Mint Equitymaster Investor Hour

Andrew Holland’s unique approach to investing helped his firm avoid losses in the great financial crisis, and then later during the peak pandemic scare in March 2020. The key behind these big calls? Get a global perspective...and when you don’t know, you exit. He does not like to lose money. He doubles down on this by having a hard stop loss in place. Not surprisingly, his “active” approach to investing, in contrast, to buy and hold, has delivered over a long period of time. While “active” is not everyone’s cup of tea, hearing Andrew will make you think about what you are missing. Listen in...

Vikaash Khdloya is the head of Asia’s largest REIT. What’s a REIT? Well, it’s a new investment opportunity that you should take note of. More on that in this episode. We also talk about what it takes to do well in residential and commercial real estate. And very interestingly, we get a unique insight into how MNCs are thinking about India as an investment destination. Listen in...

Sridhar Sivaram talks about the importance of macro when picking stocks, the power of position sizing and the criticality of overall asset allocation. Sridhar also discusses the story behind the (in)famous Morgan Stanley Growth Fund...what went right, and what went wrong. And Why! Sridhar also talks of Value vs Growth...what he has been preferring...and how his preference is starting to change. As always we cover a lot more ground. A must listen...

Chris Mayer, portfolio manager and the author of 100 Baggers, shares his stock-picking process, its evolution and why he believes the “old” Buffett stock-picking method may not work anymore. We dive deep into his approach to portfolio construction and asset allocation. Overall a master class on stock picking, portfolio construction and asset allocation. It’s unmissable. Listen in...

Popularly recognised as a disciple of Warren Buffett and Charlie Munger, Mohnish Pabrai has a knack for picking multibagger stocks...across the world. Based out of the US, Mohnish has had great success in buying stocks following his simple approach – buy stocks that are selling so cheap that it almost makes no sense at all. And then, hold on to them for a long period of time. In this fascinating conversation, Mohnish also talks about selling stocks...and a whole bunch of other stuff, including giving away wealth. Towards the end we talk about inheritance. Mohnish shares a fantastic personal experience. Must listen...