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Devina Mehra on Importance of First Principles and Turning Down Ratan Tata’s Suggestion

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Manage episode 342290549 series 3354514
Content provided by HT Smartcast and Mint - HT Smartcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by HT Smartcast and Mint - HT Smartcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Devina Mehra’s claim to fame recommends HDFC Bank stock at an adjusted price of less than Re 1. But that’s nowhere even close to the successes she has racked up over her career. She founded First Global, which is today one of India’s most successful global research firms. Along the way, she has had a string of successful calls including recommending Amazon in 2001. Her biggest contribution may be the thoroughness with which she researches a stock (which has evolved into a human plus machine process). Listen in to a fascinating conversation where we discuss all this, and our usual favorite topics of portfolio construction, portfolio sizing, and asset allocation. It’s a must-listen...
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30 episodes

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Manage episode 342290549 series 3354514
Content provided by HT Smartcast and Mint - HT Smartcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by HT Smartcast and Mint - HT Smartcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Devina Mehra’s claim to fame recommends HDFC Bank stock at an adjusted price of less than Re 1. But that’s nowhere even close to the successes she has racked up over her career. She founded First Global, which is today one of India’s most successful global research firms. Along the way, she has had a string of successful calls including recommending Amazon in 2001. Her biggest contribution may be the thoroughness with which she researches a stock (which has evolved into a human plus machine process). Listen in to a fascinating conversation where we discuss all this, and our usual favorite topics of portfolio construction, portfolio sizing, and asset allocation. It’s a must-listen...
  continue reading

30 episodes

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