In this episode, we sit down with investor Siddhant Bhandari to explore why small and mid-cap businesses might offer better opportunities than large caps. Through sector-wise comparisons, Buffett-style frameworks, and Indian case studies like Radico and Varun Beverages, we discuss category creation, distribution strength, affordability-driven growth, and how to spot consumer businesses with long runways. A must-listen for those looking to go beyond the index and discover hidden compounders.
Published on 5 months, 3 weeks ago
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