ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Kenneth Andrade on Building the Perfect Stock Portfolio"
Episode Synopsis
Kenneth Andrade on Building the Perfect Stock Portfolio
Intro: Kenneth Andrade’s approach to stock picking can only be described as super-rational. Even more interesting than that is how he constructs his portfolio. In a rather unique episode, we spend a considerable amount of time discussing this. We also talk about how to identify a sector to bet on, and, position sizing. An underrated yet very important determinant of overall returns.Kenneth is the Founder & Chief Investment Officer at Oldbridge Capital Management Pvt. Ltd.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Intro: Kenneth Andrade’s approach to stock picking can only be described as super-rational. Even more interesting than that is how he constructs his portfolio. In a rather unique episode, we spend a considerable amount of time discussing this. We also talk about how to identify a sector to bet on, and, position sizing. An underrated yet very important determinant of overall returns.Kenneth is the Founder & Chief Investment Officer at Oldbridge Capital Management Pvt. Ltd.
Learn more about your ad choices. Visit megaphone.fm/adchoices
More episodes of the podcast Mint Equitymaster Investor Hour
Rajeev Thakkar on First Principles Investing
27/03/2023
Harsha Upadhyaya on What Works Best When Picking Stocks and Importance of What You Don’t Own
14/03/2023
Mahesh Patil on his stock picking framework, how to detect fraud and assessing management quality
28/02/2023
Andrew Holland on Active Investing
16/01/2023
In God we trust