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In this insightful episode of Money Mindset, we sit down with Anup Maheshwari, the CIO of 360 One Asset Management, who brings over 30 years of experience in the equity markets. Anup shares his journey from his early days in the industry to managing large institutional and HNI investments. He also dives deep into his investment strategies, offering practical insights into valuation, stock picking, and navigating market volatility.
🔑 Key Topics Discussed:
Understanding Stock Valuation: Anup explains how Return on Equity (ROE) and Price to Book (P/B) ratios determine the value of a business, providing simple yet effective tools for investors to evaluate companies.
The Growth vs. Cyclical Business Dilemma: Learn the challenges of investing in cyclical stocks like Hindalco and how timing and buying at the right price can significantly impact returns.
Quick Commerce & High Growth Sectors: Anup shares his thoughts on sectors like Quick Commerce, where growth is strong, but profitability is still a work in progress. What should investors look for in these companies?
Understanding PE vs. PB Ratios: A breakdown of why Anup believes Price to Book is a more reliable metric than Price to Earnings (PE) ratio for valuing stocks.
The Right Time to Invest: With the market at high valuations, Anup shares why investors should temper their expectations and focus on long-term returns, avoiding short-term volatility.
🎯 About Anup Maheshwari:
Anup Maheshwari, the CIO of 3601 Asset Management, has over 30 years of experience in India’s equity markets. He has worked with major financial institutions, building expertise in equity investing, portfolio management, and asset management. His wealth of knowledge is invaluable for investors navigating the complexities of the Indian stock market.
About the Money Mindset Podcast
Hosted by Sonia Shenoy, Money Mindset offers a platform for the best minds in the financial world to share their wealth-building strategies, insights into investment philosophies, and practical advice for everyday investors. Whether you’re a seasoned investor or just starting your journey, the podcast provides valuable takeaways for everyone.
🔔 Don’t forget to Like, Share, and Subscribe for more enriching conversations with industry leaders.
Chapters
0:00 – Trailer
1:44 – Introduction to Anup Maheshwari and His Investment Journey
6:42 – The Basics of Stock Valuation: ROE and P/B Explained
8:46 – Growth vs. Cyclical Businesses: Timing is Everything
15:14 – The Future of Quick Commerce and High Growth Sectors
25:26 – PE vs. PB Ratios: Why Price to Book is Key
37:57 – The Right Time to Invest in a Bull Market
1:01:22 – How to Build a Portfolio with Long-Term Compounding
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