Interview Notes & Reports
Here you can find my notes from interviews of Fund Managers and Investors.
Other resources…
Mind Maps
Videos
Interview Notes are my notes from interviews with different investors, fund managers and management of different companies. Their different styles help me to fine-tune my framework and investment checklist. Reports were the ones that I wrote on a sector or a company.
I had shared these in the past. The same has been shared with revised branding, disclaimer and new Twitter handle.
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Indian Diagnostic Industry - Notes from Interviews of Managements / Founders
These are my notes from the management and founders of listed companies in the Indian Diagnostic space. This helps to understand the industry well and the vision/strategy of the management and founders. Some interviews cover details of their journey and struggles in the way.
This is my notes from interviews of Dr. Velumani, Ex-CEO, Thyrocare.
This is my notes from interviews of Om Manchanda, MD Dr Lalpath Labs.
Notes from Interviews of Indian Fund Mangers / Investors
These are my notes from the webinars and interviews of Indian fund managers and investors. This study was made with the intention to understand their long term investment strategy and philosophy.
My notes from the interviews of Sanjoy Bhattacharya. He is is a Partner at Fortuna Capital and a value investor with an abiding interest in behavioral finance.
My notes from the interviews of Sankaran Naren. He is a fund manager and CIO at ICICI Prudential. He is very famous for his contrarian approach.
