What should be your investment mantra this year? Is there any merit in portfolio diversification? Should you be sector or stock specific? What are the key themes to track in this new year? Samir Arora, Founder of Helios Capital believes a concentrated stock portfolio is a “recipe for disaster”. Catch India Today Group’s Global Business Editor Udayan Mukherjee in conversation with Samir Arora as they decode the investment mantra and the fundamentals that go behind identifying multi-baggers.