Stock Picking Strategy That Made Him 50x RETURNS! | Ft. Samit Vartak | KwK #185

Join us for a powerful conversation with Samit Vartak, Founder & CIO of SageOne Investments, as he walks us through his journey of turning early investment failures into one of India’s most respected asset management firms. From losing all his money in the Dotcom crash to building a portfolio that now manages over ₹6,500 crore, Samit shares the hard-earned lessons that shaped his investment philosophy. We break down case studies of multibagger stocks like Bajaj Finance (50x), Kaveri Seeds (15x), and APL Apollo (20x) — and understand what he looks for in businesses before investing. Samit dives deep into capital efficiency, promoter quality, cash flow ratios, and market share growth as the real wealth creators. Whether you're a retail investor or an aspiring fund manager, this episode is packed with practical frameworks and rare insights. 👉Don’t forget to like, comment, and subscribe for more such investing masterclasses from India's top fund managers. #multibaggerstocks #SamitVartak #LongTermInvesting #StockMarketIndia #ValueInvesting ➡ 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 KAGR Club on Social Media: 📝 LinkedIn:   / kagr-club   📷 Instagram:   / kagrclub   Follow Samit On LinkedIn: https://www.linkedin.com/in/samit-var... Chapters: 00:00:00 – Intro + SageOne AUM of ₹6,500 Cr 00:02:30 – First stock investment 00:07:24 – Starting SageOne Investments 00:12:39 – Best and worst Investment 00:26:54 – APL Apollo management trust and second-tier empowerment 00:34:25 – Using mental models from consulting in investing 00:41:53 – Incentive model in MNC's 00:44:51 – Challenges managing public money vs personal capital 01:00:09 – Sector rotation strategies explained 01:05:30 – Differentiate between cyclic stock and quality stock 01:13:37 – How to identify right cycles? 01:18:07 – Top sectors to invest in 2025 01:24:45 – Should you invest in airlines in 2025? 01:27:00 – How to analyse any stock? 01:32:27 – How do consumers retail space stocks perform? 01:38:12 – How did zudio breakdown the market? 01:46:33 – Red flags in Balance Sheet 01:53:50 – Parameters to invest in a company 01:57:37 – Rapid fire: Favorite books, mentors, stock stories 02:04:02 – Final question #kushallodha