Advertise on podcast: Konversation with Kushal

Ramneek Kundra returns to Konversation with Kushal for a deep dive into the investing philosophy of Warren Buffett and Charlie Munger. Having read every Berkshire shareholder letters and books on Buffett, he breaks down the real story behind buy and hold philosophy, See's Candies, GEICO and Coca-Cola in the simplest language possible.What You'll Learn:1-The Buy And Hold Myth: Why Buffett actually traded over 800 companies.2-The Coca-Cola Mistake: Why he says he should have sold Coke in 1999.3-GEICO Twice: Why he sold at 20 and bought back after a 97% crash.4-See's Candies Magic: How 25 million dollars turned into 1.9 billion in cash.5-The One Rule: The cheapness discipline Buffett never abandoned.⁠ #KonversationWithKushal⁠ ⁠#WarrenBuffett⁠ ⁠#CharlieMunger⁠ ⁠#BerkshireHathaway⁠ ⁠#ValueInvesting⁠ ⁠#StockMarketIndia⁠ ⁠#InvestingForBeginners⁠ ⁠#ShareMarket⁠ ⁠#CompoundingWealth⁠ ⁠#KushalLodha⁠

In this episode of Konversation with Kushal, Dhiraj Dave, a full-time investor, shares the rare dividend-first investing philosophy that has compounded his portfolio at 22% CAGR for over three decades.Here's what you'll learn:1-Cash Flow is Truth: Why he trusts dividends over profit and calls cash flow the only "reality" in investing.2-The Financial Moksha Formula: How dividends covering 120% of your expenses means you never touch your capital again.3-The Debt Free Rule: Why an "Antifragile" portfolio avoids companies carrying high debt, whatever the growth story.4-Real Stock Case Studies: From a TV18 mistake to multibagger bets like Shivalik Bimetal, VST Tillers and SRF.5-REITs and InvITs Explained: How to earn steady, tax efficient income beyond the stock market. #KonversationWithKushal #DhirajDave #DividendInvesting #ValueInvesting #StockMarketIndia #REITvsInvIT #PassiveIncome #WealthCreation #KushalLodha #financialfreedom

Abhishek Basumallick, Founder of Intelsense, joins Kushal to break down how he picks stocks. He walks through real case studies like PG Electroplast, Supreme Industries and HBL Engineering, and explains why price is always the final judge.What You'll Learn:1-The 4 Step Process: Define your universe, pick the stock, size it, and know when to exit.2-Buying After 40x: Why PG Electroplast gave him 6x more after a huge run.3-Never Average Down: Why he only adds to a stock when the price is rising.4-Growth Beats Cheap: Why great compounders are almost never available at dirt cheap valuations.5-The Momentum Screen: A simple rule to rank stocks on their last six months of returns. #KonversationWithKushal #AbhishekBasumallick #Intelsense #StockMarketIndia #MomentumInvesting #MultibaggerStocks #InvestingForBeginners #ShareMarket #StockMarketForBeginners #KushalLodha

Gajendra Kothari, a wealth manager and AMFI registered mutual fund distributor who has built a 69 crore mutual fund corpus, joins Kushal to break down financial freedom the practical way. He shares exactly how much you need to retire at every age and in every kind of city, and why chasing 100 crore is the wrong goal.What You'll Learn:1-Your Real FF Number: Why 100 crore is a myth and your number is personal.2-The 4% Car Truth: Why most people die rich instead of living rich.3-Retire By City Tier: The corpus you need in a Tier 1 town vs a Tier 4 town.4-Power Of SWP: The most tax efficient passive income nobody talks about.5-One Plan, All Goals: How a couple funds car, house, child and retirement together.#KonversationWithKushal #GajendraKothari #FinancialFreedom #RetirementPlanning #SWP #MutualFundsIndia #PersonalFinance #InvestingForBeginners #ShareMarket #KushalLodha

Rajeev Agrawal, Fund Manager and Managing Partner at DoorDarshi India Fund, joins Kushal for the channel's first deep dive purely on the financial services industry. Investing in Indian equities from the US, he decodes exactly how he values banks and NBFCs, using live case studies with real entry and exit prices.What You'll Learn:1- Valuing A Lender: Why management trust matters 10x more in a financial company.2- The IIFL 480% Story: A stock that survived COVID and an RBI gold loan ban.3- Too Early Is Wrong: The J&K Bank mistake and why asset quality only lags.4- Heads I Win, Tails I Don't Lose: How he plays holdco discounts and special situations.5- A Job From Warren Buffett: The Berkshire AGM question that got him an offer.#KonversationWithKushal #RajeevAgrawal #DoorDarshi #NBFCStocks #BankingStocks #IIFLFinance #ValueInvesting #StockMarketIndia #ShareMarket #KushalLodha

In this episode of Konversation with Kushal, Sunil Subramaniam, former MD & CEO of Sundaram Mutual Fund with 30+ years of experience, breaks down why India's market isn't rising despite being the world's fastest-growing economy.Here's what you'll learn:1-India as a stock: How FIIs value the whole country by discounting future GDP.2-Strong GDP, flat market: Why good growth triggers rate-hike fears and hits autos & banks.3-Why FIIs prefer Taiwan & Korea: AI firms growing 40-60% make India look boring.4-Interest Rate Parity: The currency math keeping foreign money out of India.5-PMI decoded: The one indicator that predicts the economy 3 months ahead.#sunilsubramaniam #fiiflows #stockmarketindia #niftyanalysis #crudeoil #smallcapstocks #konversationwithkushal #kushallodha

Sahil Kapoor, Head of Products and Market Strategist at DSP Mutual Fund, joins Kushal to break down how he values stocks, markets, gold and silver. He shares the frameworks from his DSP Netra reports in the simplest language possible.What You'll Learn:1-The Infosys Test: How to check if a business actually creates value.2-Margin Of Safety: Why a boring bank can beat a hot stock.3-The 25% Myth: Why chasing high returns quietly loses you money.4-Large Caps Are Cheap: Why foreign investors have given up on them.5-Value Gold & Silver yourself: The simple math to price gold and silver.#KonversationWithKushal #SahilKapoor #DSPMutualFund #StockMarketIndia #GoldInvesting #NiftyValuation #InvestingForBeginners #ShareMarket #StockMarketForBeginners #KushalLodha

Ravi Jain, CFA Co-founder & MD of Blostem and a small cap investor for 19 years, joins Kushal to break down how he compounded at over 40% CAGR. He walks through the stock that gave him 30x in two years, the frameworks he uses to read market cycles, and where he is bullish in August 2026.What You'll Learn:1-The 30x Stock: How one half yearly result led him to a 50x company.2-Small Cap Warning: Why a 180% premium is flashing red right now.3-Buy The Panic: How forced selling in spin offs creates free money.4-When To Sell: Why he exited at 30x and let the rest go.5-The Bull Run Leader: The one trend he says will make the big money.#KonversationWithKushal #RaviJain #Blostem #SmallCapStocks #MultibaggerStocks #StockMarketIndia #InvestingForBeginners #ShareMarket #StockMarketForBeginners #KushalLodha

Sridhar Sivaram, Investment Director at Enam Holdings, joins Kushal for a deep dive into markets, sectors, and gold. He shares how he reads a balance sheet, where he is bullish today, and why he stays away from some of the most popular sectors.What You'll Learn:1-Gold's Real Story: Why gold has beaten the stock market for 20 years.2-The Bank Shift: Why private banks are losing ground to PSU banks.3-Insurance Warning: The savings policy he says you should avoid.4-Where He Is Bullish: The sectors he is backing right now.5-A Bird To A Stock: How one photography trip became an investment.#KonversationWithKushal #SridharSivaram #EnamHoldings #StockMarketIndia #GoldInvesting #PSUBanks #InvestingForBeginners #ShareMarket #StockMarketForBeginners #KushalLodha

In this episode of Konversation with Kushal, Binoli Jain and Ankit Jain, the husband-wife duo behind The Money Mart, open up their actual family portfolio live on screen. They manage over ₹640 crore across 900 families and break down how disciplined SIPs, smart asset allocation, and goal-based planning turned small monthly investments into real generational wealth, including making their daughter a crorepati before she turned 15.What You'll Learn:1-The ₹24,500 SIP That Made Their Daughter A Crorepati, started before she was even one month old.2-Why Their Equity Gave 0% Returns For 15 Years, and how compounding exploded right after.3-The Asset Allocation Formula that lets them sleep peacefully even when markets crash 40%.4-How To Actually Pick A Fund by looking at governance and people, never past returns.5-The Cash Flow Exercise that reveals your true net worth and how much you can really invest. #KonversationWithKushal #KushalLodha #MutualFunds #SIP #PersonalFinanceIndia #AssetAllocation #FinancialFreedom #WealthCreation #InvestingForBeginners #TheMoneyMart

In this episode of Konversation with Kushal, Amit Jain, Co-Founder, Ashika Global Family Office Services, reveals why he is cautious on global markets and bullish on India right now.Here's what you'll learn:1- Why India Is Cheaper Than the World: The relative price attractiveness principle.2- The US Crash He Sees Coming: Why the index hides the pain while top stocks fall 30 to 50%.3- The 10% Gold Rule: Why gold is a must in every portfolio.4- Invest Rightly, Switch Timely: The one principle he calls the 9th wonder of the world.5- His Stock-Picking Scorecard: ROCE and ROE above 20%, and why 8 to 10 stocks beat 50.#amitjain #ashikagroup #familyoffice #indianstockmarket #goldinvestment #valueinvesting #nifty50 #stockmarketcrash #konversationwithkushal #kushallodha

In this episode of Konversation with Kushal, Sanjeev Pandiya, one of India's top behavioural economists with 30+ years in behavioural finance, breaks down how real wealth is built in the stock market.Here's what you'll learn:1- Sex in the Sensex: spotting when a bubble is peaking.2- 6x EBITDA framework: how he values a business and ignores stock prices.3- Caterpillar to Butterfly: the thesis behind SRF, Tata Steel and UPL.4- Debt capacity over debt: why unused borrowing power is your biggest asset.5- Concentration over diversification: why he never held more than two stocks. #sanjeevpandya #behavioralfinance #valueinvesting #stockmarketindia #multibagger #konversationwithkushal #kushallodha

In this episode of Konversation with Kushal, Swanand Kelkar, former Managing Director at Morgan Stanley India and Co-Founder & Managing Partner at Breakout Capital ($1.7B AUM), breaks down the global AI bubble, his emerging markets framework, and how he turned ₹2.5 lakh into ₹46 lakh at a 33% CAGR.Here's what you'll learn:1- The Chola Story: The single slide and one CEO meeting that convinced him to make his largest personal position.2- AI Bubble or Not: Why the top-down signals scream bubble but the bottom-up P/E says otherwise, and how to play it safely.3- Memory Price Squeeze: How OpenAI's spending is making your phone, laptop, and TV more expensive.4- The 10 Rules Framework: How Breakout Capital ranks 25 emerging markets to decide where to invest.5- Bottom-Up Stock Screening: The exact ROE, earnings growth, and valuation filters he uses to pick winners.#swanandkelkar #aibubble #emergingmarkets #breakoutcapital #stockmarketindia #valueinvesting #nvidia #tsmc #konversationwithkushal #kushallodha

In this episode of Konversation with Kushal, Anant Ladha, a third-generation IPO investor with 3M+ followers whose family has invested in IPOs since 1980, breaks down exactly how to make money from IPOs and improve your allotment chances.Here's what you'll learn:1- Retail vs Small HNI vs Big HNI: which category actually gets you the best allotment odds.2- One PAN, One Demat, One Application: the mistakes that get lakhs of applications rejected.3- Rule of 15 (2026 Updated): the exact listing-day exit strategy for mainboard IPOs.4- Rule of 5 for SME IPOs: how to ride the circuits and book profit right.5- Five Point IPO Checklist: anchor book, promoter fraud check, valuation, QIB & GMP, using just ChatGPT. #anantladha #ipoinvesting #ipoallotment #ipostrategy #stockmarketindia #smeipo #mainboardipo #ipogains #konversationwithkushal #kushallodha

Former RBI Deputy Governor and NYU Stern professor Dr. Viral Acharya joins Kushal to break down how geopolitics, the AI boom, and the shifting role of US treasuries are reshaping the global and Indian economy. A masterclass in macroeconomics made simple for every investor.What You'll Learn:1-US Treasuries Losing Safe Haven Status: Why the world's most trusted asset is now behaving like a risk asset.2-The AI Growth Race: Why India must become an innovator, not just an enabler, in software.3-Gold Rally Explained: The real reason central banks keep buying and what comes next.4-Fiscal vs Financial Dominance: How government borrowing threatens control over inflation.5-India's Concentration Problem: Why the Big Five business groups may be limiting growth.