Stock Market Investor Series | Paisa Podcast EP-2 | Vardan Giri

Welcome to Episode 2 of the Paisa Podcast. In this episode, we are thrilled to host a special guest, Vardan Giri, the Chairperson and Chief Investment Officer at Ansu Invest.
Join us as we delve deeper into the realm of finance and investments with Giri.
Throughout the first season of the Paisa Podcast, our mission is to provide valuable insights and guidance to aspiring investors navigating the complexities of the stock market.
Join us as we unravel the secrets of successful investing. Don’t miss out on our podcast's latest financial insights and updates.
Stay informed on Nepal’s share market, economy, and business trends with Nepali Paisa.
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00:00 2:05 Introduction
2:05 4:46 About Ansu Group/Ansu Invest
4:46 6:50 What brought Vardan to the Stock Market and his first stock NTC
6:50 13:27 Vardan and Arpan share their view on Nepal Telecom
13:27 16:32 Books that had an early influence in the investing journey
16:32 18:00 Does good global investment practices work in Nepal
17:20 21:14 Analyzing Companies in Nepal, Poor financial statement disclosures and corporate governance in Nepal
21:14 22:55 Need of good analysts in Nepal
22:55 24:00 Lack of good investment role models in Nepal
24:00 27:23 Early days of Ansu Invest and influences
27:23 30:25 Decision making in a team
30:25 34:45 How to generate stock ideas, Unilever Nepal
34:45 37:03 Importance of reading for Investors
37:03 38:02 Investment Process
38:02 43:12 Building DCF Models and flaws of PE Valuation
43:12 45:03 Turnover of Portfolio
45:03 46:55 Sucessful investment in Shikhar Insurance and Syanjen Hydropower
46:55 49:05 Using DCF for valuing hydropower companies
49:05 52:40 Value of Upper Tamakoshi and social media backlash
52:40 55:22 Lack of good investment practices even amoung few CAs and money managers
55:22 58:35 How to identify the end of a bull market
58:35 1:02:20 Investment mistakes and Nepal Reinsurance Company
1:02:20 1:05:06
1:05:06 1:07:27 Blending Macroeconomics in Investment style
1:07:27 1:10:56 Why long term investing works, Unilever Nepal, Standard Chartered Bank
1:10:56 1:12:00 Power of independent thinking and contrarian
1:12:00 1:14:45 Behavioral Biases, Loss aversion bias, anchoring bias
1:14:45 1:18:06 When to sell, How reading Howard Marks helped exit the market at the right time
1:18:06 1:19:07 Role of Emotionally Stability
1:18:07 1:20:51 Why i avoid trading
1:20:51 1:23:32 Normal day in the life of Vardan
1:23:32 1:24:50 CFA Degree
1:24:50 1:26:18 Advice to someone starting out
1:26:18 1:30:00 Changes needed in Nepal's Stock Market, Corporate Governance, Reporting, SEBON, License

[@shreeyamd]

Amidst the circus that is the Nepalese Investment/Trading Community, this podcast stands out as a jewel of information for actual investors. Keep up the great work!

[@saphalshrestha2689]

This podcast is going to set the benchmark for investment guidance in Nepal. Kudos!

[@1992sherpaz]

Very glad to see such good analysts in Nepal!

[@suhailsapkota4099]

Loving this podcast. Recent favorite!

[@prashilsil]

Loved it. Please keep them coming

[@razoobhusal7316]

This is the best podcasts for beginners investor

[@gorkhali3505]

Another great podcast👏👏

[@surajtamang9659]

Arpan you are doing really good job. thank u so much

[@bikashshrestha1472]

1:06:24 In one half you talk about value investing and in another half you are talking about rising & declining stock prices. I couldn't figure out why you valuate companies, to find out value of companies & profit on stock price of companies or to constantly earn from one (i.e through dividend)? If you are trying to profit from stock price, how're you different than traders?

[@kiranlamichhane5140]

This podcast helps us to analyze and think about it again on the matter discussed which gives us more analytical knowledge Thank you all the team .. 😊😊

[@pradeepphuyal9252]

Very detailed podcast. Nice and informative

[@yasvlogs_2023]

युवाहरु सट्टा बजारको लागि यति धेरै मेहनत मीटिङरे बोल्दै नबोल्ने सब बूक पढ्नेरे यो भन्दा देशमा हरेक किसिमको उत्पादनसिल कम्पनि खोल्न तिर लाग बरु युवा एक्जुट बनाउ यस्तो जाबो काम्मा नलाग युवाहरु

[@Thsezar]

Good Stuff. Please keep it up.

[@ngllama7899]

Glad to see him on interview

[@sonamsherpa3519]

Great perspective 👏

[@sabik_aryal]

Very informative episode

[@rajanshahi1993]

Great podcast 👍👍

[@shishirraut4152]

Amazing podcast dai, Being finance wizard i was looking to see finance podcast in Nepal so its a great initiative dedinitely I will share this channel to my community, keep going❤

[@Machau977]

Amazing 👏 ❤

[@sauravshrestha1821]

Knowledge bombs dropped! 💥

[@Hey._33]

Stock haru ko naam liyeraw bolda kasto majja aunni 🥰🥰😍

[@sajhagyan]

Very nice

[@markushbangdelrai4096]

Yodda fav one ❤ !!

[@nabin_neupane]

nice content.

[@supravapandey]

👏👏

[@binodnepali9216]

u guys speak english in the podcast mostly. is it really required to speak? is the dedicated only to those nepalese who understands english only. my request; either u make the podcast only for english viewer or make for those who doesnt understand english as well. if u speak half english and half nepali language. it doesnt make sense. sorry for the comment.

[@user-pr4yj6ph9t]

01:04:50 why and how???????

[@bishalgurung5093]

i was like upper tamakoshi is still around 4 hundred ( disclaimer : not a stock recommendation )

[@technicalcreative7492]

70% English word use garne sudda nepali bolepo samasamayik huna paroni

[@sumanshrestha2214]

Giving liscence to every capable is awesome but I want to know what if someone fails and get bankrupt What about the investors after that ?????????

[@tree1373]

It's subject to market risk ta hola ni😂 Baru afai bhujera ramro ramro 10 20 company ma halne

[@rajubc5918]

Pahilo patak hereko nepali podcast , Namaja lagyo yr , nepali honi yr nepali ma nai bolamna k janxa rw , Tessai English hanerw thulo vaenna k aru samanye manxey ley pani( bujhna sakun na). Podcast ko style chorey nih interview ko style nachordim kyaa 🤧🙏

[@highlights8484]

Dont belive in seep (bheda) direction🎉

[@user-pr4yj6ph9t]

01:02:38 Bonous has zero effect? 10choti herisake but bujina Can somebody help me to figure it out what the guy is saying here, please????

[@user-pr4yj6ph9t]

Zero effect on Balancesheet is absolutely right but what they are trying to say???????🤨🤨

[@JimiEastman]

In terms of valuation baneko...

[@bikashshrestha1472]

1:03:05 You should not take whole oe not approach in anything, because everything has a reason, you are pretending to talk about valuation & theory but always realting it with price. If you see most of tge companies of Nepse, their sizes are increasing because of bonus shares. Yes I agree that most of the companies would be better off cutting bonuses after certain milestones, but thats easy said than done. Shareholders psychology of getting same reward as before tend to work here.

[@bikashshrestha1472]

I request interviewer not to say correct in every sentences, you are not teacher to validate others.

[@professionalperson8033]

Bullshit do you know what is cfa? cfa is king of finance he is king he can say anything othet person is a experience person cfa is respected profession

[@lakphabuddha8514]

Haha

[@ganeshlama5637]

Better you learn something here instead of judging just because he's saying correct nothing is wrong on that

[@mynepaldiary1691]

Correct 🐥🤪

[@rajushrestha8734]

😂😂😂

[@ampmskm]

Smart wealth 🥺🥺🥺 यस्तो बेकार छ! कसम बोरिङ लाग्यो। Speaking in English not necessarily make a good content. What is there to learn from this? यस्तो बच्चा हरु ले अरूको fund management गर्ने भन्ने कुरा धेरै risky हुन्छ। यिनी हरु को उमेर भन्दा लामो समय मार्केट मा छु, I still find myself in dilemma at times while investing.

[@nepseicon]

If investing is entertaining, if you're having fun, you are probably not making any money. Good investing is boring. ~ George Soros