The One Percent Show with Vishal Khandelwal

Ep. 33: Kenneth Andrade on Spotting Great Businesses, Market Cycles, and Playing the Long Game of Investing

Jul 21, 2024

01:07:51

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Kenneth Andrade, Founder of Old Bridge Capital Management, discusses spotting great businesses, navigating market cycles, and playing the long game of investing. He shares insights on enduring business models, the corporate cycle, Indian market potential, and coping with the demands of money management.

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Quick takeaways

Enduring business models require patience for profitability in all cycles.

Diversify portfolio with capital-efficient businesses at attractive valuations for consistency.

Encourage learning, independent thinking, and avoiding herd mentality for informed investment decisions.

Deep dives

The Importance of Patient Investing

Investing in enduring business models requires patience as all business cycles have to be endured, emphasizing the long-term approach to achieve profitability.

Intro

2min

Kenneth's Investing Principles and Evolution

14min

Navigating Corporate Cycles in Investing

27min

Outlook on the Indian Economy and Market Potential for Growth

5min

Navigating the Demands and Pressures of Public Money Management

4min

Navigating the Investment World: Challenges and Strategies

12min

Reflecting on Past Presentations and Investing Principles

2min

Reflections on a Fulfilling Life and Investing Passion

2min

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

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