94: Should Value Investing in India be Reimagined with Vivek Mashrani

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Transfin. LongShorts

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Vivek Mashrani is a proud value investing and financial freedom proponent. He believes that both Technical Analysis and Fundamentals bring their own set of unique perspectives to the investing process and would rather combine them through a "TechnoFunda" route.  In this super interesting chat, we challenge Vivek on value investing's recent perceived loss of relevance within contemporary financial markets. While agreeing with us in principle, Vivek takes a more nuanced approach towards how popular perception of value investing in India often fails to represent its underlying strength as a method, and how and where he draws the line in this own investing philosophy.  Spanning from the rise of big technology companies, challenges in valuing technology based "platform" plays, to how to square Indian equities lucrative growth outlook with sensible price actions - we cover a lot of ground here, while having a lot of fun. Hope you enjoy it as well.