The 2x2 Stock Picking Framework Of A ₹1,200 Cr Fund Manager | Kushal Lodha #351

Balaji Vaidyanath, Co-founder & CIO of NAFA Asset Managers, manages ₹1,200 crore with a 19-20% CAGR over 10 years on his flagship Emerging Bluechip product. In this episode, Balaji reveals how tracking 100-150 international company earnings calls gives him an edge on Indian stocks, and why Nifty 50 is structurally broken-with 55% of the index facing serious headwinds. What You'll Learn:1-How Pepsi's and Whirlpool International's earnings calls reveal Indian subsidiary results days before they're announced-and how NAFA used this to exit Whirlpool India before a bad quarter hit.2-Indian politicians hold 99% of their ₹29,000 crore declared wealth in land and real estate- only 1% in equities and mutual funds.🔔 Hit SUBSCRIBE and turn on notifications so you never miss a deep dive with India's sharpest investing minds!#balajivaidyanath #nafaassetmanagers #pmsindia #smallcapinvesting #nifty50 #stockmarketindia #d2cdisruption #konversationwithkushal #kushallodha #midcapstocks