Demystifying Value Investing with Shyam Sekhar | Stoic Talks | DSP Mutual Fund

As a freshly started investor, you seldom find answers to questions like:

- How concentrated can my portfolio be?
- How do I decide the right concentration level?
- How to make buy/sell decisions based on macroeconomic factors?
- How long should you hold on to a non-performing trade?

In this episode of Stoic Talks, we converse with Shyam Sekhar, Founder of iThought Financial Consulting LLP, an author and a renowned speaker, to answer all your burning questions.

Shyam started his value investing journey from a scratch in the early 90's, which was a time when equity research was lesser known in India. His journey of self-learning by dabbling in the equity market is full of financial wisdom, which, as an advocate of investor education, he transparently shares in this video.

He also talks freely about the challenges faced as an investment advisor and how he manages relationships in his profession. Here's a treasure trove of knowledge that can potentially save you years of falling and making mistakes during your investment journey, so stay tuned to the end!

00:00:00 - Chapter 1: Introduction
00:06:05 - Chapter 2: Learning value investing & equity research
00:09:46 - Chapter 3: Why did Shyam put 60% of his net worth in Pond’s?
00:11:08 - Chapter 4: How does he make quick decisions before purchasing large quantities?
00:12:09 - Chapter 5: Will Shyam put 60% of his net worth in one bet now?
00:14:12 - Chapter 6: Initial allocation of individual stocks
00:15:20 - Chapter 7: How to avoid buying cyclical early?
00:18:52 - Chapter 8: What are the exit triggers for cyclical stocks?
00:21:15 - Chapter 9: Shyam’s journey of becoming a full-time investor
00:24:54 - Chapter 10: Portfolio Management Service (PMS)
00:29:17 - Chapter 11: The most challenging period in Shyam’s investing career
00:34:36 - Chapter 12: How did Shyam make huge returns in 2022 following Fisher’s style of investing?
00:36:30 - Chapter 13: Core & Satellite portfolio of Shyam
00:39:04 - Chapter 14: Shyam’s journey in the 2010-2018 period
00:46:28 - Chapter 15: Asset Allocation of Shyam in equity, debt, real estate and others
00:52:56 - Chapter 17: Importance of associating with the core group of people in investing
00:55:00 - Chapter 18: Shyam’s biggest failure and learning from it
01:03:52 - Chapter 19: What Shyam can & can’t digest in Smallcap Companies
01:09:40 - Chapter 20: Shyam’s journey as a private equity investor
01:11:43 - Chapter 21: When should one concentrate on?
01:13:15 - Chapter 22: Taking leverage and cash calls
01:20:48 - Chapter 23: Shyam’s Youtube journey
01:22:41 - Chapter 24: Growth of Chennai Investors’ Association
01:28:08 - Chapter 25: What should people do apart from being an investor?
01:31:12 - Chapter 26: Wisdom for young investors

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