EPISODE · Apr 19, 2026 · 1H 2M
CA to 100X Investor: How He Finds Multibagger Stocks Early | Kushal Lodha #318
from Konversation with Kushal · host Konversation with Kushal
In this episode, we sit down with Suresh Jain, Founding Partner - Sunicon Ventures, to break down his journey from a Chartered Accountant in the 90s to building serious wealth through public markets and startups. He shares how his early days in broking and on-ground research like meeting managements, visiting factories, and studying business models helped him identify multi-bagger opportunities, including early software companies, long before they became obvious. We dive into his investing philosophy, why balance sheets alone are not enough, how staggered investing helps ride winners, and how market perception drives stock prices. He also explains key red flags like poor management quality and operator-driven stocks, along with his transition from public markets to going all-in on startups and technology over the last decade.We also explore real case studies including Hosteller, where he backed the idea of affordable, community-driven travel early on as it scaled from ~₹20 Cr to ₹400 Cr valuation, Neeman’s, where a simple product experience of comfortable, sustainable footwear stood out instantly, and Ajnalens, where his conviction came from the long-term potential of AR/VR technology even before it became mainstream. Suresh Jain emphasizes why he prioritizes the idea over the founder, how Gen Z behavior and technology trends shape future investing, and why today’s investors must look beyond listed markets. Beyond investing, he shares his disciplined daily routine, the impact of Vipassana meditation on decision-making, and the values that guide him including avoiding sectors like alcohol and leather. This episode is a masterclass in spotting asymmetric opportunities and thinking differently in the new-age economy.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#KushalLodha #InvestingWisdom #StockMarketIndia #WealthCreation #LongTermInvesting #FinancePodcast #InvestmentStrategy
What this episode covers
In this episode, we sit down with Suresh Jain, Founding Partner - Sunicon Ventures, to break down his journey from a Chartered Accountant in the 90s to building serious wealth through public markets and startups. He shares how his early days in broking and on-ground research like meeting managements, visiting factories, and studying business models helped him identify multi-bagger opportunities, including early software companies, long before they became obvious. We dive into his investing philosophy, why balance sheets alone are not enough, how staggered investing helps ride winners, and how market perception drives stock prices. He also explains key red flags like poor management quality and operator-driven stocks, along with his transition from public markets to going all-in on startups and technology over the last decade.We also explore real case studies including Hosteller, where he backed the idea of affordable, community-driven travel early on as it scaled from ~₹20 Cr to ₹400 Cr valuation, Neeman’s, where a simple product experience of comfortable, sustainable footwear stood out instantly, and Ajnalens, where his conviction came from the long-term potential of AR/VR technology even before it became mainstream. Suresh Jain emphasizes why he prioritizes the idea over the founder, how Gen Z behavior and technology trends shape future investing, and why today’s investors must look beyond listed markets. Beyond investing, he shares his disciplined daily routine, the impact of Vipassana meditation on decision-making, and the values that guide him including avoiding sectors like alcohol and leather. This episode is a masterclass in spotting asymmetric opportunities and thinking differently in the new-age economy.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#KushalLodha #InvestingWisdom #StockMarketIndia #WealthCreation #LongTermInvesting #FinancePodcast #InvestmentStrategy
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CA to 100X Investor: How He Finds Multibagger Stocks Early | Kushal Lodha #318
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