The Man who invested in Asian Paints, Infosys, HDFC, Kotak, ICICI | Most Multi-baggers in the Indian Stock Markets | Sanjoy Bhattacharya on The India Opportunity Show
Investing lessons and wisdom from 40 years in stock markets
Hello everyone, welcome to The India Opportunity Show where you get a front-row seat to people building India’s future. We talk about unlocking the potential of the country with founders, investors, creators, and successful leaders from different fields to bring you real-life stories and behind-the-scenes of what it takes to be at the forefront of building the India Story.
Episode 4, Season 2 of The India Opportunity Show is out now! You can watch it on YouTube or listen on Spotify or Apple Podcasts.
Today, we have the privilege of speaking with Sanjoy Bhattacharya, a seasoned investor and the first CIO of HDFC. Known for his contrarian views and deep understanding of financial markets, Mr. Bhattacharya has consistently challenged conventional wisdom. He advocates for a value-driven, business-owner mindset, emphasizing the importance of enduring businesses, emotional discipline, and concentrated portfolios. He famously stated, "You need a 2008 kind of crisis – it's your only chance to get seriously rich," highlighting his belief in finding opportunities amidst market turmoil. Join us as we delve into his unique investment philosophy and gain invaluable insights for navigating today's complex financial landscape.
Chapters:
2:12 - Introduction & Welcome
3:05 - Growing up with business legends at IIM Ahmedabad
4:08 - Early Harvard connections
4:25 - Early exposure to business leaders
6:29 - Discussion on investing and luck
10:40 - The art of selling
12:10 - Future of technology and AI
15:01 - India's growth opportunity
18:37 - Future of Indian companies
21:45 - Market crisis opportunities
26:24 - Portfolio management principles
31:42 - Asset management insights
36:19 - IPO market perspective
38:42 - Multi-bagger investments
45:49 - Investment partnerships
51:58 - Business evaluation framework
57:43 - Finding investment opportunities
1:08:57 - Learning from mentors
1:15:52 - When to sell
1:18:36 - Advice for retail investors
1:31:23 - Rapid fire round
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Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered financial advice. Viewers are encouraged to conduct their own research and consult with a qualified financial advisor before making any investment decisions.