Mr. Samit Vartak is the CIO at SAGE one investment advisors, is probably one of the sharpest minds in the country when it comes to investing in the Indian context. He has made multi-baggers not only in one or two sectors, but in several. At SOIC, he is one of our mentors, and recently we got the opportunity of interviewing him. It was an absolute honour, hope you find value in this podcast. :)
Chapters:
- Sage one PMS Philosophy
- Key criteria for filtering down stocks
- Probabilistic mindset and uncertainty in business
- How to get 10X portfolio return
- Company's ability to gain market share(Mental model)
- Different themes to play out in next 3-4 years
- How will Mr. Samit Vartak play the real estate cycle?
- Financial & Auto sector view
- SaaS companies view
- When to sell (Most important question)?
- How important to stay in the market?
- How Mr. Samit Vartak manage client's expectations?
- Key learning and advice to new investors
- What does Mr. Samit Vartak look for uniquely in management?
- How to build a portfolio in a bull market?
- Cheap Nifty stocks vs Expensive Nifty stocks
- Next performing sectors
- Alpha in Largecap
- Selection process for portfolio and other opportunities
- How to value startups?
- Asset allocation to Disruptor
- Views on Disruptor companies for next few years
- Entry barrier
- How to control behaviour and emotion in investing?
- Cognitive Bias
- AIF Process and Disclosures
- Full process from Research ideas to invest in stock
- End
Club House name: Investors India
Time stamp credits: https://mobile.twitter.com/investmentbook1
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