Article says that, though NIFTY P/E seems to be at 20-21, if stocks like NTPC, Coal India, SBI and Power Grid are excluded, then P/E is about 40!!
This observation certainly seems valid and few stocks are factoring in unrealistic growth which may or may not happen in long term future. Gentle reminder that, valuations matter to generate meaningful returns over longer periods.
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brilliant piece by seth klarman in atlantic
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Although not an article, I have seen videos shared on this thread. This video lists all major films around the stock market. Always wanted someone to compile it, and who better than Zerodha to do it? To my shock, I have missed many and have only seen once those that are famous.
Category 1: Films based on the 2008 Global Financial Crisis,
- Too Big to Fail,
- Margin Call
- The Big Short,
Category 2: Greed, Scams, and the Psychology of Wall Street,
- Wall Street,
- Boiler Room
- The Wolf of Wall Street,
- The Wizard of Lies,
Category 3: Niche Concepts and Corporate Warfare,
- Rogue Trader
- Barbarians at the Gate
- Trading Places
- Equity
- The Hummingbird Project
- The Bank
Category 4: Indian Films Centered Around Stock Markets,
- Gafla
- Baazaar
- The Big Bull
Category 5: All and Sundry,
- The Accountant,
- The Laundromat
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Motilal Oswal’s 30th Annual Wealth Creation Study (2020–2025)
Good long-term perspective on India’s multi-trillion dollar opportunity and how wealth has compounded across cycles.
Motilal_Oswal_Thematic_Report_on_30th_ANNUAL_WEALTH_CREATION_STUDY.pdf (3.5 MB)
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Via Negativa lies at the heart of improving one’s outcomes – at almost everything, from investing to sports, to career choices, relationships, everything. The surest and easiest path to improvement.
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Brilliantly Explained: Simple but yet Difficult to practice and implement.
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How to understand anything
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Found this excellent article that explains the complete business of Blue jet healthcare.
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Why does a country as vast as India follow a singular time zone?
TIL: There were multiple time zones in India during British rule.
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While Mutual Fund AUM is on constant rise the Retail investors have been tampering their investments in Stocks during CY 2025.
Also FPI have remained net sellers during CY 2025, bringing the valuations to much meaningful levels at the start of 2026.
https://www.financialexpress.com/market/retail-investor-outflows-in-2025-highest-in-6-years-4086618/
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We can now recover 97% of the silver from end-of-life panels in a matter of minutes using simple physical separation
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Was thinking just to watch a bit and add to watch later, but was stuck to it the way Saurabh decoded everything so beautifully.
I’m more worried about India and our future now.
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Wondering why the index was up in 2025 but you lost money?
This article in today’s Mint highlights the concentrated nature of the rally, where while Nifty 500 TRI rose by 7.2%, the median stock fell by 4.8%.
Also, 66% of the stocks could not beat the index returns.
Worth a read.
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Bit old but worth to read…
https://www.mckinsey.com/featured-insights/future-of-asia/indias-future-arenas-engines-of-growth-and-dynamism#/
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