How He Finds Multibagger Stocks Before Everyone Else (40 Years Of Experience) | Kushal Lodha #273

➡ 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... In this episode, veteran investor Rajashekar Iyer shares profound insights from his four decades of experience in the Indian stock market. He breaks down his investment framework, which blends the philosophies of Benjamin Graham and Phil Fisher, explaining how he identifies undervalued companies by deeply analyzing balance sheets and understanding cash flow dynamics. Iyer also discusses the critical importance of money management, sharing how to protect capital while letting winning stocks run to maximize returns. The conversation covers real-world case studies, including his multi-bagger success stories with companies like Relaxo and Polyplex, as well as the lessons learned from missing out on the early growth of Infosys. Iyer offers his perspective on the current market cycles, where to find opportunities in the small-cap versus large-cap space, and his rationale for finding value in new-age tech stocks like Zomato. The discussion concludes with timeless advice on professional growth and the importance of prioritizing personal happiness. 💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world! #kushallodha #investingwisdom #stockmarketindia #wealthcreation #longterminvesting #financepodcast #investmentstrategy ➡ 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 Rajashekar Iyer on Social Media: 📝 LinkedIn:  / rajashekar-iyer-0177a74   Timestamp: 00:00 Introduction 01:26 Framework for evaluating companies 04:47 Divi's Labs example 08:38 Emerging Opportunities 09:31 Market Correction Possible? 11:28 Small Cap opportunities 13:18 Views on Indices 14:04 Investment thesis breakdown 14:23 Relaxo Footwear Investment 23:05 Polyplex Position Deep Dive 29:12 Investments that didn't work out 33:56 How to identify Bull v/s Bear market 42:03 Investing outside India 43:23 Studying Balance Sheet the right way 48:14 Other financial statements analysis 51:16 Investing during Harshad Mehta boom 52:32 Learnings from other investors 54:36 Most memorable interaction with Rakesh Jhunjhunwala 57:47 Highest conviction stock 59:06 What would he ask himself? 1:02:26 Conclusion 1:02:50 Outro #kushallodha