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Ravi Dharamshi on Conviction, Market Cycles & Spotting Change Early | The Thinking Behind Analytics Table
Income Estimates for Ravi Dharamshi on Conviction, Market Cycles & Spotting Change Early | The Thinking Behind
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About Ravi Dharamshi on Conviction, Market Cycles & Spotting Change Early | The Thinking Behind
Explore Ravi Dharamshi on Conviction, Market Cycles & Spotting Change Early | The Thinking Behind with 29,457 views, 85 likes, and 4 comments. Experience the impact of this video content that has captured audience attention.
What does it take to recognise change before it becomes obvious? In the inaugural episode of The Thinking Behind, Ravi Dharamshi, Founder & CIO of ValueQuest, joins Vinod Karki, Equity Strategist at ICICI Securities, for a conversation about the judgement behind investment decisions. Ravi discusses why he resists labels such as growth or value investor, how he looks for inflection points in businesses, and why potential alone is never enough without assessing probability. The conversation goes deeper into the experiences and mentors that shaped his investment philosophy, the lessons he carried from working alongside Rakesh Jhunjhunwala, and why he believes conviction cannot simply be borrowed from someone else's thinking. They also explore the harder side of investing: recognising mistakes, separating process from outcome, managing concentration, dealing with confirmation bias and matching an investment approach to one's own temperament. The Thinking Behind goes beyond the market view to explore the experiences, decisions and philosophies that shape it. Not just what they think. The thinking behind it. --------------------------------------------------- 🔔Turn on the notification bell to stay updated 🔔 For market updates and insights, watch our weekly Market Wrap: 👉 Playlist: https://youtube.com/playlist?list=PLI9bulJO9v7YyDPkwBa6m39I2zI2xNGCV&si=yFwZOrJw0qdT9iJB Disclaimer: https://icicidirect.market/fulldisclaimer Open an account: https://icicidirectsuper.onelink.me/t0c6/hd5bhb6t
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