He explains why nimble businesses with pricing power and strong distribution could emerge as the real winners of the GST policy shift, where value still lies in small and mid caps despite stretched valuations, and the principles guiding his investment style: scalable models, hungry management teams, and disciplined monitoring. We also discuss how sectoral filters, management quality, and market share gains shape his stock-picking decisions, and how funds like Business Cycle and Pioneer fit into an investor's portfolio.

Whether you're an equity investor, mutual fund enthusiast, or simply keen to understand India's evolving market dynamics, this episode offers practical takeaways for smarter long-term investing.