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BFBV @ MDI V12

 

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 12.

Course Outline

 

BFBV Stories

 

BFBV Newsletter 01

 

BFBV Newsletter 02

 

BFBV Newsletter 03


Term V Lecture Files
  1. Lecture 01 - Reducing Errors, Increasing Insights
  2. Lecture_02 - Sense and Nonsense in Modern Corporate Finance
  3. Lecture_03 - The Psychology of Human Misjudgment I
  4. Lecture_04 - The Psychology of Human Misjudgment II
  5. Lecture_05 and 06 - The Psychology of Human Misjudgment III
  6. Lecture 07 & 08 - The Psychology of Human Misjudgment IV
  7. Lecture 09 - Worldly Wisdom in an Equation
  8. Lecture 10 - Three Key Ideas
  9. Lecture 11 &12 - The Mathematics of Investing
  10. Lecture 13 - Vantage Point. Also see earlier transcript
  11. Lecture 14 - Debt Capacity Bargains
  12. Lecture 15 - Achal Bakeri Lecture
  13. Lecture 16 - The Power of Brands. Also see this, this and this.
  14. Lecture 17 - Floats and Moats. Also see earlier transcript
  15. Lecture 18 - Owner Earnings
  16. Lecture 19 - What Happens When You Don't Buy Quality?
  17. Lecture 20 - Amit Wadhwaney Lecture
  18. Lecture 21 and 22 - Sources of Competitive Advantage
  19. Lecture 23 - Mohnish Pabrai and Srini Pulavarti Lecture
  20. Lecture 24 - The Management Factor
  21. Lecture 25 and 26 - Some Thoughts on Valuation
  22. Lecture 27 and 28 - Capital Allocation and Buybacks
  23. Lecture 29 - Risk Arbitrage and Probabilistic Thinking
  24. Lecture 30 - MITIMCO Lecture

 


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