Harsha Upadhyaya is a big believer in the India story. And he believes the way to go about making the most of it as an investor is to pick stocks using the Growth at Reasonable Price (GARP) approach.
He also stresses the importance of what you don't own. A potentially high impact concept. In our conversation we also discuss his framework for picking stocks, position sizing and asset allocation.
And of course, we talk about how to detect and avoid fraudulent companies. Listen in...
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.
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