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, 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.
Equitymaster requests your view! Post a comment on "Kenneth Andrade on Building the Perfect Stock Portfolio". Click here!
Comments are moderated by Equitymaster, in accordance with the Terms of Use, and may not appear
on this article until they have been reviewed and deemed appropriate for posting.
In the meantime, you may want to share this article with your friends!