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E37: Think like an Owner: Meet Commodore Group Holdings and Rohit Sood
Manage episode 484039825 series 3595647
Summary
Hosts Sarah Florer and Roland Wiederaenders welcome Mr. Rohit Sood of Commodore Group Holdings, which uses a hedge fund strategy focused only on taking long positions. In this episode from Alt Investing Made Easy we hear from Rohit as he shares his unique journey starting out as a trained engineer and then transitioning into finance and investment banking. Rohit gives us insights into his investment philosophy and the emphasis he places on ‘Thinking like an Owner’ using a long-term holding strategy with a focus on how asset companies allocate capital. Rohit also introduces his tech venture Fintuative, which is a proprietary tool for financial analysis that he and his team created and built in-house to provide real-time information to help assess business quality in investment decisions. The conversation also covers the current investment opportunities Rohit makes available to accredited investors, his commitment to a long-only strategy, and insights into the scalability of his fund. The episode concludes with Rohit’s personal reflections on approaching investing with rationality and the importance of continuous learning in investing
Rohit recommends that anyone interested in investing read the following article:
Rohit can be reached at:
Takeaways
- Rohit Sood transitioned from engineering to finance, emphasizing a unique investment philosophy.
- He believes in long-term ownership of high-quality businesses without short positions.
- Fintuative is a proprietary tool that automates financial analysis for better investment decisions.
- Capital allocation is crucial for a company's success and should be analyzed carefully.
- Rohit focuses on a concentrated investment strategy with a limited number of positions.
- The investment partnership aims for 5% compounded returns over the long term.
- Rohit emphasizes the importance of rational thinking in investing.
- He encourages continuous learning and reading to enhance investment knowledge.
- The fund is scalable, focusing on large-cap companies with significant market presence.
- Rohit's personal motto revolves around being rational and channeling efforts effectively.
Chapters
00:00 Introduction to Alternative Investing
02:01 Rohit Sood's Background and Career Path
09:01 Transition to Investment Management
12:18 The Fintuative Platform and Its Functionality
17:32 Capital Allocation and Business Quality
21:01 Investment Philosophy: Long-Only Strategy
23:56 Overview of Commodore Group Holdings
26:31 Performance and Track Record
29:20 Scalability and Future Outlook
31:48 Personal Insights and Philosophy
Sponsored by:
Real Advisers, Austin, Texas
Special thanks to:
Red Sun Creative, Austin, Texas
For more information: AltInvestingMadeEasy.com
Please contact us: [email protected]
Roland Wiederanders: [email protected]
Sarah Florer: [email protected]
Disclaimer: “This production is for educational purposes only and is not intended as investment or legal advice.”
© 2025 AltInvestingMade Easy.com LLC All rights reserved
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