Kushal Lodha is a qualified Chartered Accountant who achieved AIR 5 in CA Finals, AIR 5 in CA Inter, and AIR 6 in CA Foundation. Furthermore, he has successfully completed all levels of CFA and ACCA, attaining a World Rank 3 in ACCA.
This podcast caters to the aspiring entrepreneurs of India, offering invaluable insights to kickstart your journey from Zero to One. Additionally, Kushal Lodha is an esteemed part-time content creator, boasting a cumulative following of over 600k+ on social media. He was also honored as LinkedIn's Top Voice for the year 2022.
Ishmohit Arora of SOIC and Siddhant Bhandari, co-founders of Persistence Capital, join Kushal to break down their N.E.W. framework for spotting stocks at the start of a J-curve. They walk through real case studies like TVS Motors, Welspun Corp, CG Power and TD Power, and explain how their fund is up about 40% in two years while the Nifty went nowhere.What You'll Learn:1-Convex vs Concave: Why you should chase bets and tasks with non-linear upside, not capped returns.2-The Power of NEW: New products, policies, management, customers and supply-demand gaps that make earnings explode.3-The Train A, B, C Model: Why waiting in a "hope" train is dead money and how to board Train B or C at the right speed.4-Sector Beats Stock: Why around 80% of a stock's move comes from its industry, and how healthcare had a 63% win rate in a falling market.5-Habits That Find Winners: Reading concalls, Saturday corporate announcements, management interviews, and even counting "congrats" on calls.
#KonversationWithKushal (https://www.youtube.com/hashtag/konversationwithkushal) #IshmohitArora (https://www.youtube.com/hashtag/ishmohitarora) #SOIC (https://www.youtube.com/hashtag/soic) #PersistenceCapital (https://www.youtube.com/hashtag/persistencecapital) #KushalLodha (https://www.youtube.com/hashtag/kushallodha) #StockMarketIndia (https://www.youtube.com/hashtag/stockmarketindia) #MultibaggerStocks (https://www.youtube.com/hashtag/multibaggerstocks) #ThematicInvesting (https://www.youtube.com/hashtag/thematicinvesting) #CatalystInvesting (https://www.youtube.com/hashtag/catalystinvesting) #ShareMarket (https://www.youtube.com/hashtag/sharemarket)
21 Oct 2026
This Sector Could Crash 25%! Investment Banker Warns Investors | Kushal Lodha #395
N Jayakumar, MD and Group CEO of Prime Securities, joins Kushal for an investment banking masterclass drawn from a 41 year career. What You'll Learn:1-How Investment Banking Works: Equity, debt, fee ranges and why matching assets and liabilities by duration matters.2-Operating Leverage Explained: Why companies with low capacity utilisation and falling debt can give outsized returns.3-Sector Views: Bullish on domestic manufacturing and defence, bearish on IT and solar, wait and watch on commodities.#KonversationWithKushal (https://www.youtube.com/hashtag/konversationwithkushal) #NJayakumar (https://www.youtube.com/hashtag/njayakumar) #PrimeSecurities (https://www.youtube.com/hashtag/primesecurities) #InvestmentBanking (https://www.youtube.com/hashtag/investmentbanking) #StockMarketIndia (https://www.youtube.com/hashtag/stockmarketindia) #OperatingLeverage (https://www.youtube.com/hashtag/operatingleverage) #CareerInFinance (https://www.youtube.com/hashtag/careerinfinance) #IPOIndia (https://www.youtube.com/hashtag/ipoindia) #KushalLodha (https://www.youtube.com/hashtag/kushallodha) #InvestingForBeginners (https://www.youtube.com/hashtag/investingforbeginners)
21 Oct 2026
₹22,000 Crore Fund Manager: Are Small Caps Too Expensive Now? | Kushal Lodha #394
Vikas Khemani, Founder of Carnelian Asset Management, joins Kushal to explain why small caps are a hunting ground for superior wealth creation, not just a risk. He backs it with data on small cap profit growth, case studies like Sun Pharma, Bajaj Finance, Reliance and Airtel vs Vodafone Idea, and his view on the current global noise.What You'll Learn:1-Small Caps as Opportunity: Why 196 small caps grew profits 10x in 10 years versus only 8 large caps.2-Quality Over Cap Size: How he judges management on ability, intent and hunger before looking at the business.3-Rerating and Derating: Why great companies like HDFC Bank can still deliver zero returns when valuations shrink.4-Rate of Change: How to spot positive change early with Reliance's capex cycle and the Jio shake-up as examples.5-Crisis vs 2008: Why India's balance sheets are stronger today and why he sees India becoming its own asset class.
#KonversationWithKushal (https://www.youtube.com/hashtag/konversationwithkushal) #VikasKhemani (https://www.youtube.com/hashtag/vikaskhemani) #Carnelian (https://www.youtube.com/hashtag/carnelian) #SmallCapInvesting (https://www.youtube.com/hashtag/smallcapinvesting) #StockMarketIndia (https://www.youtube.com/hashtag/stockmarketindia) #Rerating (https://www.youtube.com/hashtag/rerating) #Derating (https://www.youtube.com/hashtag/derating) #WealthCreation (https://www.youtube.com/hashtag/wealthcreation) #KushalLodha (https://www.youtube.com/hashtag/kushallodha) #ShareMarket (https://www.youtube.com/hashtag/sharemarket)
Who has been a guest on Konversation with Kushal
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Kalpen Parekh
Rajeev Mantri
Ipsita Das
Deeksha Malik
Ajay Singh
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32 ratings
Podcast Authority Score: 66 / 100
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Quality
99
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Engagement
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