Investment objective
Seek businesses (stocks) that can grow their aggregate earnings 15-20x in 20 years. Zoomed out, portfolio stocks should exhibit the following characteristics:
Resilient and anti-fragile businesses become stronger as their competitors weaken during chaos. For long-range owner, resilience is critical as most businesses face downcycles.
The business should exhibit growth in market and profit share over a 5-10 year period, ideally surpassing industry growth in volume. Additionally, there should be improvements in balance sheet strength and ROIC over this timeframe.
Buying “Quality” at any price is dangerous non-sense and may lead to wealth destruction. I try to avoid falling for popular investment ideas and happy to wait for buying strong businesses/stocks at fair prices.
GUIDING LIGHT
“Over the long term, it’s hard for a stock to earn a much better return than the business which underlies it earns…If a business earns 18% on capital over 20 or 30 years, even if you pay an expensive-looking price, you’ll end up with one hell of a result.”
Subscription service
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You’ll gain access to the relevant files based on the chosen plan. I’ll send you investment recommendations as I analyze them. Subscribers can invest in these stocks according to their capacity.
I send periodic updates on existing investments via email/WhatsApp. Please pay attention to my emails.
Discipline, integrity, and honesty are fundamental values guiding my approach to investing.
I provide documented evidence of my analyses and thought processes, abstaining from any form of window dressing.
When I recommend investments, I ensure that I have ‘skin-in-the-game’ by investing my own capital alongside my clients.
I started as a financial analyst at a boutique consulting firm, then founded AlphaValley, helping startups with business plans and providing investment research. Now, with Bodh Capital, I co-invest with clients in resilient businesses in less-disruptive industries for wealth creation.
There is no strategy that works consistently in all situations. Sustainable wealth creation requires a fundamental/value-based portfolio alongside other popular strategies such as momentum/growth investing.
Compounding reliably occurs when there’s a steadfast, long-term perspective to hold quality companies.
While momentum strategies usually outperform during bull markets, they often experience deeper drawdowns during corrections. Reasonably priced quality businesses should offer some protection as they tend to receive less severe punishment.
Long-term investing may not be comfortable for most investors.
I don’t chase momentum or ‘hot’ investment ideas, and hence am likely to underperform in bull markets.
Unlikely short-term capital appreciation.
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🛑 CAUTION: Bodh Capital DOES NOT PROVIDE guaranteed returns. Be vigilant against impersonators claiming to represent Bodh Capital and offering lucrative/guaranteed returns.
Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. You may reach SEBI SCORES website here and download the SEBI SCORES app from Play Store and App Store.
