SECRET Framework to Find Multibagger Smallcap Stocks? | Navid Virani | Sanjay Kathuria Podcast EP71

SECRET Framework to Find Multibagger Smallcap Stocks? | Navid Virani | Sanjay Kathuria Podcast EP71In this episode of the Sanjay Kathuria Podcast, we sit down with Navid Virani, Co-Founder & Fund Manager at Bastion Research, a SEBI-registered equity research firm trusted by retail investors, fund managers and family offices across India. With over 10 years in equity markets, Navid breaks down exactly how he finds high-conviction small-cap companies before the crowd.From his proprietary SMART framework for managing risk, to the secret matrix for spotting real growth companies, to a clear checklist for buying (and exiting) stocks, this is a complete, no-fluff masterclass on building an asymmetric, multibagger-hunting portfolio for 2026.What You'll Learn✅ The Asymmetric Growth strategy and how it works✅ The SMART framework to identify and manage 5 sources of risk✅ How to check if a company is genuinely high-quality✅ Why debt is the #1 reason businesses collapse✅ The secret matrix to find true growth companies✅ A practical checklist to buy the best stocks✅ The best exit strategy and ideal portfolio size✅ How to invest through a smallcase the right wayPodcast Timestamps : 00:00 : Podcast Teaser01:30 : Guest Intro & Recap 01:47 : Asymmetric Growth Strategy Explained03:20 : How Does the Stock Market Work?05:40 : Top Investor's Mindset Decoded09:30 : SMART Framework to Manage RISK10:50 : Business Tailwinds Explained12:09 : How to Check Quality Companies?14:18 : Why DEBT is the Reason for Collapse?15:35 : Secret Matrix to find Growth Companies19:00 : Management's Biggest Mistake20:54 : How to Check Growth Scope?23:20 : Checklist to buy best Stocks26:20 : Best Exit Strategy for Stocks28:15 : How Technical Analysis Helps?28:40 : Best Stocks Universe to Invest30:40 : Ideal Portfolio Size Explained32:40 : How to Invest in Smallcase?34:20 : Asymmetric Growth Examples38:56 : Episode OutroGuest Social Handles🔔 Navid Virani / Bastion ResearchX (Twitter): https://x.com/bastionresearchLinkedIn (Navid): https://www.linkedin.com/in/navid-virani-b5b727113/LinkedIn (Bastion): https://www.linkedin.com/company/bastion-research-house/Instagram: https://www.instagram.com/bastionresearch/YouTube: https://www.youtube.com/@BastionResearchSubstack: https://bastionresearch.substack.com/Smallcase: https://bastionresearch.smallcase.com/Sanjay Kathuria Podcast HandlesInstagram: https://www.instagram.com/sanjaykathuriapodcastYouTube (Main): https://www.youtube.com/@sanjaykathuriapodcastYouTube (Clips): https://www.youtube.com/@SKPClipsFacebook: https://www.facebook.com/sanjaykathuriapodcastsConnect with Sanjay KathuriaInstagram: https://www.instagram.com/financebysanjayFacebook: https://facebook.com/financebysanjayLinkedIn: https://linkedin.com/in/sanjaykathuriaTwitter: https://twitter.com/sanjaykathuriaYouTube: https://www.youtube.com/@Sanjay_Kathuria#SanjayKathuriaPodcast #NavidVirani #SmallcapStocks Disclaimer: This podcast is for educational and informational purposes only and is NOT investment advice. Stocks, smallcases and strategies discussed are the guest's views. Investments in securities markets are subject to market risks. Please do your own research or consult a SEBI-registered advisor before investing.