01:57) - Balancing price and business quality

(01:04:34) - Expanding circle of competence

(01:09:10) - Portfolio vs. new opportunities

(01:14:15) - Book recommendation