Navigating Corporate Cycles in Investing

27min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

The chapter delves into the concept of the corporate cycle and how investors can benefit from understanding and playing along with it. It emphasizes the importance of avoiding mistakes, having patience, and valuing good management and business longevity in making successful investment decisions. The speakers discuss the significance of adapting to new information, balancing confidence with overconfidence, and using math and behavioral rules to analyze investment decisions in the ever-changing world 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

* * * Subscribe to The One Percent Show on -

Spotify - https://open.spotify.com/show/1iLAoxJuJRDQk8WzYtqVly

Apple Podcasts - https://podcasts.apple.com/us/podcast/the-one-percent-show-with-vishal-khandelwal/id1572196422

Amazon Music - https://music.amazon.com/podcasts/d09a0a7d-2283-45b3-930c-cd28eaa6f8de

* * *

👉Subscribe to my newsletter 📃: https://www.safalniveshak.com/newsletter 📩

👉Join to my investing courses 🔖: https://www.safalniveshak.com/courses

👉Buy my book: 📖 https://book.safalniveshak.com/

👉Subscribe to my YouTube channel: https://www.youtube.com/@VishalKhandelwalshow 🔔

* * *

I also publish my work on: