Galeria de Fãs: N Prasad

I can assure you, mademoiselle, that where money is concerned I am strictly a man of business. (Hercule Poirot)

A good reading habit never did anyone any harm. Take expert stock-pickers like fund managers, for instance. Books they read help develop their analytical mindset and that, in turn, helps them put different trends together to spot a good investment opportunity. DNA Money spoke to five expert stock-pickers on books that have inspired them the most.

N PrasadN Prasad, Chief investment officer, Sundaram Mutual Fund
I have always loved to read Agatha Christie novels. I like the precision and deductions that Hercule Poirot comes up with in carrying out his job — not ignoring even the small clues. I think this reading helps me a lot in connecting events in the macro economy.

Em tradução bem livre:
O hábito de uma boa leitura nunca fez mal a ninguém. Pegue especialistas em seleção de ações como os administradores de fundos, por exemplo. Os livros que eles lêem os ajudam a desenvolver sua mentalidade analítica e isto, por sua vez, os ajuda a colocar tendências diferentes sob um mesmo ângulo para localizar uma boa oportunidade de investimento. DNA Money falou com cinco especialistas em seleção de ações sobre os livros que mais os inspiraram.

N Prasad, Chefe do departamento de investimentos, Fundos de Ações Sundaram.
Eu sempre adorei ler as novelas de Agatha Christie. Eu gosto da exatidão e das deduções com que Hercule Poirot surge no decorrer de seu trabalho – não ignorando nem mesmo as menores pistas. Eu acho que esta leitura me ajuda muito a associar fatos na macroeconomia.

Curiosidade: DNA Money é um veículo de comunicação de Mumbai, cidade indiana antigamente conhecida pelo nome de Bombaim, que foi citada algumas vezes nos livros de Agatha Christie.

What has Hercule Poirot got to do with stock-picking?
N Sundaresha Subramanian
Monday, January 21, 2008 03:17 IST

Books make the species called fund managers, too

MUMBAI: A good reading habit never did anyone any harm. Take expert stock-pickers like fund managers, for instance. Books they read help develop their analytical mindset and that, in turn, helps them put different trends together to spot a good investment opportunity. DNA Money spoke to five expert stock-pickers on books that have inspired them the most.

Seshadri Bharathan, Director – stock broking, Dawnay Day AV Securities Pvt Ltd
Way of the Turtle is one of the best trading books available to train new stock broking recruits This book talks about a legendary commodities trader called Richard Dennis who recruits 23 ordinary people from all walks of life and trains them in just 2 weeks and later on these guys went on to become extraordinary traders. These guys, who were recruited, were known as the turtles. This book takes a look at the legendary turtle traders and the famous experiments that made them millionaires.

N Prasad, Chief investment officer, Sundaram Mutual Fund
I have always loved to read Agatha Christie novels. I like the precision and deductions that Hercule Poirot comes up with in carrying out his job — not ignoring even the small clues. I think this reading helps me a lot in connecting events in the macro economy.

Sunil Singhania, Fund manager, Reliance Mutual Fund
The books that I have loved to read are Ayn Rand’s Fountainhead, Nassim Nicholas Taleb’s Black Swan and the recent bestseller Freakonomics (because it describes economic theory through events that one had never anticipated). Ultimately, everything leads to investing.

Mugunthan Siva, CIO, Optimix
One of the best books I have read, which has guided me on investment philosophy, is titled Never Good Enough by Monica Ramirez Basco. Whilst the book has little to do with investing, it focuses on using perfectionism in your life without letting it ruin your life with constantly high set expectations. I think in investing, the key point to learn is that it is all right to be wrong.

Whilst your hypothesis can be extremely accurate, markets are a behavioural science as they are really a collection of psychologies of their investors. Investor behaviour becomes far more difficult to predict than company profitability and thus, being wrong is acceptable. What is less acceptable is the expectation that other investor psychology has to remain in synchronisation with yours. Thus, a disciplined approach is essential and flexibility that the approach needs to be continually retested for new information and knowledge learnt incorporated is required. While one can have high expectations, it is not correct to expect your expectations to be fulfilled each and every time. At certain times, humility is acceptable as we retest our disciplines and accordingly realign our expectations.

Gopal Agrawal, Senior equity fund manager,Mirae Asset Global Investment Management (India) Pvt Ltd
“My life as a knowledge worker,” an article written by Peter Drucker on life-long learning and events that shaped the path, values and direction of his life has influenced me a lot. (DNA Money)

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2 pensamentos sobre “Galeria de Fãs: N Prasad

  1. Temos que dar um jeito de incluir Dr. Gregory House nesta lista de posts de fãs. No episódio exibido pela Rede Record em 14.02.2008, ele cita Agatha logo no primeiro bloco. 😀

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