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Bharat Shah - Investment Philosophy

The investment philosophy and approach of Bharat Shah.

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Bharat Shah - Investment Philosophy

Art and Science of Investing

Bharat Shah emphasizes that investing is a blend of art and science:

"Good investing is a heady mix of both a lovely, beauteous art and a very precise looking science."

The art part involves:

  • Understanding business quality and character
  • Appreciating what makes businesses work or fail
  • Developing wisdom, discipline, patience, and independent thinking

The science part involves:

  • Transcribing intangible qualities into tangible analysis
  • Building

Summary

Indian value investor and author of "Observations, Ideas and Reflections on Long-term Value and Wealth Creation from Equity Investing"


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