“Find your style of investing by exposing yourself to as many ideas as possible. And focus on understanding the value of the business.”
I reached out to Puneet Khurana (@PuneetK009) after learning that he practices Stoicism and Value Investing. A match made in heaven. Puneet currently is manager partner of Stoic Advisory LLP.
I really enjoyed this conversation with Puneet and I know you too, so Please Enjoy…..
Listen here – Part I
Puneet’s website StoicInvesting
04.00 Favourite Stoic & most gifted book
05.05 Discovering Warren Buffett and Benjamin Graham
06.50 Developing Puneet’s Investment Framework
09.55 Cigar Butt Investing
14.30 Earnings Power
16.00 The variables in valuation
19.25 Equity and discounted cash flow
23.14 Portfolio Construction
25.55 Portfolio Management
27.00 Risk management
36.20 Dishonest management
00.23 Buffett or Munger?
01.20 Berkshire Hathaway Annual Meeting
05.00 Daily Routine
08.00 Puneet’s Meditation practice and Tony Robbins
12.40 Lessons learned from guests on Puneet’s podcast
17.00 Advice to New investors
20.30 Advice to listeners
23.50 Puneet’s request