Balu Gorade

@BaluGorade • 35,911 subscribers

Lifelong Learner | Mutual Funds & Markets | Fitness Enthusiast | Bookworm | Views are personal

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Balu Gorade

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Shankar Sharma on Indian IT: People criticize them for not building AI. But that was never their model. They are service companies, and they've done that job exceptionally well. If they're expected to do everything, what are the other 150 cr Indians doing? 😂 (NDTV Profit)

I have watched this clip multiple times, and it's worth revisiting. A masterclass in thinking about India versus the rest of the emerging market universe. Pure gold from Sachee Trivedi. 🔥 (Credit - Moneycontrol)

We produce barely 2% of our gold and copper needs. Give them to me, and within a few years, we will stop importing. Trust entrepreneurs. Look at steel, zinc, telecom, airports, airlines. They delivered. If we don't prioritise growth, India will never grow. - Anil Agarwal

If AI is going to bruise India, it is going to butcher the USA 🇮🇳 Very bold take by Sachee Trivedi 🔥

India is a $4T economy. China is $20T. India spends $12B on education, China spends $800B. There's simply no comparison. Powerful insight by Vijay Kedia ji.

Pankaj Tibrewal on stock picking during bad cycles: When earnings are under stress, don't focus only on the P&amp;L. Go into cash flows. If free cash flow yield reaches 5-6% and the balance sheet isn't broken, just go and buy those businesses. 2 minutes of pure Gold !!!🔥

Ajay Sharma explains this well: In commodity businesses, people usually buy the cheapest option and don't care about the brand.

Vijay Kedia ji bought Tejas Networks at a ₹400Cr Market Cap. Back then, it had ₹200Cr cash + ₹200Cr receivable from Gov. Today, Market Cap is ₹8,000Cr. Classic value investing. Vijay Kedia ji is truly a legend. 🔥

If India has to become a $10 trillion economy by 2032, infra will play a big role. Bullish on infra, power, EPC, water, hospitals and PSU Banks. Powerful 2 minutes by Vijay Kedia. 🔥

Silver is a small cap stock. It behaves like a small cap stock. If any of you are investing in silver, it should be only for thrill. It cannot be an asset class. Pure gold from S. Naren 🔥🔥

Ruchir Sharma on India &amp; AI: Countries like India may end up on the wrong side of AI trade. &gt; No strong semiconductor or compute ecosystem &gt; A large number of software jobs at risk from AI &gt; India's R&amp;D spend is negligible, compared to China, USA End is interesting.

It's not capital that builds a great business. It's about the business model. Today you value Zomato at ₹1 lakh crore. Tell me when will it generate ₹3,000 crore in free cash flow? Classic RJ. 🔥

People chase what's already done well. Gold, Smallcaps, or Foreign Equity. That's the classic investor mistake. Investing insights from Rajeev Thakkar🔥

This 3 minute clip of Gajendra Kothari is pure gold. Started a ₹10,000 SIP for his daughter 13 years ago. Added occasional lump sums from gifts along the way. Today, it has grown to ₹80 lakh.. Simply amazing. :)

Vijay Kedia ji on small caps: The market has likely made its bottom, but 2026 could look similar to 2025. The market isn't in a hurry. In this kind of phase, you will get ample opportunities, if you stay patient. Pure Gold 🔥🔥🔥

Late Parag Parikh while launching a mutual fund: While the industry chases AUM, we chose not to play that game. We believe there is only one way of investing, that is value investing. Truly a legend ♥️

Rajeev Thakkar on cash: Things are starting to look interesting. If markets continue to fall for some more time, I think we will be fully deployed. 😎

The man who invented the refrigerator made some money. But Coca-Cola made most of the money by using the refrigerator to build a global empire. Now AI is here. The real money may not be in building AI, but in using it smartly. Interesting take by Mr. Chamath 🔥

Utpal Sheth explains the concept of Terminal Value, a key driver of long term wealth creation. 👌

Today there is panic selloff in the market. Investors are fearful. Perfect time to watch this 2 minute video of Sanjay Bakshi. Pure Gold 🔥🔥🔥

Pankaj Tibrewal on stock picking during bad cycles: When earnings are under stress, don't focus only on the P&L. Go into cash flows. If free cash flow yield reaches 5-6% and the balance sheet isn't broken, just go and buy those businesses. 2 minutes of pure Gold !!!🔥

Ruchir Sharma on India & AI: Countries like India may end up on the wrong side of AI trade. > No strong semiconductor or compute ecosystem > A large number of software jobs at risk from AI > India's R&D spend is negligible, compared to China, USA End is interesting.