Search results
Financial Sense. 7.04K subscribers. Subscribed. 66. 2.3K views 2 months ago. Financial Sense Newshour speaks with Puru Saxena, a well-known retired money manager and founder of multiple firms...
- 37 min
- 2.5K
- Financial Sense
Welcome back to the Market Chat. Puru Saxena is a growth stock investor and former Money Manager based in Hong Kong who managed over 400 million in assets. I...
- 93 min
- 26.7K
- Richard Moglen
Mar 10, 2010 · Daniel Eskin. 22 Follower s. In our first edition of Expert Interview, Y&I is very excited to bring you the insights of Puru Saxena, founder of Puru Saxena Wealth Management. Based in Hong...
- Daniel Eskin
Jan 13, 2011 · In an interview with ET Now, Puru Saxena, Founder & CEO, Puru Saxena Wealth Management, talks about the market, FII inflows as well as a potential rate hike by the Fed. Excerpts: Do you think India will be an underperformer going forward from here for 2011? The Indian market is still in a consolidation mode.
- The Fed’s Actions and The State of The American Economy
- Growth-Style Investing in A Rising Rate Environment
- The Winners and Losers from Inflation
- How to Interpret The Yield Curve Inversion. Is The Us Headed Into A Recession?
- How The Stock Market Performs During Recessions
- How Investors Should Think About Valuing Technology Companies
- Investing in Big Tech. Why Is There A Divergence of The FAANG?
- Individual Companies: Quantumscape, Nu Holdings, and Mercadolibre
- How Investing in Southeast Asia Is Different Than America
- Diversification and Position Sizing
Simon Erickson 00:51 Puru we’ll dig into a lot of those right, we’re gonna dig into interest rates, we have a lot to talk about when it comes to inflation and growth, style investing and valuations. But maybe let’s start at the 10,000 foot level, right, just today. We’re recording this on Thursday afternoon in the US, Friday morning if you’re in Ho...
Simon Erickson 03:08 There’s a lot to unpack there. But let’s let’s focus on the growth style investing that you just mentioned, because I’m really interested in that as well as the type of investor that I am. But we’ve seen the money has been very cheap, right? Since the great financial crisis 2008, interest rates were very low. So a lot of compan...
Simon Erickson 10:29 Yeah, it makes a lot of sense Puru. For years before it seems like such a long time ago but before COVID there was already this digital transformation that was underway, that was kind of the buzzword that was sticking for anyone who was a tech investor, anyone who’s a growth style investor, then COVID happens and everything has...
Simon Erickson 14:25 It really is true Puru I certainly agree with you. It’s tough to jump in and out. It’s not that long ago that we remember gas tankers, oil and gas tankers sitting, they can’t just be taken because they can’t sell the oil and then the harbours and then here we have energy was the best performing sector of the S&P last year up 55...
Simon Erickson 18:17 That’s a great point Puru. And before I scare everybody off and they turn off this podcast and start loading up on ammunition and beef jerky and heading for the hills, even a recession might not be doom and gloom for the stock market. The stock market is kind of predictive of the future state of the economy, stocks fall first b...
Simon Erickson 21:29 Great, great points. Let’s chat a little bit about those historic valuations. It was, I guess, it was more than a little more than a decade ago now that Bill Gurley the very famous venture capitalist out in Silicon Valley pins his now-famous blog about the 10x revenue club, right? He was saying that it was aggressive that some ...
Simon Erickson 26:22 I like the approach to growth style investing Puru looking kind of at the larger market, and then kind of back calculating out your your IRR. Just to add something to that I’m also a big fan of innovation of growth style investing too. And my perspective on this is there’s such scalability, and a lot of these models that are di...
Simon Erickson 34:14 Let’s chat about some of those growth stories. Maybe some that are a little less familiar than the fang companies that everybody’s seeing a zillion headlines written about. We had a question come in from Twitter that actually mentioned that you’ve been chatting recently about QuantumScape, ticker on that is “QS”. And then also ...
Simon Erickson 46:37 And how about investors in Southeast Asia, and you’ve got a lot of purchasing power out in that region of the world right now? People are buying more stocks are getting more interested in investing? Is it kind of a Silicon Valley, you know, go after the tech companies that they’re interested in? Do they like dividends? How do i...
Simon Erickson 47:23 Just two more questions for you, Puru. I’m really thankful for your time here today. But my first one of those is, is position sizing, right? You mentioned earlier diversification, is it 15 to 20 companies after that diversification, because you’re just you know, getting rid of your returns. But what’s a large position size for...
Puru Saxena, one of today’s great growth investors, has developed a strategy to not only identify the factors above, but also offset whatever violent volatility the market can throw at his portfolio. In a past life, Puru was an accomplished money manager out of Hong Kong.
Sep 29, 2022 · Puru Saxena joined YCharts to dissect the current economic climate and what’s in store for markets next. Puru is a retired money manager based in Hong Kong who specializes in individual stock analysis, with an emphasis on growth names.
