Soumya Malani

LSE Alumnus | Investor and Trader | Entrepreneur | Views here are personal in nature and should not be taken as research advice or recommendation.

[Soumya Malani @insharebazaar]

⚡Thrilled to share that I have been interviewed for Sunday Brunch by the sharp and widely respected Edwin Dorsey, one of New York’s most brilliant investors.

This isn’t just any newsletter — it goes out to 12,000+ serious market participants: hedge fund managers, allocators, and deep-dive investors who value unconventional thinking.

Edwin typically features top-tier U.S. fund managers, and I am grateful to be the third Indian ever to be interviewed.

Thank you so much for your love, support and blessings.

https://t.co/7qblJhEBJb

[Soumya Malani @insharebazaar]

⚡️What are you doing that will help you to improve in market?

Instead of watching prices go up and down all day, you can:

1. Read Books

2. Check your past trades/investments and observe pattern in your wins and losses

3. Backtesting your strategy “again” to improve and gain conviction

4. Fundamentally read past “winners”

5. Improve on your “Risk Management” process

6. Check your current portfolio and see if the stocks you are holding are still a hold based on your study

[Soumya Malani @insharebazaar]

⚡️The 7 Day Rule:

Whenever you want to buy something, wait 7 days before you purchase it.

There a good chance, you won’t have the urge to buy it anymore.

[Soumya Malani @insharebazaar]

⚡️The legend, Rakesh Jhunjhunwala once said:

“If I get 18% return, I am a King

If I get 21% return, I am an Emperor.”

What is the portfolio CAGR return that you aspire over the long run?

[Soumya Malani @insharebazaar]

⚡️Every night before bed, I think about this question:

If I live every day the same way I did today, what kind of future would that create?

The future is shaped one day at a time, and it's never as far away as we think.

[Soumya Malani @insharebazaar]

@VishalJadh10193 Glad that you found it useful 😊

[Soumya Malani @insharebazaar]

⚡️The Less Homework you do, the more tuition fees you will have to pay to the market.

[Soumya Malani @insharebazaar]

So true !!

Ultimately, money chases “momentum”

[Soumya Malani @insharebazaar]

Firm believer in this. Your work attracts your network.

[Reads with Ravi @readswithravi]

“Go do something great and your network will instantly emerge.”

— Naval Ravikant

[Soumya Malani @insharebazaar]

⚡️This Diwali, ghar ki safai karo, office ki safai karo…

But don’t forget “Portfolio ki Safai”

Water the flowers
Uproot the weeds

Get rid of your mistakes

Har stock jo portfolio mein hai, zaroori nahi ki woh wahan rehne layak bhi ho.

[Soumya Malani @insharebazaar]

⚡️Most people focus on how to make fast money from the stock market.

Very few think about what it takes to make the stock market a sustainable business.

There’s a big difference between the two.

[Soumya Malani @insharebazaar]

⚡️Why don’t I try to catch falling knives?

Basic Mathematics but Mind Blowing:

Just an extreme example - Suppose a stock falls 90%:

90% fall is 80% fall then a 50% fall from there

In simple terms, 100 becomes 20 in 80% fall then suppose we buy at 20 thinking “Aur Kitna Girega”.

After that if the stock goes to 10. Then there is 90% fall from high of 100 but you don’t lose 10%.

You lose 50% of the capital deployed at 20.

In such situations, the first thing that should come to our mind is why did it fall 80% in the first place?

[Soumya Malani @insharebazaar]

@VishalJadh10193 @VijayKedia1 Stay away from F&O

[Soumya Malani @insharebazaar]

⚡️A must watch TED Talk by the legend, Vijay Kedia Sir @VijayKedia1. He has shared his entire journey.

You will know how legends are made.

MUST watch for all of those who want to succeed in stock markets or any field for that matter.

https://t.co/pnsMZOct6m

[Soumya Malani @insharebazaar]

⚡Eye Opener

Peter Lynch returned 29% annually from 1977 - 1990

But the average investor in his fund LOST MONEY

How?

They bought after the fund rose,

and sold after the fund declined.

Mindset & behavior are 100x more important than picking good investments

[Soumya Malani @insharebazaar]

⚡️Four things that I keep reminding myself:

1. Focus, Focus and Focus

2. Do not miss out on “Full Toss” opportunities

3. Keep losses Small

4. Let your Winners run

[Soumya Malani @insharebazaar]

Laurus Labs Result Summary:

Strong Quarter

Revenue grew 33% YoY to ₹2,206 Cr, EBITDA jumped 78% to ₹762 Cr and PAT more than doubled to ₹441 Cr.

EBITDA margins expanded sharply to 34.5% from 26% last year.

Small-molecule CDMO remains the main growth driver, growing 86% YoY.

What's more interesting is what comes next.

Laurus is aggressively expanding its peptide and fermentation capacities, while also entering newer areas like oligonucleotides and peptide resins.

Management plans to spend over ₹3,000 Cr across FY27–FY28.

The earnings momentum is clearly strong. Now the bigger question is how quickly these new capacities start contributing and whether Laurus can sustain these margins while generating healthy cash flows.

[Soumya Malani @insharebazaar]

⚡️What are some of the common traits of multibagger stocks?

I wrote about this a few years ago.

Sharing it again as it is as relevant today as it was back then.

https://t.co/cTDnzOIqNB

[Soumya Malani @insharebazaar]

⚡️Stoploss is “GOD”

Your only “best friend” in market

Full Podcast Link: https://t.co/jtCs0EAW9F

[Soumya Malani @insharebazaar]

⚡️Your risk management has to hold up on your “worst” day

Not your best day

Coz that’s when the real test happens !!

[Soumya Malani @insharebazaar]

Another woman leader appointment at Flipkart Group, with Renuka Singaram taking on the role of SVP.

Her progression over 12 years at Flipkart reflects a strong culture of internal leadership development.

With women holding key positions across the Flipkart group companies, they continues to build a more diverse leadership team while recognising talent from within.

https://t.co/jMoWpXWWO4