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Vishal Khandelwal

Est. 1978

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Podcast

The One Percent Show: Ian Cassel on Microcap Investing, Dealing with Self-Doubt, and the Secret of Happiness

May 28, 2022 | Leave a Comment

Value Investing Workshop: June 2022 Batch

I recently opened admission to the May 2022 cohort of my online Value Investing Workshop. Seats got sold off within a few hours. And so, I have opened admission for the June 2022 cohort, and accepting only 50 students, out of which only 3 seats remain. If you are interested to join, click here to register now.


Welcome to the nineteenth episode of The One Percent Show with Vishal Khandelwal. This show is an open-ended exploration into the minds of the wisest people around to help us learn to think, invest, and live each day a little, even if as little as one percent, better.

In this episode, I talk to Ian Cassel, a professional microcap investor and chief investment officer of Intelligent Fanatics Capital Management, a microcap fund he founded in 2018. Prior to starting the fund, Ian was a private full-time investor for 10 years. In 2011, he founded MicroCapClub.com, a private online community for experienced microcap investors to find new ideas, collaborate on due diligence, and network with their peers. Ian has also co-authored two books: Intelligent Fanatics Project – How Great Leaders Build Sustainable Businesses, and Intelligent Fanatics – Standing on the Shoulders of Giants.

In this episode, we talk about microcap investing, judging management quality, process vs outcome, empathy, secrets of Ian’s happiness, and much more.

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If you liked this podcast, please share with others or just email them the link to this post.

With respect,

Vishal

The One Percent Show: Kuntal Shah on Market Cycles, Lessons from Financial History, and Twelve Equations of Life

May 13, 2022 | Leave a Comment

Value Investing Workshop: June 2022 Batch

I recently opened admission to the May 2022 cohort of my online Value Investing Workshop. Seats got sold off within a few hours. And so, I have opened admission for the June 2022 cohort, and accepting only 50 students, out of which 20 seats remain. If you are interested to join, click here to register now.


Welcome to the eighteenth episode of The One Percent Show with Vishal Khandelwal. This show is an open-ended exploration into the minds of the wisest people around to help us learn to think, invest, and live each day a little, even if as little as one percent, better.

In this episode, I talk to Kuntal Shah, Partner at Oaklane Capital, Co-Founder at Needl.ai, and a Board member at Flame University. An Electronics Engineer by qualification, Kuntalbhai is a first-generation entrepreneur, a business leader, and a prominent value investor with three decades of experience spanning various aspects of the capital market.

I look up to him as a fountain of knowledge and wisdom, especially when it comes to investing, business analysis, and the economy. I have had the opportunity to learn from him and his experiences for the past few years, through his various talks and presentations, and I must thank him for all his wisdom he has shared over the years.

In this episode, we talk about the importance of understanding stock market cycles, lessons from financial history, twelve equations of life, and much more.

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Books Recommended by Kuntal
  • Mindset by Carol Dweck
  • Ego is the Enemy by Ryan Holiday
  • Grit by Angela Duckworth
  • The Talent Code by Daniel Coyle
  • Atomic Habits by James Clear
  • The Compound Effect by Darren Hardy
  • The Power of Positive Thinking by Norman Vincent Peale
  • How to Win Friends and Influence People by Dale Carnegie
  • Deep Work by Carl Newport
  • Getting Things Done by David Allen
  • Tools of Titans by Tim Ferriss
  • Tribe of Mentors by Tim Ferriss
  • It's Your Ship by D. Michael Abrashoff
  • The Carolina Way by Dean Smith
  • All I Want To Know Is Where I'm Going To Die So I'll Never Go There by Peter Bevelin
  • A Few Lessons for Investors and Managers by Peter Bevelin
  • Seeking Wisdom: From Darwin to Munger by Peter Bevelin
  • Accounting for Value by Stephen Penman
  • Devil Take the Hindmost: A History of Financial Speculation by Edward Chancellor
  • Extraordinary Popular Delusions and the Madness of Crowd by Charles Mackay
  • Stabilizing an Unstable Economy by Hyman P. Minsky
  • The (Mis)behavior of Markets by Benoit Mandelbrot
  • A Short History of Financial Euphoria by John Kenneth Galbraith
  • Manias, Panics and Crashes by Charles P. Kindleberger
  • The Investment Checklist: The Art of In-Depth Research by Michael Shearn
  • The Checklist Manifesto by Atul Gawande
  • How to Read a Book by Mortimer J. Adler

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If you liked this podcast, please share with others on WhatsApp, Twitter, LinkedIn, or just email them the link to this post.

With respect,

Vishal

Guy Spier on Warren Buffett’s Annual Meeting and the Power of Your Social Network

April 22, 2022 | Leave a Comment

Welcome to the seventeenth episode of The One Percent Show with Vishal Khandelwal. This show is an open-ended exploration into the minds of the wisest people around to help us learn to think, invest, and live each day a little, even if as little as one percent, better.

In this episode, I talk to Guy Spier, founder and investment manager at Aquamarine Capital, and author of The Education of a Value Investor, which is one of the best books I have read about someone’s personal journey in life, business, and investing.

This was supposed to be a long interaction on Guy’s ideas on investing, but due to tech issues, we had to curtail it. So, this episode contains just one question from my side and then Guy’s lessons from visiting Warren Buffett’s Berkshire’s Annual Meeting every year and the power that our social network has on us.

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The One Percent Show: Rajeev Thakkar on Investing Character, Lifelong Learning, and Building an Antifragile Life

April 9, 2022 | 2 Comments

Welcome to the sixteenth episode of The One Percent Show with Vishal Khandelwal. This show is an open-ended exploration into the minds of the wisest people around to help us learn to think, invest, and live each day a little, even if as little as one percent, better.

In this episode, I talk to Rajeev Thakkar, Chief Investment Officer and Director at PPFAS Asset Management. In this episode, Rajeev talks about developing a sound investing character, lifelong learning, building an antifragile life, and much more.

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Books Recommended by Rajeev
  • One Up on Wall Street by Peter Lynch
  • Beating the Street by Peter Lynch -
  • The 7 Habits of Highly Effective People by Stephen Covey -
  • Deep Work by Cal Newport -
  • Value Investing and Behavioral Finance by Parag Parikh -
  • The Diabetes Code by Jason Fung

* * *

Please share with others on WhatsApp, Twitter, LinkedIn, or just email them the link to this post.

With respect,

Vishal

The One Percent Show: Guy Spier on Finding Your North Star and the Power of Compounding Goodwill

February 25, 2022 | Leave a Comment

Welcome to the fifteenth episode of The One Percent Show with Vishal Khandelwal. This show is an open-ended exploration into the minds of the wisest people around to help us learn to think, invest, and live each day a little, even if as little as one percent, better.

In this episode, I talk to Guy Spier, founder and investment manager at Aquamarine Capital, and author of The Education of a Value Investor, which is one of the best books I have read about someone’s personal journey in life, business, and investing. In this episode, we talk about Guy’s ideas of finding your North Star, compounding goodwill, the immense power of reciprocity, and much more.

  • Video
  • Audio
  • Books
  • Subscribe to my YouTube channel to receive updates on all shows
Also Listen On - Google Podcasts | Apple Podcasts | Spotify | Amazon
Books Recommended/Authored by Guy
  • What It Takes: Lessons in the Pursuit of Excellence by Stephen A. Schwarzman
  • The Education of a Value Investor by Guy Spier

* * *

Please share with others on WhatsApp, Twitter, LinkedIn, or just email them the link to this post.

With respect,

Vishal

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