Manish Chokhani Reveals The Secret to Winning in Volatile Markets : Manish Chokhani: Mastering Market Cycles &...
From debt-ridden childhood to build βΉ300 crore stockbroking firmβan untold story of grit and markets : How 5 Stocks Fueled a βΉ1000 Crore Journey ...
Join us for an exclusive interview with legendary investor Sanjoy Bhattacharya as he shares invaluable insights from his four-decade journey in the Indian markets.
Learn from his extraordinary experiences and investment philosophy, including his first investment in Asian Paints, lessons from Rakesh Jhunjhunwala, and views on the future of Indian markets.
Timestamps:
0:00 - Teaser
2:12 - Introduction & Welcome
3:05 - Growing up with business legends at IIM Ahmedabad
4:08 - Early Harvard connections
4:25 - Early exposure to business leaders
6:29 - Discussion on investing and luck
10:40 - The art of selling
12:10 - Future of technology and AI
15:01 - India's growth opportunity
18:37 - Future of Indian companies
21:45 - Market crisis opportunities
26:24 - Portfolio management principles
31:42 - Asset management insights
36:19 - IPO market perspective
38:42 - Multi-bagger investments
45:49 - Investment partnerships
51:58 - Business evaluation framework
57:43 - Finding investment opportunities
1:08:57 - Learning from mentors
1:15:52 - When to sell
1:18:36 - Advice for retail investors
1:31:23 - Rapid fire round
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Welcome to The India Opportunity Podcast, hosted by Shrishti Sahu. This channel provides a front-row seat to the visionaries shaping India's future, unlocking the country's immense potential through engaging conversations and inspiring stories.
About the Channel:
Join us as we dive deep into the transformative journeys of entrepreneurs, investors, and innovators who are making a significant impact in various sectors. Each episode is designed to offer insights into the challenges and triumphs faced by those at the forefront of India's growth story. Our mission is to illuminate the paths taken by these trailblazers and to explore the opportunities that lie ahead for India.
About Shrishti Sahu:
Shrishti Sahu is a dynamic entrepreneur and the Managing Director of Swadharma Source Ventures (SSV). With a robust background in startups, private equity, and technology, Shrishti has led investments in over 40 companies. Prior to her role at SSV, she founded a fintech company and served at Meta (formerly Facebook), where she headed startup programs. Her passion for fostering innovation and supporting the next generation of leaders drives her commitment to showcasing the stories that define India's entrepreneurial landscape.
Subscribe to stay updated on the latest episodes and be inspired by the incredible potential of India!
Connect with us:
πApple Podcasts - https://podcasts.apple.com/us/podcast...
π Spotify Podcasts - https://open.spotify.com/show/3te7aVf...
π Newsletter - https://theindiaopportunity.com/
π LinkedIn - LinkedIn: shrishtii
π X - https://x.com/shrishtie
π Instagram - Instagram: theindiaopportunity
Disclaimer: This video is for educational purposes only and not financial advice. Always do your own research before making investment decisions.
#investing #stockmarket #indianmarkets #valueinvesting #stockmarkettips #wealthcreation #financialeducation #sanjaybhattacharya #theindiaopportunity
Manish Chokhani Reveals The Secret to Winning in Volatile Markets : Manish Chokhani: Mastering Market Cycles &...
From debt-ridden childhood to build βΉ300 crore stockbroking firmβan untold story of grit and markets : How 5 Stocks Fueled a βΉ1000 Crore Journey ...
Join us for an exclusive interview with legendary investor Sanjoy Bhattacharya as he shares invaluable insights from his four-decade journey in the Indian markets.
Learn from his extraordinary experiences and investment philosophy, including his first investment in Asian Paints, lessons from Rakesh Jhunjhunwala, and views on the future of Indian markets.
Timestamps:
0:00 - Teaser
2:12 - Introduction & Welcome
3:05 - Growing up with business legends at IIM Ahmedabad
4:08 - Early Harvard connections
4:25 - Early exposure to business leaders
6:29 - Discussion on investing and luck
10:40 - The art of selling
12:10 - Future of technology and AI
15:01 - India's growth opportunity
18:37 - Future of Indian companies
21:45 - Market crisis opportunities
26:24 - Portfolio management principles
31:42 - Asset management insights
36:19 - IPO market perspective
38:42 - Multi-bagger investments
45:49 - Investment partnerships
51:58 - Business evaluation framework
57:43 - Finding investment opportunities
1:08:57 - Learning from mentors
1:15:52 - When to sell
1:18:36 - Advice for retail investors
1:31:23 - Rapid fire round
------------------------------------------------------------------------------------------------------------------------------------------------------------------
Welcome to The India Opportunity Podcast, hosted by Shrishti Sahu. This channel provides a front-row seat to the visionaries shaping India's future, unlocking the country's immense potential through engaging conversations and inspiring stories.
About the Channel:
Join us as we dive deep into the transformative journeys of entrepreneurs, investors, and innovators who are making a significant impact in various sectors. Each episode is designed to offer insights into the challenges and triumphs faced by those at the forefront of India's growth story. Our mission is to illuminate the paths taken by these trailblazers and to explore the opportunities that lie ahead for India.
About Shrishti Sahu:
Shrishti Sahu is a dynamic entrepreneur and the Managing Director of Swadharma Source Ventures (SSV). With a robust background in startups, private equity, and technology, Shrishti has led investments in over 40 companies. Prior to her role at SSV, she founded a fintech company and served at Meta (formerly Facebook), where she headed startup programs. Her passion for fostering innovation and supporting the next generation of leaders drives her commitment to showcasing the stories that define India's entrepreneurial landscape.
Subscribe to stay updated on the latest episodes and be inspired by the incredible potential of India!
Connect with us:
πApple Podcasts - https://podcasts.apple.com/us/podcast...
π Spotify Podcasts - https://open.spotify.com/show/3te7aVf...
π Newsletter - https://theindiaopportunity.com/
π LinkedIn - LinkedIn: shrishtii
π X - https://x.com/shrishtie
π Instagram - Instagram: theindiaopportunity
Disclaimer: This video is for educational purposes only and not financial advice. Always do your own research before making investment decisions.
#investing #stockmarket #indianmarkets #valueinvesting #stockmarkettips #wealthcreation #financialeducation #sanjaybhattacharya #theindiaopportunity
1. The Intelligent Investor β Benjamin Graham:
Foundation of value investing; learn margin of safety.
2. The Outsiders β William Thorndike:
Real-world examples of brilliant capital allocators.
3. Margin Of Safety β Seth Klarman:
Advanced investing; emphasize risk management and discounts.
4. Fortuneβs Formula β William Poundstone:
Quantitative framework explaining risk-reward mathematics.
5. Zebra in a Lion Country β Ralph Wanger:
Contrarian strategy: find opportunities amid challenges.
6. The Missing Billionaires β Victor Haghani:
Uncovers overlooked opportunities for long-term wealth.
7. Ergodicity β Lucca Dellana:
Focus on time-averaged outcomes for risk assessment.