If there is one fund manager who has grabbed the attention of investors over the last 10 years, it’s Rajeev Thakkar of PPFAS Mutual Fund. Rajeev walks his own path...which often tu ... Read more
Harsha Upadhyaya is a big believer in the India story. And he believes the way to go about making the most of it as an investor is to pick stocks using the Growth at Reasonable Pri ... Read more
Mahesh Patil is a veteran fund manager who believes in delivering a consistent performance. And to achieve that he has developed a framework for selecting stocks, which he shares i ... Read more
Vetri Subramaniam is one of India’s leading fund managers. In this episode of the investor hour, Vetri shares his thoughts on how to pick stocks and build a portfolio. He speaks at ... Read more
Rajashekhar Iyer’s stock market journey has taken him from writing notes on stocks for a magazine to being recognized as a super investor. His unique investing style uses Benjamin ... Read more
Andrew Holland’s unique approach to investing helped his firm avoid losses in the great financial crisis, and then later during the peak pandemic scare in March 2020. The key behin ... Read more
Vikaash Khdloya is the head of Asia’s largest REIT. What’s a REIT? Well, it’s a new investment opportunity that you should take note of. More on that in this episode. We also talk ... Read more
Sridhar Sivaram talks about the importance of macro when picking stocks, the power of position sizing and the criticality of overall asset allocation. Sridhar also discusses the st ... Read more
Chris Mayer, portfolio manager and the author of 100 Baggers, shares his stock-picking process, its evolution and why he believes the “old” Buffett stock-picking method may not wor ... Read more
Sumeet Nagar’s amazing track record in the smallcap and midcap space is no fluke. He has a solid decision-making process on which stocks to buy, how much to buy, and, equally impor ... Read more
