Paresh Thakker
@paresh_vq
Managing Partner, ValueQuest Capital
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What a career, @rogerfederer. We fell in love with your brand of tennis. Slowly, your tennis became a habit. And habits never retire, they become a part of us. Thank you for all the wonderful memories.
There is a superb ppt by Prof. @Sanjay__Bakshi & @paresh_vq on thinking in terms of outcomes n not probabilities fundooprofessor.wordpress.com/2017/04/26/che…
The dirty race for clean energy...
Today's last look: Want to stop relying on authoritarian regimes like Russia's for oil & gas? Green energy sounds like an easy answer. But it means relying on China & other countries for the rare minerals used to make batteries, wind turbines, etc.
The carbon footprint of the poorest 50% is just over 7% of global emissions. By contrast, the richest 10% of people are responsible for 52% of cumulative global emissions. And the richest 1% for a full 15%! We know where the solution lies. noemamag.com/we-need-to-tal…
Gujarat Gas: #Green hydrogen will be produced by the process of electrolysis of water using 1 MW floating solar project of #NTPC Kawas. This will be blended with PNG and used for cooking applications.
Watch this recorded session ft. Pat Dorsey, Founder, Dorsey Asset Management, on the topic "Moats 2.0 - Looking Forward, Not Backward", at 5th Value Investing Pioneers Summit #VIP on our YouTube channel Mod: @paresh_vq, Managing Partner, ValueQuest Capital LLP
Ellis Island Award 2019. Was lucky to be the youngest Indian to receive it. Feel blessed. #Ellisislandaward2019 #Recognition #amitabhshah #YuvaUnstoppable #Graritude #LearningUnstoppable #BeUnstoppable
The sly attempt by EU, US and other developed countries to kill discussions on Long Term Finance for #climatechange today at #COP26. Shoving it under Article 9.5 of Paris Agreement to make a fundamental goal most critical to our future turn into a scribble on a page in a report.
If the evidence is there for everyone to see, the moat is probably efficiently priced. ~ Pat Dorsey #VIP @CFASocietyIndia @paresh_vq
Identifying Moats requires qualitative work - as quantitative data is easy to identify and probably already priced in So the message from 𝗣𝗮𝘁 𝗗𝗼𝗿𝘀𝗲𝘆 is "Turn off your laptops"! Mod: @paresh_vq Session 02 | Day 01 | The 5th Value Investing Pioneers Summit 2021 #VIP
Pat Dorsey speaks on the changing nature of accounting statements and how Moats can be identified through the Income statement Mod: @paresh_vq Session 02 | Day 01 | The 5th Value Investing Pioneers Summit 2021 #VIP
𝗧𝗵𝗲 𝗺𝗼𝘀𝘁 𝗮𝘄𝗮𝗶𝘁𝗲𝗱 #𝗩𝗜𝗣 𝘀𝘁𝗮𝗿𝘁𝘀 𝗶𝗻 𝟮 𝗵𝗼𝘂𝗿𝘀 | #𝗩𝗜𝗣 Here's the lineup for Day 01 | The event starts at sharp 5 pm So we recommend everyon𝗲 to join in 5-10 mins before the session starts using this link: events.cfasocietyindia.org/log @utpalsheth
REGISTRATION WINDOW CLOSES IN 24 HOURS #VIP The 5th Value Investing Pioneers Summit 2021 takes place on 23rd & 24th Oct 2021. Do attend to hear the industry stalwarts LIVE. tinyurl.com/bdchhaj9 @VetriSmv @ravidharamshi77 @utpalsheth
AGENDA | REGISTER NOW The speakers at 5th #VIP are not just experienced practitioners in the art of #ValueInvesting but also passionate teachers who believe you learn more by teaching others. Register today: tinyurl.com/bdchhaj9 @VetriSmv @utpalsheth @ravidharamshi77
At some point in life, all of us believe that we know better than everyone else. Our egos are the biggest battles to overcome on the path to success. The more open we stay to learning, the more we grow and prosper. #HarshRealities
Thanks Vishal. Enjoyed our recent interaction very much. See you soon @FLAMEUniversity
My conversation with @Sanjay__Bakshi on #TheOnePercentShow. We discuss: - idea of being a teacher - developing antifragility - dealing with uncertainties in #life and #investing - spirituality - traps of growing up Enjoy this wonderful conversation. vishalkhandelwal.com/one-percent-sh…
vishalkhandelwal.com
The One Percent Show: Sanjay Bakshi on Teaching, Spirituality, and Dealing with Uncertainties in...
Welcome to the sixth episode of The One Percent Show with Vishal Khandelwal. This show is an open-ended exploration into the minds of the wisest people around to help us learn to think, invest, and...
"It never ceases to amaze me: we all love ourselves more than other people, but care more about their opinion than our own." – Marcus Aurelius
Thank you @FLAMEUniversity and the fabulous people who run it. Taught there many times and love everything about it. Looking forward to be part of Flame now.
FLAME University is delighted to announce that Prof. Sanjay Bakshi (@Sanjay__Bakshi), Managing Partner, ValueQuest Capital LLP, will join FLAME University as a Distinguished Adjunct Professor, Finance.
I think most of the investors are already aware of this website where its possible to search Annual reports, transcripts, press releases by keyword.. here is the link for few who were not aware.. thesis-eq.com/#/
Sharing a conversation I did with Oxford University's Alpha Fund on 06-07-21. youtu.be/xEG3G-90-fk
youtube.com
YouTube
Yen Liow - Oxford University Alpha Fund conversation 06-07-21
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