Talking skin in the game, what ails ITC, value & small cap factors with Prashant and Praveen Investing with Indexheads

In this episode I spoke to Prashant Krishna and Praveen Palande about:


The recent SEBI circular mandating skin in the game for managers
Capital allocation sins of ITC, which Praveen and I wrote about recently
Value investing and small caps

And a whole lot more. This was a fascinating and thoroughly enjoyable conversation given the sheer breadth of the topics we spoke about. 

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