20 Years of Stock Picking Explained in 60 Minutes! | Kushal Lodha #372

➡ 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... Jinesh Gopani, former Head of Equities at Axis Mutual Fund where he managed close to ₹1.5 lakh crore, joins Kushal after founding Taksh Asset Management Private Ltd. He breaks down the framework behind 20 years of multibagger picks and gives a candid read on specialty chemicals and quick commerce. What You'll Learn: 1- Management First: Why execution and governance matter more than anything else. 2- Spotting Multibaggers: The real research behind Gruh Finance, Bajaj Finance and PI Industries. 3- ROE Over Growth: Why an 18% ROE business beats a high-growth, low-ROE one. 4- Specialty Chemicals: The China-plus-one shift and where the opportunity sits. 5- Quick Commerce: Dark store unit economics and why it stays a two-players game. 🔔 Hit SUBSCRIBE and turn on notifications so you never miss a deep dive with India's sharpest investing minds! #KonversationWithKushal #KushalLodha #JineshGopani #TakshAMC #StockMarketIndia #ValueInvesting #MutualFunds #SpecialtyChemicals #QuickCommerce #InvestingForBeginners ➡ 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:   / jinesh-gopani-20b08257   Website-https://www.takshasset.com/ Timestamp: 00:00:00 Trailer & Intro 00:02:02 Who is Jinesh Gopani? 00:05:01 Investment framework Deep Dive 00:05:37 Most Successful Stock Bets 00:10:23 Bajaj Finance Case Study 00:17:44 PI Industries Case Study 00:22:48 Bulk vs Specialty Chemical 00:24:23 Trends in Specialty Chemicals 00:26:48 Top Alpha Generating Ideas 00:30:54 Sona Comstar Case Study 00:33:08 How D-Mart Survived Covid 00:33:35 Why Management Matters? 00:35:49 Quick Commerce Deep Dive 00:52:52 What’s Next for Taksh? 00:53:48 What Would Mr. Jinesh Ask Himself? 00:55:15 Conclusion & Outro #kushallodha