Art of investing with Samit Vartak|Worldly Wisdom Series

🏫 SOIC Membership Plus 1 Year Plan: https://learn.soic.in/learn/SOIC-Course Use Coupon Code: SOICBONUS10 SOIC Research Services (India + Global) - https://www.soicresearch.in/home 🔎 SOIC StockScans Platform: https://www.stockscans.in/home 7 classes For Financial Freedom (Free)- https://learn.soic.in/learn/7-Classes... SOIC Research: https://www.soicresearch.in/home?subs... 🏔️Persistence Capital (AIF Fund)- https://www.persistencecap.in/india/home 🎞 Link to the presentation: https://soic.in/visualization 📰 Link to the SOIC Newsletter: https://soic.in/blogs Tijori Finance 🤝SOIC (10% Discount on Tijori)- Use the code SOIC025 or click on the following link- https://tijorifinance.com/account/sub... 🎙️SOIC Podcast- https://soic.in/podcast Dear viewers, Mr. Samit Vartak who is the CIO at SAGE one investment advisors, is probably one of the sharpest minds in the country when it comes to investing in the Indian context. He has made multi-baggers not only in one or two sectors, but in several. At SOIC, he is one of our mentors, and recently we got the opportunity of interviewing him. It was an absolute honour, hope you find value in this podcast. :) Video Chapters: 0:00 sage one PMS Philosophy 3:10 Key criteria for filtering down stocks 10:59 Probabilistic mindset and uncertainty in business 14:20 How to get 10X portfolio return 17:10 Company's ability to gain market share(Mental model) 23:07 Different themes to play out in next 3-4 years 34:14 How will samit vartak play the real estate cycle 36:09 Financial & Auto sector view 40:45 SaaS companies view 45:00 When to sell (Most important question) 52:40 How important to stay in the market 58:58 How Samit Vartak manage client's expectations 1:06:07 Key learning and advice to neVideow investors 1:14:57 What Samit Vartak look uniquely in management 1:21:30 How to build a portfolio in a bull market 1:26:58 Cheap Nifty stocks vs Expensive Nifty stocks 1:32:52 Next performing sectors 1:36:35 Alpha in Largecap 1:41:02 Selection process for portfolio and other opportunities 1:47:55 How to value startups 1:51:08 Asset allocation to Disruptor 1:54:14 Views on Disruptor companies for next few years 1:57:09 Entry barrier 2:01:21 How to control behaviour and emotion in investing 2:09:15 Cognitive Bias 2:12:40 AIF Process and Disclosures 2:19:23 Full process from Research ideas to invest in stock 2:24:33 End Club House name: Investors India Time stamp credits:   / investmentbook1   Follow: investment books on twitter for awesome book recommendations! 📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014: SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582.