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!
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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:
- Whitehaven Coal Ltd (ASX: WHC)
- New Hope Corporation Ltd (ASX: NHC)
- Uniti Group (ASX: UWL)
- Telstra Corp (ASX: TLS)
- Meta Platforms Inc (NASDAQ: META)
- McDonald’s Corporation (NYSE: MCD)
- Coca-Cola Company (NYSE: KO)
Read Gaurav’s stock research on Intelligent Investor:
- Get Gaurav’s stock research – 15-day free trial
- Follow Owen on Twitter
- Hang with us on IG
- Join the discussion on Twitter
Date recorded: 15th of June 2022