RAJESH PADMASHALI

  • specials / Secret Diary 2019

    “Acquisitions are not something you can train for”

    Secret Diary of Ajit Isaac — Part 3

    October 21, 2019
  • specials / Secret Diary 2019

    "The oil drilling industry taught me how to think on my feet"

    Secret Diary of Ajit Isaac — Part 2

    October 20, 2019
  • specials / Secret Diary 2019

    “I didn't realise it then, but dad was my first mentor and continues to be my guiding light”

    Secret Diary of Ajit Isaac — Part 1

    October 19, 2019
  • markets / Trend

    "In India, valuations appear stretched and growth projections unrealistic"

    Ben Inker, head of GMO’s Asset Allocation team, explains why emerging markets figure highly in their portfolio, but India and the US not as much

    October 16, 2019
  • specials / The Berkshire Special + India's Fastest Growing Companies

    "Never put any moat on a pedestal"

    Pat Dorsey, Founder, Dorsey Asset Management

    June 07, 2019
  • specials / The Berkshire Special + India's Fastest Growing Companies

    Uneasy Calm

    Flush with cash, institutional investors are paying a high price for a cheery consensus. Those lining up for a fire sale may not have to wait too long

    June 06, 2019
  • specials / The Berkshire Special + India's Fastest Growing Companies

    "To check overconfidence, rely on pre-mortems and contrarian teams"

    Michael Mauboussin, Director of Research, BlueMountain Capital Management

    June 05, 2019
  • specials / The Berkshire Special 2018

    The ever-evolving Mr. Buffett

    The Oracle of Omaha’s journey has been one of continuous transformation

    May 31, 2018
  • specials / The Berkshire Special 2018

    "If your thesis is correct, hold the stock regardless of what the price is doing"

    Baron Capital’s Ron Baron on his firm’s investing framework, his bet on Tesla, and more

    May 30, 2018
  • specials / The Berkshire Special 2018

    "Unlike in the past where EMs magnified US market swings, they face less downside risk now"

    Research Affiliates’ Rob Arnott talks about bubbles, Smart Beta and the risk to the US market

    May 29, 2018
  • specials / The Berkshire Special 2018

    "Prudence in owning outstanding companies is not necessarily about buying them cheap"

    Giverny Capital’s Francois Rochon on sizing up management, and why investing is an imprecise art

    May 28, 2018
  • specials / Secret Diary of an Entrepreneur 2018

    "If you don't trust people, you can never scale"

    Secret Diary of Pramod Bhasin — Part 1

    March 20, 2018
  • specials / Secret Diary of an Entrepreneur 2018

    "If you don't have a compelling competitive advantage, don't compete"

    Secret Diary Of Pramod Bhasin — Part 2

    March 20, 2018
  • specials / Secret Diary of an Entrepreneur 2018

    "The art of letting go is something we must all learn"

    Secret Diary of Pramod Bhasin — Part 3

    March 20, 2018