Smallcap investing: timing, risk, and returns | Golden Thumb Rule ft Aniruddha Naha
In this Golden Thumb Rule Episode, Kshitij Anand speaks to Aniruddha Naha on smallcap investing. Naha explains why the best opportunities emerge when sentiment is weak, how earnings and cash flows drive returns, and why patience across cycles is critical. The discussion breaks down timing, risk, and the real path to alpha in smallcaps.
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