Compounding Curiosity

My guest today is Saket Mehrotra. Saket is a Senior associate at Tusk Investments handling FMCG & Pharmaceuticals for their Indian Public Equities portfolio. He also shares his thoughts on investing on his website, saketmehrotra.com, and as the host of Stock Room Sunday presented by Stocktwits. He also somehow manages to find time to contribute as a writer for Investing.com and MoneyControl.com! In this conversation, we cover trends and areas of growth in Indian Equities, his writing process, and how he converted fans online into paying subscribers.

I hope you enjoy my conversation with Saket Mehrotra.

For the full show notes, transcript, and links to mentioned content, check out the episode page on  https://compoundingpodcast.com/ep6

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Show Notes:

[00:00:32] - [First question] - Background and influences in investing

[00:04:37] - Indian Public Equities Strengths

[00:06:40] - Trends in Indian stocks, pockets of growth

[00:08:13] - Advantages of Retail Investors 

[00:10:53] - Situations to avoid as an investor in India

[00:14:39] - Market cap as a restriction to investing?

[00:16:41] - Saket’s decision to write in public

[00:18:53] - Saket’s information diet

[00:20:51] - How writing has affected his career 

[00:22:00] - Advice for others thinking of writing online

[00:24:18] - How he converted followers into subscribers 

[00:30:45] - Keys to building a community  

[00:32:51] - Plans for the future?

[00:34:21] - Underrated skill or experience?

[00:37:05] - [Final Question] Biggest opportunities for youth today?

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Connect with Saket:

Follow Saket on Twitter: https://twitter.com/mehrotra_saket 

Visit Saket’s Website: https://saketmehrotra.com/ 

Signup to his Substack: https://betatoalpha.substack.com/ 

Connect with Saket on LinkedIn: https://www.linkedin.com/in/saket-mehrotra-ca-cs-a898957b/ 

Saket on Stock Room Sunday presented by Stocktwits: https://www.youtube.com/playlist?list=PLpbJACpazOLcwo4z2tw7hPAr36g92LK3z 

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Stay up to date on the podcast by signing up to Curated by Kalani, where I share what I’ve been reading, learning, and watching for that week. I compress to impress and aim for maximal return on your time invested. Sign up at https://kalanis.substack.com 

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Connect with Kalani:

Sign up for "Curated by Kalani": https://KalaniS.substack.com/ 

Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/ 

Visit Kalani Scarrott’s BLOG: https://kscarrott.com/ 

Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/ 

Follow Kalani Scarrott on INSTAGRAM: https://www.instagram.com/KalaniScarrott/

My guest today is Andy Ho. Andy is the Chief Investment Officer and Managing Director of the LSE-listed VinaCapital Vietnam Opportunity Fund (VOF), which has a net asset value of over US$1.2 billion. At VinaCapital, Andy oversees the capital markets, private equity, fixed income and venture capital investment teams. He is also the author of Crossing the Street, an actionable guide to investing in Vietnam. In this conversation, we cover entrepreneurship in Vietnam, building a brand and business in Vietnam, and the process for writing his book. I hope you enjoy my conversation with Andy Ho.

For the full show notes, transcript, and links to mentioned content, check out the episode page on  https://compoundingpodcast.com/ep5 

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Show Notes:

[00:00:30] - [First question] - Background

[00:02:02] - Moving to Vietnam

[00:03:49] - PE investing in the US vs Vietnam

[00:06:47] - What should foreigners know before investing in Vietnam?

[00:09:00] - Vietnam and China comparison

[00:11:52] - Underrated Vietnamese Sectors

[00:14:10] - Female leadership in Vietnam

[00:18:50] - Executive Alignment

[00:20:30] - Building a brand in Vietnam

[00:23:01] - Andy’s book writing process

[00:27:29] - Eastern vs Western Culture

[00:32:44] - Is Vietnam living up to its potential?

[00:35:22] - Underrated skill?

[00:36:26] - Influential books?

[00:38:00] - Andy’s plan for the future

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Connect with Andy:

Connect with Andy on LinkedIn: https://www.linkedin.com/in/andy-ho-5672502/

Buy Andy’s book: https://www.amazon.com/Crossing-Street-success-investing-Vietnam-ebook/dp/B094NNYF1T 

VinaCapital’s Website: https://vinacapital.com/ 

VinaCapital Vietnam Opportunity Fund: https://vof.vinacapital.com/ 

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Stay up to date on the podcast by signing up to Curated by Kalani, where I share what I’ve been reading, learning, and watching for that week. I compress to impress and aim for maximal return on your time invested. Sign up at https://kalanis.substack.com 

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Connect with Kalani:

Sign up for "Curated by Kalani": https://KalaniS.substack.com/ 

Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/ 

Visit Kalani Scarrott’s BLOG: https://kscarrott.com/ 

Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/ 

Follow Kalani Scarrott on INSTAGRAM: https://www.instagram.com/KalaniScarrott/

My guest today is John Buchanan. John is a former coach of the Australian national cricket team, where he helped lead them to three world cup victories, a world record 16 consecutive test match victories, and is in my opinion, easily one of cricket's greatest ever coaches. I was a cricket tragic growing up, so John was the bee's knees being able to lead one of Australia's greatest ever cricket teams. In this conversation, we cover leadership, differences between sporting and corporate teams, and getting people to buy into your message.

I hope you enjoy my conversation with John Buchanan.

For the full show notes, transcript, and links to mentioned content, check out the episode page on https://compoundingpodcast.com/ep4 

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Show Notes:

[00:00:33] - [First question] - Introduction and Background

[00:10:00] - Getting people to buy into your mission

[00:18:16] - Assessing leaders without relying on results-based outcomes

[00:19:35] - Leveraging differences of players

[00:21:24] - Shelf lives of coaches

[00:23:32] - Differences in managing bigger squads

[00:26:12] - What to avoid as a leader

[00:29:18] - Corporate world vs Sports world

[00:34:44] - [Final Question] What’s John’s Everest?

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Connect with John:

Connect with John on LinkedIn: https://www.linkedin.com/in/coaching-performance-leader/ 

Buchanan Success Coaching: https://buchanancoaching.com/ 

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Stay up to date on the podcast by signing up to Curated by Kalani, where I share what I’ve been reading, learning, and watching for that week. I compress to impress and aim for maximal return on your time invested. Sign up at https://kalanis.substack.com 

------

Connect with Kalani:

Sign up for "Curated by Kalani": https://KalaniS.substack.com/ 

Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/ 

Visit Kalani Scarrott’s BLOG: https://kscarrott.com/ 

Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/ 

Follow Kalani Scarrott on INSTAGRAM: https://www.instagram.com/KalaniScarrott/ 

My guest today is Chong Ser Jing. Ser Jing is the portfolio manager and co-founder of Compounder Fund, a long-term focused global equities investment fund. He also shares his thoughts on investing on his website, The Good Investors, and was previously a writer and analyst for the Motley Fool Singapore. In this conversation, we cover the nitty-gritty of starting a fund, fee structures, and writing about investing.

I hope you enjoy my conversation with Chong Ser Jing.

For the full show notes, transcript, and links to mentioned content, check out the episode page on https://compoundingpodcast.com/ep3 

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Show Notes:

[00:00:33] - [First question] - Introduction and Background

[00:08:24] - Starting a fund 

[00:13:23] - Benefits of Ser Jing’s background

[00:14:51] - Managing others’ money

[00:19:43] - Fee Structure

[00:24:53] - Hardest part about starting a fund

[00:27:25] - Traps to avoid when starting a fund

[00:30:04] - Ser Jing’s writing process

[00:32:32] - His information diet

[00:35:30] - Investing abroad vs in Singapore

[00:36:58] - Undervalued skills or life experiences

[00:41:35] - What’s been influential in his worldview

[00:47:06] - Vision or plans for the future?

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Connect with Ser Jing:

Connect with Ser Jing on LinkedIn: https://www.linkedin.com/in/serjing-investor/ 

The Good Investors: https://www.thegoodinvestors.sg/ 

Compounder Fund’s Website: https://compounderfund.com/  

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Stay up to date on the podcast by signing up to Curated by Kalani, where I share what I’ve been reading, learning, and watching for that week. I compress to impress and aim for maximal return on your time invested. Sign up at https://kalanis.substack.com 

------

Connect with Kalani:

Sign up for "Curated by Kalani": https://KalaniS.substack.com/ 

Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/ 

Visit Kalani Scarrott’s BLOG: https://kscarrott.com/ 

Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/ 

Follow Kalani Scarrott on INSTAGRAM: https://www.instagram.com/KalaniScarrott/ 

My guest today is Eugene Ng (@EugeneNg_VCap), founder and CIO of Vision Capital, and author of Vision Investing. In this conversation, we cover his investing framework, red flags as an investor, and lessons applicable to investing from elite sport. I hope you enjoy my conversation with Eugene Ng.

For the full show notes, transcript, and links to mentioned content, check out the episode page on compoundingpodcast.com/ep2

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Show Notes:

[00:01:12] - [First question] - Background

[00:03:35] - Eugene’s accident

[00:06:44] - Early investing influences

[00:10:34] - Investing in Singapore vs Overseas

[00:19:13] - Red flags as an investor

[00:24:01] - Eugene’s competitive advantage

[00:26:04] - His portfolio construction

[00:33:09] - Sport and Investing similarities 

[00:36:45] - His process for writing his book, Vision Investing

[00:39:45] - Most undervalued life experience?

[00:42:57] - What Eugene would do if he was 18 now

[00:45:10] - What is Eugene most curious about going forward?

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Connect with Eugene:

Follow Eugene Ng on Twitter: https://twitter.com/EugeneNg_VCap/

Buy Eugene’s book, Vision Investing: https://www.amazon.com/Vision-Investing-Beat-Wall-Street/dp/B08F89RX4B 

Vision Capital’s Website: https://visioncapital.group/ 

Vision Investing Viewpoints Newsletter: https://visioninvesting.substack.com/ 

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Stay up to date on the podcast by signing up to Curated by Kalani, where I share what I’ve been reading, learning, and watching for that week. I compress to impress and aim for maximal return on your time invested. Sign up at kalanis.substack.com 

------

Connect with Kalani:

Sign up for "Curated by Kalani": https://KalaniS.substack.com/ 

Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/ 

Visit Kalani Scarrott’s BLOG: https://kscarrott.com/ 

Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/ 

Follow Kalani Scarrott on INSTAGRAM: https://www.instagram.com/KalaniScarrott/ 

My guest today is Michael Fritzell, author and owner of Asian Century Stocks. In this conversation, we cover the differences between investing in Europe and in Asia, some pros and cons of founding family companies and SOE's, and his process for writing his newsletter. I hope you enjoy my conversation with Michael Fritzell. For the full show notes, transcript, and links to mentioned content, check out the episode page on compoundingpodcast.com/ep1

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Stay up to date on the podcast by signing up to Curated by Kalani, where I share what I’ve been reading, learning, and watching for that week. I compress to impress and aim for maximal return on your time invested. Sign up at kalanis.substack.com

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Show Notes [00:00:38] - Introduction [00:02:54] - Why Michael moved to Asia [00:06:09] - Being an analyst in Asia vs Europe [00:09:51] - Eastern and Western culture [00:12:11] - Why Asia fascinates him [00:14:13] - What to avoid as an investor in Asia [00:16:45] - Founding Family companies and SOE's [00:20:45] - Potential war in the Asia-Pacific [00:25:33] - Why Asian stocks tend to be cheaper [00:27:36] - Why Michael started Asian Century Stocks [00:31:55] - Advice on starting a newsletter [00:36:27] - Most undervalued life experience? [00:38:10] - What's influential in shaping Michael's worldview [00:41:28] - What is Michael most curious about going forward?

Connect with Kalani: Sign up for "Curated by Kalani": https://KalaniS.substack.com/ Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/ Visit Kalani's BLOG: https://kscarrott.com/ Follow Kalani on TWITTER: https://twitter.com/ScarrottKalani/  Follow Kalani on INSTAGRAM: https://www.instagram.com/KalaniScarrott/ 

For the full show notes, transcript, and links to mentioned content, check out the episode page on compoundingpodcast.com/ep0

Stay up to date on the podcast by signing up to Curated by Kalani, where I share what I’ve been reading, learning, and watching for that week. I compress to impress and aim for maximal return on your time invested. Sign up at kalanis.substack.com

Follow Me on Twitter: @scarrottkalani |

Show Notes: [00:00:40] - What this intro episode is about [00:01:13] - Who am I? [00:03:40] - What this podcast aims to be [00:05:00] - What to expect content and quality-wise [00:07:11] - What I hope you gain from this + wrapping up