₹12,000 Cr Investor Reveals SECRETS of Stocks & Portfolio Management ft. Kenneth Andrade | KwK #159

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.______________________________________________________________#stockmarket #investing #investingforbeginners #investmentstrategies ______________________________________________________________Timestamps0:00 Snap Clips 2:01 Intro2:10 Total Amount of Money Managed2:45 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 2013-201514:55 Starting his Entrepreneurship 16:28 Post 2013-2015 Page Industries20:45 Importance of P/E Ratio and Other Metrics24:50 Arbitrage with a Commodity Business 26:44 Advice for Young Investors 28:52 On MRF and other qualitative factors32:25 Pharma Sector 37:00 Metals and Commodities Sector39:51 Agriculture Sector41:18 BFS Sector45:45 Choosing Debt Free Companies51:20 Industry Not Doing Well Now52:34 Advice for Holding Stocks53:30 IT Sector 54:18 Best and Worst Investment 56:40 His Contrarian Bets58:30 Discipline in Investment 1:00:10 Investing in Stocks vs Mutual Funds 1:01:05 Advantage of Investing in India1:02:50 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!