Investing in Nepal from Abroad | Santosh Pokharel, CFA | Investor Pod EP 04

Описание: What does it take to invest in Nepal's capital market while living on the other side of the world?

In this episode, host Arpan Khanal, CFA (CEO, National Capital Limited) sits down with Santosh Pokharel, CFA - Principal Private Sector Development Specialist at the Asian Development Bank (ADB), Philippines for a wide-ranging conversation on value investing, mental models, and navigating Nepal's stock market from abroad.

Santosh is one of Nepal's earliest CFA charterholders, with a career spanning Laxmi Capital, the World Bank, IFC, and now ADB. He manages a concentrated portfolio of 8–10 Nepali stocks and draws his investing philosophy straight from Buffett, Munger, and Mohnish Pabrai.

Disclaimer: This podcast is intended for informational and educational purposes only. The views and opinions expressed by the host and guests are based on personal experiences, investment journeys, and case studies and do not constitute financial, investment, or professional advice, nor should they be considered recommendations to buy, sell, or hold any securities.

Timestamps
00:00 Highlights and Intro
01:22 Starting out in investing
03:42 Educational background
05:30 Inspiration and first investing experience
07:20 Early Professional Career
09:55 Role at IFC and World Bank
11:05 Role at ADB
13:15 How difficult is it to invest in Nepal living Abroad?
15:55 Investing style and mental models from Warren Buffet and Charlie Munger
25:45 Books that shaped investing style
28:15 How to generate investing ideas
30:45 Is it difficult to work/invest without a team?
34:40 Concentration or Diversification
37:20 Top down vs Bottom up Investing
40:25 Trading philosophy
41:28 Investment Success Stories
44:26 Investment Failures
49:00 The Sell Decision and are Macro analysis important
54:10 Daily routine
55:55 Investment resources and books
58:20 Habits for a good value investor
59:52 Views on Nepal’s Capital Market


#Nepal #StockMarket #ValueInvesting #CFA #NEPSE #InvestingAbroad #SantoshPokharel #ArpanKhanal #NationalCapital #ADB #WarrenBuffett #CharlieMunger