I visit prof. bakshi’s blog regularly. He just posted a talk he gave on valueinvesting at the oxford bookstore in 2002. Great presenation with examples which have done well in the last 3 years. One can learn a lot on valueinvesting (and more in an indian context) from him and his posts.
A great talk on value investing from Prof. Bakshi
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This link: “talk” doesn’t seem to work.