Most of my thoughts and ideas have been derived from the various books or articles I read and the interviews I watch. There are some exceptional fund managers whom I admire a lot and regularly follow. I would strongly suggest that you read some of the books mentioned below and go through the other resources mentioned.
List of Books to read about investing
1. Coffee Can Investing by Saurabh Mukherjea - Its an excellent book for getting started with long term investing. Focuses completely on the Indian market. A must read!
2. One up on Wall Street - Peter Lynch - If you are serious about investing and choosing your own stocks, you cannot miss this book. Even though the book talks about US market, the concepts can be applied to Indian stocks equally well. It focuses more on the qualitative aspect of companies. Investing in companies which are all around us selling stuff which we all buy. It gives a extremely good idea of where one could start looking for stocks.
3. The Unusual Billionaires by Saurabh Mukherjea - It gives a picture of the kind of research needed to analyse a company. The book talks about some of the best companies in India which have created immense wealth for shareholders. Examples of 7 companies have been used.
4. The Snowball - Warren Buffet and the business of Life - Its a long and and extremely detailed biography of the Legendary investor. However, gives a complete insight into the life of Warren Buffet. You start getting some idea of how such investors think as well as an understanding of their their determination and patience which made them what they are.
5. Warren Buffet and the interpretation of Financial Statements - I feel this is a very good book to read if you want to learn the basics of financial statements and how to interpret them. Its extremely simple and covers all the important stuff pertaining to financial statements of a company.
6. The Scam - It primarily is focused on the Harshad Mehta and Ketan Parekh scams in the 1990s and early 2000s. However, the book gives a good overview of how operators rigged markets during that time, how the stock market has evolved, how some of the banks failed, etc. This is a good book to learn about the inner workings of the Indian stock market in the 1990s era.
Interviews/ Discussions
This is a non-exhaustive list. I have mentioned very few videos. There are plenty of more interviews available from each of these investment managers.
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G Maran:
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Know your country - Hosted by CFA society, this is a must watch for every Indian or potential investor in India. Shows the great strength of the country and why India is poised for growth.
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Neelkanth Mishra
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A cyclical, not a structural slowdown - Hosted by CFA society. This is simply outstanding. Again a must watch for someone who is skeptical about India. You will learn a alot about India and its economy by watching this.
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Saurabh Mukherjea:
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Interview - Saurabh Mukherjea - Know your 4C Fund Manager (June 2020)
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Marcellus Small Cap webinar - Webinar on Marcellus Small Cap PMS (Jan 2020)
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Marcellus Webinar - Q4 FY19
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Rajeev Thakkar
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Understanding Financial Statements - Excellent video on how to read annual reports
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Multibaggers or Falling knife: Describes how most of us end up in losses in the search for multibaggers
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PPFAS Youtube Channel - Extremely informative and excellent collection of PPFAS interviews/ discussions.
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Rahul Rathi:
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Investor conference - Gives an excellent view into his investment methodologies
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Ramesh Damani:
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Wizards of Dalal Street by CNBC TV18- Conducts short interviews with renowned investors. Must watch. Videos are available on Youtube.
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Articles
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From Middle India to the Middle Class of India: Inclusive Growth as the Path to Success - Based on Rama Bijapurkar's research, it gives an excellent view into the Indian demographics and the rising middle class. Amazing read to understand India from an economic standpoint.
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Marcellus Newsletters: Their research is simply outstanding. All the newsletters are must reads. One of the best resources to learn long term investing.
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