Raamdeo Agrawal has spent a lifetime chasing compounders and building a reputation for spotting stocks long before they become household names. In a recent conversation with CNBC-TV18, he pulled back the curtain on at least five habits that shape his approach. Here’s how Motilal Oswal Financial Services’ chairman thinks, chooses and prices his bets.

Agrawal favours the small, under-followed business where fundamentals are visible but the market hasn’t yet climbed aboard. His Balkrishna Industries anecdote is telling: “Today, Balkrishna Industries is a very famous company, a very large company. But when I bought it, it was Rs 100 crore company, and I bought it at 1 P/E (price-to-earnings), with that 40-30% return on equity, and there was no taker. I went to the company… They offered me ras

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