Jaagrav
31 episodes - English - Latest episode: over 2 years ago -Hello! I'm Vikas, an investment advisor and founder of www.jaagrav.com. Having spent more than 15 years as a corporate banker, equity analyst and risk consultant across multiple organisations, I have started to put out my thoughts around risk, investing and human behaviour via this podcast. See you around!
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Episodes
Thinking Smarter - 8 Ways to Think Like Warren Buffet
December 06, 2021 18:00 - 6 minutes - 4.39 MBHi everyone, Vikaas here, investment advisor and founder of www.jaagrav.com. Today, I am going to talk about 8 ways to think like Warren Buffett. This is a book by Glen Curtis who condensed some of the best thoughts from another Book, The Warren Buffett Portfolio by Robert G. Hagstrom. Hope the talk inspires you to think like the legendary investor.
Are You Ready to be Ridiculed?
October 26, 2021 13:00 - 1 minute - 1.23 MBThis is Vikaas here, Investment Advisor and Founder of www.jaagrav.com. Today, I am going to talk about why one should be ready to face ridicule. Did you know that Dick Fosbury went backwards over the high jump bar for the first time in the Olympics in 1968, winning gold? He was first ridiculed, then mimicked and then eventually made a standard.
Disaster Prevention - Never Mess With Your Working Capital
October 21, 2021 19:00 - 3 minutes - 2.38 MBHi everyone, Vikaas here, investment advisor and founder of www.jaagrav.com. Today I am going to talk about how messing with working capital in a business leads to disastrous outcomes. Some time back, while I was talking to one of my banker friends, he brought about a very interesting point about how so many companies have got into distress and that the entire banking system is beset with non-performing assets (‘NPAs’), now being recognised by banks, thanks to the government and the new bank...
Growth Over Profits - A Recipe for Disaster
October 19, 2021 18:00 - 3 minutes - 2.71 MBHi everyone, Vikaas here, investment advisor and founder of www.jaagrav.com. Today I am going to give you a recipe for disaster. Some time back, I was talking to my friend, also a co-founder of a robo-advisory start-up and he seemed to be doing reasonably good, considering that his start-up had been funded by VCs and how according to him, valuation of his business is dependent upon the growth in the number of customers, even if it meant getting them on board at a loss. His main contention wa...
The Prediction Game - Yeh Market Kya Lagta Hai Boss?
October 16, 2021 12:00 - 3 minutes - 2.63 MBHi everyone, Vikaas here, investment advisor and founder of www.jaagrav.com. Today, I am going to talk about a question which has been asked time and again. Yeh market kya lagta hai boss? I will deconstruct how experts try to answer this question and how you can filter the noise from the truth. Hope you enjoy the episode!
Lessons from "The Playbook: A Coach’s Rules for Life" - The Streaming Investor | Part 2
October 12, 2021 10:00 - 4 minutes - 3.15 MBHi everyone, Vikaas here, investment advisor and founder of www.jaagrav.com. Today I am going to talk about some important Investing lessons which I learnt watching Netflix’s The Playbook: A Coach’s Rules for Life”. The series showcases some of the most legendary coaches, their history, their motivations and their philosophies about their game and life. Since I love basketball, I got intrigued by Glenn Anton Rivers, aka “Doc”. Doc is an American basketball coach and former player who is t...
Lessons from "The Playbook: A Coach’s Rules for Life" - The Streaming Investor | Part 1
October 10, 2021 10:00 - 4 minutes - 2.79 MBHi everyone, Vikaas here, investment advisor and founder of www.jaagrav.com. Today I am going to talk about some important Investing lessons which I learnt watching Netflix’s The Playbook: A Coach’s Rules for Life”. The series showcases some of the most legendary coaches, their history, their motivations and their philosophies about their game and life. Since I love basketball, I got intrigued by Glenn Anton Rivers, aka “Doc”. Doc is an American basketball coach and former player who is t...
Lessons From "Scam 1992" - The Streaming Investor | Part 2
October 08, 2021 10:00 - 5 minutes - 3.65 MBHi everyone, Vikaas here, investment advisor and founder of www.jaagrav.com. Today, I am going to talk about some important Investing lessons which I learnt from watching Scam 1992: The Harshad Mehta story. One of the most entertaining series I have watched till date. I couldn’t resist taking its dialogues, verbatim followed by some of my own interpretations. Considering the depth of wisdom in the dialogues, I have divided this into a 2-part series; I Hope you had a chance to listen to the ...
Lessons From "Scam 1992" - The Streaming Investor | Part 1
October 06, 2021 10:00 - 5 minutes - 3.5 MBHi everyone, Vikaas here, investment advisor and founder of www.jaagrav.com. Today, I am going to talk about some important Investing lessons which I learnt from watching Scam 1992: The Harshad Mehta story. One of the most entertaining series I have watched till date. I couldn’t resist taking its dialogues, verbatim followed by some of my own interpretations. Considering the depth of wisdom in the dialogues, I have divided this into a 2-part series; today being the first part. Hope you like...
Dollar Industries – Yeh to Fit NAHI Hai Boss!
October 04, 2021 10:00 - 5 minutes - 3.5 MBHi everyone, Vikaas here, investment advisor and founder of www.jaagrav.com. Today I am going to talk about Dollar Industries. Dollar Industries is one of the largest innerwear companies in India and has a significant national presence. With over 15% market share in the innerwear category, this Kolkata based company has come a long way, having started in 1973. Did you know that the company spends 10% of its revenue on advertising alone? Tune in this episode to find out my thoughts on the co...
What's the Relationship between Maruti Suzuki & Mattel, Inc.?
October 02, 2021 13:00 - 5 minutes - 3.82 MBHi everyone, Vikaas here, investment advisor and founder of www.jaagrav.com. Today I am going to talk about the surprising relationship between Maruti Suzuki, India’s largest passenger car manufacturer with Mattel, the maker of Barbie dolls and one of the world’s largest toy manufacturers. Let’s find out!!
Capital Expenditure - Is It Related To Business Economics
October 01, 2021 14:00 - 4 minutes - 3.34 MBHi everyone, Vikaas here, investment advisor and founder of www.jaagrav.com. Today I am going to talk about why some industries continue to have dismal business economics despite incurring large capital expenditure. Hope you like this episode!
The Golden Idea - What does Warren Buffet say?
September 30, 2021 11:00 - 7 minutes - 4.95 MBHi everyone, Vikaas here, investment advisor and founder of www.jaagrav.com. Today I am going to give some perspectives of investing in GOLD, as shared by Warren Buffett of Berkshire Hathaway and Anthony Deden of Edelweiss Holdings.
Caveat Emptor - Buyer Be Aware
September 29, 2021 11:00 - 5 minutes - 3.58 MBHi everyone, Vikaas here, investment advisor and founder of www.jaagrav.com. Today I am going to talk about how you as an investor should exercise the doctrine of caveat emptor, i.e. let the buyer be aware; while investing, even when the company is a MNC and sells quality products. After all, good quality products being sold by a company may not really translate to a good investment! The company in question is Schneider Electric, the French MNC, providing energy and automation digital solu...
The Jet Airways Story - Massive Wealth Wipeout
September 28, 2021 12:00 - 4 minutes - 2.78 MBHi everyone, Vikaas here, investment advisor and founder of www.jaagrav.com. Today I am going to give some perspectives around how Jet Airways stock recently lead to a massive wealth wipeout for its investors. There was a lot of hue and cry from minority investors loosing 99% of their wealth who have been invested in Jet Airways post the resolution which got passed some time back. The shareholders would get only 1 share for every 100 held in this restructuring process. In other words, 99% s...
Price Simplification - The Hidden Power of the Mass Market
September 27, 2021 13:00 - 5 minutes - 4.12 MBHi everyone, Vikaas here, investment advisor and founder of www.jaagrav.com. Today I am going to talk about how companies when they simplified their pricing strategies were able to unleash the power of mass market. The secret of creating a large market and generating a very profitable business is simplicity. In the book “How the Best Businesses in the World Succeed – Simplify”, the authors, Richard Koch and Greg Lockwood bring out some wonderful examples of how companies and entrepreneurs s...
Zomato/Swiggy Vs Restaurants - Brain 1 Vs Brain 2 Thinking!!
September 26, 2021 13:00 - 5 minutes - 3.53 MBHi, This is Vikaas here, Investment Advisor and Founder of www.jaagrav.com. Today I am going to talk about how some of the restaurants are coming together to build an industry-wide app to annihilate the competition posed by the Food delivery aggregators, Zomato and Swiggy - also known as “virtual landlords” by the National Restaurant Association of India (NRAI). How does it unfold, lets find out via this podcast!
Insurance Underwriting - At What Cost?
September 25, 2021 13:00 - 4 minutes - 3.42 MBHi everyone, Vikaas here, investment advisor and founder of www.jaagrav.com. Today I am going to talk about why Insurance Underwriting is difficult and is susceptible to losses. I hope you find this episode informative and helpful!
The IKEA Story - A Furniture Dealer's Testament | Part 2
September 24, 2021 11:00 - 5 minutes - 3.9 MBHi everyone, Vikaas here, investment advisor and founder of www.jaagrav.com. Today I am going to continue to talk about the story of the Swedish furniture giant, IKEA. Picking up where we left in the last episode, I am going to talk about IKEA’s founder, Ingvar Kamprad’s thoughts on simplicity, experimentation, human behaviour, differentiation, common sense, concentration and how to avoid lawyers (yes)! This is Part 2 of this episode, hope you enjoyed it!
The IKEA Story - A Furniture Dealer's Testament | Part 1
September 23, 2021 11:00 - 5 minutes - 4.07 MBHi everyone, Vikaas here, investment advisor and founder of www.jaagrav.com. Today I am going to talk about the story of the Swedish furniture giant, IKEA. I will also speak about the book "A Furniture Dealer's Testament" written by their founder and delve into the some concepts that stood out to me! IKEA is a global organisation known to be leaders in their field, and I think we can all learn a few things from their founder. This is just Part 1 of this episode, stay tuned for more!
Prediction Vs Positioning - The Future is Uncertain
September 22, 2021 11:00 - 3 minutes - 2.41 MBHi everyone, Vikaas here, investment advisor and founder of www.jaagrav.com. In today's episode, I will talk to you about why positioning yourself correctly is more important than trying to predicting the future. I hope you find this episode useful!
The Illusion in Stock Price - Stories Vs Reality
September 21, 2021 11:00 - 4 minutes - 3.34 MBHi everyone, Vikaas here, investment advisor and founder of www.jaagrav.com! In today's episode, I'm going to analyse if the stock price of a company is a function of good storytelling or number-driven reality. This is a very aggressively debated topic and I would love to hear your take on it!
Investment Musings - Lessons Learnt Over the Past 15 years
September 20, 2021 13:00 - 2 minutes - 1.83 MBHi everyone, Vikaas here, investment advisor and founder of www.jaagrav.com. Today I am going to talk about some Investment musings, which have served me well in my investment journey over the years. A sneak peak for you: While everyone wants to go to heaven, no one wants to die; For every buyer, there is a seller and vice versa and many more! Hope these serve you well in your investment journey!
Demystifying Compounding - The Power of Time
September 19, 2021 13:00 - 5 minutes - 3.75 MBHi everyone, Vikaas here, investment advisor and founder of www.jaagrav.com. While everyone talks about compounding, the amount of confusion surrounding this topic is amusing. Today, I'm going to try to demystify this subject and talk about what aspects of compounding should you focus on. Hope you enjoy!
Why are Company Boards not Fully Independent?
September 18, 2021 13:00 - 4 minutes - 3.32 MBHi everyone, Vikas here! Today I am going to talk about whether company boards are truly independent. I will give you some in depth analysis on the topic, followed by a few questions you can use to evaluate the independence of boards on your own! Hope you enjoy it.
Observing Vs Seeing!!
September 17, 2021 13:00 - 5 minutes - 3.54 MBToday I am going to talk about how you can learn to observe and get some insights of an Annual Report by using the Sherlock Holmes frame of mind.
Observing Vs Seeing - Financial Lessons from Sherlock Holmes
September 17, 2021 13:00 - 5 minutes - 3.54 MBToday I am going to talk about how you can learn to observe and get some insights of an Annual Report by using the Sherlock Holmes frame of mind.
The Corporate Diaries - Investing lessons from my HDFC bank days
September 16, 2021 15:00 - 3 minutes - 2.67 MBHi everyone, Vikas here from Jaagrav. In today's episode, tune in to find how how my stint at HDFC Bank taught me 3 crucial investing lessons. Hope you enjoy!
The Hospitality Industry - Segregating the Knowable from the Important
September 15, 2021 15:00 - 3 minutes - 2.29 MBHi everyone, Vikas here from Jaagrav. If you have invested in the hospitality industry, take a lesson from Sherlock Holmes and learn the art of segregating the knowable from the important.
Welcome to Jaagrav
September 14, 2021 16:00 - 29 seconds - 374 KBHey everyone, in this episode we give you an introduction to what Jaagrav is and what we aim to do. Hope to see you every day with new and interesting analysis about investing, risk and human behaviour!
Curse of Assured Returns - The Dangers of Mixing Investment & Insurance
September 14, 2021 16:00 - 5 minutes - 3.93 MBHi everyone, Vikas here from Jaagrav. Today we will be talking about how the separation of insurance and investing leads to optimal financial outcomes!!