EPISODE · Oct 31, 2025 · 1H 52M
What Experts Don't Want You to Know About Multi-Bagger Stock Picks | Kushal Lodha #244
from Konversation with Kushal · host Konversation with Kushal
In this insightful episode, we had a conversation with Kushal Kasliwal, Partner at Inved Research, taking a deep dive into his powerful framework for identifying explosive multi-bagger stocks. He was incredibly candid, sharing the story behind his personal portfolio's 35-40% CAGR and detailing his biggest wins. He revealed how he found E2E Networks for a 25x return in just 15 months and an SME IPO, PNGS Gargi Fashion Jewelry, that delivered a 50x return in two years.We then explored the powerful investment philosophies that guide his SEBI Registered Advisory. He gave a detailed breakdown of his "Value + Growth" thesis, using V2 Retail as a prime case study. He explained how its focus on store-level economics (Revenue per sq. ft.) and the promoter's comeback from a past failure (Vishal Megamart) create a compelling opportunity. We also unpacked his fascinating analysis of the Luggage Industry, breaking down the strategic moves in e-commerce and distribution that allowed Safari to systematically dethrone the legacy giant, VIP.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!
What this episode covers
In this insightful episode, we had a conversation with Kushal Kasliwal, Partner at Inved Research, taking a deep dive into his powerful framework for identifying explosive multi-bagger stocks. He was incredibly candid, sharing the story behind his personal portfolio's 35-40% CAGR and detailing his biggest wins. He revealed how he found E2E Networks for a 25x return in just 15 months and an SME IPO, PNGS Gargi Fashion Jewelry, that delivered a 50x return in two years.We then explored the powerful investment philosophies that guide his SEBI Registered Advisory. He gave a detailed breakdown of his "Value + Growth" thesis, using V2 Retail as a prime case study. He explained how its focus on store-level economics (Revenue per sq. ft.) and the promoter's comeback from a past failure (Vishal Megamart) create a compelling opportunity. We also unpacked his fascinating analysis of the Luggage Industry, breaking down the strategic moves in e-commerce and distribution that allowed Safari to systematically dethrone the legacy giant, VIP.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!
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What Experts Don't Want You to Know About Multi-Bagger Stock Picks | Kushal Lodha #244
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