Unleashing the Potential of Growth Investing | Jeevan Patwa, CFA | Sahasrar Capital SEBI R. PMS

Jeevan Patwa, CFA, CIO Family Office, Director & Principal Officer Sahasrar Capital, a SEBI registered PMS. Shared his thoughts on growth investing.
Join us as we dive into the fascinating world of investments and gain valuable insights from Jeevan Patwa CFA, founder of Sahasrar Capital. In this engaging interview, Jeevan shares his investing journey and decadal lessons.
Discover the criteria Jeevan uses to identify winner businesses and gain a deep understanding of how he values speciality chemicals companies, API CRAMS, and other lucrative sectors like defence, infrastructure, paints, and fluorine. Uncover the secrets of assessing the potential of these industries and learn how to capitalize on their growth.
Video Chapters 👇
00:00 Intro
02:13 Investing Journey, Investing Framework & Decadal Lessons
15:11 How to get Multibagger returns
16:24 How to generate stock ideas
18:48 Criteria to Pick Winner Businesses (Q From Sajal Kapoor)
28:16 How to Value Speciality Chemicals Companies (Navin Fluorine)
40:21 Anti-Thesis
42:01 How to manage risk (Earnings Volatility & Portfolio Allocation)
44:28 View on Diversification
45:31 What should be one's approach to small-cap investing?
47:51 SRF Ltd. (Fluorine Sector)
51:48 Most critical criteria for buying banks?
53:30 Defense Sector
54:39 Infra Sector
55:57 Paints Sector
56:41 Laurus Labs
01:01:04 Choosing the Right Business, Earnings & Valuation
01:05:40 How to value API CRAMS (Q for Gurmeet Chadha)
01:10:21 US Biotech Industry Problem and impact on Indian CRO/CDMO Companies
01:14:01 Closing Remarks
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[@maheshnaicker57]

Right Sector, right business, right management, right price and right allocation

[@accidentalinvestorprince]

Much thanks

[@ajitkatariya4673]

Nicely explained by Jeevan
Important to select the right stocks

[@accidentalinvestorprince]

Thanks

[@nafasm]

Excellent one and thanks much Prince your effort to bringing eminent stock market expeet in the twitter space..

[@accidentalinvestorprince]

Thanks nafas

[@MASH6666]

Thank u so much for bringing such a learned guest investor.Looking forward more of such videos

[@accidentalinvestorprince]

Thanks! Surely will try my best

[@mahapyar]

Very informative session Thanks to all the speakers and host

[@accidentalinvestorprince]

Thanks

[@Harsh-bn3ql]

Appreciate organizers for arranging such a great learning sessions. Great learnings!
Kudos to Jeevan sir for sharing his wisdom!

[@accidentalinvestorprince]

Thanks Harsh!

[@randomlee3590]

Too good. So much wisdom

[@accidentalinvestorprince]

Thanks

[@karunbirsingh8154]

ATI Uttam

[@accidentalinvestorprince]

Thanks Karun ji 🙏

[@swarajsable2069]

🙏🙏🙏🙏

[@accidentalinvestorprince]

🙏

[@puba1983]

Worth listening it. Thanks

[@accidentalinvestorprince]

Thanks Prem

[@ajitkatariya4673]

How to know about the details of management ?

[@althafyoosuf7945]

Whether jeevan still own JSTL

[@accidentalinvestorprince]

No idea। Nor do we ask about their holding. You may check what's available in public domain

[@mtpatel90skid]

39:28 to 40:00 is there any video that explains this part?

[@accidentalinvestorprince]

Explore pharma and healthcare video

[@mtpatel90skid]

@@accidentalinvestorprince Thank you.