As concerns about earnings downgrades cloud your investment decisions- here is Samit Vartak CFA's guide on how to decode earnings growth to ensure you build a strong portfolio- financialexpress.com/market/youll-f…

My discussion on a panel PMS AIF WORLD conference. PMS AIF WORLD's Summit 6.0 | Future Multibagger Themes for 2025 & Beyond... youtu.be/lUJSKoS2R6I?si… via YouTube

The Freedom from 🔴Fear of failure 🔴envy and jealousy 🔴Pressure of achievements Is "Real Wealth" 🏆 Credit to Samit Vartak CFA sir (Quote from his January 1,2024 Letter) What's your definition of Wealth? Comment 👇 #iPhone16ProMax #indian youth #Trading f&o #Ipl fantasy Games

Early-Bird Registrations open for 12th edition of TIA's flagship Bullet Proof Investing Seminar Date :20 SEP 2025, Saturday @ Chennai Time : 8:30 am – 5.30 pm Registration Fees - Rs 7500 /- For non-members (Early Bird offer price) docs.google.com/forms/d/e/1FAI…

"𝑭𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍𝒔 𝒂𝒏𝒅 𝒄𝒐𝒏𝒔𝒖𝒎𝒑𝒕𝒊𝒐𝒏 𝒔𝒆𝒄𝒕𝒐𝒓 𝒓𝒆𝒑𝒐𝒓𝒕𝒆𝒅 𝒎𝒖𝒕𝒆𝒅 𝒏𝒖𝒎𝒃𝒆𝒓𝒔 𝒃𝒖𝒕 𝒂𝒓𝒆 𝒍𝒊𝒌𝒆𝒍𝒚 𝒕𝒐 𝒔𝒆𝒆 𝒔𝒐𝒎𝒆 𝒑𝒊𝒄𝒌 𝒖𝒑 𝒊𝒏 𝒈𝒓𝒐𝒘𝒕𝒉 𝒇𝒓𝒐𝒎 𝒉2𝒇𝒀26 𝒐𝒏𝒘𝒂𝒓𝒅𝒔 " Said 𝐌𝐫. 𝐒𝐚𝐭𝐢𝐬𝐡 𝐊𝐨𝐭𝐡𝐚𝐫𝐢, 𝐂𝐅𝐀 The

He had zero idea of stocks till his graduation in 1994. He got exposed to stock markets during the dot-com bubble when he went to the U.S. He then took his first job in Wall Street & started investing from his $15,000 bonus paycheck. Today, he manages around ₹6,500 Crores

Why Samit Vartak CFA is worried about valuations and his current stock-picking strategy youtube.com/watch?v=XdmixG…

PMS AIF WORLD invites you to an insightful conversation with Samit Vartak, CFA, Founder & CIO, SageOne Investment Managers — one of India’s most successful and award-winning fund managers. With an outstanding track record of 26.6% CAGR since 2012 (till July 2025), Samit has been

Short discussion on the market NDTV Profit with Niraj Shah and Hiral Dadia ... youtu.be/XdmixG7tH8I?si… via YouTube

PMS AIF WORLD invites you to an insightful conversation with Samit Vartak, CFA, Founder & CIO, SageOne Investment Managers — one of India’s most successful and award-winning fund managers. With an outstanding track record of 26.6% CAGR since 2012 (till July 2025), Samit has been

Webinar Replay—Aug 22 | Rethinking Risk & Reward: Small/Mid vs Large Caps (2025). Early signs of a new small/mid cycle; balance sheets cleaner, ROE/cash flows stronger. Action lens: bottom-up selection, avoid theme-chasing; watch data centres, defence adjacencies, and infra

Enjoyed my discussion with Kamal at PMS AIF WORLD . These are confusing times for investors. Provided my thoughts on areas of opportunities in India. Rethinking Risk & Reward: The 2025 case of Small/Mid vs Large Caps | Sam... youtu.be/Ig1UORVvLY8?si… via YouTube

I’m working on a new book: Letters to a Young Analyst It’s a collection of letters from some of the wisest investors and analysts I know of, as also my own years of stumbling and learning in and from the markets. Lessons also apply to investors. Releasing in Nov. 2025.

India Inc needs to dramatically accelerate investment in R&D and Capex . Also the stock market must reward both . Time to create a index of such companies which can be a good indicator of future success. Discounting for market share can’t be the measure to create unicorns.

Please listen to our amazing fund managers Kshitij Kaji and Satish Kothari lay out our stock picking framework youtu.be/pMe3zv3FaaQ?si… via YouTube

finiq.it.com Financial literacy App developed our Son, Dhruv. Request you to create an account, log in and give feedback. Please retweet and spread the good word. Really appreciate your support and guidance 🙏🙏 Vijay Kedia Learner Vivek Bajaj Kushal Lodha Safir

There is a lot of healthy debate on the recent GDP growth numbers. More stem from the low nominal GDP numbers of 8.7%. Also there are question marks on the National Accounts Statistics data quality. I believe corporate growth provides a good comparison metric with audited

Markets move through extremes on both sides. These extremes are largely driven by sentiment and, at times, reinforced by fundamentals. Currently, Indian equities are experiencing extremely weak sentiment, driven primarily by disappointment over the US trade deal and subdued