In Good Company with Nicolai Tangen6 Feb

Mala Gaonkar - SurgoCap Partners की Founder (Hindi version)

सच में बेहतरीन बिज़नेस को बाकी कंपनियों से अलग क्या बनाता है? हेज फंड SurgoCap Partners की founder माला गांवकर, Nicolai Tangen के साथ बात करती हैं कि ऐसी कंपनियों को कैसे पहचाना जाए जिनके पास मजबूत और टिकाऊ फायदे हैं। वे समझाती हैं कि कैसे पुरानी टेक्नोलॉजी नए तरीकों से बाज़ार में उथल-पुथल मचाती है, क्यों वे अपनी इन्वेस्टमेंट टीम को जानबूझकर छोटा रखती हैं, और कैसे डेटा साइंस सोच की गलतियों को कम करने में मदद करता है। माला अपने इन्वेस्टमेंट के खुले अनुभव शेयर करती हैं—जैसे Nokia को शॉर्ट करने की गलती और NVIDIA को बेचने के बाद दोबारा न देखने का पछतावा। वे अपने करियर को क्रिएटिव राइटिंग और ग्लोबल हेल्थ में समाजसेवा के साथ बैलेंस करने की बात भी करती हैं। $6 बिलियन assets के साथ, SurgoCap यह साबित करता है कि फोकस और जिज्ञासा ही नतीजे लाते हैं।

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Mala Gaonkar - Founder of SurgoCap Partners

What separates truly great businesses from the rest? Mala Gaonkar, founder of hedge fund SurgoCap Partners, joins Nicolai Tangen to discuss identifying companies with durable competitive advantages. They cover how old technologies disrupt in new ways, why she keeps her investment team deliberately small, and how data science helps reduce cognitive biases. Mala shares candid investment lessons including the pitfalls of shorting Nokia and not revisiting NVIDIA after selling. She also reflects on balancing her career with creative writing and philanthropic work in global health. With $6 billion in assets under management, SurgoCap proves that focus and curiosity drive results.

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