In today's show I invited Rahul Setty who graduated from the
same university as I did but while I graduated with a business and economics degree, Rahul took the finance and analytics route. He is currently based in Southern California and has been working in corporate finance plus financial planning and analysis for about 5 years now as a senior financial analyst.
Rahul manages a very concentrated portfolio which top 5 of his positions comprise 56% of actively managed portfolio and is over 85% of Rahul’s net worth.
I asked Rahul how the baseball movie, Moneyball, has
fuelled his passion for investing and how investing is related to baseball management and analytics and why he’s been focused on uncovering value in small to mid-cap stocks through a disciplined approach rooted in fundamental investing.
Timestamps:
(00:00) Intro
(04:50) How did Rahul come across investing?
(5:50) Is keeping up with the stock market from So-Cal difficult?
(06:50) Obtaining a college degree in finance and takeaways
(09:15) Learning college in finance versus real life finance
(11:45) Rahul's regrets in college and learning finance
(13:00) How Moneyball transformed Rahul's view on investing
(19:00) Small-cap investment ideas and origination
(27:00) Portfolio construction consisting of mid-caps and trade-offs versus large-caps
(30:45) Magnificent 7 stocks and macro impact on smaller cap stocks in current climate
(37:00) Rahul's biggest investing mistakes
(38:50) Twilio
(40:30) Picking stocks realistically and sleeping well at night
(42:30) Is the investment return time horizon the same for mid and large-caps?
Follow Rahul on X
Follow Kelvin (Podcast Host): X (Twitter) https://twitter.com/kelvinMMGoliath
Official Podcast on X https://twitter.com/memarketgoliath
Youtube: https://www.youtube.com/channel/UChlB_qutOzOxr4I35OuhbCw
No financial advice.
