Rajashekhar Iyer On His Unique Benjamin Graham+ Approach to Picking Stocks.
Interview with Rajasekhar Iyer. Not a very recent one though.
I first came across him in the “Master Class with Super Investors” book and subsequently in the Tamil Nadu Investors association lecture.
He is an exceptional investor with almost 40 years of track record in the market.
Key Takeaways of this interview : (I was searching for answers on selling).
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When does a bull market come to an end ?
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He is a big believer in moving stocks to cash and vice versa when froth kicks in or valuations become cheap.
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Position sizing and risk management : How much your portfolio can be impacted. How to define stop loss for individual stocks and at the portfolio level.
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How to detect fraud ?
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He is a voracious reader , both on fundamental and technical aspects and everything in general.
This interview and the book gave lots of perspective on selling, position sizing and much needed clarity in the roaring bull market that we are in .
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