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2025 tested investors like never before, sharp volatility, global uncertainty, tariff tensions, and relentless FII outflows. So what should investors really expect from 2026? In this in-depth conversation, Ashish Nanda, Chief Digital Business Officer at Kotak Securities, sits down with Sunil Singhania, Founder of Abakkus Asset Manager Private Limited... show more

Kotak Securities Ltd

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Elizabeth Warren may have concerns about a potential SpaceX IPO, but my view is that investors should focus on the facts in the prospectus rather than the headlines. Today, the primary cash flow comes from Starlink, while much of the rest of the business is still a bet on the future. That’s exactly what investors need to evaluate for themselves. If you’re investing in SpaceX, you’re not just buying today’s earnings you’re buying into Elon Musk’s long term vision. Whether you agree with that valuation or not, the information is there for anyone willing to read it. And while I think Senator Warren is exceptionally skilled at turning complex issues into viral political moments, I don’t believe her criticism changes the underlying investment thesis or the enormous demand investors have for this company.

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KAMIJO sits down with Rito, guitarist of Musyozoku, for an exclusive talk session ahead of their appearance at B7KLAN J-ROCK FEST. Together, they share their thoughts on the current state of the Visual Kei scene in Japan, discuss Musyozoku's journey, and talk about what it means to perform for European fans at this year's festival. Whether you're a longtime Visual Kei fan or discovering the scene for the first time, this is a conversation you won't want to miss. Watch the full interview now, and let us know what you think in the comments! See you in Paris on July 11 & 12! 🇫🇷🔥 #kamijo #rito #musyozoku #b7klanjrockfest #visualkei

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A clip from Li Lu's greatest-ever public speech. The Columbia Lecture for Bruce Greenwald's 2006 Columbia Class. Here are 9 Learnings from Li Lu's Investment Strategy: 1. Why Value Investing Works The market isn’t built for value investors. It is built in a way that increases the urge to speculate. That’s why businesses are so often misprized in the short term. Value investors can benefit from this circumstance. 2. Understand Who You Are You’ll be more interested in some industries/topics than in others. And in investing, you can choose in what industries you’ll look for opportunities. Investors should use this advantage and be sure about their circle of competence. 3. Be a Journalist Being an investor is a lot like being a research journalist. You have to dig into the company on a level that journalists do when they research their stories. You also need to clearly articulate your thesis and research and bring it to paper. 4. Find the Truth A journalist also has to find the truth before he publishes a story. Same goes for an investor. It could be fatal if he makes a decision before he knows “the truth” about a company. Thus, he has to avoid all sorts of biases and misleading influences. 5. Commitment Bias One of these biases is the commitment bias. To avoid this one, Li Lu rarely agrees to public appearances. The more you talk about investments, the more you talk yourself into them. The perceived knowledge about a company increases for no reason. 6. ROIC Just like Charlie Munger, Li Lu emphasizes the importance of ROIC as a metric for superior performance and competitive advantages. The longer your holding period, the more your return will equal the ROIC of the underlying company. 7. Volatility As explained before, stock prices are a lot more volatile than the business behind that stock. Investors, therefore, should pay attention to slow, long-term changes in the business instead of stock prices. 8. Self Defense To Li Lu, the Margin of Safety is a concept of self-defense. Even if the company is more valuable than the market gives it credit for, the management could destroy this advantage. This possibility is something investors have to look out for. 9. Uninvestable Some industries are impossible to value. Li Lu gives the example of restaurants. Even if the business is great, there are little to no durable advantages. Investors shouldn’t try the impossible and just focus on what can be valued. You can find the whole Lecture on YouTube. I highly recommend watching it!

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I sat down with Raoul Pal to understand why #Bitcoin should already be at $160,000 and what’s coming in 2026. A new episode of New Era Finance Podcast is live: In my conversation with Raoul Pal, we go deep into: – why Bitcoin is trading at a 40% discount to fair value – what really happened on October 10th – why 2026 growth is about to "explode" (his words) – $ETH as the Microsoft of #Crypto – how AI is changing everything about investing A must-watch for any investor. Thanks to our sponsor, OKX Dutch!

I sat down with Raoul Pal to understand why #Bitcoin should already be at $160,000 and what’s coming in 2026. A new episode of New Era Finance Podcast is live: In my conversation with Raoul Pal, we go deep into: – why Bitcoin is trading at a 40% discount to fair value – what really happened on October 10th – why 2026 growth is about to "explode" (his words) – $ETH as the Microsoft of #Crypto – how AI is changing everything about investing A must-watch for any investor. Thanks to our sponsor, OKX Dutch!

Michaël van de Poppe

150,214 Aufrufe • vor 6 Monaten

What was just said here is not only unbelievably uninformed… it’s dangerous misinformation for newer investors trying to understand how digital asset infrastructure actually works. “These companies fund themselves by dumping tokens” “Just buy the shares instead” “XRP has no reason to exist” Ripple is a PRIVATE company. XRP is an OPEN digital asset used for liquidity and settlement.. these are not the same thing. You cannot replace a neutral bridge asset with private equity shares. That makes absolutely no sense from a settlement and interoperability perspective. This is the equivalent of saying.. “Why use the internet? Just buy shares of Cisco” the craziest part is.. this misinformation is coming from individuals who many people already consider among the LEAST trustworthy voices in crypto.. Both know and proven scammers in the community. But if after all these years you still cannot separate: Ripple the company from XRP the asset… you should probably stop pretending to educate people on this topic.

What was just said here is not only unbelievably uninformed… it’s dangerous misinformation for newer investors trying to understand how digital asset infrastructure actually works. “These companies fund themselves by dumping tokens” “Just buy the shares instead” “XRP has no reason to exist” Ripple is a PRIVATE company. XRP is an OPEN digital asset used for liquidity and settlement.. these are not the same thing. You cannot replace a neutral bridge asset with private equity shares. That makes absolutely no sense from a settlement and interoperability perspective. This is the equivalent of saying.. “Why use the internet? Just buy shares of Cisco” the craziest part is.. this misinformation is coming from individuals who many people already consider among the LEAST trustworthy voices in crypto.. Both know and proven scammers in the community. But if after all these years you still cannot separate: Ripple the company from XRP the asset… you should probably stop pretending to educate people on this topic.

𝟸𝟺𝙷𝚁𝚂𝙲𝚁𝚈𝙿𝚃𝙾

15,145 Aufrufe • vor 2 Monaten

Gold was supposed to be the safe haven. So why did it pull back instead? Geopolitical tension is rising, oil is surging, and the old logic around gold is being challenged again. In this upcoming episode of DeepTalk, we unpack the short-term volatility, the long-term value, and what investors should really be watching. Full episode premieres on April 9 at 8:30 AM. #ChinaAMC #DeepTalk #Gold #Macro #Markets #Investing #Equities Investment involves risk, including possible loss of principal. Any forecasts, projections, or opinions contained herein are for reference only and are not guaranteed to occur. The information in this material reflects prevailing market conditions and our judgment as of the release date, which are subject to change without further notice.

Gold was supposed to be the safe haven. So why did it pull back instead? Geopolitical tension is rising, oil is surging, and the old logic around gold is being challenged again. In this upcoming episode of DeepTalk, we unpack the short-term volatility, the long-term value, and what investors should really be watching. Full episode premieres on April 9 at 8:30 AM. #ChinaAMC #DeepTalk #Gold #Macro #Markets #Investing #Equities Investment involves risk, including possible loss of principal. Any forecasts, projections, or opinions contained herein are for reference only and are not guaranteed to occur. The information in this material reflects prevailing market conditions and our judgment as of the release date, which are subject to change without further notice.

China Asset Management

12,598 Aufrufe • vor 3 Monaten