Kenneth Andrade on Building the Perfect Stock Portfolio | Investor Hour

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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 how to identify a sector to bet on, and, position sizing. An underrated yet very important determinant of overall returns.
#StockPortfolio #KennethAndrade #InvestorHour
Guest: Kenneth Andrade, Founder & CIO, Oldbridge Capital Management Pvt. Ltd.
Host: Rahul Goel, CEO, Equitymaster
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[@eqtmonline]

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[@arvindgandhi1007]

Thank you very much. Excellent video.

[@eqtmonline]

Glad you enjoyed it!

[@sompandey6004]

Great podcast as usual, full of learnings. It's so nice to hear the life experiences of successful people from the field of investing. The one question missed in this episode was Kenneth's opinion on how is India doing as a country w.r.t. economy and the future prospects. Thank you very much Rahul for this another wonderful episode. Keep this initiative on.

[@rahulgoel477]

Many thanks for the feedback Som. Oh yes, I did miss asking him this question. Hopefully will make up for it when I get him back on my podcast in future!

[@sompandey6004]

Thanks Rahul

[@anahitakatrak5995]

Always worth the time listening to Andrade.

[@rahulgoel477]

Agree!

[@sajan0212]

What a wonderful Interview. Thank you 🙏

[@eqtmonline]

Glad you enjoyed it!

[@rahulgoel477]

🙏

[@pravintk7777777]

Good discussion. Always good to hear Andrade. Rahul, can you name the book that you mentioned in this video that you are reading?. Thanks

[@rahulgoel477]

Pravin, hi. It was the Joy of Compounding by Gautam Baid. Incidentally, Gautam is going to be a guest on the investor hour in a few short weeks. Look forward to it!

[@MASH6666]

Interesting discussion.Any book recommendation for retail investors by Kenneth?

[@rahulgoel477]

Missed asking him...

[@romariobrar1959]

Quality interview as always.

[@rajendrapawar2108]

ehat about ARM

[@yuvandheera2468]

Is ARM Quantitative trading run by Kenneth Andrade?

[@GE_FORCE8]

Brother Kenneth is a fraud scammer

[@karthikeyanv463]

Excellent interview. 👍

[@rahulgoel477]

Thank you for the feedback KV!

[@kayjc0975]

Very nice , ESG theme EKI could be a good pick , n chemicals to get ESG theme going ? Huge amount of resources are required to go net zero .
A zero probability game perhaps,on broader perspective we destroying something to create something new .