Kenneth Andrade on Spotting Great Businesses, Market Cycles, and Playing the Long Game of Investing

I talk to Kenneth Andrade, Founder and CIO of Old Bridge Capital Management and Old Bridge Asset Management. Kenneth has over 32 years of work experience in equity research and funds management, which includes a formidable track record managing some of India's most successful equity funds.
Join me as I delve into Kenneth's mind, exploring his remarkable journey as a money manager, his philosophy on investing and life, and the wonderful lessons he has learned along the way on spotting great businesses, understanding market cycles, and playing the long game of investing.
#kennethandrade #vishalkhandelwal #safalniveshak #stockmarket #stockmarketinvesting #valueinvesting #indianmarket #theonepercentshow #stocks
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Chapters:
01:00 Introduction
03:06 Kenneth's early years and life lessons
05:32 What does Kenneth do, and why
07:33 Evolution as an investor and money manager
12:19 Four parameters of finding great investments
16:12 How business and market cycles work vs how investors behave
19:34 Investing is about NOT making big mistakes
21:24 Behaviors to avoid to avoid catastrophe along the compounding journey
25:41 Teaching the idea of long-term thinking
28:57 Assessing management quality and valuations
31:19 How much time to give to the investment thesis to play out
34:17 How to build the ability to change your mind when facts change
38:46 Dealing with the dilemma between confidence vs overconfidence
43:13 Bullish on economy, bearish on valuations
48:21 Kenneth's support system to deal with stresses of his work
51:46 How to deal with information noise while learning to make independent decisions
56:00 Advice to new investors
58:00 Advice to Kenneth's younger self
59:05 Single best piece of advice ever got
1:01:43 Book recommendations
1:05:47 What makes for a life well lived