Devina Mehra's claim to fame is recommending HDFC Bank stock at an adjusted price of less than Re 1. But that's nowhere even close to the successes she has racked up over her career.
She founded First Global, which is today one of India's most successful global research firms. Along the way she has had a string of successful calls including recommending Amazon in 2001.
Her biggest contribution yet may be the thoroughness with which she researches a stock (which has evolved into a human plus machine process).
Listen in to a fascinating conversation where we discuss all this, and our usual favourite topics of portfolio construction, portfolio sizing and asset allocation. It's a must listen...
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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