➡ Order my book 'Acing CA' here:

https://www.amazon.in/dp/8195816886?r...

➡ Order my book 'Unlocking Unicorn Secrets' here:

https://www.amazon.in/dp/0143461605?r...

🎧 Listen to Konversation with Kushal Episodes On Spotify:

https://open.spotify.com/show/0gLN318FZ5Ew9vyfZkNYoe

➡ For crisp learnings from the podcast, check out our clips channel: @kushallodhaclips548

https://www.youtube.com/@UCt8KJr-UIGAD71_RKaAclJA

--------------------------------------------------------------------------------

Follow Kushal Lodha on Social Media:

📝 LinkedIn: https://www.linkedin.com/in/kushallodha548/

📷 Instagram: https://www.instagram.com/kushallodha548/?hl=en

📱 Twitter: https://x.com/kushallodha548

Follow Konversation with Kushal on Social Media:

📝 LinkedIn: https://www.linkedin.com/company/konversation-with-kushal/?viewAsMember=true

📷 Instagram: https://www.instagram.com/konversationwithkushal_/profilecard/?igsh=MXh3aGx2ZGZyd2o2dA==

Follow Prashant Khemka on Social Media:

LinkedIn - https://www.linkedin.com/in/prashant-khemka-3046b138?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app

-------------------------------------------------------------------------------------------------------------------------------------------------------

In this episode of KwK, we’re joined by Prashant Khemka, founder of White Oak Capital Management and former CIO of Goldman Sachs India Equity and Global Emerging Markets Equity.

Prashant shares his early life experiences, including his first investment and the challenges faced during the 1992 Harshad Mehta scam. He delves into White Oak’s framework for valuing companies, offering insights into ideal debt-equity ratios across industries and his perspectives on startups and new-age companies.

The discussion also covers sectors like Consumption, Financials, IT, and Healthcare, highlighting why White Oak prefers these areas. Prashant provides valuable advice for individuals starting their investment journey, shares his best and worst investments, and discusses the impact of global events on Indian markets.

Whether you're an experienced investor or just beginning, this episode offers a wealth of knowledge and practical tips from one of the industry's leading figures.

Don't forget to like, subscribe, and hit the bell icon for more insightful and interesting content! 🎥📚

------------------------------------------------------------------------------------------------------------------------------------------------------------

Timestamps

00:00:00 Introduction

00:02:38 Early life of Prashant Khemka

00:06:59 First Investment of Prashant Khemka

00:11:29 His losses in 1992 post harshad mehta scam

00:15:07 Recovery phase

00:18:06 White Oak’s framework to value companies

00:40:58 Ideal debt-equity ratio across industries

00:43:00 Prashant Khemka’s views on Startups or New Age Companies

00:46:08 Why does WhiteOak prefer the Consumption, Financial, IT and Healthcare sector?

00:49:30 Advice to individuals starting their investing journey

01:00:37 Best investment of Prashant Khemka

01:03:27 Worst investment of Prashant Khemka

01:07:25 Impact of Trump’s victory on Indian markets

01:13:28 Overvalued/Undervalued sectors in India

01:16:05 Learnings from the book “Valuation” by Tom Copeland

01:18:12 Suggested books to read for retail investors

01:19:59 Prashant Khemka’s admiration for Radhakishan Damani

01:23:56 Prashant Khemka’s prediction for market crash in 2025

01:26:47 Takeaways from Roger Federer’s games

01:28:38 When will Sensex touch 1,50,000?

01:29:53 When will Prashant Khemka move back to India?

01:33:53 Issues in conducting business in India

01:35:33 Best thing about Singapore!

01:38:11 Closing Question

#kushallodha #prashantkhemka #whiteoak #stockmarket #investing