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Sid Choraria is a Private investor & Portfolio manager, in Asia equities. Having served in senior investment roles at multi-billion-dollar funds, Sid’s CV boasts a stint at Goldman Sachs, working in their technology investment banking unit.

Having regularly featured on CNBC and the Goldman Alumni Network, amongst others, Sid presents an eloquent description of his valuation framework, explaining how he systematically analyses a company’s price and its resilience to what he calls ‘the risk of impermanence’.

Having worked in Asia for 15 years, and growing up in the region too, Sid intimately understands the nuances of Asia’s corporate culture. Sid offers his outlook for regional equities, unpicking the effect of regulatory crackdowns on China’s technology heavyweights, including Alibaba. However, it was his analysis of a 100-year-old Japanese company that caught Warren Buffett’s attention, and this is where we start the interview. Enjoy!

Check out Sid's blog content, on his LinkedIn page: https://www.linkedin.com/in/sidchoraria/

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

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