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BFBV @ MDI V11

 

BFBV is an “excuse to teach worldly wisdom” in a multi-disciplinary manner taught to me by one of my teachers - Mr. Charles T. Munger.

 

Started in 2004, the course has evolved substantially over the years. This year I am delivering version 11.

Course Outline

 

BFBV Stories

 

BFBV Newsletter 01

 

BFBV Newsletter 02

 

BFBV Newsletter 03


Teaching Notes

  1. Teaching Note on Unconventionality
  2. Teaching Note on Ajit Issac
  3. Teaching Note on Sunil Agrawal and Vaibhav Global
Term V Lecture Files
  1. Lecture 01 — Klein vs. Kahneman
  2. Lecture 02 — Multidiscipinary Thinking
  3. Lecture 03 — Sense & Nonsense in Modern Corporate Finance
  4. Lecture 04 — The Psychology of Human Misjudgment – I
  5. Lecture 05 — The Psychology of Human Misjudgment – II
  6. Lecture 06 — The Psychology of Human Misjudjment — III
  7. Lecture 07 — The Psychology of Human Misjudjment — IV
  8. Lecture 08 — The Psychology of Human Misjudjment — V
  9. Lecture 09 — The Psychology of Human Misjudjment — VI
  10. Lecture 10: Three Key Ideas
  11. Lecture 11: Vantage Point
  12. Lecture 12: Debt Capacity Bargains
  13. Lecture 13: What's a Good Business, What's a Bad Business, What's a Mediocre Business and Why?
  14. Lectures 14 & 15: Moats
  15. Lecture 16: Floats and Moats
  16. Lecture 17: Why I Bought Thomas Cook
  17. Lecture 18:Corporate Culture- Why it Matters
  18. Lecture 19: Deep Value or Value Trap?
  19. Lecture 20: Amit Wadhwaney on Global Value Investing.     Video Link.

 

Term VI Lecture Files

  1. Lecture 21: Understanding the Universe of the Unknown and the Unknowable
  2. Lecture 22: Adventures of A Risk Arbitrageur; Probabilistic Thinking
  3. Lecture 23: The Mohnish Pabrai Lecture
  4. Lecture 24: Capital Allocation
  5. Lecture 25: Fooling Some of the People Some of the Time
  6. Lecture 26: Leverage and Incentives: 
  7. Lecture 27 and 28: The Ajit Issac Lecture from here, here, and here.
  8. Lecture 29 and 30: The Sunil Agrawal Lecture
 

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