Inside Consistent Compounders — Concentration, Conviction and Correction | Marcellus Musings скачать в хорошем качестве

Inside Consistent Compounders — Concentration, Conviction and Correction | Marcellus Musings

Pramod Gubbi sits down with Rakshit Ranjan to unpack how his investing philosophy has evolved, especially when markets throw curveballs! From his career beginnings in equity research to managing expectations, portfolio risks, and that fine line between conviction and arrogance, Rakshit gets candid like never before. If you have a question you want to ask Rakshit, let's connect at https://marcellus.in/connect/?utm_sou... 00:00 Coming up 04:58 Rakshit's personal journey 11:12 An accidental start in the finance world 15:23 Shifting to a new kind of research 22:08 Launch of Coffee Can PMS 29:14 Why the portfolio struggled 40:26 Lessons learned and a new plan 52:36 Valuations and margin of safety 26:44 A masterclass in bouncing back 01:03:29 Arrogance or conviction? 01:15:32 Client expectations 01:21:36 What to expect from the portfolio? 01:26:54 Closing thoughts Marcellus Musings with Pramod Gubbi x Rakshit Ranjan #Investing #Finance #ConsistentCompounders #PMS #Portfolio