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Gaurav Sodhi, the stories we tell & profiting from ESG | The Australian Investors Podcast

Gaurav Sodhi is Deputy Head of Research at Intelligent Investor, an investor and prolific investment writer. Given that I have followed him for many years, speaking to Gaurav Sodhi on The Australian Investors Podcast was a real treat for me.

Note: given that Gaurav wanted to walk around to make cups of tea and do a family puzzle while being interviewed by me, we did this interview as audio-only. I’m incredibly surprised he could answer some of my most difficult questions while doing such things! I think it goes to show well Gaurav can juggle multiple ideas at one time!

Watch Gaurav now on YouTube (audio only)

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Gaurav Sodhi is Deputy Head of Research at Intelligent Investor, arguably Australia’s leading independent ASX stock research and membership program.

Gaurav started his working career as a researcher and then, through a chance interview, he came across while driving across New Zealand with a friend (featuring Platinum’s Kerr Neilson), Gaurav’s spark for investing took flight. It then took him two years to land a job at Intelligent Investor.

In this episode, I — Owen — and Gaurav talk about:

  • The power of economics in explaining the world
  • How drug cartels are similar to McDonalds
  • The power of writing for investors
  • The tricks and games used to recruit analysts
  • Why Guarav isn’t fazed by ESG and ethical investing
  • Why value investing needs to evolve to include storytelling

Some of the stocks mentioned in the discussion include:

Read Gaurav’s stock research on Intelligent Investor:

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Date recorded: 15th of June 2022

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At the time of publishing, Owen owns shares of Meta Platforms / Facebook.