Masterclass on IPO Investing

In this special Face2Face episode, viewers are treated to an in-depth masterclass on IPO investing, featuring not just one but four seasoned market professionals. These experts have spent years studying the IPO landscape and share practical insights on how to approach this often misunderstood investment avenue.

The conversation begins with a warm introduction, setting the tone for a rich discussion around the art and science of IPO analysis. Each guest brings a unique perspective, offering a layered understanding of what makes an IPO worth considering.

IPO Evaluation Framework: The panel breaks down how to assess IPOs beyond the marketing fluff—looking at business models, financials, and promoter behavior.

Red Flags to Watch: From unjustified valuations to questionable corporate governance, the guests highlight common pitfalls retail investors should avoid.

Long-Term vs. Listing Gains: An interesting debate unfolds on whether IPOs should be approached for quick flips or as long-term portfolio additions.

The discussion was so insightful that the host decided to make this a two-part series, with part two promising to go even deeper into case studies and frameworks.

Your Speaker

Sunday Investing

- Manish Lalwani - ISB Hyderabad MBA graduate and corporate finance professional; actively tracks markets with a focus on small and microcaps. - Tanmay Bhadane - Active investor since 2020; focuses on midcaps, smallcaps, SMEs and has analyzed over 250 IPOs to date. - Rohit Ramasubramanian - Engineer from IIT Madras and ex-founder; active in equity markets with a focus on IPOs and micro/smallcaps. - Yash Vardhan - Left corporate finance to pursue full-time investing; focuses on GARP stocks across small and midcaps with deep fundamental research.