Small Caps Can Crash 50%: Here’s How To Invest Like A Pro | Kushal Lodha #364

➡ 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... In this episode of Konversation with Kushal, Anupam Tiwari, Fund Manager at Groww Mutual Fund and a top-5 rated small cap fund manager with 27 years in the markets, delivers a complete masterclass on small cap investing. Here's what you'll learn: 1-The 5-Factor Model for picking stocks and why management quality sits on top 2-Numbers vs Story: Why chasing themes makes you lose money 3-Why 95% of Small Caps Fail and how big the drawdowns really get 4-Conviction Over Knowledge: Why 3-5 stocks make or break you 5-Small vs Mid vs Large Cap: Where to invest based on your time horizon 🔔 SUBSCRIBE and turn on notifications so you never miss a deep dive with India's sharpest investing minds! #anupamtiwari #growwmutualfund #smallcapinvesting #smallcapstocks #mutualfundsindia #multibaggerstocks #stockmarketindia #valueinvesting #konversationwithkushal #kushallodha ➡ 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:   / anupam-tiwari-a882b77   Timestamp: 00:00:00 Intro 00:02:17 Who is Anupam Tiwari? 00:03:07 AUM of Groww 00:03:27 Why Small Caps? 00:05:00 Small Cap Universe 00:06:48 Small Cap Investing Thesis 00:16:21 TSMC Story 00:18:34 What is Terminal Value? 00:19:38 Cashflow and Earnings Quality 00:29:08 Sectors He is Bullish On 00:34:30 Opportunities in India 00:37:39 Sectors He Avoids 00:39:22 Why Hospitals Over Pharma 00:41:04 Small Cap Cycles Deep Dive 00:50:14 Small vs Mid vs Large Cap 01:01:25 Multi Cap vs Flexi Cap 01:08:05 What Would Mr Anupam Ask himself? 01:09:12 Conclusion & Outro #kushallodha