Andrei Stetsenko (Gymkhana Partners): Beating The S&P Using Indian Micro Caps
Value Hive Podcast
00:00
Investment Insights in India
This chapter recounts the speaker's transition from Ukraine to the U.S. and their focus on investment management, particularly in India's unique market. It explores the investment strategies centered around micro-cap stocks and the advantages of India's economy, such as favorable demographics and regulatory frameworks. The challenges of navigating corporate governance and the importance of due diligence are also discussed, showcasing the potential riches hidden within India's less prominent companies.
Transcript
Play full episode
