Unleashing the Potential of Growth Investing | Jeevan Patwa, CFA | Sahasrar Capital SEBI R. PMS

Jeevan Patwa, CFA, CIO Family Office, Director & Principal Officer Sahasrar Capital, a SEBI registered PMS. Shared his thoughts on growth investing.

Join us as we dive into the fascinating world of investments and gain valuable insights from Jeevan Patwa CFA, founder of Sahasrar Capital. In this engaging interview, Jeevan shares his investing journey and decadal lessons.

Discover the criteria Jeevan uses to identify winner businesses and gain a deep understanding of how he values speciality chemicals companies, API CRAMS, and other lucrative sectors like defence, infrastructure, paints, and fluorine. Uncover the secrets of assessing the potential of these industries and learn how to capitalize on their growth.

Video Chapters 👇

00:00 Intro
02:13 Investing Journey, Investing Framework & Decadal Lessons
15:11 How to get Multibagger returns
16:24 How to generate stock ideas
18:48 Criteria to Pick Winner Businesses (Q From Sajal Kapoor)
28:16 How to Value Speciality Chemicals Companies (Navin Fluorine)
40:21 Anti-Thesis
42:01 How to manage risk (Earnings Volatility & Portfolio Allocation)
44:28 View on Diversification
45:31 What should be one's approach to small-cap investing?
47:51 SRF Ltd. (Fluorine Sector)
51:48 Most critical criteria for buying banks?
53:30 Defense Sector
54:39 Infra Sector
55:57 Paints Sector
56:41 Laurus Labs
01:01:04 Choosing the Right Business, Earnings & Valuation
01:05:40 How to value API CRAMS (Q for Gurmeet Chadha)
01:10:21 US Biotech Industry Problem and impact on Indian CRO/CDMO Companies
01:14:01 Closing Remarks

Must read Investing Books:

1) A Wealth of Common Sense - https://amzn.to/46uDFRu
2) Invest Like a Dealmaker - https://amzn.to/444KGHl
3) The Most Important Thing - https://amzn.to/3NPD6dV
4) The Five Rules for Successful Stock Investing - https://amzn.to/3rbHhYp
5) What I Learned About Investing from Darwin - https://amzn.to/3JxpPEj
6) Value Investing And Behavioural Finance - https://amzn.to/3JDJRNs
7) Masterclass with Super-Investors - https://amzn.to/3plymU3
8) Romancing The Balance Sheet - https://amzn.to/3Nz5iAr
9)Bulls, Bears and Other Beasts - https://amzn.to/3XCYAOn
10) You Can Be Stock Market Genius - https://amzn.to/3JBzz0k
11) The Psychology of Money - https://amzn.to/440lKR6
12) Capital Returns - https://amzn.to/3CO5zdT
13) Bogle On Mutual Fund - https://amzn.to/3prVtw5
14) The Intelligent Investor - https://amzn.to/3JE5Dk1
15) The Joys Of Compounding - https://amzn.to/3JCHpqe

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