Very Nice Video presentation by RV Capital (Robert Vinall)
Fund Factsheet
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Shankar Sharma of First Global spoke to Nikunj Dalmia on why he fears the markets are getting polarised and how can this decimation of smaller businesses be reversed in the economy.
Even if i dont agree with him on some points it was really good to hear different viewpoint.
He always goes with the flow …
Yes. His views are too coloured with politics so difficult to trust him. He was staunch anti-NDA a few years back but has toned down a bit.
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All about Cycles and cyclicals by @jitenp
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Countering home country bias. Great video.
Recent memo from Howard Marks. Insightful about what’s happening in the markets today?
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Interesting podcast episode with Jeremy Siegel, Author of many books such as Stocks for the long run and Future for investors. (Aired in June 2020). Key takeaways
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After GFC in 2008- Fed had increased liquidity in the system but almost all of it was sitting with banks and financial institutions as excess liquidity or buffer capital to prevent systemic shocks to banking industry. This time, the liquidity increased by Fed has been actually disbursed to the people.
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As a result, M1 supply has increased by a large amount within a short span of time.
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All of this has led to conditions to believe that moderate inflation (in the US) is the most likely outcome (more than last few years).
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All of the debt borrowed by the Govt has to be paid back to the Fed. One way of doing that is simply - Inflation.
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25th Wealth Creation Study by Raamdeo Agrawal
shorter version on core topic.
All 25 Wealth Creation study can be accessed
https://motilaloswalwcs.com/wcs-series
Refer, 25th Wealth Study- page 17 for - portfolio of the potential 25 Wealth Creators for the next 25 years they have come up this year.
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Thanks for sharing.Great learning and insight.I could not able to discontinue and spent entire two hours.I became fan of Mr.Maran.
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First few minutes on the reason for GDP slowdown and what can potentially happen in H2.
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What a great take - investors are taking all the risk rather than promoters or banks
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Everybody talks about discipline. Listen to this young guy and his process of sticking to discipline.
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One of India’s most profound value investing thinkers, a celebrated teacher, and a master of integrating behavioral finance, Stoic philosophy, and spiritual wisdom into investment decision-making, Prof. Sanjay Bakshi. Very rare interview, a must-watch.
Video taken from The India Opportunity with Shrishti Sahu YouTube Channel.
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How courageous these young investors are!
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Here, Madhusudan Kela Sir opens up about the turning points in his life—his life-changing meeting with Rakesh Jhunjhunwala, lessons from failures, early entrepreneurship, and his unique frameworks for spotting high-potential businesses, such as Radico, Waaree, and Adani Group companies. Whether you’re an aspiring investor or an entrepreneur, this episode serves as your blueprint for long-term wealth creation, humility, and bold decision-making.
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I think Sagar is one of best Individual investors, not sure if his story is published in this forum, quite a feat for such a young investor
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Insightful episode of Money Mindset with Madhu Kela.
Key Topics Discussed:
The Evolution of Stock Market Investing: Madhu discusses his predictions for the growth of SIP books and the future of financial technology in India
The Importance of Hard Work in Wealth Creation: Learn about Madhu’s belief in hard work and how it translates into stock market success, emphasizing the long-term grind over quick wins.
Stock Picking vs. Mutual Funds: Madhu shares his approach to stock picking and explains why he believes in complementing stocks with mutual fund SIPs to create a balanced portfolio.
Building a Portfolio for the Future: Insights into how Madhu evaluates companies, with a focus on ethics, innovation, and scale as key criteria for long-term investments.
The Big Investment Themes for the Next Decade: Madhu talks about the sectors he’s most optimistic about, including energy, telecom, and digital markets, and why these areas will dominate in the coming years.
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@basumallick and team has done fantastic work here. Highly recomend to watch this to understand about intricacies of drug patency with examples, upcoming huge opportunity due to patent expiry and companies likey to benefit.
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