Timestamps
0:00 - Intro
0:43 - Q: Diversification vs Concentration
4:51 - Q: When do you exit a stock?
11:43 - Q: Why Value Investing?
15:32 - Q: How is inflation good?
22:44 - Q: How to judge if a business has Pricing Power
23:55 - Q: Are shrinking margins a concern in high inflation?
27:20 - Q: Shifting mindset of investors over time
31:50 - Q: Nifty50 vs Expensive companies
39:51 - Q: How to invest in cyclical stocks
44:00 - Q: CAPEX cycle and its quantum
55:53 - Q: How to track cycles in B2C business
1:05:47 - CAPEX Cycle and Capacity Utilisation
1:07:36 - Q: Thoughts on Technical Indicator
1:11:50 - Q: Should I check charts to find opportunities?
1:12:55 - Q: Should India focus on Exports or Manufacturing?
1:16:00 - Q: Do you personally invest in international markets
1:18:00 - Q: Red Flags for companies
1:20:00 - Q: How would you rate a company?
1:26:25 - Q: How to take position in Cyclical Business?
1:29:03 - Q: How to pick stocks in fast growing industries?
1:33:00 - Q: Top indicators to buy Cyclical stocks
1:39:36 - Q: How can a small player survive during disruption
1:43:12 - Q: Your thoughts on Sugar Industry
1:45:24 - Q: Why tracking Bond market is important
1:53:00 - Q: How do you quantify risk of a business
1:56:05 - Q: Reading Recommendation
1:58:00 - Q: How to develop on ground research network
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