Untold Secret behind Multibagger Investments | Ft. Samir Arora | Rajesh Singla | podcast | alphaaif

Untold Secret behind Multibagger Investments | Ft. Samir Arora | Rajesh Singla | podcast | alphaaif
Untold Secrets of Multibagger Investing

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Join Rajesh Singla and Samir Arora in a deep-dive conversation about the untold secrets behind multibagger investments. Veteran fund manager Samir Arora shares his 34-year stock market journey, major turning points, key investing principles, portfolio construction insights, and unique views on market cycles, microcaps, and taxation. This podcast is essential listening for anyone seeking practical wisdom and insider perspectives for high-growth investing in Indian equities.

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0:00 Introduction: Contrarian Investing Reputation
0:34 Handling Performance Pressure as Fund Manager
1:53 View on Stock Market Correction in 2024
2:33 Long-Term Performance Stories and Conviction
4:33 Personal Investing Journey
5:57 Early Career: Entering Stock Market
8:04 Overseas Analyst Experience & First Big Calls
9:44 Sectors Analyzed: Australia, NZ, Japan
11:22 Moving to India’s Markets and the First Big Multibaggers
14:14 Conviction in Private Banks, IT, Microcaps
16:29 Identifying Themes over Microcap Angle
17:52 Value of Plant Visits in Company Assessment
18:57 Evolution of Market Themes (1990s-2000s)
21:57 Theme Discovery & Microcap Stories
23:14 Approach: Contrarian or New Ideas?
24:43 Assessing Companies Beyond Track Record
26:07 Future-Focused Investment vs. Past Performance
27:44 Portfolio Construction: Number of Stocks, Weights
31:10 Dynamic Position Sizing and Building Conviction
33:52 Portfolio Size: 40-60 Stocks, Scaling Up/Down
36:12 Sell Discipline: When and Why to Exit
38:04 Tracking Underperformance & Exits
40:43 When to Hold, Trim, or Sell
42:23 Managing Cash in Portfolio: When to Increase/Reduce
44:07 Past Cash Calls: Demonetization, 2017, 2022
48:28 Bubble Years and Crisis Management: IT, Real Estate, 2016
52:45 Long-Term View of Equity Markets
56:00 Gold & Silver vs. Equity Returns in Corrections
57:54 Performance Review: 2024 and Past Returns

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