The Art of Long-Term Investing with Anup Maheshwari | 360 One Asset

In this episode of the Beyond Returns Podcast, Anup Maheshwari, Co-Founder & CIO, 360 One Asset, explores the art of long-term investing in an age driven by AI and rapid market changes. The conversation covers how AI enhances fund-manager productivity, what defines a truly efficient market, the role of management quality in value creation, and why a five-year investment horizon improves long-term returns. Anup also talks about the following: The future of coffee-can investing Lessons from Bajaj Finance How investors can identify India’s next trillion-dollar companies How can retail investors succeed at long-term stock investing A must-listen for anyone interested in AI in finance, value investing, and long-term wealth creation in the Indian markets. Chapters 00:00 Introduction 02:03 How AI is changing the investment process 07:38 Structural shifts happening in the financial markets 11:21 Will Indian markets become efficient faster due to technological advancements? 14:30 The average holding period for stocks is on the decline 18:16 Is long-term investing feasible today? 26:45 Mantras for long-term investing 28:57 How fund managers take long-term calls 33:51 Which will be the first $1 trillion company in India? 37:52 Characteristics of companies poised to reach a trillion dollars 39:53 Is Coffee Can investing still relevant? 43:47 Steps retail investors can take to succeed as long-term investors