A freewheeling discussion with Shravan Venkataraman

As people who have met me personally can vouch, I can talk and like my writing sometimes go out of tangent from the discussion one started upon. While talks generally are around a specific subject, I think podcasts should explore more than just one agenda.

What follows is a kind of free-wheeling non scripted discussion on markets and strategies. Hope its worth your time

An interview with Guy Spier

I first heard of Guy Spier when I read his fantastic book, The Education of a Value Investor. Its a very good book for those who wish to make a career in finance. Standing on the Shoulders of the Giants doesn’t get any better than this.

I stumbled across this Interview with him on Twitter and found his thoughts especially on Cloning very interesting and useful. Hope you find the Interview Interesting as well

Part II of the Interview

Link: Everybody’s got a Pet Theory

Searching for some information regarding “General Motors Bellwether Theory”, stumbled across this in the Texas Monthly, Issue dated June 1976.

43 Years later, has anything changed?