Interviews

Investor Insights: Jigar Shah

August 31, 2018

Jigar Shah, born and raised in Mumbai, India, is a CFA charter holder and a C.A. He has more than 14 years’ experience as an analyst and fund manager. He has researched global equity markets for an investment firm for five years and has spent nine years in Indian equity markets.

Jigar joined Banyan Tree Advisors in 2011 as a fund manager. He is an avid reader and passionate about researching businesses, moats and investing for the long term.

In this interview, Jigar shares his thoughts on investing, his process, and the key lessons he has learned over more than a decade of being an investor.

Investor Insights: Gaurav Sud

July 29, 2018

Gaurav did his BTech from IIT Delhi and completed his MBA from IIM Calcutta in 1999. He started his career at KPMG’s Corporate Finance division and since then has worked at Wipro BPO, Keane Consulting, WNS Global Services and Asian Oilfield Services Ltd. In 2006, he quit his job to become a full-time investor.

He has over twenty-one years of experience in investing, M&A, investment banking and financial consulting. Currently, he is managing partner at Kanav Capital and runs his family office. His investing focus is in listed small and mid-sized Indian companies. He also works on event-based arbitrage situations. He lives in Gurgaon with his wife and two kids.

In this interview, Gaurav shares his thoughts on investing, his process, and the key lessons he has learned over more than a decade of being an investor.

InvestorInsights: Revisiting Lessons from 2008 — Part 2

June 20, 2018

This isn’t your typical VIA interview, but a collection of wisdom from a few investors we have interviewed in the past. The topic is – lessons from the 2008 crisis. A decade has passed since this crisis (time flew, again!), and most lessons would have been forgotten (we have short memories).

As we see around, investors – especially new than old – are practicing speculative behavior. Not many investors who felt the pain in 2008 would possibly think this is a good idea even if no major crisis may be lurking around the corner. And this is exactly what came out from the questions we asked a few seasoned value investors, who were close witness to the crisis in 2008.

Investor Insights: Revisiting Lessons from 2008 – Part 1

May 25, 2018

Below are their lessons from the crisis, how has their thought process changed (if it has) in this past decade, and their advice to new investors on dealing with similar such crisis in the future.

Shyam Sekhar

Shyam is a value investor and the Chief Ideator and Founder of iThought.

My Interview with Jason Zweig

March 29, 2018

Note: This interview was originally published in the December 2016 issue of Value Investing Almanack. To read more such interviews and other deep thoughts on value investing, business analysis and behavioral finance, click here to subscribe to VIA.

“I wish I could talk to this guy,” I told my wife when I read Ben Graham’s The Intelligent Investor first time sometime in 2005.

“But he is dead, right?” she said.

“Oh, not Graham,” I exclaimed, “But Jason Zweig who has edited this version of Graham’s book.”

“I am sure you would one day,” she said with an air of confidence. But I junked her thoughts saying, “Why would he even want to talk to me?”

Well, I had this discussion in mind when I wrote to Mr. Zweig in mid-October last year to request him for an interview for our Value Investing Almanack newsletter. I knew it was a shot in the dark, something I had not done for a long-long time after missing a few such shots in the dark on stocks I lost money owning.

But this shot worked, and worked well for me. Not only did Mr. Zweig agree immediately for the interview, he also made me comfortable by asking me to address him as, well, Jason. 🙂