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Never Buy a Stock With These 7 Red Flags | Kushal Lodha #388

Kushal Lodha и Emkay Investment Managers Limited (EIML)

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Never Buy a Stock With These 7 Red Flags | Kushal Lodha #388

11 709 просмотров · 13 часов назад
Kushal Lodha и Emkay Investment Managers Limited (EIML)
11 709 просмотров · 13 часов назад
➡ Recommend A Guest For Our Podcast Here - https://forms.gle/eotmhzWMx6KpJQH86 ➡ The 9:15 Club - India’s smartest young investors community: https://forms.gle/stVcwXY3CSTQJWAG6 ➡ Join This Group To Be Invited To Future Offline KwK Events in Mumbai: https://chat.whatsapp.com/F3MbHDPwTwC... Manish Sonthalia has 30+ years of experience in the Indian stock market. He spent 19.5 years at Motilal Oswal and is now CIO at EMKAY. In this episode, he breaks down his proprietary EQUAL framework, the red flags he uses to reject a stock, and the price discipline behind his multibaggers. If you want to pick stocks with a system instead of tips, watch till the end. What You'll Learn 1-The EQUAL Framework: How he scores business quality and management integrity before buying any stock 2-Red Flags To Avoid: Promoter pledging, related party deals, royalty payments and unhedged foreign debt 3-Growth Over Cheap Value: Why he says value is a trap and wants profits to double in 3 to 4 years 4-Purchase Price Discipline: Why he buys at a PEG of 1 to 2 and avoids anything above 3 5-When To Sell: The only reasons he exits a stock, and why his portfolio churn stays so low Subscribe to Konversation with Kushal for more conversations with India's smartest investors. #KonversationWithKushal #ManishSonthalia #StockMarketIndia #EqualFramework #RedFlagsInStocks #GrowthInvesting #StockPicking #InvestingIndia ➡ 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:   / emkayinvestmentmanagers   Instagram: https://www.instagram.com/emkayinvest... Timestamp: 00:00:00 Trailer 00:02:37 Intro 00:02:52 E-Qual Investing Framework 00:05:47 How to Analyse Management? 00:09:36 His 3-Step Investing Process 00:36:22 Wealth Distribution Framework 00:42:14 Impact of Acquisitions on a Company 00:46:38 Measuring Earnings Growth Potential 00:52:12 Purchase Price Discipline 00:56:30 Jockey Case Study 00:58:32 Eicher Motors Case Study 01:00:41 His Best Multibagger Stock 01:03:52 Risk Reward Matrix 01:07:22 Red Flags in a Company 01:07:54 Consumer Sector Deep Dive 01:15:49 How He Exit Stocks? 01:19:07 Conclusion & Outro #kushallodha