Welcome to the final episode of the Paisa Podcast, where we’ve embarked on an incredible journey to explore the world of finance and investing. In this final episode of our first season, we are honored to introduce our guest, Ajay Shrestha, the Managing Director at Alpha Capital Limited and iCapital Private Limited.
Join us for a memorable and insightful conversation with Shrestha as we reflect on the diverse perspectives and expertise shared throughout this podcast series, bringing our exploration of the financial landscape to a close.
Throughout the first season of the Paisa Podcast, our mission is to provide valuable insights and guidance to aspiring investors navigating the complexities of the stock market.
Join us as we unravel the secrets of successful investing. Don’t miss out on our podcast's latest financial insights and updates.
Stay informed on Nepal’s share market, economy, and business trends with Nepali Paisa.
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0:00 Introduction
3:25 Getting started in the Stock Market
5:41 Finding resources in the early days
9:00 NEPSE and Stock Market in 2007
13:23 Developing investment philosophy based on Ethics
16:06 Experience of applying for a job and first bull bear market
17:59 How he accumulated initial capital for investing, use of loan and lessons learnt
27:50 Making multi-bagger returns from microfinance sector
34:31 Finding resources for investing and creating database
39:32 Influential Nepali investors and staying away from crowd
43:04 Importance of maintaining discipline in investing
46:55 Early VC investment in textile business
52:50 Why many Companies in Nepal don't go for an IPO and why SEBON must change their mindset
1:02:55 Learning of PEVC Market in Nepal and what is the future of PEVC in Nepal
1:16:11 Why he invested in Nepali Paisa, Source Code and other fintech companies
1:19:34 Why he set up iCapital
1:22:57 Investment philosophy of iCapital and early influencers
1:36:13 Why he has never attended the Berkshire AGM
1:39:00 Why he came up with a new company - Alpha Capital
1:46:37 Solving for conflict of interest in Alpha Capital
1:50:11 Returns of Alpha Capital so far
1:51:06 How team is organized at iCapital
1:56:01 Pros & cons of having a team, and having a team culture
2:01:42 Managing turnover in the team
2:07:37 Investment Process
2:12:05 Balancing between qualitative and quantitative styles of investing
