Last week i did a podcast with the SOIC team led by Ishmohit. The conversation was well recieved and i hope it helped alteast some people improve and refine their own market framework. Adding both the video and presentation here or those who are interested.
Video:
The presentation:
Thank you so much sir for this session 🙏🏻
Sir I had one doubt regarding no of stocks which you suggested. Will 30-40 stocks be not too much of diversification? Isn't it better to hold a little concentrated bet of 20-25 stocks