"The stock price determines the narrative of the street."
 These words. Decades of investing wisdom.

Kenneth Andrade has spent most of his career looking where others aren't. Before he became one of India's most respected mid-cap investors, he was a journalist studying businesses one report, one IPO and one industry at a time.

His investing philosophy is surprisingly simple: when everyone is looking in one direction, start asking what they're missing.

We get into:

• The transition from journalism to investing
• Why mid-caps became India's discovery engine
• What the dot-com bubble taught him
• How to think about market cycles
• Why dominant businesses survive downturns
• Active vs passive investing
• The psychology of underperformance
• Where he sees opportunity today

The biggest takeaway isn't about mid-caps.
It's about curiosity, patience and surviving long enough to be right.

Recommended for:
Investors, fund managers, finance students, equity researchers, CFA aspirants, and anyone trying to build conviction in an increasingly noisy market.

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Connect with me across social media. Stream the MF Chronicles podcast on your favourite app. - https://linktr.ee/vikaasmsachdeva

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📌 Disclaimer: All visuals and graphics used in this video belong to their respective owners. Credits are mentioned on-screen wherever applicable.
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Chapters:
00:00 Presented By
00:04 Trailer
01:35 Disclaimer
01:38 Mid-Cap Origins
03:57 The Journey
06:10 Journalist to Investor
09:04 First Investment
09:49 Finding Winners
11:12 Mid-Cap Growth
13:23 Growth Cycles
16:44 Investor Mindset
20:36 Reality Check
21:51 Investment Framework
29:23 Promoter Profile
32:02 Industry Cycles
34:20 Investment Filters
35:23 Reading Signals
37:19 Staying Consistent
40:53 Performance Pressure
43:51 Risk Management
45:31 Exit Decisions
47:43 Active vs Passive
50:17 Future Outlook
52:16 AI & Investing
53:54 Audience Q&A
53:58 Spotting Bargains
55:27 Macro Trends
56:39 Lessons Learned
57:19 Final Thoughts
57:47 End Credits

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