This week I was joined by Siddharth Singhai, Chief Investment Officer and Co- founder of Ironhold Capital who are based in Manhattan, New York.

Ironhold Capital invest in just a handful of high quality businesses, and then hold for the long term.

In this episode Siddharth discusses his process for finding high quality companies, as well as two stocks he's bullish on for the long term - 

Lam Research and Hdfc Asset Management.

He also provides his thoughts on the Indian market, and his appreciation for Joel Greenblatt.

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