Kenneth Andrade on Building the Perfect Stock Portfolio | Investor Hour

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  • Опубликовано: 4 авг 2022
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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.
    #StockPortfolio #KennethAndrade #InvestorHour
    Guest: Kenneth Andrade, Founder & CIO, Oldbridge Capital Management Pvt. Ltd.
    Host: Rahul Goel, CEO, Equitymaster
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Комментарии • 22

  • @eqtmonline
    @eqtmonline  Год назад +1

    War Profits: A Potential 33x Opportunity by 2030... Get Full Details: www.eqtm.in/Ef8w6

  • @sompandey6004
    @sompandey6004 Год назад +4

    Great podcast as usual, full of learnings. It's so nice to hear the life experiences of successful people from the field of investing. The one question missed in this episode was Kenneth's opinion on how is India doing as a country w.r.t. economy and the future prospects. Thank you very much Rahul for this another wonderful episode. Keep this initiative on.

    • @rahulgoel477
      @rahulgoel477 Год назад

      Many thanks for the feedback Som. Oh yes, I did miss asking him this question. Hopefully will make up for it when I get him back on my podcast in future!

    • @sompandey6004
      @sompandey6004 Год назад

      Thanks Rahul

  • @arvindgandhi1007
    @arvindgandhi1007 Год назад +2

    Thank you very much. Excellent video.

  • @anahitakatrak5995
    @anahitakatrak5995 Год назад +2

    Always worth the time listening to Andrade.

  • @sajan0212
    @sajan0212 Год назад +2

    What a wonderful Interview. Thank you 🙏

  • @pravintk7777777
    @pravintk7777777 Год назад +3

    Good discussion. Always good to hear Andrade. Rahul, can you name the book that you mentioned in this video that you are reading?. Thanks

    • @rahulgoel477
      @rahulgoel477 Год назад +1

      Pravin, hi. It was the Joy of Compounding by Gautam Baid. Incidentally, Gautam is going to be a guest on the investor hour in a few short weeks. Look forward to it!

  • @romariobrar1959
    @romariobrar1959 Год назад +1

    Quality interview as always.

  • @karthikeyanv463
    @karthikeyanv463 Год назад +1

    Excellent interview. 👍

  • @MASH6666
    @MASH6666 Год назад +1

    Interesting discussion.Any book recommendation for retail investors by Kenneth?

  • @rajendrapawar2108
    @rajendrapawar2108 10 месяцев назад

    ehat about ARM

  • @yuvandheera2468
    @yuvandheera2468 11 месяцев назад

    Is ARM Quantitative trading run by Kenneth Andrade?

    • @GE_FORCE8
      @GE_FORCE8 11 месяцев назад

      Brother Kenneth is a fraud scammer

  • @kayjc0975
    @kayjc0975 Год назад

    Very nice , ESG theme EKI could be a good pick , n chemicals to get ESG theme going ? Huge amount of resources are required to go net zero .
    A zero probability game perhaps,on broader perspective we destroying something to create something new .