Boston College, Carroll School of Management Presentation, December 3, 2015

Distinguished Speaker Series Applied Fundamental Analysis & Worldly Value investing Professor Arvind Navaratnam (00:00:00) - Introduction (00:01:30) - GrafTech (00:13:00) - Quality compounders (00:25:10) - Heads I win, tails I don’t lose much (00:31:42) - Passionate about investing (00:34:00) - Past mistakes (00:40:48) - Finding right balance (00:45:25) - Why should it be easy to get rich? (00:48:39) - Quality of management team (00:56:00) - Investing in Turkey (01:01:57) - Balancing price and business quality (01:04:34) - Expanding circle of competence (01:09:10) - Portfolio vs. new opportunities (01:14:15) - Book recommendation

9 Jan 20201h 17min