In this power-packed episode, Kushal Lodha sits down with Arvind Kothari, the visionary behind Niveshaay, to uncover how he consistently spots under-researched gems in the Indian market. Arvind talks about spotting early-stage compounders like Waaree Energies (20x return), Rain Industries (22x in 2.5 years), and Garware (70x) by focusing on business fundamentals, not just financial statements.
The discussion highlights his unconventional investing process—from on-ground factory visits to tracking MSMEs ignored by institutions. We also touch on why his firm avoids crowded sectors and instead focuses on scalable niches like renewable energy, power equipment, and solar glass. Learn how deep research and founder conviction drive portfolio decisions that beat the market.
Don’t miss this opportunity to gain investing wisdom from one of India’s sharpest small-cap minds.
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Timestamps:
00:00:00 – Introduction
00:02:00 – Investment journey begins
00:05:32 – First client as a research analyst?
00:21:01 – Best and worst Investment?
00:24:34 – Case Study: Waaree Energies ltd
00:35:33 – Unit economics of big companies
00:41:22 – Case Study: Kimbal Technologies
01:03:01 – Metrics to check before investing
01:13:25 – Case Study: Sambhv
01:19:20 – How much weightage you'll give to future predictions of the company?
01:22:10 – Case Stuy: Transformers + tril
01:31:01 – Why only micro sector factors
01:33:11 – Case Study: Textile
01:47:37 – Operational margins
01:49:25 – R&D helps to predict future trajectory
01:57:28 – What is the 'satal but' approach
02:04:06 – Insights of Indian Customers
02:09:23 – Investors you admire the most
02:15:11 – Final message for aspiring investors
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