Investor Thesis Match
Prof. Sanjay Bakshi
Adjunct professor and portfolio manager known for teaching behavioural-finance and value-investing frameworks at Indian business schools.
Independent research based on public filings and published interviews. Not affiliated with or endorsed by Prof. Sanjay Bakshi. Not investment advice.
Publicly documented philosophy
- Moat-driven value investing — seeks identifiable, durable competitive advantages, not just a low multiple.
- Explicitly incorporates behavioural-finance checklists to guard against common investor biases.
- Margin-of-safety focused — prefers a wide gap between price paid and estimated intrinsic value.
- Treats incremental return on capital as a proxy for a business's true quality.
Stocks currently trading that match what Prof. Sanjay Bakshi has historically prioritized
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