Ninad Shinde on lab-on-a-chip devices, evolution of private equity space and the cloud business

The Education of a Value Investor

Ninad Shinde grew up in India, studied and worked in the United States, before moving to London, where he still lives and works as a consultant to private equity firms.

He talks to Guy Spier about his education, his work on lab-on-a-chip devices, about the evolution of the private equity space and about one of his big interests, the cloud / software as a service business.

You can find the talk by Professor Carlotta Perez here: https://youtu.be/dhNd3tVR1hI

And another good talk with Professor Carlotta Perez is here: https://youtu.be/TRUlHfPLnjE

Full transcript available here: https://aqfd.docsend.com/view/z9gjdur3ukppeiay

Contents:

(00:00:00) Crossing Three Continents

(00:06:42) Lab-On-A-Chip Devices

(00:12:20) The Perks of Being an Indian

(00:21:54) Shifting Towards the World of Finance

(00:31:29) The Evolution of Private Equity Firms

(00:44:57) The New Economy

(01:01:17) Heuristics for Choosing the Right Businesses

(01:14:25) How to Find the Future A-Team?

(01:24:58) Charlie Munger and Cryptocurrencies

(01:33:11) Other Resources and Contacts