FREE Stock Market Masterclass, ft. Aditya Joshi - Small & Micro-cap Investor and Co-founder @Sovrenn

Рет қаралды 1,765

Күн бұрын

In this podcast, I spoke with Aditya Joshi, a successful Investor in Small & Micro-cap companies with over 50%+ CAGR in the last 5 years. He is also founder of Sovrenn, a stock discovery platform.
During our conversation, Aditya shares his long corporate experience at different companies including BCG and Lenskart. He also spoke about how his interest grew in stock market and what’s his strategy of finding a multi-bagger.
Disclaimer: The Investment/Stock-related advice discussed or recommended in the podcast may not be suitable for all investors and the opinions/expressions must not be taken as Investment/Trading advice.
Timestamps:
0 - Disclaimer
0:5 - Preview
1:39 - Introduction
2:06 - Overview of Aditya's journey
3:03 - View on Indian Stock Market
4:48 - IIT experience
6:34 - IIM Calcutta
8:42 - Is MBA necessary to do?
11:01 - Advice to 3rd-year college students
12:01 - Aditya doesn't believe in degrees
12:26 - Entry into BCG
14:35 - Work culture in BCG
15:54 - Does consulting firm give output?
19:08 - Why he joined Lenskart?
20:41 - Peyush Bansal’s Qualities
22:52 - Lenskart Store profitability
25:01 - Aditya's stock market journey
28:46 - Aditya's initial capital
29:51 - Bull & bear market concepts
32:46 - In which market you can earn large money?
33:52 - How to construct a portfolio?
36:20 - Energy transition sector
38:01 - Few stock suggestions
39:29 - Misconceptions of retail investors
43:08 - Outlier stock from Aditya's portfolio
44:38 - Logic behind investing
47:21 - How to check track record of a company?
55:33 - Aditya's CAGR
56:21 - Framework for investing
1:00:25 - Traits of a successful investor
1:03:19 - Why fund managers are unable to beat market?
1:06:52 - Qualitative & quantitative data weightage
1:08:12 - Aditya's Portfolio Size
1:08:42 - Idea behind Sovrenn
1:10:56 - Difference between Screener & Sovrenn
1:12:56 - How Aditya himself uses Sovrenn
1:15:28 - What Aditya thinks about exit?
1:17:45 - Views on F&O
1:20:41 - What is Algo Trading?
1:21:59 - Initial challenges in Sovrenn
1:25:04 - Sovrenn plans and subscriptions
1:27:01 - Wealth Management Service
1:28:51 - Final QnAs
1:36:34 - End
Feel free to reach out to me for your feedbacks!
Let’s connect:
LinkedIn: www.linkedin.com/in/iammanavagrawal
Instagram: www.instagram....