₹12,000 Cr Investor Reveals SECRETS of Stocks & Portfolio Management ft. Kenneth Andrade | KwK

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In this insightful episode, we dive deep into the world of investments, portfolio management, and equity markets with one of India's most seasoned investors, Kenneth Andrade. Known for his sharp market insights and disciplined investment approach, Kenneth shares his journey from humble beginnings to managing substantial portfolios with expertise.

As the Founder of Oldbridge Capital Management Pvt. Ltd., Kenneth has carved a niche in the world of portfolio management with a focus on long-term wealth creation. At Oldbridge Capital, he and his team emphasize value investing and a contrarian approach to uncover undervalued opportunities in the market. With experience of over 25 years in Capital Markets, Kenneth has navigated multiple market cycles, making strategic calls across diverse sectors like Pharma, BFSI, Metals, and New Age Startups.

Whether you're a seasoned investor or just starting out, this episode is packed with practical advice and valuable investment advice. Watch the video till the end to learn about Kenneth's recommendations on building a strong, diversified portfolio!

If you found the video valuable then drop a like and subscribe to the channel, hit the bell icon for more such videos and share it with your friends.

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#stockmarket #investing #investingforbeginners #investmentstrategies
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Timestamps

0:00 Snap Clips
2:01 Intro
2:10 Total Amount of Money Managed
2:45 Beginning of Investment Journey
5:55 How Loneliness Helped Him?
7:06 Books Read in Early Days and Monetary Success
8:28 Pre and Post 2013-2015
14:55 Starting his Entrepreneurship
16:28 Post 2013-2015 Page Industries
20:45 Importance of P/E Ratio and Other Metrics
24:50 Arbitrage with a Commodity Business
26:44 Advice for Young Investors
28:52 On MRF and other qualitative factors
32:25 Pharma Sector
37:00 Metals and Commodities Sector
39:51 Agriculture Sector
41:18 BFS Sector
45:45 Choosing Debt Free Companies
51:20 Industry Not Doing Well Now
52:34 Advice for Holding Stocks
53:30 IT Sector
54:18 Best and Worst Investment
56:40 His Contrarian Bets
58:30 Discipline in Investment
1:00:10 Investing in Stocks vs Mutual Funds
1:01:05 Advantage of Investing in India
1:02:50 New Age Startups and Taking Contrarian Bets
1:06:22 Percentage of Success in his Investment Journey
1:07:17 Top 3 Investment Books and other Readables
1:10:01 One Thing Not Covered in the Episode
1:11:30 Favourite Indian Investor
1:12:50 Conclusion and The End!