40% CAGR for 13 Years: Fund Manager Reveals Framework to Find 50X Stocks | Kushal Lodha #261

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In this episode, Kushal Lodha sits down with Jeevan Patwa to trace his unconventional journey from a mechanical engineer and software developer to a successful fund manager. Jeevan opens up about his early trading mistakes during the 2005-2008 cycle that led to losing his capital multiple times, an experience that shaped his current "capital protection first" philosophy. He details his strict "elimination framework" for selecting stocks, explaining why he completely avoids cyclical sectors like steel and cement, as well as banking and NBFCs, to focus on businesses with sustainable competitive advantages.

The conversation dives deep into Jeevan’s high-conviction investment themes, specifically his bullish stance on the CDMO (Contract Development and Manufacturing Organization) model across pharma, defense, and food industries. He provides granular case studies of his multi-bagger successes, including Suven Pharma, Manorama Industries, and Laurus Labs, illustrating the power of operating leverage and correct entry valuations. The episode concludes with his ambitious goal of targeting 50x returns over a decade and his advice for young investors to prioritize "compounding knowledge" over just compounding wealth.

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Timestamp:

00:00 Trailer & Introduction
01:59 Early career choices
07:35 Transition from software to investment
08:51 Early Trading Mistakes & Lessons Learned
11:25 Developing Sector expertise
15:25 Current AUM & Returns
18:08 Elimination Framework Deep Dive
25:32 Decoding Reasonable Valuation
33:09 Micro Cap & Small Cap Focus
34:43 Successful Bets Deep Dive
41:29 Manorama Industries Story
45:57 Laurus Labs Thesis
51:55 Deepak Nitrite Case
55:01 Axiscades Investment
57:12 Sectors to Avoid
59:49 Portfolio performance analysis
01:01:16 Surviving 2017-20 crash
01:03:16 Broader Indian Market Outlook
01:04:31 Advice for Young Investors
01:07:21 Knowledge vs understanding of business
01:10:15 Valuation differences
01:12:37 What would he ask himself?
01:16:14 Conclusion
01:16:32 Outro
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Видео 40% CAGR for 13 Years: Fund Manager Reveals Framework to Find 50X Stocks | Kushal Lodha #261 канала Kushal Lodha