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Nội dung được cung cấp bởi Value Research. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Value Research hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
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Trying to make investing simple
Manage episode 448414233 series 3488085
Nội dung được cung cấp bởi Value Research. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Value Research hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
Why investors make stock market success harder than it needs to be
973 tập
Manage episode 448414233 series 3488085
Nội dung được cung cấp bởi Value Research. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Value Research hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
Why investors make stock market success harder than it needs to be
973 tập
Tất cả các tập
×In the rush for 'hot' investments, corporate governance remains the bedrock of sustainable returns
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Value Research

1 From Data to Decisions: Nimesh Chandan’s InQuBe Edge to Outperform the Market 30:44
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Value Research sits down with Nimesh Chandan, CIO at Bajaj Finserv Mutual Fund, to unravel his InQuBe framework—the fusion of informational, quantitative, and behavioural edges that powers contrarian, market‑beating investment decisions. Learn how Nimesh blends top‑down mega‑trend analysis with bottom‑up stock screeners, employs pre‑mortem valuation scenarios, and uses Kelly‑based position sizing alongside strict stop‑loss and event triggers. #ValueResearch #BajajFinserv #NimeshChandan #InQuBe #EquityInvesting #AlphaGeneration #ContrarianInvesting #BehavioralFinance #PortfolioStrategy #MegaTrends Tags: Nimesh Chandan, Bajaj Finserv Mutual Fund, Value Research, InQuBe Framework, Equity Markets, Risk Management, Top‑Down Investing, Bottom‑Up Stock Picking, Alpha Strategies, Contrarian Approach…
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Value Research

1 Investing in Gold: Will It Shine in Your Portfolio? 11:47
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Is gold still the ultimate hedge? Find out which form of gold is right for your portfolio in our latest Investors' Hangout!
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Value Research

1 Invesco's Alpha Playbook: Amit Ganatra's Secrets to Equity Success 35:22
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In this episode, Amit Ganatra, Head of Equities at Invesco Mutual Fund, takes you through his journey and unveils Invesco's disciplined, in‑house six‑category stock selection process. He explains how a high‑quality portfolio focus and strict risk‑management levers delivered alpha across market cycles. He also breaks down the turnaround strategies behind the Midcap Fund's 2024 comeback and the all‑weather Large & Midcap Fund's outperformance. #ValueResearch #AmitGanatra #InvescoMutualFund #EquityResearch #InvestmentPhilosophy #RiskManagement #IndianMarkets Tags: Value Research, Amit Ganatra, Invesco Mutual Fund, Equity Markets, Stock Selection, Portfolio Construction, Risk Management, Midcap Fund, Large & Midcap Fund, Indian Equities, Investment Strategy…
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Value Research

1 Money Masters: Samir Arora of Helios Capital on Building Long‑Term Alpha 46:16
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In this episode of Money Masters, Dhirendra Kumar sits down with Samir Arora, Founder and Fund Manager at Helios Capital, to unpack the firm's six‑category investment framework that delivers high‑confidence, long‑term alpha in Indian equities. Aurora shares how Helios Capital uses disciplined two‑to‑three‑year holding periods, rigorous governance filters, and a balanced growth‑value approach to navigate market cycles, manage risk, and consistently outperform. Tune in for actionable insights on portfolio construction, sector allocation, and adopting a 'reasonable confidence in high returns' mindset to elevate your equity investing strategy. #ValueResearch #DhirendraKumar #MoneyMasters #SamirArora #HeliosCapital #EquityInvesting #AlphaGeneration #InvestmentFramework #IndianMarkets Tags: Samir Arora, Helios Capital, Fund Manager, Equity Strategy, Stock Selection, Long‑Term Investing, Risk Management, Portfolio Construction, Indian Equities, Money Masters, Dhirendra Kumar, Value Research…
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Value Research

1 Market Volatility and Factor Investing: Insights from Bhavesh Jain of Edelweiss MF 32:39
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In this insightful podcast, Bhavesh Jain, Co-Head of Factor Investing at Edelweiss Mutual Fund, discusses how global factors, like US tariff measures and geopolitical tensions, are impacting market volatility and Indian equities. He explains the fund house's approach to multi-cap investing, with a focus on growth, quality, value, and momentum, and shares how this factor-based strategy helps the fund navigate volatile markets. Bhavesh also provides valuable insights on diversified portfolios, the importance of asset allocation, and how retail investors can manage risk during market turbulence. Tune in to learn how disciplined, long-term investing and a well-balanced portfolio can provide protection against market volatility and generate consistent returns. #FactorInvesting #BhaveshJain #EdelweissMF #MarketVolatility #InvestmentStrategy #EquityInvestment #IndianEquities #AssetAllocation #SIP #PortfolioDiversification #InvestingWisdom #MutualFunds #FinancialPodcast #ValueResearch Tags: factor investing, Bhavesh Jain, Edelweiss Mutual Fund, market volatility, equity investing, portfolio diversification, asset allocation, investment strategies, retail investing, mutual fund podcast, financial planning, risk management, investment advice, SIP, gold investment, market recovery, economic growth, Indian markets, Value Research…
When investing morphs into betting, everyone loses except the house
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Value Research

1 Investing in Chaos: Cut the Hype, Ignore the Noise! 21:29
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Confused by market noise? Learn how to invest smartly amid chaos and cut through the hype!
Why human emotions can be our own worst enemy
Market turmoil from tariff wars offers a masterclass in investor psychology
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Value Research

Even skeptics may need to reconsider gold's role in a changing global financial order
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Value Research

1 Markets in Turmoil: What Should Long-Term Investors Do Now? 7:34
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The markets are in turmoil, with the Sensex crashing over 3,000 points amid global uncertainties like Trump's tariff shock and fears of a looming recession. So, what does this mean for long-term investors?
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Value Research

1 Building a Resilient Portfolio in Volatile Markets 15:12
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Is your portfolio prepared for market volatility? Find out how to build resilience in our latest Investors' Hangout!
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Value Research

Rigid definitions can limit our understanding of how wealth grows
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Value Research

1 Strategic Investing Insights with Mayur Patel: Growth, Value, and Market Trends 32:14
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Listen in to this conversation with Mayur Patel, Fund Manager at 360 ONE Asset, as he shares his journey from Tata Motors to managing investments, his approach to growth and value investing, and how his experience shapes the way he picks stocks for his portfolio. With insights on small-cap investing, sectoral trends, and key market opportunities, Mayur delves into the importance of capital efficiency, cash flow generation, and governance when selecting investments. He also discusses the impact of macroeconomic factors like government capex, consumer discretionary growth, and global risks. Tune in to learn how Mayur balances growth with value to consistently deliver strong returns. #ValueResearch #MayurPatel #InvestingStrategy #GrowthVsValue #360ONEAsset #StockSelection #MarketTrends #InvestingInsights #IndianEquity #FundManagement #SmallCapStocks #InvestmentPhilosophy…
Quality small caps stand tall in this market downturn
Charlie Munger's mental tricks offer powerful investing wisdom
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Value Research

1 Is Your Portfolio Missing the Global Edge? 9:47
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What if your portfolio is missing out on the world's biggest wealth creators? Watch this episode & find out!
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Value Research

1 Ashish Gupta on India's Growth, Axis AMC's Strategy & Navigating Market Challenges 45:12
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In this insightful interview, Ashish Gupta, Chief Investment Officer at Axis Asset Management, discusses India’s growth trajectory, his strategy at Axis AMC, and how he navigates market corrections. With over two decades of experience, Gupta shares his thoughts on reshaping the firm’s investment approach, focusing on diversification, risk management, and long-term value creation. He also sheds light on how he remains optimistic about India's economic growth despite the current market challenges. Tune in to hear more about India's outlook, quality investing in a challenging market, and strategies to identify growth opportunities. #AshishGupta #AxisAMC #IndianEconomy #InvestingInIndia #MarketOutlook #GrowthStory #FundManagement #InvestmentStrategy #AxisBluechip #MarketCorrection #IndiaGrowth #FinancialMarkets #ValueResearch…
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Value Research

1 Building Wealth with Patience: Anand Shah’s Investment Philosophy & Journey 58:49
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In this episode of Money Masters, Dhirendra Kumar moderates a deep dive into the investment philosophy of Anand Shah, CIO of PMS & AIF at ICICI Prudential Mutual Fund. With over 25 years of experience, Anand shares insights on building wealth through mutual funds, managing risk, and the importance of patience in investing. He takes us through his early career, the lessons learned from the dot-com bubble, and his framework for identifying strong businesses with sustainable growth. Tune in to understand how a bottom-up approach, a clear goal, and avoiding emotional decisions can lead to long-term investment success. #ValueResearch #DhirendraKumar #MoneyMasters #AnandShah #InvestmentPhilosophy #WealthBuilding #PMS #MutualFunds #RiskManagement #LongTermInvesting #FinancialGoals #ICICIPrudential #InvestmentJourney #StockMarketSuccess #InvestmentStrategy…
Success in investing comes from interrogating your decisions, not seeking certainty
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Value Research

1 5 Rules to Build Wealth with Mutual Funds 14:41
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Want to build lasting wealth with mutual funds? Don’t miss the 5 essential rules in this podcast of Investors' Hangout!
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Value Research

1 Chandraprakash Padiyar on Tata Asset Management's Small-Cap Success and Investment Strategies 49:49
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In this interview, we sit down with Chandraprakash Padiyar, Senior Fund Manager at Tata Asset Management, to discuss his investment philosophy, his approach to managing small-cap funds, and how he navigates market volatility. With nearly 25 years of experience in equity markets, Padiyar shares his insights on growth at a reasonable price (GARP), the importance of free cash generation, and why selective stock-picking is key to long-term success. Tune in to hear how Tata's small-cap fund has held up well during market corrections and what Padiyar believes are the secrets to successful investing in today's market environment. #ChandraprakashPadiyar #TataAssetManagement #SmallCapInvesting #GrowthAtReasonablePrice #InvestingPhilosophy #MarketVolatility #FundManagerInsights #MutualFunds #InvestmentStrategy #ValueResearch…
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Value Research

1 Harshad Borawake on Mirae Asset's Strategy & Market Outlook: Navigating the Challenges 26:15
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In this exclusive interview, we dive into an insightful conversation with Harshad Borawake, Head of Research and Fund Manager at Mirae Asset Investment Managers. With nearly 20 years of experience in fund management, Borawake shares his perspectives on navigating the recent market correction, his growth-at-a-reasonable-price (GARP) investment philosophy, and how Mirae's hybrid funds are adapting to the evolving market dynamics. He also discusses the impact of government policies, sector-specific trends, and the steps being taken to improve fund performance in a challenging environment. Tune in to hear valuable insights on investing during times of volatility, focusing on quality businesses, and adapting to market changes. #HarshadBorawake #MiraeAsset #InvestmentStrategy #FundManagement #MarketCorrection #HybridFunds #GARP #StockPicking #InvestmentPhilosophy #LongTermInvesting #FinancePodcast…
The Nobel laureate's last decision offers profound insights for investors
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Value Research

Buffett's wisdom requires expertise most of us don't have
Why you shouldn’t be scared of the ongoing small-cap downturn
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Value Research

1 Holi Hai! But Is Your Portfolio in the Red? 15:24
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Recent market corrections have left many portfolios 'red'. But don't worry, it's not the end! In this week's Investors' Hangout we will teach you how to get your portfolio back on track!
Bearish voices grow louder when markets crash, but history favours the patient investor
Women may be better investors than men, but do we need special financial products for them?
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