Join us in this episode as we unravel Smallcap Secrets with Arvind Kothare.
Key learnings:
1. Look for Variant perception.
2. Look for top5 wealth makers and what their entrepreneurs did to reach at these scale.
3. Don't be any sector agnostic. Try to learn the value chain of the sector. Then take the call.
4. Try to look for proxies of the main theme. They usually start giving the returns after one year from original theme but can last more than the original themes. In this way we can play cyclical sectors.
5. Again focus on portfolio allocation is more important. In the mentor's words "Allocation is khas, baki sab bakwas".
