Absolutely amazing presentation by @Gautam__Baid in the @soicfinance's conversation with super investors series.

@Gautam__Baid said that the key attribute of great investors is their Focus on Process, with this in mind,

Let's deep dive into his Investing Process 🧵🧵🧵

1. PF construction, Tracking and Rebalancing

- PF comprises of 20-30 stocks held for 3+ years, sector & market cap agnostic

- Weightage of 3-5% per stock, exceptional opportunities get 10%

- Ranks PF cos based on valuations, earnings perf & expected stock returns to rebalance

2. Investment process flow

- Keeps an active watchlist of 10-15 potential opportunities

3. Idea Generation (very practical sources)

"He who turns over the most rocks - wins"

- Stock mkt takes time to adjust to higher intrinsic value so even if you buy after a big breakout earnings there is a chance to make good returns

contd.

contd.

- Usually post IPO new high coincides with some imp biz development in the co.

- For microcaps, Credit Rating reports and IR section on website are good info sources

- DRHPs and QIP docs used for industry data

- Fund manager's top holdings