
Welcome to our Investing Wisdom Podcast! In the 5th episode of Season 2, we continue our insightful discussion with Mr. Bharat Shah, Executive Director of The ASK Group, India's largest and longest-running PMS player. 💡Episode Highlights: - The Art of Portfolio Construction - The Elixir of Equity Investing - The Fish & Pond Theory by Bharat Shah 💡Topics Covered: - Concentrated vs. Long Tail Portfolio - Investing as an Art & Science - The Wisdom of the Crowd: Its Prevalence and Impact on Markets - Concentrated PF vs. Diversified PF vs. Long Tail PF: What is the Right Approach? - What Leads to Mediocrity? - The Thin Line Between Knowledge/Conviction and Ignorance/Illusion - Deciding on Portfolio Weights: A Fundamental or Maintenance Decision? - How is the Greatest Wealth Created? - Can Holding One Multibagger Compensate for 15-20 Underperforming Stocks? - The Difference Between Uprooting, Trimming, and Beautifying - Why Human Minds Struggle with Geometric Progression - What Ultimately Compounds? - The Pros and Cons of Mechanical Long-Term Holdings - The Biggest Enemy of Good Investing - Parameters to Check Before Picking a Stock - Investing: A Combination of Many Dualities - Investing vs. Spirituality Don't miss this episode packed with valuable investment insights! 👉🏻Season 1: https://www.youtube.com/playlist?list=PL3FCO37Vkgcn1lKNqMk6EWNOLaouaK4Fk 👉🏻Season 2: https://www.youtube.com/playlist?list=PL3FCO37VkgckgBcBufHQO749WRS6d8lzK Start your journey towards better financial goals with us today: 👉🏻Website: https://niravpanchmatia.in/ 👉🏻Instagram: https://www.instagram.com/nirav_panchmatia/ 👉🏻Spotify Podcast: https://podcasters.spotify.com/pod/show/nirav-panchmatia 👉🏻Apple Podcast: https://podcasts.apple.com/us/podcast/nirav-panchmatia/id1704295531 👉🏻YouTube: https://www.youtube.com/@niravpanchmatia