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Lessons from the Master | Manish Gupta | The Sensei Kujaku Show #1

Manish Gupta, CIO of Solidarity Investment Managers, discusses his views on investing. He discusses his experience working with legendary investor, Rakesh Jhunjhunwala, at Rare Enterprises, and his investing framework using examples from the banking and chemical industries. Manish also offers insight into less talked about aspects of the investment management business. 0:00 Introduction 0:47 Starting His Own Fund 1:53 Lessons from Rare Enterprises 3:52 Giving Investments Time 6:37 Investing Framework 9:14 Right to Win 13:38 Investing in Lenders 19:30 Culture at Banks 22:23 New Credit Cycle 26:00 China Plus One 29:59 De-Globalization and Friend-shoring 37:53 Fear of Competition 42:10 Evaluating Execution Capabilities 45:34 Dealing with Underperformance 51:17 Conclusion Full List of The Sensei Kujaku Show Episodes by Date of Publication: 1. Manish Gupta, Solidarity Investment Managers:    • Lessons from the Master | Manish Gupt...   2. Nalin Moniz, Edelweiss Global Asset Management:    • Hedge Funds, Special Situations and S...   3. Anil Sarin, Centrum PMS:    • Investing in Real Estate and Hospital...   4. Abhinav Aggarwal, Fluid AI:    • Artificial Intelligence Is Changing B...   5. Amit Chandra, Bain Capital:    • Amit Chandra | Bain Capital | India S...   6. Ameera Shah, Metropolis Healthcare:    • Ameera Shah and The Pursuit of Excell...   7. Vinati Saraf Mutreja, Vinati Organics:    • Vinati Saraf Mutreja of Vinati Organi...   8. Shikha Sharma, Axis Bank:    • Connecting the Dots | Shikha Sharma |...   9. Kushal Desai, Apar Industries:    • Kushal Desai, CMD, Apar Industries | ...   10. Dr. Sachin Patel, Gujarat Themis Biosyn and Themis Medicare:    • Dr Sachin Patel, CEO, Themis Medicare...   11. Vikram Mehra, Saregama India:    • The Music Business in India | Vikram ...   12. Samir Arora, Helios Capital:    • Samir Arora of Helios Capital | TSKS #12   13. Rampraveen Swaminathan, Mahindra Logistics:    • Rampraveen Swaminathan, MD & CEO, Mah...   14. Subramanian Ramadorai, Tata Consultancy Services:    • The TCS Story | S Ramadorai, Fmr MD &...   15. Manisha Girotra, Moelis & Co.:    • Banker Extraordinaire | Manisha Girot...   16. Dr. Nicola Persico, Kellogg School of Management:    • Moral Hazard and Lessons From The Dru...   17. Gauri Devidayal, Food Matters Group:    • The Science of Hospitality | Gauri De...   18. Dinshaw Irani, Helios Mutual Fund:    • Who's Swimming Naked? Dinshaw Irani, ...   19. Sanjay Sethi, Chalet Hotels:    • Thoughtful Leadership and the Evoluti...   20. David Reibstein, Wharton Business School:    • Branding, 'Make In India' and More | ...   21. Harsh Mariwala, Marico:    • Harsh Mariwala | Marico Limited | TSK...   22. Anshul Bhide, Replit:    • Empowering the Next Billion Coders | ...   23. Dr. Jairam Varadaraj, Elgi Equipments:    • Building a Global Company in India | ...   24. Devina Mehra, First Global:    • The Most Important Lessons in Investi...   25. Aswath Damodaran, NYU:    • Scams, Warren Buffett, Investing in I...   26. Atik Shah, MProfit:    • Raising Capital from Nithin & Nikhil ...