In this episode , Raamdeo Agrawal talks about his Value Investing Experiences
The host Prasanth Nair makes it very interesting by making Raamdeo talk about his stock specific actual experiences
Raamdeo talks about the following picks
- Bharati Airtel
- Eicher Motors
- Hero Motocorp
- Nestle
Raamdeo feels if we take care about the downsides, the upsides will take care of itself. He illustrated the same with the example of Eicher . The downsides they thought would be taken care of the 2 franchises of Eicher - Royal Enfield and Canter which were doing well.
Bharati and Hero purchases were influenced by a book called Value Migration by Adrian Slywotzky. The value migration of land lines to mobiles and scooters to motor bikes were the main points for the purchase.
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