Rs 1,000 cr to Rs 2,000 cr in 4 years! In chat with Anil Singhvi, Raamdeo Agrawal shares tips and tricks for INVESTORS

Motilal Oswal Financial Services Chairman Raamdeo Agrawal’s Rs 1000-crore portfolio doubled to Rs 2000 crore in 4 years! In conversation with Zee Business Managing Editor Anil Singhvi, Agrawal shared insights of his 25 years of experience in the stock market and other tricks of the trade for investors in an exclusive interview on Friday.   

Agrawal said, "The fall is temporary, and the up is permanent." He shared that when his portfolio shrank to Rs 2000 crore from Rs 1000 crore, I was optimistic that it will come back again to Rs 2000 crore, though never thought that it will happen in March. In just six months, such vertical take-off was never expected. I was sure that within 6-12 months, things will turn and come back. And then the journey starts from there. Now for 7-8 years, you are fine. Corrections will come but it will not collapse!

See Zee Business Live TV Streaming Below:

Talking about his mantra ‘Buy Right, Sit Tight’, Agrawal said “If you have Rs 100, then you decide that how much you want to invest in equity. If you want to put complete Rs 100 then put. In a year, there are 5-7 days when you get the best opportunity. And if you are not there in these 5-best days of the market then you are worse than bonds! You will get the worse return from bonds.  You need to capture all 5 days. Trade in all 365 days, then the tender that is making an entry you will notice.”

4 साल में ₹1000 करोड़ से ₹2000 करोड़!

कंपनी की वैल्यू कैसे तय करते हैं?

'पावर ऑफ कंपाउंडिंग' कितना पावरफुल?

25 साल के अनुभव का निचोड़

Wealth Creation का परफेक्ट फॉर्मूला

अनिल सिंघवी और रामदेव अग्रवाल के साथ@AnilSinghvi_ @Raamdeo @MotilalOswalLtd https://t.co/Jz2TyKjmaT

— Zee Business (@ZeeBusiness) June 18, 2021

Talking about his book ‘The QGLP Checklist 25 questions, 25 frameworks’, and the idea behind drafting his 25 years of history, Agrawal said that “I always suggest people buy QGLP stocks. And people ask me how you calculate QGLP (Quality, Growth, Longevity, Reasonable price), especially the young? Make a checklist to get 80-90 per cent of the theoretical aspects of the company. The practical market is different.”  

Investor Warren Buffet in his 2007 study said: "Businesses are good, Businesses are very good, and then Businesses are very bad." If in the Share Market, you have a bad company's portfolio then you will be Zero. So, beware of this. And don't lose money, don't buy the bad company! 

Singhvi asked why you chose the investing versus speculation point? Agrawal added that if in the market, there are 10,000 people, then there are 10,000 ways to earn money. But these 10,000 people will have 2 communities; speculator and investor. For speculator, price is God! But in investing, value is God! He said that “The QGLP framework is of us. This is a style for the value of growth that will work. So, the new people who enter the market don't know the difference between investing and speculating. Most people think they are investing but in real they are speculating. This should not happen because the rules are different.”   

On how he picks up his stocks; top-down or bottom-up. Agrawal said that top-down talks about the world economy. In the Indian economy, which company will run better? In the industry, which is the best company? On the other hand, in bottoms-up, if someone said that the particular company is going to earn exponentially. I don't know much about the company. So, this bottoms up. I just know the company’s name and nothing else. I like both.  

On how to decide the value, Agrawal said “The value is what you get and the price is what you pay”. This is the basic fundamental! Value and price are two different things. So, understand that and determine.