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