Konversation with Kushal

He Finds Multi-Baggers Like This (No Shortcuts) | Kushal Lodha #280


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In this episode of Konversation with Kushal, I sat down with veteran investor Aniket Gore, who brings over 19 years of experience in the stock market. Aniket dives deep into his robust stock-picking framework, explaining to me how he analyzes unit economics and identifies "moats" in businesses using real-world examples like PVR Inox and Indigo Airlines. He breaks down complex concepts such as PVR’s advertising revenue flow-through and Indigo’s sale-and-leaseback model, offering a masterclass on how to look beyond standard operating metrics to understand what truly drives a company's balance sheet. We also explore emerging opportunities in high-growth sectors like Defense and Shipbuilding, providing a strategic outlook on India’s manufacturing capabilities and geopolitical positioning.Beyond financial metrics, our discussion pivots to the psychology of investing and the personal habits that sustain long-term success. Aniket shares his daily routines with me, including the importance of meditation to calm the "monkey mind" amidst market noise, and offers profound advice on maintaining physical health and strong relationships. He reflects on his best and worst investments—measuring success not just by monetary alpha but by the emotional rewards of backing ethical, passionate promoters. This episode is a comprehensive guide for anyone looking to understand the nuanced art of investing, combining sharp financial analysis with the wisdom of a disciplined, life-long learner.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#kushallodha #investingwisdom #stockmarketindia #wealthcreation #longterminvesting #financepodcast #investmentstrategy

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Konversation with KushalBy Konversation with Kushal