Samit Vartak on Picking the Right Stocks and Outlook for India | Investor Hour
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- Опубликовано: 27 авг 2024
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Samit Vartak’s journey to becoming one of the top money managers in India is fascinating.
A chance encounter with a friend, the stock market bubble of the late 90s and a consulting job converted him from a small town person who could not even speak English, into what he has become today.
A very successful erudite fund manager. Samit and I talk about the importance of picking the right “businesses” to invest in, about India’s strengths and also his thoughts on dealing with wealth he has generated.
Listen in...
Guest: Samit Vartak, Founder, SageOne
Host: Rahul Goel, CEO, Equitymaster
#InvestorHour #SamitVartak #RightStocks
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The best interview by far on the Investing hour.
Cutting through the clutter with precision and clear thought. The key takeaways:-
1. Build your exposure to markets on a clear head always -meditation
2. Avoid herd mentality and people/opinion tracing
3. Know the Why in the source of a rule or majority opinion - Equity weightage, index investing and rules of liquidity -Endowment funds
4. Asset diversification - don't be a jack of all trades, if you are excellent in equity - go direct investing, if it's real-estate go all in there..
5. Good business identification trumps price and timing of markets.
6. Having a fairly good idea of macro - geopolitics, govt policies, keeps us bullish on the roadmap for 5 to 10 years and that's a sweet spot to invest in a country - that runway for India is wide, long and a take off that has long & interesting travel times -even 30 years.
7. Spirit of generosity - it's not your money, that doesn't mean you don't live a frugal ascetic life but always prioritise the underprivileged, others over your self as one crosses a basic threshold in one's lifestyle.
8. One of the rarest breeds who can be social without being social. This interview needs to reach a larger canvas,
- owning a thought process that delivers results on his process, not going on overdrive to appease Dalal Street and keeping things fairly simple.
Thankyou for a wonderful interview
Thank you Disney Davis. 🙏
Fantastic knowledge and wisdom filled discussion. It was thanks to listening to Mr. Vartak that I started looking at my investments more seriously and even though my portfolio is too small to be considered eligible Sage 1 it opened my eyes to other similar people who are helping me get my investments in the right track. Deeply grateful to him. 🙏
Thanks for sharing
Amazing story , Tatas (flight tickets) and Mahindras (First Job) again helping a middle class man to succeed and helping in the India Growth story.
Yes, amazing!
Rahul amazes me with his questions and the people that are coming for deliberations. Mr Vartak has impressed me a lot. Heard him for the first time.
Glad you liked it.
🙏🙏
Thank you very much
You are welcome
These are how financial interviews should be
🙏🙏
Very impressed by Samir Vartak's realistic approach 🌞👏👏👏
True that. Samit is fantastic.
Thank you sir
So nice of you
One of the most focused interviews, excellent, very knowledgeable 👍👍
Thank you Mukesh!
Excellent experience sir 👏
Very disappointed to see such a detailed probing into his academic and family background at the beginning
Samit Vartak is definitely one of the most inspiring fund managers of our time and the interviewer should mind that fact
Thanks for your feedback.
Probing? We were only attempting to learn from the journey Samit is on...
Wow!!! What an interview & information shared!!!!
Thanks for the feedback Rajesh.
Thanks video ☺️✌️💪👍🙏🙏🙏
Most welcome
Salutes to you both 🙏🙏
🙏🙏
Another excellent interview.. for most videos I wait till the end before hitting like... For this interview series, I hit like first because I know what is coming 😃
Awesome, thank you!
🙏
What an inspiring and motivating story ?
Glad you enjoyed it
Thank you very much sir.
Most welcome
Very realistic investment style and holistic approach to life👍
Glad you think so!
Ironically Mr. Vartak funds put a limit of 2 crores for minimum investment in disguise of saying ‘ they wants only serious investor and investors don’t bug them ‘. He may be right one side and within his own right but he is missing huge another side , by doing that he excluding many NOt so privileged starts of the society. And on top that he went on saying that money is not needed for the real happiness or should not run behind many things. Imagine a society where everyone follows this philosophy! There is nothing wrong in working hard to get rich , everyone shall try to do that find self happiness in hard working then only countries and societies get rich and minimize suffering of masses !
So cool person
Watching this immediately 😅
Please do...and share your feedback too!
Yes I agreed. Every one give for poors each year. Islam called is zakath
दान भारतीय संस्कृति एवम धर्म का हिस्सा है और केवल कुछ प्रतिशत तक सीमित नही है। लाखो उद्दाहरण है अपना जीवन तक दान करने का बिना धर्म , जाति , इंसान देखे, मदद करने का भाई।
AaaaA
Worth every minute listening to both of you 🫡🙌🏾 it’s a pleasure keep doing it more
Thanks for the feedback Abhishek! Yes, we plan to keep going! 🙂