Snippets from the interview with Siddharth Mandalaywala.
(Concept Investwell Pvt Ltd)
👉 Unprecendented times gives the best opportunity to invest/re-invest in our ideas. Wait for the right pitch
👉 One should always look for long term. Conviction and Patience is very important
(Concept Investwell Pvt Ltd)
👉 Unprecendented times gives the best opportunity to invest/re-invest in our ideas. Wait for the right pitch
👉 One should always look for long term. Conviction and Patience is very important
👉 Companies with high ROCE & Cash Flows cannot go out of business easily.
👉 Focus on low ticket size players.
👉 Short term pain is visible but long term bullish on India.
👉 Focus on low ticket size players.
👉 Short term pain is visible but long term bullish on India.
👉 Bet on stocks who has a big runway ahead, gaining market share along with profit share, generating free cash flow, low capex model.
👉 Patchy Road for Financials/Nbfcs for few quarters but long term bullish on select quality names.
👉 Patchy Road for Financials/Nbfcs for few quarters but long term bullish on select quality names.
👉 Bullish on consumption, Pharma, Diagnostics and Insurance.
👉 Stock Market always gives you ample chances to create huge wealth, we need to stick to what we understand.
Note: Any suggestion. Please
feel free to share.
👉 Stock Market always gives you ample chances to create huge wealth, we need to stick to what we understand.
Note: Any suggestion. Please
feel free to share.
