Andrei Stetsenko (Gymkhana Partners): Beating The S&P Using Indian Micro Caps
Value Hive Podcast
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Navigating Indian Micro-Cap Stocks
This chapter explores the intricacies of investing in Indian micro-cap stocks, focusing on the hidden values within balance sheets and the importance of direct company interactions. It highlights the unique challenges and opportunities in the Indian market, emphasizing the need for cultural knowledge, diligent research, and a strategic mindset. Additionally, it discusses the comparative performance of micro-caps against major indices and the significance of patience amidst market volatility.
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