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In this episode of Konversation with Kushal, Dhiraj Dave, a full-time investor, shares the rare dividend-first investing philosophy that has compounded his portfolio at 22% CAGR for over three decades.Here's what you'll learn:1-Cash Flow is Truth: Why he trusts dividends over profit and calls cash …
N Jayakumar, MD and Group CEO of Prime Securities, joins Kushal for an investment banking masterclass drawn from a 41 year career. What You'll Learn:1-How Investment Banking Works: Equity, debt, fee ranges and why matching assets and liabilities by duration matters.2-Operating Leverage Explained: W…
Ishmohit Arora of SOIC and Siddhant Bhandari, co-founders of Persistence Capital, join Kushal to break down their N.E.W. framework for spotting stocks at the start of a J-curve. They walk through real case studies like TVS Motors, Welspun Corp, CG Power and TD Power, and explain how their fund is u…
Vikas Khemani, Founder of Carnelian Asset Management, joins Kushal to explain why small caps are a hunting ground for superior wealth creation, not just a risk. He backs it with data on small cap profit growth, case studies like Sun Pharma, Bajaj Finance, Reliance and Airtel vs Vodafone Idea, and h…
Dichiarazione di non responsabilità: Il podcast e la grafica incorporati in questa pagina provengono da Konversation with Kushal, che è di proprietà del suo proprietario e non è affiliato o approvato da Listen Notes, Inc.