Sridhar Sivaram on Stock Picking, Position Sizing and Asset Allocation

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Mint Equitymaster Investor Hour

Mint - HT Smartcast

31 episodes

9 months ago

Mint Equitymaster Investor Hour is a weekly podcast dedicated to learning from the best investment minds of our times. Tune in with host Rahul Goel, the CEO of one of India’s most respected independent research companies, Equitymaster, for a lot of learning that could help you make better decisions in life and investing. This is a Mint production, brought to by HT Smartcast.

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Sridhar Sivaram on Stock Picking, Position Sizing and Asset Allocation

Mint Equitymaster Investor Hour

1 hour 18 minutes 56 seconds

2 years ago

Sridhar Sivaram on Stock Picking, Position Sizing and Asset Allocation

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...