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  • Aug 6, 2022 - Kenneth Andrade on Building the Perfect Stock Portfolio

Kenneth Andrade on Building the Perfect Stock Portfolio podcast

Aug 6, 2022

Kenneth Andrade's approach to stock picking can only be described as super rational. Even more interesting than that is how he constructs his portfolio.

In a rather unique episode, we spend a considerable amount of time discussing this. We also talk how to identify a sector to bet on, and position sizing.

An underrated yet very important determinant of overall returns.

Rahul Goel

Rahul Goel, CEO of Equitymaster, learned the values of honest, independent research very early in life. He first joined Equitymaster in 1995 as an intern. He was then part of the team that published the Quantum Stock Market Yearbook (later the Equitymaster Stock Market Yearbook). After a break to get a double postgrad in finance, Rahul came back to Equitymaster in 1999, and has since served in several roles. He was responsible for building the research effort at Equitymaster. In 2008, he took charge as the CEO of Equitymaster.

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