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@AlphaWizarDD • 21,686 subscribers
| Small Cap |F&O |Won Zerodha 60 day challenge 17 times| Sebi Unregistered|
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“In 2008, we tried 4 times to get 20% of Satyam Computers $1 Billion cash in our liquid fund, but they refused.” “We got suspicious, never bought the stock and finally when the fraud came out, we were so happy” “So in India, if you have a situation where Cash is greater than the Market cap, you have to doubt it and do a lot of stewardship.” - S. Naren
R170,611 次观看 • 21 天前

Charlie Munger on India: "One of my favorite tricks is the inversion process." "If somebody hired me to fix India, I would immediately say, 'What could I do if I really wanted to hurt India?' I'd figure out all the things that could most easily hurt India — and then I'd figure out how to avoid them." "It works better frequently to invert the problem."
R308,589 次观看 • 3 个月前

Vijay Kedia's next 10-year theme: RISE. R — Renewables & energy transition I — Infrastructure S — Security (defense + cybersecurity) E — Emerging tech (EVs, data centers) His logic: these are the sectors that get strong government backing. And government support usually fuels growth. The stocks are..
R22,992 次观看 • 12 天前
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