Ask Me Anything: YouTube LIVE with Vishal Khandelwal - #1

Welcome to my 1st Ask Me Anything RUclips LIVE session. Ask me anything on stock market investing (except on specific stocks), investing process, basic personal finance, starting up, failing, blogging, minimalism, and living a peaceful life.
0:00 Introduction
1:20 How to focus on studies vs investing
2:35 Sectors I like for the long term
3:46 How to avoid checking stocks prices frequently
5:10 When I quit my job - my financial situation and checklist
7:15 Thoughts on home schooling
9:06 Investing in PMS
10:15 Where I made my bitcoin “investment”
11:17 Advice for a non-beginner investor
13:15 Thoughts on cryptocurrencies
14:35 Creating a stock portfolio from scratch and role of screeners
17:22 Resisting the temptation to invest in stocks outside circle of competence
18:45 Is market overvalued
20:11 Making good decisions in life and investing in a world of instant gratification
21:44 Biggest fears about my children
23:53 Advice on parenting
24:48 How much time to spend analyzing a company
25:45 Is the market in dangerous territory
27:00 Best advice to my children and biggest learning from them
28:29 Advice on blogging - What’s a good frequency of writing articles
30:04 Book recommendations for Indian markets
30:37 Strategy to protect capital in market crashes
31:42 When did I become financially independent
32:48 Patience with good businesses when their stocks don’t move
33:44 Top three book recommendations
34:11 Two names for long term investment
34:25 Lump sum vs SIP in mutual funds
35:25 Books I have gifted the most
36:17 Advice on CFA qualification
37:21 Do I plan to launch smallcase?
37:36 View on crazy valuations
38:02 Investing in high dividend yield PSU stocks
40:20 Investing knowledge sources in India
41:17 Investing in penny stocks
41:31 Repaying debt vs investing in equities
42:47 How to approach equity investing in current times
44:25 Becoming a full-time investor and generating regular income from equity
46:00 Math of financial independence
46:37 Key ratios I look at while analyzing companies
47:55 Long term view on stock market
49:36 Is P/E irrelevant?
50:24 When to sell a stock?
51:53 Success in investing along with working on a job
53:17 Where to find stock ideas?
54:35 Understanding management quality
56:14 Difference between short term and long term
58:12 Becoming a full time investor
59:29 Quitting job - Convincing your loved ones
1:01:06 Buying vs renting a house
1:02:24 How to do focused work
1:03:55 Portfolio company indulging in fraud - What to do?
1:05:22 My thoughts on index investing
1:08:55 Ratios for companies doing capex
1:09:25 View on asset allocation
1:10:29 My experience with leverage/borrowing
1:11:08 View on crypto market regulations
1:11:53 Am I against new age technologies?
1:13:40 Should one take leverage to make it big?
1:14:49 How do I calculate intrinsic values
1:15:34 Liberal arts vs traditional education
1:16:30 How many stocks do I own?
1:17:13 Definition of “high valuations”
1:19:43 Is a big recession coming?
1:20:33 Developing a DCF mindset
1:21:40 When will we return to normal, pre-Covid times?
1:22:57 Explaining a child about intrinsic value
1:24:46 Is becoming a successful investor in 2021 harder than in 2001?
1:26:03 Advice on becoming a financial educator
1:27:15 How to deal with fear of losing money at market highs
1:28:51 One thing that matters most for investors
1:30:13 What to do when fully invested
1:31:07 How to eliminate behavioural biases
1:32:51 Where to buy The Sketchbook of Wisdom
1:33:11 How to research emerging sectors
1:34:00 Index funds vs actively managed funds
1:35:27 SIP approach to invest in stocks
1:35:58 Investing in new-age startups
1:37:14 Thoughts on international investing
1:37:42 Dead people worth reading about
1:38:07 Are we in a bubble?
1:39:14 How to know when promoters are sealing money from the company
1:39:50 How to build patience
1:40:20 How to pick multi-baggers
1:40:39 My investing checklist
1:43:06 Getting a job in equity research
1:43:58 What I read in an annual report
1:45:00 Favourite recent books
1:45:54 How to become a “safal niveshak” (successful investor)?
1:47:15 Best and worst advice ever received
1:48:52 Where am I from
1:49:25 How to read more books
1:50:50 My first meeting with Prof. Sanjay Bakshi
1:52:52 Disconnecting from market during vacations
1:54:26 Advice on good writing
1:56:57 Calculating retirement corpus
1:57:24 Making a career in equity research
1:58:17 Dealing with distractions while trying to focus
1:59:46 When I decided to quit my 9-to-5 job
2:00:42 Working on passive income to meet living expenses
2:01:20 Dollar cost averaging in index funds
2:01:52 View on upcoming IPOs
2:02:38 My net worth
2:03:38 Where to keep emergency funds
2:04:05 How to control from investing in such expensive markets
2:05:35 Advice on booking profits
2:06:11 Practical source for learning company analysis
2:07:08 My biggest failures in investing