E37: Think like an Owner: Meet Commodore Group Holdings and Rohit Sood

Summary

Hosts Sarah Florer and Roland Wiederaenders welcome Mr. Rohit Sood of Commodore Group Holdings, which uses a hedge fund strategy focused only on taking long positions. In this episode from Alt Investing Made Easy we hear from Rohit as he shares his unique journey starting out as a trained engineer and then transitioning into finance and investment banking. Rohit gives us insights into his investment philosophy and the emphasis he places on ‘Thinking like an Owner’ using a long-term holding strategy with a focus on how asset companies allocate capital. Rohit also introduces his tech venture Fintuative, which is a proprietary tool for financial analysis that he and his team created and built in-house to provide real-time information to help assess business quality in investment decisions. The conversation also covers the current investment opportunities Rohit makes available to accredited investors, his commitment to a long-only strategy, and insights into the scalability of his fund. The episode concludes with Rohit’s personal reflections on approaching investing with rationality and the importance of continuous learning in investing

Rohit recommends that anyone interested in investing read the following article:

https://business.columbia.edu/cgi-finance/chazen-global-insights/superinvestors-graham-and-doddsville

Rohit can be reached at:

linkedin.com/in/rohit-sood

commodoregrp.com

Takeaways

• Rohit Sood transitioned from engineering to finance, emphasizing a unique investment philosophy.
• He believes in long-term ownership of high-quality businesses without short positions.
• Fintuative is a proprietary tool that automates financial analysis for better investment decisions.
• Capital allocation is crucial for a company's success and should be analyzed carefully.
• Rohit focuses on a concentrated investment strategy with a limited number of positions.
• The investment partnership aims for 5% compounded returns over the long term.
• Rohit emphasizes the importance of rational thinking in investing.
• He encourages continuous learning and reading to enhance investment knowledge.
• The fund is scalable, focusing on large-cap companies with significant market presence.
• Rohit's personal motto revolves around being rational and channeling efforts effectively.

Chapters

00:00 Introduction to Alternative Investing

02:01 Rohit Sood's Background and Career Path

09:01 Transition to Investment Management

12:18 The Fintuative Platform and Its Functionality

17:32 Capital Allocation and Business Quality

21:01 Investment Philosophy: Long-Only Strategy

23:56 Overview of Commodore Group Holdings

26:31 Performance and Track Record

29:20 Scalability and Future Outlook

31:48 Personal Insights and Philosophy

Sponsored by:
Real Advisers, Austin, Texas

Special thanks to:

Grable Martin PLLC

Red Sun Creative, Austin, Texas

For more information: AltInvestingMadeEasy.com

Please contact us: [e-mail]

Roland Wiederanders: [e-mail]

Sarah Florer: [e-mail]

Disclaimer: “This production is for educational purposes only and is not intended as investment or legal advice.”

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