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.

Kenneth Andrade, founder and CIO of Old Bridge Capital Management, and Sunil Singhania, founder of Abakkus Asset Manager LLP, delve into the evolving art of investing. They discuss the importance of corporate governance, especially in small and mid-cap stocks, while sharing transformative lessons learned during market challenges. The duo emphasizes the virtue of patience in investing and the need for disciplined strategies over gut feelings. They also explore the dynamics of the airline industry, illustrating how market cycles and competitive landscapes influence smart investment decisions.