ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Sridhar Sivaram on Stock Picking, Position Sizing and Asset Allocation"
Episode Synopsis
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...
Learn more about your ad choices. Visit megaphone.fm/adchoices
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