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Devina Mehra on Importance of First Principles and Turning Down Ratan Tata’s Suggestion
Devina Mehra on Importance of First Principles and Turning Down Ratan Tata’s Suggestion
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Available Episodes

EPISODE 30

Popularly recognised as a disciple of Warren Buffett and Charlie Munger, Mohnish Pabrai has a knack for picking multibagger stocks...across the world. Based out of the US, Mohnish ... Read more

Popularly recognised as a disciple of Warren Buffett and Charlie Munger, Mohnish Pabrai has a knack for picking multibagger stocks...across the world. Based out of the US, Mohnish has had great success in buying stocks following his simple approach – buy stocks that are selling so cheap that it almost makes no sense at all. And then, hold on to them for a long period of time. In this fascinating conversation, Mohnish also talks about selling stocks...and a whole bunch of other stuff, including giving away wealth. Towards the end we talk about inheritance. Mohnish shares a fantastic personal experience. Must listen... Read more

EPISODE 29

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

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 turns out to be contrarian. His decision to invest in international stocks way back when, was only one such move. Then there were numerous other moves related to stock-specific and sector bets. The key is that over time, the outcome of his investment approach, which he calls first-principles investing, has worked out super well. Talking to him was a delight. I hope you make the time and listen to the entire episode. Read more

EPISODE 28

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

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 Price (GARP) approach. He also stresses the importance of what you don’t own. A potentially high-impact concept. In our conversation, we also discuss his framework for picking stocks, position sizing and asset allocation. And of course, we talk about how to detect and avoid fraudulent companies. Listen in... Read more

EPISODE 27

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

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 in this episode. Mahesh also shares how he assesses quality of management...and how to detect fraud in a company. Listen in... Read more

EPISODE 26

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

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 length about position sizing. And a bit about how to detect fraud in a company. For anyone wanting to get better at stock picking, this is a must listen. Read more

EPISODE 25

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

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 Graham’s approach as a base...and to that he has made modifications to evolve a style that is time tested. This involves when to buy a stock, and when to exit. His approach to position sizing is extremely well thought through, and something investors should emulate. This fascinating episode is bound to make you think about how you could improve your own approach to stock picking, and portfolio building. Listen in... Read more

EPISODE 24

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

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 behind these big calls? Get a global perspective...and when you don’t know, you exit. He does not like to lose money. He doubles down on this by having a hard stop loss in place. Not surprisingly, his “active” approach to investing, in contrast, to buy and hold, has delivered over a long period of time. While “active” is not everyone’s cup of tea, hearing Andrew will make you think about what you are missing. Listen in... Read more

EPISODE 23

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

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 about what it takes to do well in residential and commercial real estate. And very interestingly, we get a unique insight into how MNCs are thinking about India as an investment destination. Listen in... Read more

EPISODE 22

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

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 story behind the (in)famous Morgan Stanley Growth Fund...what went right, and what went wrong. And Why! Sridhar also talks of Value vs Growth...what he has been preferring...and how his preference is starting to change. As always we cover a lot more ground. A must listen... Read more

EPISODE 21

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

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 work anymore. We dive deep into his approach to portfolio construction and asset allocation. Overall a master class on stock picking, portfolio construction and asset allocation. It’s unmissable. Listen in... Read more

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