Stock Picking Strategy That Made Him 50x RETURNS! | Ft. Samit Vartak | KwK

Join us for a powerful conversation with Samit Vartak, Founder & CIO of SageOne Investments, as he walks us through his journey of turning early investment failures into one of India’s most respected asset management firms. From losing all his money in the Dotcom crash to building a portfolio that now manages over ₹6,500 crore, Samit shares the hard-earned lessons that shaped his investment philosophy.

We break down case studies of multibagger stocks like Bajaj Finance (50x), Kaveri Seeds (15x), and APL Apollo (20x) — and understand what he looks for in businesses before investing. Samit dives deep into capital efficiency, promoter quality, cash flow ratios, and market share growth as the real wealth creators. Whether you're a retail investor or an aspiring fund manager, this episode is packed with practical frameworks and rare insights.

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Chapters:
00:00:00 – Intro + SageOne AUM of ₹6,500 Cr
00:02:30 – First stock investment
00:07:24 – Starting SageOne Investments
00:12:39 – Best and worst Investment
00:26:54 – APL Apollo management trust and second-tier empowerment
00:34:25 – Using mental models from consulting in investing
00:41:53 – Incentive model in MNC's
00:44:51 – Challenges managing public money vs personal capital
01:00:09 – Sector rotation strategies explained
01:05:30 – Differentiate between cyclic stock and quality stock
01:13:37 – How to identify right cycles?
01:18:07 – Top sectors to invest in 2025
01:24:45 – Should you invest in airlines in 2025?
01:27:00 – How to analyse any stock?
01:32:27 – How do consumers retail space stocks perform?
01:38:12 – How did zudio breakdown the market?
01:46:33 – Red flags in Balance Sheet
01:53:50 – Parameters to invest in a company
01:57:37 – Rapid fire: Favorite books, mentors, stock stories
02:04:02 – Final question

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