BFBV V12

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 is the 12th version of the course.

Course Outline

BFBV Stories

BFBV Newsletter 01

BFBV Newsletter 02

BFBV Newsletter 03

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Term V Lecture Files

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