Akshay Ramachandran is a retired family office investor. In his last role, Akshay was the sole analyst at a New York-based single family office, reporting directly to the portfolio manager. Together they analyzed over 60 industries using a simple strategy: buy and hold great businesses run by great management teams. In this episode, he explains his biggest winner and covers the whole story.TIMESTAMPS0:00 Intro1:43 Defining retirement: cost of living vs net worth3:04 Immigrant upbringing & discovering value investing4:40 From NYU to Wall Street & joining a family office7:58 Learning to analyze businesses & six key questions10:33 Carvana deep dive: customer experience, lending & unit economics17:03 Filtering noise, short reports & thinking in 10-year terms22:21 Studying great long-term hedge funds & idea sourcing via 13F filings25:17 Sponsor: Capitalpad - a marketplace for small business deals26:19 What really matters: returns, time horizon & simple return math36:16 When to sell: being wrong, better opportunities & thesis playing out43:21 Leaving Wall Street for Buddhism & moving back to India48:41 Enlightenment, meditation & inner transformation55:21 Blending investing with spirituality, Substack & what’s nextSponsored by CapitalPad:https://capitalpad.com/Discuss investment ideas with Akshay: https://substack.com/@realreturnsFollow Mikk/PrivateEquityGuy on Twitter: ⁠⁠https://x.com/PrivatEquityGuyThis podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.

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