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This podcast episode delves into the investment philosophy of Sanjoy Bhattacharya, a seasoned value investor and former CIO of HDFC Asset Management Company. It explores his "7 Key Learnings," covering crucial topics such as assessing management integrity, portfolio allocation strategies, the importance of selling, understanding business fundamentals, and the pitfalls of forecasting. Bhattacharya's insights challenge common investing misconceptions and offer a pragmatic approach to navigating the complex world of financial markets, making it a must-listen for both novice and experienced investors seeking to refine their strategies.
By ARMORE™ CapitalThis podcast episode delves into the investment philosophy of Sanjoy Bhattacharya, a seasoned value investor and former CIO of HDFC Asset Management Company. It explores his "7 Key Learnings," covering crucial topics such as assessing management integrity, portfolio allocation strategies, the importance of selling, understanding business fundamentals, and the pitfalls of forecasting. Bhattacharya's insights challenge common investing misconceptions and offer a pragmatic approach to navigating the complex world of financial markets, making it a must-listen for both novice and experienced investors seeking to refine their strategies.