Long term investor(since 1994-95), Life long learner, Sports enthusiast, Book lover and Co-Founder and Chief Investment Officer,
Seers Fund Management Pvt. LTD.
Luckily, I invested all my savings from 1991-2000 in equities and not in FDs/debt funds. This one right move resulted into
1) I could resign from Govt. job in 2000
2) I became financially independent by 2006
3) My dividend income is more than annual exp. of my family by 2016.
Whenever any bad news hit first time like US-Iran war started on 28th February has the maximum impact because it caught napping everyone. It has the maximum impact in terms of disruption of trade and on stock market.
Every subsequent same news has lesser and lesser impact on
If you want to be healthy financially and physically, start doing two things-
1- Invest your surplus funds in undervalued quality equities with a long term perspective.
2- Focus on strength training and have clean protein (1.2-1.5 grams per kg of your body weight).
Alpha generation (returns over benchmark) in the equity market is the result of- strong process development, discipline investing, and patience.
Alpha generation should be checked on yearly basis and not on weekly or monthly basis.
Weekly or monthly basis may be quite
Concentrated bets (8-15 stocks) are not everybody’s cup of tea. A very few people can handled it well to their advantage.
So far I have been doing a concentrated bets (right now I hold stocks of 12 companies) and luckily successfully.
When it is favourable, it is highly
I have learnt and honed equity investing skills by reading books and listening experiences of Peter Lynch, Warren Buffet, Charlie Munger, Howard Marks, Jim Collins, Robert G. Hagstrom, Rakesh Jhunjhunwala, Ramdeo Agarwal, Sunil Singhania, and Prashant Jain.
I give high importance to cash flows particularly operating cash flows. One of my favourite companies’ operating cash flow last year was more than 800 crores and likely to be more than 1500 crores in coming 2-3 years, yet it is trading at around 8,000 crores capitalisation.
I
GST collection has gone up by 14% to 1.95 lakh crore for the month of June despite rationalisation in Sep’25.
It shows very strong and resilient Indian economy. I think we are heading for a much better time.
Children are the future of this country. Government should provide both the options- protein rich vegetarian as well as non-vegetarian meals to the needy Children. If we invest in this, 15-20 years down the line, India would be much more healthier.
VIDEO | Delhi: Ganga Ram Hospital dietician Aakanksha Arya explains the nutritional impact of replacing eggs with paneer and soybeans in mid-day meals.
She says, "Eggs cannot truly be replaced by any other single food. They are an excellent source of high-quality protein and also provide vitamin B12, vitamin D, essential amino acids, and healthy fats... If schools currently serve eggs once or twice a week, replacing them would require providing an equivalent amount of protein from other foods, which many children may not be be able to consume in sufficient quantities. There is also an economic concern, as many families may not be able to afford eggs at home if they are removed from school meals. Eggs play a vital role in a child's growth and development, so they should not be replaced."
(Full video available on PTI Videos - https://t.co/bIyFWTfmBd)
If you want to be a successful investor, try to figure out your sensitivity with regard to share prices fall like-
If portfolio/stock go down by 10%, how would you behave? Like wise, fall of 20, 30, 40, or 50%, h
There are five stages of the share prices-
1- Extreme overvaluation/euphoria
2- Overvaluation
3- Fair Valuation
4- Undervaluation
5- Extreme undervaluation/panic.
When share prices start moving up from extreme undervaluation/undervaluation, it doesn’t stop at fair
Two of the large markets (Taiwan and South Korea) are AI/Chips market which have gone up more than 100% in the last one year. Such wild and euphoric moments lead to significant correction. I think these markets are now heading for a big corrections.
Gold peaked out at around $ 5500 per ounce in Jan’26, now trading at $4000.
Silver peaked out at around $ 1.20, now trading at 0.60.
Crude peaked out in 2008 at $ 140 per barrel, again went to $120 in Mar’26, now trading at $72. It could not cross the high of 2008 so far.
When crude crossed $100 per barrel at the height of West Asia crisis, A few Analysts/Fund Houses/Investors projected that crude would cross $150 or even $200 per barrel. They didn’t consider that many countries are not able to effort even $100. Secondly, they didn’t consider that
West Asia War broke out on 28th Feb, resultantly crude prices went up from $ 70 per barrel to $ 120 per barrel within two months. It became a huge problem for many consuming countries.
Everyone talked about closure of strait of Hormuz and its impact on various consuming
It was a wonderful experience and an eye opening series to watch “Made in India: A Titan
Story”.
The story line is well-depicted. The most interesting part was the ideation, the challenges encountered on the way, the resolve to solve the problems, and the commitment to make it a
I don’t believe in the “only-only concept”.
1- During 1990s, I had a strong desire to invest my surpluses into growth assets. It didn’t mean I would not go for holidays or restaurants. I spent 10-15% of my savings on these and rest went for investments.
2- When I read or
My protein diet is as under-
I get up at 5am-
1- take a black with soaked nuts like walnuts, almonds, and pumpkin seeds- 5-7 grams protein
2- Go to Gym at 6-6.15, come back at 7.30- take 3-4 boiled eggs- 18-24 grams protein.