Scuttlebutt Investing & Building Niveshaay | case by case Ep.1 ft. Arvind Kothari | smallcase

In this episode of case by case, we speak with Arvind Kothari, founder of Niveshaay, about how his team approaches investing through deep on-ground research and scuttlebutt-style analysis.
From speaking to business operators and industry participants to building teams with strong technical and analytical skills, Arvind shares how Niveshaay looks beyond traditional market commentary to build conviction in companies and themes over the long term.

In this conversation, we discuss:
• The scuttlebutt approach to investing
• Learning from entrepreneurs
• How Niveshaay evaluates businesses
• The role of technical and analytical talent at Niveshaay
• Portfolio construction and long-term conviction
• Lessons from building an investment research-driven firm

case by case is a series where we go inside portfolios and the minds behind them — one smallcase at a time.

Explore the Mid and Small Cap Focused Portfolio Fundamental smallcase here: https://niveshaay.smallcase.com/smallcase/NIVMO_0001
#Investing #smallcase #modelportfolios @niveshaayinv

Disclaimer: This content is for educational purposes only and should not be considered investment advice.

#investing, #smallcase, #stockmarketindia , #portfolioinvesting, #wealthmanagement, #retailinvesting, #mutualfunds, #financepodcast, #investingstrategies
Time stamp:
00:00 Introduction
02:35 Introduction to markets
04:14 Early days of Niveshaay
10:39 One mistake I made
11:30 Niveshaay’s investing style
17:29 Contrarian approach to identifying winners
20:00 Downside of Scuttlebutt investing
24: 35 Why investors should consider Niveshaay
28:51 Creating entrepreneurs at Niveshaay
31:19 Dhandho Valley by Niveshaay
34: 52 Missed Opportunities
38:51 Creating a winning portfolio
45:00 Niveshaay's flagship smallcase

Видео Scuttlebutt Investing & Building Niveshaay | case by case Ep.1 ft. Arvind Kothari | smallcase канала smallcase