🗣️ Investor Talk #55: Hardik Shah
Hardik invests by building conviction over time and trimming into strength.
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Every interview follows the same set of sharp, insightful questions — such as “What is your investment strategy?”, “What are your highest conviction stocks?”, and “If you could give one piece of advice to investors, what would it be?”
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Including interviews with Brian Feroldi (Founder - Long Term Mindset), Shay Baloor (Host of Stocktwits) and Gav Blaxberg (CEO - WOLF Financial).
In this edition, we have the pleasure of interviewing:
Name: Hardik Shah @AIStockSavvy
Age: 39
Residence/Country: Canada
Invests since: 2012
Introduction
I am a software developer by profession. I’ve always been curious about the stock market and different investing strategies. I initially started investing to create an additional source of income and side hustle, but over the last three years my perspective has changed. I now see investing as a game of strategy and patience rather than quick profits.
Currently, I am also a financial influencer on X @AIStockSaavy, where I combine my technology background with financial analysis to present market information in a clearer and more practical way. My goal is to help the community understand data better and make more informed investment decisions.
What is your investment strategy?
My strategy is to focus on companies where my conviction grows over time. I mainly prefer small-cap and mid-cap stocks. I usually buy larger quantities, typically between 100 and 500 shares, and begin trimming my position when the stock doubles, triples, and beyond. This allows me to lock in profits while still keeping exposure to long-term growth.
I don’t invest blindly. I keep a stock on my watchlist for at least 3–4 weeks before buying. During that time, I research the company, its revenue, and its market capitalization to understand the business better.
How many stocks are currently held in your portfolio?
Currently, I hold 13 stocks in my portfolio.
Which sectors do you mainly focus on?
At the moment, I am most interested in the Housing, Drone & Defense, Space, Data Center, and Finance sectors.
What are your 3 highest conviction stocks?
$RKLB - Rocket Lab
$HOOD - Robinhood
$ONDS - Ondas
What is the stock in your portfolio with the highest return?
$RKLB - Rocket Lab, with a return of nearly 300%.
What is the biggest investing mistake you have made?
My biggest mistake was investing blindly in meme stocks during my early days, around 2020–2021, without doing proper research.
If you could give one piece of advice to investors, what would it be?
Be patient. There will always be another good entry point. Take profits when appropriate and reinvest in companies where you have strong conviction for future growth.
Hardik’s Favorites
📖 Favorite book: I generally don’t read books.
🎧 Favorite podcast: I don’t listen to podcasts either.
💬 Favorite quote: “The stock market is a device for transferring money from the impatient to the patient.” - Warren Buffett
👤 Favorite FinX account: I follow many, but I especially like Amit Investing and Ripster.
Where can we find more info about you?
I’m not active on other platforms. The best place to reach me is on X. I also use Reddit, where I often post analyst ratings in community forums.
That’s a wrap!
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Until then, invest wisely.
Vincent & Stefan
The Future Investors
Disclaimer:
The information and opinions provided in this article are for informational and educational purposes only and should not be considered as investment advice or a recommendation to buy, sell, or hold any financial product, security, or asset. The Future Investors does not provide personalized investment advice and is not a licensed financial advisor. Always do your own research before making any investment decisions and consult with a qualified financial professional before making any investment decisions. Please consult the general disclaimer for more details.