Ravi Dharamshi’s Playbook: Market Cycles, Mega Trends & Stock Strategy

Description

In this insightful episode of Money Mindset, we’re joined by Ravi Dharamshi, Founder & CIO of ValueQuest Investment Advisors, one of India’s most respected names in the investing world. Known for his sharp market insights and long-term wealth-building approach, Ravi shares his unfiltered thoughts on the current market cycle, how he spots multi-bagger stocks, and the mega trends shaping India’s financial future.From decoding Bharat vs India to his personal mentors and timeless investment wisdom, this episode is a masterclass for retail investors, market enthusiasts, and anyone looking to build a solid investing mindset.🔍 What we covered in this episode:A brutally honest take on where the Indian market is headed in 2025His bullishness on "Bharat" and the structural shift in the economyA deep dive into his investment philosophy built over two decadesThe 5 key traits he looks for in every company before investingHow to decide when to sell a stock – one of the toughest decisions for any investorThe mega trends shaping the next decade of stock market growthA simple framework to calculate a company’s intrinsic valueHis outlook on energy and renewables – including thoughts on Waree EnergyThe mentors and personal philosophies that shaped his investment journey🎙️ About Ravi DharamshiRavi Dharamshi is the Founder & Chief Investment Officer at ValueQuest Investment Advisors, a firm focused on long-term wealth creation through deep fundamental research. With over two decades of experience, Ravi is widely followed for his insightful takes on macro trends, thematic investing, and his deep conviction in India’s growth story – especially the rise of Bharat.48:05 – How to calculate the value of a company?51:06 – Thoughts on Energy as a sector1:03:05 – Is Waree Energy struggling?1:10:28 – My mentors and timeless wisdomIf you’re serious about building a long-term investment mindset, this is one episode you don’t want to miss.About the Money Mindset PodcastHosted by Sonia Shenoy, Money Mindset is a podcast that brings together top in