Helping You Build Wealth With Honest Research
Since 1996. Read On...

MEMBER'S LOGINX

     
Invalid Username / Password
   
     
   
     
 
Invalid Captcha
   
 
 
 
(Please do not use this option on a public machine)
 
     
 
 
 
  Sign Up | Forgot Password?  

Revealed
India's Third Giant Leap

This Could be One of the Biggest Opportunities for Investors




Important: We hate spam as much as you do. Check out our Privacy Policy and Terms Of Use.
By submitting your email address, you also sign up for Profit Hunter, a daily newsletter from Equitymaster
covering exciting investing ideas and opportunities in India.

AD
  • Home
  • Views On News
  • Dec 17, 2022 - Sridhar Sivaram on Stock Picking, Position Sizing and Asset Allocation

Sridhar Sivaram on Stock Picking, Position Sizing and Asset Allocation podcast

Dec 17, 2022

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...

Rahul Goel

Rahul Goel, CEO of Equitymaster, learned the values of honest, independent research very early in life. He first joined Equitymaster in 1995 as an intern. He was then part of the team that published the Quantum Stock Market Yearbook (later the Equitymaster Stock Market Yearbook). After a break to get a double postgrad in finance, Rahul came back to Equitymaster in 1999, and has since served in several roles. He was responsible for building the research effort at Equitymaster. In 2008, he took charge as the CEO of Equitymaster.

Equitymaster requests your view! Post a comment on "Sridhar Sivaram on Stock Picking, Position Sizing and Asset Allocation". Click here!