Here you will find all the research and views that we post on Equitymaster. Use the tools to customize the results to suit your preference!
Mohnish Pabrai is a stock picker par excellence. His approach is pretty simple...buy stocks trading at valuations that make no sense.
Rajeev Thakkar's huge success as fund manager is often credited to him being a contrarian investor. The truth lies elsewhere. Think first-principles investing.
Harsha Upadhyaya is a committed Growth at Reasonable Price (GARP) stock picker. He believes this is probably the best approach to picking stocks. If you go by his track record, he is right too.
Mahesh Patil on his stock picking framework, how to detect fraud and assessing management quality.
Vetri Subramaniam shares his thoughts on how to pick stocks, build a portfolio and avoid fraudulent stocks.
Rajashekhar Iyer, recognised as one of India's super investors, shares his unique approach to investing. Based on Benjamin Graham's teachings, he has evolved it when it comes to when to buy, when to sell and how much to invest in a stock. It is bound to get you thinking.
Andrew Holland on why he prefers "active" investing over buy and hold. And his unique approach to investing that helped avoid losses in the Great Financial Crisis (2008) and in the pandemic scare (March 2020).
Vikaash Khdloya shares his view on what it takes to do well in commercial and residential real estate. And he also shares details of a new investment opportunity.
Sridhar Sivaram on the importance of macro when picking stocks, the power of position sizing and the criticality of overall asset allocation.
Chris Mayer, portfolio manager and the author of 100 Baggers, shares his stock picking process.
Sumeet Nagar has racked up an amazing track record in the last 15 or so years. We discuss the process that made this possible.
Nithin Eapen, who also goes by the name of CryptoSwamy, is the go to person for all things crypto. Including Crypto blowouts annd scams.
Mihir Vora's 'growth at a reasonable price (GARP)' approach to stock picking has catapulted him to great heights in the world of money management.
Ever heard of a fund manager returning money to investors? Well, Nilesh Shah did that...and then went on to script one of the most successful journeys in the world of investing.
Find the right stock at right price is only one part of successful investing. Betting big is perhaps the other eqqually crucial element.
India is on the verge of a massive growth curve. Here's why...
Listen in to a fascinating conversation where we discuss all this, and our usual favourite topics of portfolio construction, portfolio sizing and asset allocation. It's a must listen...
Pankaj Tibrewal's approach to picking stocks, constructing the best portfolio and his focus on management trust and lot more.
Samit Vartak's journey to becoming one of the top money managers in India is fascinating.
Talking to Gautam Baid, author of the Joys of Compounding, is both inspirational and though provoking