Kenneth Andrade on Building the Perfect Stock Portfolio

Intro: Kenneth Andrade’s approach to stock picking can only be described as super-rational. Even more interesting than that is how he constructs his portfolio. In a rather unique episode, we spend a considerable amount of time discussing this. We also talk about how to identify a sector to bet on, and, position sizing. An underrated yet very important determinant of overall returns.
Kenneth is the Founder & Chief Investment Officer at Oldbridge Capital Management Pvt. Ltd.

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