Where Is The Next Big Thing? Kenneth Andrade @KotakSecurities #KotakMidCapMeet15


wealthymattersSo interested in becoming the person to build the next industry dominating Large Cap Company?

Kenneth Andrade has an insight for you.

Locate a currently unorganized sector of the economy, better still locate a business that is not yet even an industry. Start small, build a brand and then grow steadily, consolidate and then dominate the sector.

PS the insight also works for investors, VCs etc who’d like to early on identify and back the next big thing.

Focus On No Debt,Kenneth Andrade @KotakSecurities #KotakMidCapMeet15


wealthymattersIf there is just any one tip Mr Kenneth Andrade would give a person investing in small -caps, its focus on small companies with no debt. This increases their chances of surviving the next 10 years.

He follows companies to ensure that over time the sum total of their equity, reserves and debt goes down, to ensure that these businesses are using capital efficiently and returning profits to investors. Equity investment according to him is about withdrawing money from the business.

And to Bhavikk Shah’s question, he says to focus on ensuring that the companies have no debt. Then there is no chance of them flaming out.

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