MASTERCLASS on Value Investing with Prof. Sanjay Bakshi | RARE INTERVIEW!

Fundoo Professor as he calls himself Prof Bakshi's writings — reflect a rare blend of investing wisdom, first-principles thinking, and deep philosophical insight.

Hello everyone, welcome to The India Opportunity Show where you get a front-row seat to people building India’s future. We talk about unlocking the potential of the country with founders, investors, creators, and successful leaders from different fields to bring you real-life stories and behind-the-scenes of what it takes to be at the forefront of building the India Story.

Episode 14, Season 2 of The India Opportunity Show is out now! You can watch it on YouTube or listen on Spotify or Apple Podcasts.

Today’s guest is someone who has deeply shaped the intellectual foundations of value investing in India — a teacher, philosopher, and investor whose thinking has stood the test of time.

Professor Sanjay Bakshi is one of India’s most influential voices in behavioral finance, mental models, and value investing. A Distinguished Adjunct Professor at Management Development Institute (MDI), Gurgaon, he has inspired an entire generation of investors and thinkers through his legendary course Behavioral Finance & Business Valuation — widely regarded as the closest India has come to a “Charlie Munger-style” curriculum.

Beyond the classroom, Prof. Bakshi is a successful practitioner, serving as Managing Partner at ValueQuest Capital, where he invests with a long-term, high-conviction mindset. His writings — published on his blog Fundoo Professor — reflect a rare blend of investing wisdom, first-principles thinking, and deep philosophical insight. He has often emphasized not just how to invest, but how to live — with integrity, curiosity, and equanimity.

In today’s conversation, we go beyond the markets. We explore timeless investing principles, personal transformation, the role of suffering in shaping wisdom, and the pursuit of inner compounding — the kind that changes not just your portfolio, but your life.

Chapters:

00:00:00 – Intro

00:02:44 – Multidisciplinary mindset

00:09:28 – Frameworks in business models

00:13:41 – Asymmetric bets in VC

00:14:50 – 6x return story

00:23:24 – Judging capital allocators

00:26:08 – Founders in crisis

00:28:11 – Spotting quality businesses

00:30:33 – Misconceptions in value investing

00:33:05 – Influence of Charlie Munger

00:43:08 – Future of fossil fuels

00:44:18 – Market bubbles

00:52:30 – Red flags in founders

00:54:56 – Inculcating founder discipline

00:59:39 – Peer pressure & investing

01:01:24 – Meditation for investors

01:05:40 – Portfolio destroyers

01:10:06 – Identifying moats

01:15:23 – When to sell

01:18:19 – Outlier sectors

01:22:57 – Investing in your 20s

01:30:20 – Top 3 books for kids

01:34:45 – Most underrated investor skill

01:40:17 – Market cycle bruises

01:44:05 – F&O & early mistakes

01:48:15 – Fulfillment through investing

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Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered financial advice. Viewers are encouraged to conduct their own research and consult with a qualified financial advisor before making any investment decisions.