This is an interesting interaction at Investedge 2.0 from StockEdge team lead by Vivek Bajaj. A lot of topics were discussed EV, Defense, Bubble Collapse, Capex Cycle and much more ....

00:00 Introduction
01:13 How does a Stock behave? Journey from GOOD to GREAT
02:58 Stock Price Fall ? Journey of GREAT to GOOD
03:51 G2G Philosophy : Brahma Vishnu Mahesh
05:46 G2G Tenets
07:25 2BY2 Framework
08:07 Margin of Safety in G2G framework
09:51 Micro Cap/ Small Caps today
10:22 GOOD, BAD, UGLY ! How to Filter Stocks?
13:15 Avoid Large loss of MIND and MONEY
14:37 Investment themes today
15:09 Capex Cycle of India
18:39 Valuations & Volatility of the market
21:50 PSU Rerating : will it last?
25:54 Bubbles in Markets
29:47 Q&A: How to construct a Portfolio ?
31:58 Q&A: How to deal with Valuations?
35:35 Q&A: PSU Banks vs Private Banks ?
37:29 Q&A: How to identify CHOR and FRAUDS?
43:48 Q&A: When to SELL a stock?
45:50 Q&A: Dealing with MISS HO GAYA stocks?
47:27 Q&A: DEFENSE sector them in India
52:08 Q&A: How to Identify stocks in GROWTH (VISNHU Phase)?
55:30 Q&A: Order Books and their relevance?
57:50 Q&A: Should LEVERAGE be used in Investing?
59:47 Q&A: New Themes and Sectors to Invest in ?
01:01:47 Q&A: Fundamental vs Charts and Technicals in Investing?
01:05:25 Q&A: Financial Sector : how to invest ?

Hi friends, I am Ajay Sharma. I have been an active investor and a serial entrepreneur living in Singapore. I am an alum of IIT (BHU) Varanasi and IIM Ahmedabad. I have worked in some of the leading global corporates and am passionate about startups.

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