Nearly all discussions in the securities market are about buying--what to buy and when to buy. The value investor and founding partner of Oaklane Capital Management with over three decades of experience takes us through the harder part of the transaction--selling.
Indian defence stocks are currently trading higher than US defence stocks, as per July 9 data. The median PE for Indian defence stocks is around 92x against 26x for the US stocks.
In CNBC-TV18’s special show, Alpha Managers, Nimesh Shah and Anuj Singhal caught up with a rarely heard voice, Kuntal Shah, Founding Partner of Sage One Investment Advisors to get a sense of how they are playing the market now and to understand their stock-picking strategy.
Ramesh Damani sat down with Kuntal Shah, Partner of SageOne Investments, and asked him about his investment processes and how he controls emotions of greed and fear.