EPISODE · Jun 6, 2025 · 2H 8M
Stock Picking Strategy That Made Him 50x RETURNS! | Ft. Samit Vartak | KwK #184
from Konversation with Kushal · host Konversation with Kushal
Join us for a powerful conversation with Samit Vartak, Founder & CIO of SageOne Investments, as he walks us through his journey of turning early investment failures into one of India’s most respected asset management firms. From losing all his money in the Dotcom crash to building a portfolio that now manages over ₹6,500 crore, Samit shares the hard-earned lessons that shaped his investment philosophy.We break down case studies of multibagger stocks like Bajaj Finance (50x), Kaveri Seeds (15x), and APL Apollo (20x) — and understand what he looks for in businesses before investing. Samit dives deep into capital efficiency, promoter quality, cash flow ratios, and market share growth as the real wealth creators. Whether you're a retail investor or an aspiring fund manager, this episode is packed with practical frameworks and rare insights.👉Don’t forget to like, comment, and subscribe for more such investing masterclasses from India's top fund managers
What this episode covers
Join us for a powerful conversation with Samit Vartak, Founder & CIO of SageOne Investments, as he walks us through his journey of turning early investment failures into one of India’s most respected asset management firms. From losing all his money in the Dotcom crash to building a portfolio that now manages over ₹6,500 crore, Samit shares the hard-earned lessons that shaped his investment philosophy.We break down case studies of multibagger stocks like Bajaj Finance (50x), Kaveri Seeds (15x), and APL Apollo (20x) — and understand what he looks for in businesses before investing. Samit dives deep into capital efficiency, promoter quality, cash flow ratios, and market share growth as the real wealth creators. Whether you're a retail investor or an aspiring fund manager, this episode is packed with practical frameworks and rare insights.👉Don’t forget to like, comment, and subscribe for more such investing masterclasses from India's top fund managers
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Stock Picking Strategy That Made Him 50x RETURNS! | Ft. Samit Vartak | KwK #184
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