₹12,000 Cr Investor Reveals SECRETS of Stocks & Portfolio Management ft. Kenneth Andrade | KwK #159

➡ Recommend A Guest For Our Podcast Here - https://forms.gle/eotmhzWMx6KpJQH86 ➡ Join This Group To Be Invited To Future Offline KwK Events in Mumbai: https://chat.whatsapp.com/F3MbHDPwTwC... ➡ Order my book 'Acing CA' here: https://www.amazon.in/dp/8195816886?r... ➡ Order my book 'Unlocking Unicorn Secrets' here: https://www.amazon.in/dp/0143461605?r... 🎧 Listen to Konversation with Kushal Episodes On Spotify: https://open.spotify.com/show/0gLN318... ➡ For crisp learnings from the podcast, check out our clips channel: @kushallodhaclips548    / @kushallodhaclips548   -------------------------------------------------------------------------------- Follow Kushal Lodha on Social Media: 📝 LinkedIn:   / kushallodha548   📷 Instagram: https://www.instagram.com/kushallodha... 📱 Twitter: https://x.com/kushallodha548 Follow Konversation with Kushal on Social Media: 📝 LinkedIn: https://www.linkedin.com/company/konv... 📷 Instagram: https://www.instagram.com/konversatio... Follow KAGR Club on Social Media: 📝 LinkedIn:   / kagr-club   📷 Instagram: https://www.instagram.com/kagrclub/?h... Follow Kenneth Andrade on linkedin :- https://www.linkedin.com/in/kenneth-a... ___________________________________________________________________________________________ In this insightful episode, we dive deep into the world of investments, portfolio management, and equity markets with one of India's most seasoned investors, Kenneth Andrade. Known for his sharp market insights and disciplined investment approach, Kenneth shares his journey from humble beginnings to managing substantial portfolios with expertise. As the Founder of Oldbridge Capital Management Pvt. Ltd., Kenneth has carved a niche in the world of portfolio management with a focus on long-term wealth creation. At Oldbridge Capital, he and his team emphasize value investing and a contrarian approach to uncover undervalued opportunities in the market. With experience of over 25 years in Capital Markets, Kenneth has navigated multiple market cycles, making strategic calls across diverse sectors like Pharma, BFSI, Metals, and New Age Startups. Whether you're a seasoned investor or just starting out, this episode is packed with practical advice and valuable investment advice. Watch the video till the end to learn about Kenneth's recommendations on building a strong, diversified portfolio! If you found the video valuable then drop a like and subscribe to the channel, hit the bell icon for more such videos and share it with your friends. ______________________________________________________________ #stockmarket #investing #investingforbeginners #investmentstrategies ______________________________________________________________ Timestamps 0:00 Snap Clips 2:01 Intro 2:10 Total Amount of Money Managed 2:45 Beginning of Investment Journey 5:55 How Loneliness Helped Him? 7:06 Books Read in Early Days and Monetary Success 8:28 Pre and Post 2013-2015 14:55 Starting his Entrepreneurship 16:28 Post 2013-2015 Page Industries 20:45 Importance of P/E Ratio and Other Metrics 24:50 Arbitrage with a Commodity Business 26:44 Advice for Young Investors 28:52 On MRF and other qualitative factors 32:25 Pharma Sector 37:00 Metals and Commodities Sector 39:51 Agriculture Sector 41:18 BFS Sector 45:45 Choosing Debt Free Companies 51:20 Industry Not Doing Well Now 52:34 Advice for Holding Stocks 53:30 IT Sector 54:18 Best and Worst Investment 56:40 His Contrarian Bets 58:30 Discipline in Investment 1:00:10 Investing in Stocks vs Mutual Funds 1:01:05 Advantage of Investing in India 1:02:50 New Age Startups and Taking Contrarian Bets 1:06:22 Percentage of Success in his Investment Journey 1:07:17 Top 3 Investment Books and other Readables 1:10:01 One Thing Not Covered in the Episode 1:11:30 Favourite Indian Investor 1:12:50 Conclusion and The End!