Alpha Moguls With SageOne Investment Managers' Samit Vartak
ฝัง
- เผยแพร่เมื่อ 1 ต.ค. 2024
- Samit Vartak shares why he is ‘optimistically cautious’ on portfolio components, and what themes he believes will generate Alpha in the times to come. #BQLive
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*Errata: Total AuM managed by SageOne across portfolios and geographies as on August, 2022 is ~INR 3300cr.
Best fund manager..really grounded..wish i had 2 crore to invest in sageone..their min cutoff
This interview shows level of knowledge and experience of both, Interviewer & getting interviewed.
Keep it up
👍
Samit Vartak is practical, down-to-earth and above all very honest. What a clear, linear thinking...!!!
As always very good conversation thanks Samit and Niraj
Good interview. Just one note, it is “bottom up” stock picking not “bottoms up”😂
30 % earnings growth continously is not obtainable long-term particularly when base goes up... higher absolute growth at higher base is itself creditable ..
What are the stocks he's talking about ?
Top quality discussions, thank you both
Good good discussion
👌🏼
You can name this program as Alpha Indians or something similar... why Moguls???? ...they have gone...be Indian n show Indian 🙏
Mogul is not Mughal. It refers to important ppl in industry
@@animeshbanerjee8600 The word mogul originally meant Mongol, or person of Mongolian descent. In this context, it refers to the Mughal Empire (mughal being Persian or Arabic for "Mongol") of Indian Subcontinent that existed between 1526 and 1857: the early Mughal emperors claimed a heritage dating back to Mongol ruler Genghis Khan .
@@animeshbanerjee8600 As per Merriam webster the defination is --an Indian Muslim of or descended from one of several conquering groups of Mongol, Turkish, and Persian origin
@@CurrencyDNA it has multiple definitions & you're referring to the wrong one
@@animeshbanerjee8600 My view is not against any community but against so called conquerors which still have unnecessary footprints on our brain n mind.👎👎👎👎 Jai Hind
Anybody referring it to as "bottoms up" strategy instead of "bottom up" 😆
Mr.Vartak speaks with conviction and Clarity
Wonderful session. Lot to learn...
Which tile company??? Kajariya!!! Or anything else
Tip ...Stylam Industries . That's where one can make out
Excellent
Wow my favourite Fund manager
Great conversation👌
Awesome
Very good clarity of thought!
Nice insights
Super sir
Great discussion and knowledge, always pleasure to hear Samit, thanks Niraj for the great episode once again 🙏
Brilliant