What is your objective here? Is this your only stock PF or a satellite kind of PF? To listen to 22 con calls and interviews is not a small thing, so I am not sure if it is worth the effort. What I can tell you is that, create a checklist, a framework, using which you can filter these 22 and bring down the total potential stocks to 15 or so.
I am of the opinion that, depending on the objective, we can choose the path, and direction. If I want to beat inflation over the long term, index investing is enough, but if I want to create serious wealth, I need to be good at a few things, I may even need to learn code, I may even need to look at derivatives. So what is the objective here?
On a side note, Yogesh has been inactive for a few years now, looks like you did not know this.
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