EPISODE · Jun 9, 2025 · 2H 20M
This Fund Manager From Surat REVEALS Stock Picking SECRETS | Ft. Arvind Kothari | KwK #187
from Konversation with Kushal · host Konversation with Kushal
In this power-packed episode, Kushal Lodha sits down with Arvind Kothari, the visionary behind Niveshaay, to uncover how he consistently spots under-researched gems in the Indian market. Arvind talks about spotting early-stage compounders like Waaree Energies (20x return), Rain Industries (22x in 2.5 years), and Garware (70x) by focusing on business fundamentals, not just financial statements.The discussion highlights his unconventional investing process—from on-ground factory visits to tracking MSMEs ignored by institutions. We also touch on why his firm avoids crowded sectors and instead focuses on scalable niches like renewable energy, power equipment, and solar glass. Learn how deep research and founder conviction drive portfolio decisions that beat the market.Don’t miss this opportunity to gain investing wisdom from one of India’s sharpest small-cap minds.👉 Subscribe now for more such insightful conversations!
What this episode covers
In this power-packed episode, Kushal Lodha sits down with Arvind Kothari, the visionary behind Niveshaay, to uncover how he consistently spots under-researched gems in the Indian market. Arvind talks about spotting early-stage compounders like Waaree Energies (20x return), Rain Industries (22x in 2.5 years), and Garware (70x) by focusing on business fundamentals, not just financial statements.The discussion highlights his unconventional investing process—from on-ground factory visits to tracking MSMEs ignored by institutions. We also touch on why his firm avoids crowded sectors and instead focuses on scalable niches like renewable energy, power equipment, and solar glass. Learn how deep research and founder conviction drive portfolio decisions that beat the market.Don’t miss this opportunity to gain investing wisdom from one of India’s sharpest small-cap minds.👉 Subscribe now for more such insightful conversations!
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This Fund Manager From Surat REVEALS Stock Picking SECRETS | Ft. Arvind Kothari | KwK #187
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