The Opposite of a Good Idea | Prof Sanjay Bakshi |
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- čas přidán 22. 05. 2021
- The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in Apr 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals.
As one of the over 140 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.
Excellent interview. One of the best I have viewed in long time. Must see this every few months.
Prof this one was awesome , you have moved to the next level philosophical discourse !
I am amazed at such thought provoking talk and all the more amazed at the depth of people who present it!
Must watch everyear....
Wow....great learning from this lecture.A totally different topic I have come across. Thanks.
One of the best lectures I have attended in a long time..
wonderful prof Bakshi and CFA society
Your talks are always so insightful, sir . Thank you so much for this
So much Wisdom in his words
This is just phenomenal.. 🙏🏽
excellent talk!
Simply brilliant!! Very engaging !
Incredible talk, Professor!!
Thank you Prof. Bakshi... thank you very much
Recommending it to everyone!
top class ! thank you @CCFA Society India
excellent one. Thank you for sharing
Very Different thoughts wonderful insight
Very useful thoughts...
Parnam sir ji
Hum aap ke lecture roj sunte hai
Very well explained.
Sir you mentioned ITC having governance issues. Can you please elaborate?
Brilliant
40:57 The conclusion...is very depressing.
I don't know but all u did is just fitting the data into curve, AWS was not distraction it was evolution bcoz buying all the SUN servers were really really expensive and they thought why not outsource some of computing to cover some of the costs, it was again focus on improving unit economics of business led to AWS.
similarly Amazon prime was a core business decisions not distraction, Amazon was having hard time figuring out right logistics model and pricing. They figured eventually membership model will work the best.
I have seen time to time you take ideas from books but wrongly conclude them or data fit them. Anyways the businesses never lose focus while innovating , like goolge search, chrome etc was completely handled by Sundar Panchai with full of his focus when founders were busy on other google ventures.
Yeah i think you are correct, similarly we can say it for the redbull case, even if it tastes worse and is more expensive and all the things he told, we don't but it for these reasons but the way it is marketed, i.e. as an energy drink, and I think the investors know about this.
Professor There is a Little Mistake in 26:25 ,Lo is not a Physicist,He studied BA Economics and PhD in Finance
Again wrong comparison between Toyota and Ferarri - There was time period Toyota stock did extremely well as well. Wealth creation should always be measured in absolute terms. If Aramco did a 1 trillion dollar Mcap IPO that means it generated huge wealth for its original shareholders despite -20% down from IPO price Vs a $10 B Mcap IPO went up by 200%.
Toyota Mcap is 10x of Ferarri.
Also, those who CAN buy a ferrari, were not affected by 2008 or covid anyway. They made money regardless. Toyota customers on the other hand, were the ones who actually got affected. Naturally sales will be low.