THE ALPHA SERIES

EPISODE 25   Free

Part 2 - Manufacturing What Nobody Else Has Ever Done - Cases + Q&A

Sajal Kapoor, Unseen Value

Sajal Kapoor is an operational risk and regulatory compliance consultancy professional with over two decades of industry experience working for banks, healthcare and investment firms.

He’s also a passionate investor always hunting for that ‘unseen undervaluation’. Over the years, both his profession and investing journey have taught him some precious lessons including the benefits of staying inside your core competence, the power of discipline, patience and time.

Sajal did his MBA from Manchester Business School in 2010 and currently stays in London with his family. He is active on twitter with the handle @unseenvalue.

Twitter |

THE ALPHA SERIES

EPISODE 24   Free

A Masterclass on Pre-IPO Market

Nitin Rao, Alpha Ideas

Nitin is the one-man army behind Alpha Ideas, one of the most popular financial blogs in India. It's daily linkfest email has curated links to wide ranging and insightful content on investing, right from company specific analysis to portfolio strategies and behavioural finance.

Thanks to the on-going bull market, the primary market is buzzing with hot IPOs like Zomato & Paytm. This has led to a lot of excitement in pre-IPO market as well. However, the unlisted space is very different from the listed one, be it in terms of price-discovery, the modus-operandi for transactions, liquidity & tax implications so on and so forth. Nitin is someone who watches this space closely as a Market Maker, he shares his experience as well as a framework to help investors navigate through this exciting segment while being fully aware with the associated risks.

Twitter | Site

THE ALPHA SERIES

EPISODE 22   Free

Pharma APIs - Common Products, Uncommon Profits?

Tushar Bohra, Co-founder & Fund Manager at MK Ventures

Tushar is an investment management professional with 15 years of cross functional, cross industry work experience - 7 years in Consulting and 8 years in Equity Research.

He is currently the fund manager at MK Ventures which he co-founded along with veteran fund manager Madhusudhan Kela of Reliance Mutual Fund, and few other colleagues. Prior to MK Ventures, Tushar was AVP – Investments at Reliance Capital Ltd. He has also worked at Accenture Management Consulting and Tata Consultancy Services Ltd. Tushar holds a BE (Electronics & Telecommunications) from Mumbai University and an MBA (PGDM) from the Indian Institute of Management Calcutta.

He actively tracks sectors like Pharma, Chemicals, Telecom, IT, Automotives, Real Estate & FMCG. Besides investing, Tushar is also very passionate about writing, and maintains his own blog (https://thestormcatcher.com). He has also authored a book, available on Amazon Kindle.

Twitter | LinkedIn | Site

THE ALPHA SERIES

EPISODE 20   Free

Picking Winning Stocks

Samit Vartak, CIO, SageOne Advisors

Samit is one of the founding partners and Chief Investment Officer responsible for ensuring SageOne’s adherence to its core investment philosophy and discipline of risk management. His focus is on building long term wealth for the clients even if it means sacrificing short term money making. He believes in risk management not by seeking extreme diversification or buying sub-par businesses at low multiples, but by building a reasonably diversified portfolio of high quality businesses having long term competitive advantages in attractive and high growth industries.

Samit returned to India in 2006 after spending a decade in the USA working initially in corporate strategy with Gap Inc. and PwC Consulting, and then with Deloitte and Ernst & Young advising companies on business valuation and M&A. This experience forms the backbone that helps him better understand businesses and their fair value. Samit is a CFA® charter holder, an MBA from Olin School of Business of the Washington University in St. Louis and holds a Bachelor of Engineering degree with Honors from Sardar Patel College of Engineering (SPCE), Mumbai University.

Twitter | LinkedIn | Site

THE ALPHA SERIES

EPISODE 18   Free

A Masterclass on Global Custom Development & Manufacturing Opportunity

Sajal Kapoor, Unseen Value

Sajal Kapoor is an operational risk and regulatory compliance consultancy professional with over two decades of industry experience working for banks, healthcare and investment firms.

He’s also a passionate investor always hunting for that ‘unseen undervaluation’. Over the years, both his profession and investing journey have taught him some precious lessons including the benefits of staying inside your core competence, the power of discipline, patience and time.

Sajal did his MBA from Manchester Business School in 2010 and currently stays in London with his family. He is active on twitter with the handle @unseenvalue.

Twitter |

THE ALPHA SERIES

EPISODE 16   Free

A Masterclass on Indian Lending Space & Lockdown's Impact

Digant Haria, Partner, GreenEdge Wealth

Digant is the Partner at GreenEdge Wealth, a SEBI Registered Investment Adviser. He was earlier the Vice President at Antique Stock Broking and is India's top analyst for BFSI sector. Digant has also worked with ICICI Securities covering banking sector & JP Morgan.

He earned CFA (US) in his first attempt, MBA from National Institute of Industrial Engineering and Engineering from University of Mumbai.

LinkedIn | Site

THE ALPHA SERIES

EPISODE 14   Free

Focussed Investing

Paresh G Sangani, CMD, Club Millionaire PMS

Paresh, aged 41 years, is the Founder CMD & CIO of the Club Millionaire Financial Services Pvt. Ltd. What started off as a modest entrepreneurial venture in 2004 is today one of India’s respected and well-reputed investment management firm, managing savings of Rs 1,150 Cr for over 600 select clients, in 23 countries worldwide. Prior to setting up Club Millionaire, Paresh managed his family business at an early age of 17 years, due to the un-timely demise of his dad. This gave him first hand exposure to the challenges & opportunities that a business faces at a very micro level. This experience strengthened his understanding of how businesses are run practically, then just going by what’s mentioned in the books. 

An ardent disciple of world’s most respected investors, Warren Buffett and Charlie Munger, Paresh is inspired by them. This is well-reflected in Club Millionaire’s culture, operational peculiarities and investment approach. It’s ‘All-Star Portfolio’ focuses on highly profitable consumer franchises and has built-up an enviable track record through many market environments. In fact, its India’s Top ‘Performing’ Portfolio Manager, as per Bloomberg Quint / SEBI reports. Paresh holds a PGDM from Symbiosis Centre for Management & has had an executive education from Columbia Business School, New York, USA.

LinkedIn | Site

THE ALPHA SERIES

EPISODE 12   Free

Investing in Lending Businesses

Amey Kulkarni, Founder, Candor Investing

Amey operates a boutique investment advisory that partners with select individuals and family offices in their journey of wealth creation through investments in the Indian equity markets.
Amey has worked in multi-national corporations like L&T, Jindal Steel, Siemens for a decade with experience spanning across India, Europe, and African markets, in various roles like business development, project management, and corporate strategy. Having gained unique insights into the internal workings of large diversified businesses from close quarters, he now applies the learnings to run an investment fund at Candor Investing which invests in companies that don’t require external capital, have the ability to grow for a long time and are run by honest & hungry management. Amey is also passionate about sharing the learnings gained out of his investment experience & occasionally takes up visiting faculty assignments at Indian business schools.

Twitter | LinkedIn | Site

THE ALPHA SERIES

EPISODE 10   Free

My Investment Journey, Philosophy & Lessons

Abhishek Basumallick, Chief Advisor, Intelsense

Abhishek has an experience of nearly two decades in the Indian markets and has witnessed many bull and bear cycles over this period. His focus is on finding strong long-term compounding stories that can help create investor wealth. He emphasis on building the investment mindset and reducing behavioral biases while investing.

By education, Abhishek is an engineer with an executive management degree from IIM Calcutta. He has been investing since 2000 and his faith in equities is such that personally he is 100% invested in equities.

He strongly believes in investor empowerment and has been associated as a moderator with ValuePickr since its inception. In addition to investing, Abhishek is a sports lover, and himself plays tennis regularly. He is passionate about reading and reads voraciously. Lately he has also started binge watching detective shows on Netflix & Prime Video.

Twitter | LinkedIn | Site

THE ALPHA SERIES

EPISODE 8   Free

Basics of Forensics & Scuttlebutt

Varadharajan R, Value Investor

Varadha is a self taught investor with a focus on small companies ignored by Mr. Market. He views investing as an intersection of economic incentives, psychological motivations and on-the-ground triangulation. He is a voracious reader and likes to read books on investing, science as well as fiction.

He focuses on hypothesis that confluences several broad ranging factors and picks stocks that have an asymmetric risk-reward trade-off.

He has done several sessions on forensics, triangulation, scuttlebutt and writes occasionally.

Twitter |

THE ALPHA SERIES

EPISODE 6   Free

Global Economic Cycle: How Long Will The Party Last?

Naresh Katariya, Value Investor

Naresh Katariya has consulting experience in Investment Banking, Risk Management and Trading in global capital markets. He has headed Global Risk and Compliance Consulting unit in TCS till June 2014.

He has been full-time value investor since 2014, applying quantitative analysis to value investing. He holds a Bachelor of Engineering and Risk Management Certification (PRM).

Naresh is currently settled in Chennai and is a regular contributor to various investor forums like TIA and October Quest.

Twitter | Site

THE ALPHA SERIES

EPISODE 4   Free

Thoughts on Valuation along with Case Studies

Samit Vartak, CIO, SageOne Advisors

Samit is one of the founding partners and Chief Investment Officer responsible for ensuring SageOne’s adherence to its core investment philosophy and discipline of risk management. His focus is on building long term wealth for the clients even if it means sacrificing short term money making. He believes in risk management not by seeking extreme diversification or buying sub-par businesses at low multiples, but by building a reasonably diversified portfolio of high quality businesses having long term competitive advantages in attractive and high growth industries.

Samit returned to India in 2006 after spending a decade in the USA working initially in corporate strategy with Gap Inc. and PwC Consulting, and then with Deloitte and Ernst & Young advising companies on business valuation and M&A. This experience forms the backbone that helps him better understand businesses and their fair value. Samit is a CFA® charter holder, an MBA from Olin School of Business of the Washington University in St. Louis and holds a Bachelor of Engineering degree with Honors from Sardar Patel College of Engineering (SPCE), Mumbai University.

Twitter | LinkedIn | Site

THE ALPHA SERIES

EPISODE 2

Value of Discipline & Creativity in Investing

Rajeev Agrawal, Founder, Doordarshi Advisors

Rajeev Agrawal is the Fund Manager and Managing Partner at DoorDarshi India Fund. DoorDarshi India Fund is a US-based fund that focuses on investing in Indian equities. Rajeev is also the founder of DoorDarshi Advisors, a General Partner to DoorDarshi India Fund.

Rajeev has been investing in the US and Indian equity markets for 15+ years. Rajeev follows Value Investing principles and finds that the Indian equity market provides wonderful opportunities for his style of investing. Prior to starting DoorDarshi, Rajeev was a Technology executive focusing on the Financial Industry and has worked with IHS Markit, Goldman Sachs, Bank of America, JP Morgan and Dresdner Bank. Rajeev did his B.Tech from IIT Bombay and MBA from IIM Calcutta.

Twitter | LinkedIn | Site

THE WISDOM SERIES

EPISODE 1   Free

In Conversation with Altais Advisors

Vishal Mittal & Saurabh Basrar, Partners, Altais Advisors

Vishal has over 14 years of experience spanning equity investing and financial consulting. He has been investing in the Indian equity markets since early 2000’s. He has previously worked with Bharti Airtel and A T Kearney. He earned his MBA from Indian Institute of Foreign Trade (IIFT) and has also completed the MDP at IIM-A.

Saurabh started his career with Citibank and worked with A T Kearney and Fidelity Investments in India and abroad. Saurabh has been investing in equity markets since 2003. Saurabh is CFA charter holder from CFA Institute (USA) and is also a member of The Institute of Chartered Accountants of India.

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