The 2x2 Stock Picking Framework Of A ₹1,200 Cr Fund Manager | Kushal Lodha #351

➡ Recommend A Guest For Our Podcast Here - https://forms.gle/eotmhzWMx6KpJQH86 ➡ The 9:15 Club - India’s smartest young investors community: https://forms.gle/GyUiatVUJoUUkkcm6 ➡ Join This Group To Be Invited To Future Offline KwK Events in Mumbai: https://chat.whatsapp.com/F3MbHDPwTwC... Balaji Vaidyanath, Co-founder & CIO of NAFA Asset Managers, manages ₹1,200 crore with a 19-20% CAGR over 10 years on his flagship Emerging Bluechip portfolio. In this episode, Balaji reveals how tracking 100-150 International company earnings calls gives him an edge on Indian stocks, and why Nifty 50 is structurally broken-with 55% of the index facing serious headwinds. What You'll Learn: 1-How Pepsi's and Whirlpool International's earnings calls reveal Indian subsidiary results days before they're announced-and how NAFA used this to exit Whirlpool India before a bad quarter hit. 2-Indian politicians hold 99% of their ₹29,000 crore declared wealth in land and real estate- only 1% in equities and mutual funds. 🔔 Hit SUBSCRIBE and turn on notifications so you never miss a deep dive with India's sharpest investing minds! #balajivaidyanath #nafaassetmanagers #pmsindia #smallcapinvesting #nifty50 #stockmarketindia #d2cdisruption #konversationwithkushal #kushallodha #midcapstocks ➡ Order my book 'Acing CA' here: https://www.amazon.in/dp/8195816886?r... ➡ Order my book 'Unlocking Unicorn Secrets' here: https://www.amazon.in/dp/0143461605?r... Follow Kushal Lodha on Social Media: 📝 LinkedIn:   / kushallodha548   📷 Instagram:   / kushallodha548   📱 Twitter:   / kushallodha548   Follow guest on Social Media: 📝 LinkedIn: https://www.linkedin.com/in/balaji-va... 📱 Twitter: https://x.com/nbalajiv?s=20 Timestamp: 00:00:00 Trailer & Intro 00:01:44 Who is Balaji Vaidyanath 00:05:14 Research Process Deep Dive 00:11:02 Hitachi Story 00:19:52 PMS Returns Deep Dive 00:20:24 Investing Framework 00:24:02 Top Mistakes by Investors 00:26:12 VIP vs Safari 00:27:56 LT Foods vs KRBL 00:29:58 Airline Sector Deep Dive 00:30:55 Luggage Industry Deep Dive 00:36:37 Retail Sector Deep Dive 00:39:00 Advertising Strategy Deep Dive 00:43:52 Top Emerging Trends 00:48:24 Automobile Trends 01:00:00 Dairy Sector Deep Dive 01:11:44 Market Memory Deep Dive 01:12:43 De-Leveraging Deep Dive 01:18:01 Sector vs Company Call 01:24:55 Large Cap Framework 01:39:51 Should We Invest in Nifty 50? 01:41:30 Politicians Wealth Study 01:46:09 What Would Mr. Balaji Ask Himself? 01:48:18 Top Twitter Handles 01:49:00 Advice for Young Investors 01:49:20 Conclusion & Outro #kushallodha