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
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
