Value Investing, the Sanjay Bakshi Way 2.0 [Part 2]

Value Investing, the Sanjay Bakshi Way 2.0 [Part 2] by Vishal Khandelwal, Safal Niveshak

How can valuations be made easier? How have you made it easier? Or can it not be made easier?

Prof. Sanjay Bakshi: Vishal, that particular problem is equally applicable to large investors!

Anyway, over the years I have dealt with the problem in many ways. As a disciple of Ben Graham, when working on any business and not necessarily moats, I developed my own ways of thinking about valuation.

Graham used to talk about protection vs prediction. He used to say that investors should seek protection in the form of margin of safety either through conservatively calculated intrinsic value (usually based on asset value)...