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Time Stamps:
0:00 Introduction
1:07 Investment philosophy
1:07:40 Stock Allocation
1:12:44 Business growth Vs Stock price growth
1:16:46 Structural trends in pharma
1:26:43 Generating alpha
1:33:03 2 sectors (IT & FMCG) have same earnings volatility but market cap volatility is much higher in one of the sectors - Have you been able to figure out a reason of the same?
1:38:13 Market/ Sector valuations
1:44:26 Generating Investment ideas
1:48:00 Any others factors you look at which judging equity market valuations?
1:50:20 How do you judge what's priced in the market cap or EV of a particular business?
1:55:25 How do fresher extract information from management?
2:00:38 E nding notes
