Sridhar Sivaram on Stock Picking, Position Sizing and Asset Allocation

Mint Equitymaster Investor Hour

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...

30 Episodes

01 May 2024

Mohnish Pabrai on Investing in Stocks that Make “No Sense”

105 MINS

01 May 2024

Rajeev Thakkar on First Principles Investing

96 MINS

01 May 2024

Harsha Upadhyaya on What Works Best When Picking Stocks and Importance of What You Don’t Own

96 MINS

01 May 2024

Mahesh Patil on his stock picking framework, how to detect fraud and assessing management quality

98 MINS

01 May 2024

Vetri Subramaniam on How to Select Stocks, Build a Portfolio and Avoid Fraudulent Stocks

97 MINS

01 May 2024

Rajashekhar Iyer On His Unique Benjamin Graham + Approach to Picking Stocks

103 MINS

01 May 2024

Andrew Holland on Active Investing

95 MINS

01 May 2024

Vikaash Khdloya on Real Estate and a New Investment Opportunity

77 MINS

01 May 2024

Chris Mayer on How to Pick “100 Bagger” Stocks

84 MINS

01 May 2024

Sumeet Nagar on Making it Big with Small/Mid Cap Stocks

120 MINS

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