Ravi Dharamshi’s Playbook: Market Cycles, Mega Trends & Stock Strategy | Sonia Shenoy

In this insightful episode of Money Mindset, we’re joined by Ravi Dharamshi, Founder & CIO of ValueQuest Investment Advisors, one of India’s most respected names in the investing world. Known for his sharp market insights and long-term wealth-building approach, Ravi shares his unfiltered thoughts on the current market cycle, how he spots multi-bagger stocks, and the mega trends shaping India’s financial future. From decoding Bharat vs India to his personal mentors and timeless investment wisdom, this episode is a masterclass for retail investors, market enthusiasts, and anyone looking to build a solid investing mindset. 🔍 What we covered in this episode: A brutally honest take on where the Indian market is headed in 2025 His bullishness on "Bharat" and the structural shift in the economy A deep dive into his investment philosophy built over two decades The 5 key traits he looks for in every company before investing How to decide when to sell a stock – one of the toughest decisions for any investor The mega trends shaping the next decade of stock market growth A simple framework to calculate a company’s intrinsic value His outlook on energy and renewables – including thoughts on Waree Energy The mentors and personal philosophies that shaped his investment journey 🎙️ About Ravi Dharamshi Ravi Dharamshi is the Founder & Chief Investment Officer at ValueQuest Investment Advisors, a firm focused on long-term wealth creation through deep fundamental research. With over two decades of experience, Ravi is widely followed for his insightful takes on macro trends, thematic investing, and his deep conviction in India’s growth story – especially the rise of Bharat. Chapters 00:00 – Teaser 01:12 – Introduction 02:36 – What’s your market view now? 09:38 – Your viewpoint on Bharat 11:48 – What’s your investment philosophy? 20:15 – What are the 5 things you see in a company? 28:50 – When to sell a stock? 37:46 – What are the mega trends in the stock market? 48:05 – How to calculate the value of a company? 51:06 – Thoughts on Energy as a sector 1:03:05 – Is Waree Energy struggling? 1:10:28 – My mentors and timeless wisdom If you’re serious about building a long-term investment mindset, this is one episode you don’t want to miss. About the Money Mindset Podcast Hosted by Sonia Shenoy, Money Mindset is a podcast that brings together top investors, business leaders, and financial experts to decode wealth-building strategies, investment philosophies, and money management tips. Whether you're an aspiring investor, a finance professional, or someone looking to gain insights from market veterans, Money Mindset offers engaging, insightful, and practical conversations to help you make informed financial decisions. 🔔 Don’t forget to Like, Share, and Subscribe for more enriching conversations with industry leaders and trailblazers. Follow us on- Instagram-   / _soniashenoy   X- https://x.com/_soniashenoy LinkedIN-   / sonia-shenoy-3810395a   Threads- https://www.threads.net/@_soniashenoy