The Research Analyst license INH000009490 has been surrendered. Please beware of impersonators.
Sensible investing
I invest my own capital in every recommendation I share. Your wealth grows with mine.
No commissions. No trading pressure. Just thoroughly researched investment ideas focused on your long-term wealth creation.
I find businesses that get stronger with time, not just stocks that look good today. Build lasting wealth through companies that compound value year after year.
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.
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.
ALERT: Beware of Impersonators
Bodh Capital does not provide guaranteed returns. Be vigilant against impersonators claiming to represent Bodh Capital and offering lucrative/guaranteed returns.
