Épisodes

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

    Mohnish Pabrai on Investing in Stocks that Make “No Sense”
    Apr 17 2023
    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... Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 h et 46 min
  • Rajeev Thakkar on First Principles Investing

    Rajeev Thakkar on First Principles Investing
    Mar 27 2023
    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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 h et 37 min
  • Harsha Upadhyaya on What Works Best When Picking Stocks and Importance of What You Don’t Own

    Harsha Upadhyaya on What Works Best When Picking Stocks and Importance of What You Don’t Own
    Mar 14 2023
    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... Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 h et 37 min
  • Mahesh Patil on his stock picking framework, how to detect fraud and assessing management quality

    Mahesh Patil on his stock picking framework, how to detect fraud and assessing management quality
    Feb 28 2023
    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... Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 h et 39 min
  • Vetri Subramaniam on How to Select Stocks, Build a Portfolio and Avoid Fraudulent Stocks

    Vetri Subramaniam on How to Select Stocks, Build a Portfolio and Avoid Fraudulent Stocks
    Feb 6 2023
    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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 h et 38 min
  • Rajashekhar Iyer On His Unique Benjamin Graham + Approach to Picking Stocks

    Rajashekhar Iyer On His Unique Benjamin Graham + Approach to Picking Stocks
    Jan 30 2023
    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... Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 h et 44 min
  • Andrew Holland on Active Investing

    Andrew Holland on Active Investing
    Jan 16 2023
    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... Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 h et 36 min
  • Vikaash Khdloya on Real Estate and a New Investment Opportunity

    Vikaash Khdloya on Real Estate and a New Investment Opportunity
    Dec 19 2022
    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... Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 h et 19 min