Highlights of the webinar on the best practices of value investing with Mr.Raamdeo Agrawal

General
1

We had an illuminating session with India’s Warren Buffet - Mr.Raamdeo Agrawal on ‘The Best Practices Of Value Investing’ Here are the highlights.

One has to recognise the difference between price and value.
You cannot find value only by buying quality.
Buying right is the cornerstone of investing.
Determining the Quality of business and quality of management is 90% of picking a stock.
You need vision, courage and most importantly patience to create wealth.

In the video(40.17), Mr.Agrawal talk about one of his all-time favourite reads - page 6&7 of the 2007 Berkshire Hathway Annual Report. You can download the report here.

If you missed the live webinar, you can watch it here.

3 Likes
2

Where can I find current holdings of his portfolio?

3

What Qualities of Companies changed between December 2016 and June 2017 to have 100% Growth in stock price of several companies?

3 Likes
4

I am not sure if his portfolio is public, but you can get a lot of hints and insights in his annual wealth creation studies.

1 Like
5

Even if you get his holdings still you cannot make out anything, because you don’t know when he entered and how he is monitoring his portfolio and plans for exiting etc. Be a Contrarian.

1 Like