Sankaran Naren has seen it all...right from the heady IPOs of the 1970s. Along the way, he has learnt from his mistakes and combined that with the teachings of gurus like Warren Bu ... Read more
Sankaran Naren has seen it all...right from the heady IPOs of the 1970s. Along the way, he has learnt from his mistakes and combined that with the teachings of gurus like Warren Buffett and Howard Marks to evolve his own unique approach to stock picking. He even has an acronym for it - TED. In our conversation, we talk about Naren’s focus on buying what is “bombed out” and exiting what’s loved a lot...and how it has worked wonders. Finally, we talk about Naren’s investment case for India. Read more
Jim Rogers has a knack for spotting opportunities way ahead of others. Guided by his ultra-simple investment philosophy, Jim has built a following few can match. We talk investing ... Read more
Jim Rogers has a knack for spotting opportunities way ahead of others. Guided by his ultra-simple investment philosophy, Jim has built a following few can match. We talk investing in times of inflation, in times of war and what’s the next big long term trade. We obviously talk Gold, Silver and commodities in general. And, ahem, we talk quite a bit on India. Read more
Kenneth Andrade’s approach to stock picking can only be described as super-rational. Even more interesting than that is how he constructs his portfolio. In a rather unique episode, ... Read more
Kenneth Andrade’s approach to stock picking can only be described as super-rational. Even more interesting than that is how he constructs his portfolio. In a rather unique episode, we spend a considerable amount of time discussing this. We also talk about how to identify a sector to bet on, and, position sizing. An underrated yet very important determinant of overall returns.Kenneth is the Founder & Chief Investment Officer at Oldbridge Capital Management Pvt. Ltd. Read more
Any conversation with March Faber is fascinating. And that’s because he draws from deep into history to show why things are happening the way they are...and the way they could in t ... Read more
Any conversation with March Faber is fascinating. And that’s because he draws from deep into history to show why things are happening the way they are...and the way they could in time to come. In this episode we talk about his 50 year + journey in the investment world, his latest views on Asset allocation and his views on Modi’s India. To my surprise, Marc also talks about our foreign minister, Jaishankar. Listen in... Read more
Ridham Desai is a veteran of the stock markets. Starting with almost nothing, he built up capital by trading stocks. And then went on to become one of the best long-term stock pick ... Read more
Ridham Desai is a veteran of the stock markets. Starting with almost nothing, he built up capital by trading stocks. And then went on to become one of the best long-term stock pickers in India. Ridham’s career overlaps almost to perfection with India’s opening up in the early 1990s. The two stories are intertwined...and it just adds to my fascinating conversation with him. Listen in... Read more
This week we continue our conversation with Ajit Dayal, Founder, Quantum Mutual Fund, PersonalFN and Equitymaster. We start off with Ajit’s meeting with Narayan Murthy before the I ... Read more
This week we continue our conversation with Ajit Dayal, Founder, Quantum Mutual Fund, PersonalFN and Equitymaster. We start off with Ajit’s meeting with Narayan Murthy before the IPO of Infosys. And then we delve into Ajit’s philosophy of investing, which has been tested time and again over the last 30+ years. Read more
Ajit Dayal is an entrepreneur like no other. His endeavors range from writing comic books to setting up India’s first direct-to-investor mutual fund. At heart he is an educator foc ... Read more
Ajit Dayal is an entrepreneur like no other. His endeavors range from writing comic books to setting up India’s first direct-to-investor mutual fund. At heart he is an educator focused on empowering individuals so they can make better investment decisions. In the first part of this two-part episode, we talk about Ajit’s journey from the race tracks in Mumbai to become a global value fund manager. Read more
Vivek Kaul is an economist like no other. When he talks about India’s economy and its challenges, it makes sense. That’s what we talk about this week. Above all, we talk about his ... Read more
Vivek Kaul is an economist like no other. When he talks about India’s economy and its challenges, it makes sense. That’s what we talk about this week. Above all, we talk about his biggest concern, and his focus on asset allocation. Read more
Investors like Ramesh Damani are hard to come by. Arguably one of the most successful investors in India, he remains disappointed that he has not done even better. It’s this hunger ... Read more
Investors like Ramesh Damani are hard to come by. Arguably one of the most successful investors in India, he remains disappointed that he has not done even better. It’s this hunger that drives him and makes for a fascinating conversation. We also talk about what could lead the next wave in the stock market, training the next generation for managing the Damani portfolio, and why shopping for expensive handbags is not a good idea if you want to get rich with stocks. Here goes... Read more
This week host Rahul Goel talks to Saurabh Mukherjea, arguably one of India’s best-known money managers. In this fascinating episode, Saurabh reveals details of one of his biggest ... Read more
This week host Rahul Goel talks to Saurabh Mukherjea, arguably one of India’s best-known money managers. In this fascinating episode, Saurabh reveals details of one of his biggest investment calls to date and how it changed everything. They also talk about life, family and fraud among other things. It’s an unmissable conversation. Listen now! Read more
