Stock Market Expert Kuntal Shah Reveals How To Make Money In Markets | Kushal Lodha #359

➡ Recommend A Guest For Our Podcast Here - https://forms.gle/eotmhzWMx6KpJQH86 ➡ The 9:15 Club - India’s smartest young investors community: https://forms.gle/GyUiatVUJoUUkkcm6 ➡ Join This Group To Be Invited To Future Offline KwK Events in Mumbai: https://chat.whatsapp.com/F3MbHDPwTwC... Kuntal Shah, partner at Oaklane Capital and faculty member at FLAME University, has been investing since the Harshad Mehta era. In this episode, he shares timeless lessons from more than 35 years in the markets, explains why valuation is often misunderstood, breaks down India's manufacturing opportunity, and reveals how he identifies long-term winners before the crowd. What You'll Learn: 1-Lessons From 1992: Kuntal Shah shares his firsthand experience of the Harshad Mehta boom, the mistakes that shaped his investing journey, and why losing money was his greatest teacher. 2-Valuation Beyond DCF: Why reverse DCF, market expectations, and understanding narratives matter more than complex Excel models. 3-India's Next Big Opportunity: Why manufacturing, renewable energy, and battery storage could define India's next decade of wealth creation. Subscribe to Konversation with Kushal for more deep conversations with India's sharpest investors and business leaders. #KonversationWithKushal #KuntalShah #Investing #ValueInvesting #StockMarket #IndianEconomy #Manufacturing #SolarEnergy #WealthCreation #LongTermInvesting ➡ 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... Follow Kushal Lodha on Social Media: 📝 LinkedIn:   / kushallodha548   📷 Instagram:   / kushallodha548   📱 Twitter:   / kushallodha548   Follow guest on Social Media: 📝 LinkedIn:   / kuntal-shah   📱 Twitter: https://x.com/Kuntalhshah Timestamp: 00:00:00 Trailer & Intro 00:01:38 Who is Kuntal Shah? 00:03:14 Harshad Mehta Era Stories 00:07:14 Meeting with Harshad Mehta 00:11:34 Arbitrage and Special Situation Investing 00:16:05 Valuation Deep Dive 00:20:35 Reverse DCF Deep Dive 00:27:27 Expectations Investing Deep Dive 00:28:22 BAAP Concept Deep Dive 00:30:27 Solar Sector Deep Dive 00:38:30 Is Importing Bad for the Economy? 00:42:20 Foreign Capital Deep Dive 00:51:34 Different Cycles Deep Dive 01:05:45 Human Biases Deep Dive 01:12:46 Stock Market and History Deep Dive 01:15:57 Movie and Series Recommendations 01:18:08 Daily Habits of an Investor 01:20:33 Selling Stock to Buy a House 01:25:21 Promoter Identification Mistakes 01:35:20 What Would Mr. Kuntal Ask Himself? 01:37:15 Conclusion & Outro #kushallodha