How He Finds Multibagger Stocks Before Everyone Else (40 Years Of Experience) | Kushal Lodha

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In this episode, veteran investor Rajashekar Iyer shares profound insights from his four decades of experience in the Indian stock market. He breaks down his investment framework, which blends the philosophies of Benjamin Graham and Phil Fisher, explaining how he identifies undervalued companies by deeply analyzing balance sheets and understanding cash flow dynamics. Iyer also discusses the critical importance of money management, sharing how to protect capital while letting winning stocks run to maximize returns.

The conversation covers real-world case studies, including his multi-bagger success stories with companies like Relaxo and Polyplex, as well as the lessons learned from missing out on the early growth of Infosys. Iyer offers his perspective on the current market cycles, where to find opportunities in the small-cap versus large-cap space, and his rationale for finding value in new-age tech stocks like Zomato. The discussion concludes with timeless advice on professional growth and the importance of prioritizing personal happiness.

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Timestamp:

00:00 Introduction
01:26 Framework for evaluating companies
04:47 Divi's Labs example
08:38 Emerging Opportunities
09:31 Market Correction Possible?
11:28 Small Cap opportunities
13:18 Views on Indices
14:04 Investment thesis breakdown
14:23 Relaxo Footwear Investment
23:05 Polyplex Position Deep Dive
29:12 Investments that didn't work out
33:56 How to identify Bull v/s Bear market
42:03 Investing outside India
43:23 Studying Balance Sheet the right way
48:14 Other financial statements analysis
51:16 Investing during Harshad Mehta boom
52:32 Learnings from other investors
54:36 Most memorable interaction with Rakesh Jhunjhunwala
57:47 Highest conviction stock
59:06 What would he ask himself?
1:02:26 Conclusion
1:02:50 Outro

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