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Sridhar Sivaram on Stock Picking, Position Sizing and Asset Allocation | Investor Hour
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Sridhar Sivaram on Stock Picking, Position Sizing and Asset Allocation | Investor Hour



Alert: Discover Top 3 Stock Picks for 2023…- http://www.eqtm.in/y4TEx

Sridhar Sivaram talks about the importance of macro when picking stocks, the power of position sizing and the criticality of overall asset allocation.

Sridhar also discusses the story behind the (in)famous Morgan Stanley Growth Fund…what went right, and what went wrong.

And Why! Sridhar also talks of Value vs Growth…what he has been preferring…and how his preference is starting to change.

As always we cover a lot more ground. A must listen…

#stockpicking #investing #macro

Guest: Sridhar Sivaram, Investment Director, Enam

Host: Rahul Goel, CEO, Equitymaster

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This video is for information purposes only. It is not a stock recommendation and should not be treated as such. Please read our Terms of Use and Privacy Policy here – http://www.eqtm.in/Hq2w9

*Stay Connected with Equitymaster*
✅ Latest Research Idea: http://www.eqtm.in/a8A3L
✅ Free Reports: http://www.eqtm.in/i2S5P
✅ Telegram: http://www.eqtm.in/Wd6k4
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This video is for information purposes only. It is not a stock recommendation and should not be treated as such. Please read our Terms of Use and Privacy Policy here – http://www.eqtm.in/Hq2w9

8 Comments

  4. Karthikeyan V

    Thanks Rahul. Thanks Sridhar. My weekend is never complete without Investor Hour. Just love it.
    Sridhar was brutally honest when he said sell decision is tough. No pretence there. Also appreciate his view on gold in one's portfolio. Different from many investors.

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