A mentor of mine often told me this-
Pessimists often sound intelligent, which can lead others to believe they possess great knowledge. But in markets, a perpetually pessimistic mindset makes it very difficult to succeed. Avoid permanently pessimistic people.
Charlie Munger: “Human nature is your greatest enemy at market lows. At your absolute climax of fear, you must do the opposite of what you want to do. And, once you’ve done that, leave it alone because the real money is in the waiting.”
Addressing the students at IIM Lucknow, Adani Group Chairman Gautam Adani says -
"When I first announced my intention to build a port, most people thought that I had lost my mind.
When I presented the idea, some of the bankers laughed, and How do you expect us to finance a…
Adani is spending ₹62,000 Cr + to buy bankrupt companies.
No, that’s not a mistake.
Every acquisition (from cement to power to ports) has one thing in common: the company was nearly dead.
But why is Adani buying broken businesses?
This is the ruthless, strategic empire play…
Interesting data -more interesting is all these fund managers were right only 58-66% of the time (almost like tossing a coin probability of 50%) but when they were right ,they rode their winners with patience ,that’s bcos most never followed share price but the business
A single drug class is crashing diet programs, trimming grocery bills, and forcing pharma to pour >$40 B into new plants. Welcome to the #GLP1 era.
Here’s the deep dive you didn’t know you needed.👇
The bond market is the backbone of all markets. Paying attention to certain market actions can tell you a lot about the supply-demand picture, and whether it’s at risk of breaking down.
You learn more about what this means for all of us in my new book, How Countries Go Broke:…
India has 4,000+ rivers.
70% of the planet is covered by water,
Then, How are 1.5 billion people struggling to get clean drinking water?
Because the water didn't vanish.
It was rerouted, relabeled, and resold.
What if I told you water is the next gold?
In 2020, Wall…
I’m old enough to have invested through three 30%+ drawdowns – the DOT COM Crash, Global Financial Crisis, and Covid Pandemic. I’m lucky in that I’m still young enough to take advantage of the lessons learned.
In early 2020, the markets were collapsing due to the spread of the…
Did you know that every ball bowled in IPL 2025 is worth a mind-blowing ₹2.72 crore?
Let's understand the Economics of IPL 2025 and stocks to keep an eye on
The Indian Premier League is not just the most valuable cricket league worldwide—it's a ₹90,000+ crore economic beast.…
Completed reading the book - “Stock Market Wizards by @safiranand”
It’s like meeting each of the 26 legends personally to learn from their timeless wisdoms…
Thank you so much Safirbhai for your great efforts.
🙏🏼😇
I have been writing this for long. Remove capital gains taxes. We need FII as we are in early stage of capital markets growth. The benefits weigh far more than the loss of tax collected. Ego should be the last thing that government should be bothered. Retail investors need your…
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