Konversation with Kushal

Konversation with Kushal

Kushal Lodha is a qualified Chartered Accountant who achieved AIR 5 in CA Finals, AIR 5 in CA Inter, and AIR 6 in CA Foundation. Furthermore, he has successfully completed all levels of CFA and ACCA, attaining a World Rank 3 in ACCA. This podcast caters to the aspiring entrepreneurs of India, offering invaluable insights to kickstart your journey from Zero to One. Additionally, Kushal Lodha is an esteemed part-time content creator, boasting a cumulative following of over 600k+ on social media. He was also honored as LinkedIn's Top Voice for the year 2022.

  1. 5D AGO

    The Dark Truth Of IPOs Nobody Explains! Kushal Lodha #328

    In this episode of Konversation with Kushal, Jayant Mundra, IPO analyst, content creator, and author of an upcoming book on IPO investing, breaks down how India's IPO market actually works — from the inside. He shares why the 1000x returns that were once possible for retail investors are now mathematically impossible, and how the real wealth was already captured by angels, VCs, and sovereign wealth funds long before a company ever lists on the stock exchange.The conversation dives deep into how to read a DRHP like a professional — decoding related party transactions, royalty structures, grey market premium manipulation, and the real role of merchant bankers in pricing IPOs. Using explosive case studies like Ola Electric, boat, PhonePe, Zomato, Paytm, Suzlon, and Maruti Suzuki, he exposes the red flags that most retail investors completely miss — and how to spot them before it's too late.From understanding how an entire city controls India's grey market premium, to why founder resignations just weeks before an IPO are a massive warning sign, and how to build a concentrated, high-conviction portfolio in today's market — this episode is a practical masterclass for every serious investor who wants to stop losing money in IPOs and start asking the right questions. Don't forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#JayantMundra #KushalLodha #IPOInvesting #StockMarketIndia #DRHPAnalysis #IPORedFlags #GreyMarketPremium #MerchantBanker #OlaElectric #Paytm #WealthCreation #StockMarketHindi

    1h 30m
  2. 5D AGO

    The 3 Stages of Every Market Crash | Gautam Baid | Kushal Lodha #327

    In this episode of Konversation with Kushal, Gautam Baid, Fund Manager at Stellar Wealth Partners and international bestselling author of The Joys of Compounding, breaks down how he thinks about long-term wealth creation, value investing and building resilience through real experiences. He shares his journey of losing 70–80% of his capital during the 2008 market crash and how that brutal bear market shaped his transition from speculative F&O trading to disciplined, patient investing.The conversation moves into his real investing journeys, including identifying multibagger opportunities like Rajratan Global Wire and HEG, and how understanding business quality and compounding deeply — rather than chasing short-term market euphoria — became the foundation of his approach. Using case studies like the Aarti Pharma Labs demerger and his detailed corporate governance checklist, he shows how patience, inner scorecard thinking and special situation opportunities can create extraordinary long-term wealth. From decoding the three specific stages of bull and bear markets to why continuous learning and daily journaling are the ultimate keys to compounding, this episode offers a practical masterclass on how serious investors build conviction and think about wealth creation over decades.💡 Don't forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#GautamBaid #KushalLodha #ValueInvesting #StockMarketIndia #WealthCreation #LongTermInvesting #FinancePodcast #MultibaggerStocks #CorporateGovernance #MarketCrash

    1h 35m
  3. 5D AGO

    ₹8,000 Crores Fund Manager's Contrarian Bets: Google, ITC, Amazon & Netflix | Kushal Lodha #326

    In this episode of Konversation with Kushal, Ramneek Kundra, Chief Investment Officer at DSP Pension Fund, breaks down how he thinks about long-term investing, valuation and market cycles through real examples. He explains why businesses like Google create massive consumer surplus and how monetisation naturally follows in “free” digital models. The conversation then moves into his real investing journeys, including buying companies early based on valuation, free cash flow potential and the ability of large businesses to experiment, fail and still compound over time. His approach emphasises understanding business models deeply rather than reacting to short-term narratives.Ramneek also explains how he evaluates stocks through free cash flow and intrinsic value, drawing on frameworks popularised by Benjamin Graham and Warren Buffett. Using case studies like ITC Limited, he shows how market pessimism, regulatory barriers and long-term optionality can create powerful investment opportunities. From understanding opportunity cost and valuation multiples to building conviction and thinking probabilistically about growth, this episode offers a practical masterclass on how serious investors evaluate businesses and think about compounding wealth over decades.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#KushalLodha #InvestingWisdom #StockMarketIndia #WealthCreation #LongTermInvesting #FinancePodcast #InvestmentStrategy

    1h 15m
  4. 5D AGO

    He Lost His Father’s Money… And Today Manages ₹16,000 Crores | Vikas Khemani | Kushal Lodha #325

    In this episode of Konversation with Kushal, host Kushal Lodha sits down with Vikas Khemani, Founder of Carnelian Asset Management & Advisors, for a deep and insightful conversation on wealth creation, investing, and building conviction in the stock market. From losing nearly ₹4 lakh of his father’s hard-earned money during the Harshad Mehta era to managing over ₹15,000 crore in AUM, Vikas shares his journey of resilience, learning, and long-term thinking. He reflects on his early struggles, moving to Mumbai, learning English from scratch, and how setbacks shaped his mindset as an investor and entrepreneur.He also breaks down how real wealth is created through patience, compounding, and understanding businesses deeply rather than chasing short-term trading excitement. From his transition from trading to investing, lessons from CA and CFA, and the importance of reading balance sheets, to identifying multibagger opportunities like PTC Industries, this episode is packed with actionable investing wisdom. Vikas also shares why founder-led AMCs are the future, how credibility is built through communication and performance, and why focusing on the rate of change in businesses can create extraordinary wealth.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!#KushalLodha #InvestingWisdom #StockMarketIndia #WealthCreation #longterminvesting #financepodcast #investmentstrategy #VikasKhemani #CarnelianAsset #stockmarketindia #investing #wealthcreation #mutualfunds #pms

    1h 42m

About

Kushal Lodha is a qualified Chartered Accountant who achieved AIR 5 in CA Finals, AIR 5 in CA Inter, and AIR 6 in CA Foundation. Furthermore, he has successfully completed all levels of CFA and ACCA, attaining a World Rank 3 in ACCA. This podcast caters to the aspiring entrepreneurs of India, offering invaluable insights to kickstart your journey from Zero to One. Additionally, Kushal Lodha is an esteemed part-time content creator, boasting a cumulative following of over 600k+ on social media. He was also honored as LinkedIn's Top Voice for the year 2022.

You Might Also Like