Kuntal Shah, partner at Oaklane Capital and faculty member at FLAME University, has been investing since the Harshad Mehta era. In this episode, he shares timeless lessons from more than 35 years in the markets, explains why valuation is often misunderstood, breaks down India's manufacturing opportunity, and reveals how he identifies long-term winners before the crowd.What You'll Learn:1-Lessons From 1992: Kuntal Shah shares his firsthand experience of the Harshad Mehta boom, the mistakes that shaped his investing journey, and why losing money was his greatest teacher.2-Valuation Beyond DCF: Why reverse DCF, market expectations, and understanding narratives matter more than complex Excel models.3-India's Next Big Opportunity: Why manufacturing, renewable energy, and battery energy storage systems (BESS) could define India's next decade of wealth creation.#KonversationWithKushal #KuntalShah #Investing #ValueInvesting #StockMarket #IndianEconomy #Manufacturing #SolarEnergy #WealthCreation #LongTermInvesting

Podden och tillhörande omslagsbild på den här sidan tillhör Konversation with Kushal. Innehållet i podden är skapat av Konversation with Kushal och inte av, eller tillsammans med, Poddtoppen.