Nithin Eapen is a long-term crypto investor. Surprising as this may seem, it’s true. Apart from being a successful crypto investor, Nithin’s other strength is that he can explain a ... Read more
Nithin Eapen is a long-term crypto investor. Surprising as this may seem, it’s true. Apart from being a successful crypto investor, Nithin’s other strength is that he can explain all things crypto in a way that you can make sense of it. So, if you want to learn about the world of crypto...how it works, how scams happen and how you can try and ride it, this is a must listen. Tune in NOW! Read more
Mihir Vora is a ‘growth at a reasonable price (GARP)’ stock picker. He is always thinking where he can find growth...and how he can get to ride it in a way that ends in potentially ... Read more
Mihir Vora is a ‘growth at a reasonable price (GARP)’ stock picker. He is always thinking where he can find growth...and how he can get to ride it in a way that ends in potentially large profits. Fortunately for his investors, he does this quite often! I talk to Mihir about his journey, his GARP approach, and as always about portfolio construction and asset allocation. Listen in... Read more
Nilesh Shah is perhaps one of the best debt fund managers India has ever had. Not only did he rack up great returns, Nilesh once told investors in his fund to redeem their monies a ... Read more
Nilesh Shah is perhaps one of the best debt fund managers India has ever had. Not only did he rack up great returns, Nilesh once told investors in his fund to redeem their monies as the future was likely to be bleak. That’s quintessential Nilesh for you. Always focused on his investors. Nilesh is a big believer in the India story. As he puts it, India’s GDP grew 10x in the last 25 years. And he believes that a 10x will happen again. Listen in to understand how to play this opportunity... Read more
It’s not for no reason that Vijay Kedia has a cult-like following in the Indian stock markets. He has had a string of massive successes, right from 1991...and as a result, has scri ... Read more
It’s not for no reason that Vijay Kedia has a cult-like following in the Indian stock markets. He has had a string of massive successes, right from 1991...and as a result, has scripted the classic rags to riches story in the stock market. Vijay buys cheap stocks and he tries to buy them at the right time...the reason for his success is something else. He bets Big. With a big B. Vijay and I talk about his journey...successes and failures in stock picking. And of course, we spend considerable time talking about portfolios and position sizing. A must listen... Read more
Manish Sabharwal knows what makes the Indian economy tick, and what could make it tick a whole lot faster. He is after all the person who is providing a key input for that growth i ... Read more
Manish Sabharwal knows what makes the Indian economy tick, and what could make it tick a whole lot faster. He is after all the person who is providing a key input for that growth i.e. people! Manish believes that China’s pivot has brought forward global interest in India...and the fact there is no scalable alternative, makes the India story even more enticing. This among others is a key reason why he thinks that the next 20 to 25 years could be India’s moment. All we need to do is grab it...and for that Manish offers a 5-point action plan. Listen in... Read more
Devina Mehra’s claim to fame recommends HDFC Bank stock at an adjusted price of less than Re 1. But that’s nowhere even close to the successes she has racked up over her career. Sh ... Read more
Devina Mehra’s claim to fame recommends HDFC Bank stock at an adjusted price of less than Re 1. But that’s nowhere even close to the successes she has racked up over her career. She founded First Global, which is today one of India’s most successful global research firms. Along the way, she has had a string of successful calls including recommending Amazon in 2001. Her biggest contribution may be the thoroughness with which she researches a stock (which has evolved into a human plus machine process). Listen in to a fascinating conversation where we discuss all this, and our usual favorite topics of portfolio construction, portfolio sizing, and asset allocation. It’s a must-listen... Read more
Pankaj Tibrewal’s approach to picking stocks, constructing the best portfolio and his focus on management trust (he has kept notes for 20 years now to help assess this) creates a f ... Read more
Pankaj Tibrewal’s approach to picking stocks, constructing the best portfolio and his focus on management trust (he has kept notes for 20 years now to help assess this) creates a framework that works wonders. He applies this in the context of an India which is taking off. His explanation for why India is really set for better times is both convincing and realistic. For anyone wanting to become a lot smarter when it comes to the stock markets...and wiser when it comes to understanding the India opportunity, listening to Pankaj is a must... Read more
Samit Vartak’s journey to becoming one of the top money managers in India is fascinating. A chance encounter with a friend, the stock market bubble of the late 90s and a consulting ... Read more
Samit Vartak’s journey to becoming one of the top money managers in India is fascinating. A chance encounter with a friend, the stock market bubble of the late 90s and a consulting job converted him from a small-town person who could not even speak English, into what he has become today. A very successful erudite fund manager. Samit and I talk about the importance of picking the right “businesses” to invest in, about India’s strengths and also his thoughts on dealing with the wealth he has generated. Listen in... Read more
Talking to Gautam Baid, author of the Joys of Compounding, is both inspirational and thought-provoking. He went from working a night shift at the hotel reception, to becoming one o ... Read more
Talking to Gautam Baid, author of the Joys of Compounding, is both inspirational and thought-provoking. He went from working a night shift at the hotel reception, to becoming one of the most widely followed money managers. Sheer hard work and grit led him to perfect a style of stock picking and portfolio building that has worked wonders in the last several years. Gautam and I talk about his approach, and also about India and, of course, compounding. 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 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
