Finding Under-Researched Stocks, Bold Calls, GST & Tariff Impact

Sunil Singhania, founder of Abakkus Investment Managers, shares his investment framework in the Wealth Formula podcast with N. Mahalakshmi. He explains how he uncovers alpha in under-researched stocks, evaluates management quality, and bets on perception shifts. Singhania also discusses his lens on valuations, the impact of GST cuts and tariffs, and the risks of job losses—outlining what could trigger the next big market moves.