Скачать или смотреть Reflections:10 years of Value Investing Manish Gupta, Founder & CIO, Solidarity Investment Managers

Reflections:10 years of Value Investing Manish Gupta, Founder & CIO, Solidarity Investment Managers

In this insightful video, Manish Gupta, an MBA graduate from IIM Ahmedabad and the founder of Solidarity, shares his investing journey. With a background of 7 years at The Boston Consulting Group and 8 years with renowned investor Rakesh Jhunjhunwala, Manish brings a wealth of experience and knowledge to the table.

Throughout the video, Manish delves into various topics and offers valuable perspectives on investment strategies, decision-making processes, and the importance of aligning interests. He emphasizes the need to challenge conventional wisdom and embrace discomforting views in order to gain a competitive edge.

Manish also discusses the significance of having "skin in the game," where personal stakes align with investment decisions and management interests. He shares his methodology for validating management teams and evaluating their effectiveness in driving success.

The video also covers topics such as portfolio allocation, quantitative filters, China's opening-up market, macroeconomic factors, investing mistakes, lessons learned, and the cultivation of discipline in the investment process.

Join Manish Gupta on this enlightening journey, and gain a deeper understanding of the principles and strategies that drive successful investing, while embracing a purposeful approach to generating profits.

Video Chapters 👇

00:00 Introduction
00:58 Manish Gupta's Investing Journey
08:11 Dealing with Abundance
10:24 Discomforting Views
13:51 Skin in the game
16:08 How can management be validated
21:03 Client Communication as Fund Manager
24:56 Valuation Framework
28:30 Financial Sector Services (AMC/Insurance)
33:49 Importance of Cash Flow
39:32 How to deal with different minds of investors
44:27 Differentiate between Being Patient vs Being Stupid
52:10 Key Triggers to look for Investing in any company
55:54 Holding Company vs Main Company
57:50 How to do allocation (From tracking position to main part of portfolio)
01:01:43 Quantitative Filters/Criteria
01:02:43 Broader view on China's Opening-up Market/ Macro
01:05:30 Investing Mistakes and Lessons from it
01:09:58 How can become more disciplined
01:11:45 Quantitative Filters Detailed Explanation
01:15:19 Managing Daily Market News-Flow/ Day Routine as FM
01:20:16 Terminal Value
01:24:33 Reading Material for Investing Community
01:27:35 Conclusion

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