SME Investing MasterClass | How early stage companies create massive wealth | Ft. Rajesh Singla

Описание: Walk The Talk with Sourabh Sisodiya is a candid, no-filter conversation series where Sourabh sits down with market leaders, investors, and thinkers to decode real journeys, timeless principles, and lessons that rarely make headlines.

In this episode, we dive deep into the world of SME investing with Rajesh Ji, an experienced investor and fund manager who has spent over two decades identifying early-stage businesses before they become household names.
From understanding why SMEs have delivered extraordinary long-term returns to breaking down the exact framework used to spot future multibaggers, this conversation is a complete deep dive into risk, discipline, and conviction-led investing.

Tune in to hear:

Why SME investing is misunderstood and why it matters.
How earnings growth and PE re-rating create exponential wealth.
Real-life examples of SMEs that became massive wealth creators.
The biggest risks in SME investing and how to avoid them.
Why SMEs are not penny stocks and how to spot the difference.
The role of corporate governance, debt, and forensic due diligence.
How to identify long-term themes, tailwinds, and momentum early.
A step-by-step approach to screening and selecting SME stocks.
When to exit: valuation, growth slowdown & governance red flags.
Portfolio allocation, diversification, and handling volatility.
Market cycles, drawdowns, and preparing for the next big wave.
India’s growth story, emerging sectors & future opportunities.

A masterclass on SME investing, market psychology, and long-term wealth creation packed with practical frameworks, real examples, and lessons earned the hard way.

Timestamps
00:00 SME investing: unbelievable returns & real examples
01:00 SME vs penny stocks understanding the difference
02:00 Why SME investing is misunderstood in India
03:30 Comparing SME returns with Nifty & Small Caps
05:00 How SME IPO money fuels exponential growth
07:00 Earnings expansion & PE re-rating explained simply
10:00 Why early-stage years create maximum wealth
11:15 Case study: DP Jewellers from small IPO to multibagger
12:45 More SME success stories: Renewables, Marine & Tech
15:00 Every large-cap was once a small-cap
16:00 Legendary wealth creators: Reliance, Infosys, Asian Paints
20:00 The 4 - 7 year window where most money is made
22:30 Core SME investment philosophy explained
24:00 Risks in SME investing & the Satyam lesson
25:15 Penny stock traps vs real SME businesses
27:00 Innovation, government tailwinds & new-age sectors
29:30 Understanding risk: debt, balance sheets & defaults
31:00 Corporate governance & forensic due diligence
33:00 Scuttlebutt investing: why on-ground checks matter
35:00 Red flags investors must never ignore
37:00 Technology, patents & fake order books exposed
39:30 How to start SME investing as an individual
41:00 Screening models: Growth, Value, Momentum & Quality
44:30 Identifying long-term sectors & market themes
47:00 How momentum really begins before stock prices move
49:00 Riding big themes: brokers, exchanges & wealth platforms
51:00 India’s power, renewable & energy storage opportunity
54:00 Smart meters, defense & government-led tailwinds
56:00 When to sell: valuation, growth slowdown & governance
58:30 LMVT Framework: Leadership, Moat, Valuation & Tailwinds
01:00:00 Portfolio allocation & diversification in SMEs
01:02:30 Handling volatility & long-term mindset
01:05:00 Drawdowns, market cycles & timing entries
01:08:00 Why SMEs can outperform large caps over time
01:11:30 Final thoughts: patience, discipline & conviction

Contact us (Alpha AMC)
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