Beste Stoic Talks podcaster (2024)

1
S02E10 | Conversations with Value Investing Maverick - Rajeev Thakkar 1:35:56

23d ago1:35:56

1:35:56

S02E10 | Conversations with Value Investing Maverick - Rajeev Thakkar by Stoic Investment ManagersAv Stoic Investment Managers

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S02E09: "Demystifying Factor Investing for Modern Markets" with Anish Teli 2:14:03

6M ago2:14:03

2:14:03

Anish Teli, a veteran in the Indian equity markets, has carved a unique niche through his firm, QED Capital Advisors LLP. With a belief system rooted in 'Quod Erat Demonstrandum' or ‘which is what had to be proven’, Teli's firm is a testament to creating effective investment strategies driven by quant-based asset management principles.QED's inves…

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S02E08: "Inside ValueQuest: Unraveling the Investment Blueprint" with Ravi Dharamshi 1:28:54

7M ago1:28:54

1:28:54

Ravi Dharamshi stands as a beacon in the investment landscape, with a career that speaks volumes about his expertise and acumen. With over two decades of experience in the Indian stock market, his journey is nothing short of inspiring.Beginning his professional investment journey under the mentorship of the ace investor, Rakesh Jhunjhunwala, Ravi f…

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S02E07: "Investing against the Grain: Spotting Quality in Downturn" with Keshav Garg 1:39:39

8M ago1:39:39

1:39:39

This is a hidden gems series. We are unearthing someone who has been elusive. It is safe to assume that the majority of our audience has probably never heard of him.Meet Keshav Garg, the dynamic Director of Counter-Cyclical Investments, a Portfolio Management Service (PMS) Provider. An alumnus of Fergusson College, Pune, Garg boasts an impressive 1…

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S02E06: "Two Value Investors’ tryst with Derivative" with Gaurav Sud & Siddharth Aggarwal 1:45:17

9M ago1:45:17

1:45:17

S02E06: "Two Value Investors’ tryst with Derivative" with Gaurav Sud & Siddharth Aggarwal by Stoic Investment ManagersAv Stoic Investment Managers

1
S02E05: "Market Maestro: Unraveling the iThought Process" with Shyam Sekhar 1:34:56

9M ago1:34:56

1:34:56

Shyam Sekhar is an active and renowned value investor with over 30 years of experience in financial markets. He has carved out a special niche for himself in the field of investing in Cyclicals and Qualitative (Fisher Style). Shyam was profiled in the book ‘Masterclass with Super Investors’ where his life story and stock selection methodology were …

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S02E04: "Looking Beyond the Obvious" with Prabhakar Kudva 2:02:07

10M ago2:02:07

2:02:07

Prabhakar Kudva is the co-founder and director at Samvitti Capital. He is a successful long-only growth investor. He has been selected as one among 40 under 40 Investment managers by AIWMI (Association of International Wealth Management of India). Prabhakar has been generating market-beating returns over multiple years by cherry-picking a number of…

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S02E03: "Challenging the Traditional 'Value Investing' Notion" with Rohit Chauhan 2:02:13

11M ago2:02:13

2:02:13

Rohit Chauhan, founder of RC capital management is a well-known Investor/Advisor in India.Rohit started his investment journey in the late 90s and got inspired by legendary investors like Benjamin Graham, Philip Fisher, Warren Buffet, and others. Over the last 20+ years, Rohit has followed value investing approach religiously focusing on businesses…

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S02E02: "Mr. Serenity's Mantras for Chaotic Markets" with Tom Basso 1:37:18

12M ago1:37:18

1:37:18

Tom Basso, more popularly, ‘Mr. Serenity’ is an American Hedge Fund manager.He is living a semi-retired life now trading his trend-following system on some 21 different asset classes from the comfort of his bedroom spending a few minutes every day while having ample time for his family and passions like ‘Fishing’. He is called ‘Mr. Serenity’ becaus…

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S02E01: "Piercing the Small/Midcap Investing Chakravyuh" with Samit Vartak 1:37:23

1y ago1:37:23

1:37:23

We start the STOIC Talks Version 2 with Samit Vartak.Samit Vartak is the founder and Chief Investment Officer (CIO) of SageOne Investment Managers, (PMS) which has had a stellar performance record since its inception.Link here to see details https://www.pmsaifworld.com/portfolio/sageone-investment-managers-core-portfolio/Samit has a commendable cor…

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Stoic Podcast Episode 16: Alok Jain - "Weekend Investing; Power of Momentum" 1:24:37

6+ y ago1:24:37

1:24:37

In our 16th episode, we present to you, Mr. Alok Jain. Eugene Fama the father of Efficient Market hypothesis openly admitted to the 02 anomalies, namely Value and Momentum. While value hunting is considered as Investing, somehow Momentum Investing almost sounds like an oxymoron. A typical buy and hold investor cannot even fathom these 02 words used…

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Stoic Podcast Episode 15: Bethany McLean - "The 60 Billion Dollar Question" 52:04

7y ago52:04

52:04

In our 15th Episode, we present to you Ms Bethany Mclean.All of you must have seen that famous and enchanting documentary: ”Smartest guys in the room”. She is the author of the book with the same name behind that documentary.That is not the only claim to fame for Bethany. She has also written “All the devils are here” unearthing the nuances of 2008…

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Jack Schwager Podcast 1:02:38

7y ago1:02:38

1:02:38

Some books take legendary status because of the breadth and depth of the content and their ability to become a guiding force for its readers. On one end, we have books like The Intelligent Investor and Security Analysis from Benjamin Graham which are always in an investors reading list. Similarly, if you ask the traders, two books are always in the…

1
Shankar Sharma's Podcast 1:12:37

7y ago1:12:37

1:12:37

As the saying goes, "I am only responsible for what I say, not for what you understand".Markets are the best place for all such kind of misinterpretations. The tendency of market participants and the media houses is to take stuff out of context many times.Well, we have with us today, Mr. Shankar Sharma who as per his own admission has often been on…

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Anoop Bhaskar - Winning a Losers Game 1:10:44

7y ago1:10:44

1:10:44

There are two kinds of people in our Investing industry:1) Who have little experience of outperformance – that too primarily during a Bull market.2) Who consistently outperforms, across the market cycles, and also underplay the role of Skill in the debate of Luck vs Skill. Among these rare second breed, there is an even rarer subsection, who are br…

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Stoic Podcast Compilation - Stock Selection & Valuation 1:24:25

7y ago1:24:25

1:24:25

In this compilation we are bringing you the topics of Valuation & Stock selection techniques followed by our previous guests,Gaurav Sood,Ankur Jain &Debashish BasuWe are also streaming on:iTunes:https://itunes.apple.com/in/podcast/stoic-podcast-series/id1200158881?mt=2Stichers:http://www.stitcher.com/podcast/stoic-investing-2/stoic-investing-podcas…

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Stoic Podcast - Guy Spier 1:40:05

7+ y ago1:40:05

1:40:05

To the investing audience Guy Spier. CIO of Aquamarine funds, needs no introduction. From meeting Warren Buffett accidentally by attending a class just because had a hots for a girl to spending upward of 300,000 dollars to have lunch with Warren and then submerging himself in learning the wisdom, he is a fun guy to talk to and a wise gentleman to l…

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Ralph Vince - Wizard of Risk Management 53:16

7+ y ago53:16

53:16

As you evolve in your journey of stock market investments, you soon realize that stock selection alone doesn’t really take you anywhere. Money management is perhaps the most important aspect of this game which cannot be ignored.If you search the web for money management and risk management, your search most likely would throw out 2 names, Ralph Vin…

1
Torch bearer of a Maverick Organisation : Stoic Podcast with Kalpen parekh 1:08:54

7+ y ago1:08:54

1:08:54

Torch bearer of a Maverick Organisation : Stoic Podcast with Kalpen parekh by Stoic Investment ManagersAv Stoic Investment Managers

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The simplicity of Dual Momentum : Stoic Podcast with Gary Antonacci 50:46

7+ y ago50:46

50:46

The otherwise perfect theory of “Efficient market hypothesis” has few observations which the academicians ignore as ‘anomalies’.The first such anomaly is ‘Value Investing’ which has consistently proven to outperform the markets if followed with the required rigor and discipline. There have been numerous studies and countless books on the same. One …

1
Algo Investing : Best of both worlds - Stoic Podcast with Wesley Gray 1:09:14

7+ y ago1:09:14

1:09:14

Talking to our guest for this episode, was an educative experience.He had a realisation, “I know I can’t be Warren Buffett because of little control on the biases.”And then asked himself, what can be done to remove these biases. Not by training oneself, but by building a mechanical system.That question led to series of Quantitative experiments with…

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Let the numbers talk: Stoic Podcast with Debashish basu 1:01:09

7+ y ago1:01:09

1:01:09

Few organizations go all guns blazing at the hypocrisy of the industry in which they themselves reside. Moneylife is one such organization. Its magazine is a must read and is recommended by many respectable value investors. Today, we bring you our conversation with the co-founder of this fabulous organization.I and my friend, Nooresh Merani, meets …

1
Real life Rags to Riches : Stoic Investing Podcast with Divyesh Shah 1:54:45

7+ y ago1:54:45

1:54:45

With all due to respect to some amazing investors we have profiled so far, this podcast is by far the best we have done.For the sheer contrast of before and after, for the breathtaking perseverance and for the heart piercing honesty, this podcast will most definitely inspire you like no other.This is more of a life story of this amazing human being…

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Go Global and Quantitative with Value and Momentum : Stoic Podcast with Mebane faber 38:43

7+ y ago38:43

38:43

have been reading the work of today’s guest for many years. He has done some amazing research with Value Portfolios, Momentum Portfolios, Global Asset Allocation etc. I like his agnostic approach to investing without getting biased by any philosophy and his work is highly recommended by two prominent guests on our earlier podcasts, Wesley Grey and …

1
Balancing Value & Quality - The Value Investor Way : Rajeev Thakkar Podcast 1:09:38

7+ y ago1:09:38

1:09:38

Our guest today is the man behind the success of PPFAS from its days of PMS to the current form of Mutual Fund. Mr. Rajeev Thakkar is the CIO of PPFAS Mutual Fund & he is associated with Mr.Parag Parikh & PPFAS for more than 2 decades. The level headedness he showed during Dot Com bubble, even though had costed him few clients initially, he later c…

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Ankur Jain -- Do's and Don'ts of Moat Investing. 1:42:19

8y ago1:42:19

1:42:19

In this episode we interview Ankur Jain to understand the do's and don'ts of Moat Investing.Ankur (ex-student and ex-colleague of Prof. Sanjay Bakshi)opens up and shares his philosophy, risk management and concentrated nature of his bets.A lot of valuable nuggets for a young and experienced investors alike.…

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Stoic Talks

Stoic Investment Managers

1
S02E10 | Conversations with Value Investing Maverick - Rajeev Thakkar 1:35:56

1
S02E09: "Demystifying Factor Investing for Modern Markets" with Anish Teli 2:14:03

1
S02E08: "Inside ValueQuest: Unraveling the Investment Blueprint" with Ravi Dharamshi 1:28:54

1
S02E07: "Investing against the Grain: Spotting Quality in Downturn" with Keshav Garg 1:39:39

1
S02E06: "Two Value Investors’ tryst with Derivative" with Gaurav Sud & Siddharth Aggarwal 1:45:17

1
S02E05: "Market Maestro: Unraveling the iThought Process" with Shyam Sekhar 1:34:56

1
S02E04: "Looking Beyond the Obvious" with Prabhakar Kudva 2:02:07

1
S02E03: "Challenging the Traditional 'Value Investing' Notion" with Rohit Chauhan 2:02:13

1
S02E02: "Mr. Serenity's Mantras for Chaotic Markets" with Tom Basso 1:37:18

1
S02E01: "Piercing the Small/Midcap Investing Chakravyuh" with Samit Vartak 1:37:23

1
Stoic Podcast Episode 16: Alok Jain - "Weekend Investing; Power of Momentum" 1:24:37

1
Stoic Podcast Episode 15: Bethany McLean - "The 60 Billion Dollar Question" 52:04

1
Jack Schwager Podcast 1:02:38

1
Shankar Sharma's Podcast 1:12:37

1
Anoop Bhaskar - Winning a Losers Game 1:10:44

1
Stoic Podcast Compilation - Stock Selection & Valuation 1:24:25

1
Stoic Podcast - Guy Spier 1:40:05

1
Ralph Vince - Wizard of Risk Management 53:16

1
Torch bearer of a Maverick Organisation : Stoic Podcast with Kalpen parekh 1:08:54

1
The simplicity of Dual Momentum : Stoic Podcast with Gary Antonacci 50:46

1
Algo Investing : Best of both worlds - Stoic Podcast with Wesley Gray 1:09:14

1
Let the numbers talk: Stoic Podcast with Debashish basu 1:01:09

1
Real life Rags to Riches : Stoic Investing Podcast with Divyesh Shah 1:54:45

1
Go Global and Quantitative with Value and Momentum : Stoic Podcast with Mebane faber 38:43

1
Balancing Value & Quality - The Value Investor Way : Rajeev Thakkar Podcast 1:09:38

1
Ankur Jain -- Do's and Don'ts of Moat Investing. 1:42:19

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