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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…
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…
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…
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 …
Ramneek Kundra returns to Konversation with Kushal for a deep dive into the investing philosophy of Warren Buffett and Charlie Munger. Having read every Berkshire shareholder letters and books on Buffett, he breaks down the real story behind buy and hold philosophy, See's Candies, GEICO and Coca-Co…
Ansvarsfriskrivning: Podcasten och konstverket som är inbäddat på den här sidan är från Konversation with Kushal, som är dess ägares egendom och inte anslutet till eller godkänt av Listen Notes, Inc.