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.
30 Episodes
25 Dec 2024
96 MINS
25 Dec 2024
98 MINS
25 Dec 2024
97 MINS