Kenneth Andrade on Building the Perfect Stock Portfolio | Investor Hour

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Kenneth Andrade’s approach to stock picking can only be described as super rational.
Even more interesting than that is how he constructs his portfolio.
In a rather unique episode, we spend a considerable amount of time discussing this.
We also talk how to identify a sector to bet on, and, position sizing. An underrated yet very important determinant of overall returns.
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Guest: Kenneth Andrade, Founder & CIO, Oldbridge Capital Management Pvt. Ltd.
Host: Rahul Goel, CEO, Equitymaster
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