Sridhar Sivaram on Stock Picking, Position Sizing and Asset Allocation | Investor Hour
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- Опубликовано: 27 авг 2024
- Get free access to our latest research idea instantly. Visit: www.eqtm.in/a8A3L
Sridhar Sivaram talks about the importance of macro when picking stocks, the power of position sizing and the criticality of overall asset allocation.
Sridhar also discusses the story behind the (in)famous Morgan Stanley Growth Fund...what went right, and what went wrong.
And Why! Sridhar also talks of Value vs Growth...what he has been preferring...and how his preference is starting to change.
As always we cover a lot more ground. A must listen...
#stockpicking #investing #macro
Guest: Sridhar Sivaram, Investment Director, Enam
Host: Rahul Goel, CEO, Equitymaster
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Very interesting interview.
Glad you enjoyed it!
Thank you so much..
First fund manager who is appreciating SGB..
Great
Thx to team
I literally like the last question regarding giving away wealth . 👌🏻
Thanks Rahul for one another excellent interview. Great learning from the talk.
Glad you liked it!
Thank you Ramesh. Spread the word! :)
Thank you. Questions were bang on 👍
🙏
Fantastic interview.. questions
Glad you enjoyed it!
Glad you liked it Ram.
Thanks Rahul. Thanks Sridhar. My weekend is never complete without Investor Hour. Just love it.
Sridhar was brutally honest when he said sell decision is tough. No pretence there. Also appreciate his view on gold in one's portfolio. Different from many investors.
🙏