Disclaimer: While this episode heavily discusses the Indian stock market & flows in the market, we want to make it clear that our intention is not to share stock tips and that viewers should be aware of the same before making any monetary decisions!
It is disappointing that folks like deepak shenoy are saying PPBL was not given enough time. He should have known better RBI has been issuing instructions and levying fines since 2015 ! Even in the current case, only after PPBL did not comply with RBI's instructions (by submitting fake and incorrect data of compliance) that they had to finally pull the plug. All this info is available in public domain. Someone who is running his own investment firm should be on top of facts instead of looking at things with envy.
The thesis> a. The market goes up while you sleep. b. Money compounds when you don't think about it. c. The best portfolio consists of people who are deceased.
As always very much insightful talk ....Deepak shenoy is one of the very few people who i actually make notes while listening to his talk ......always a hats off for his deeper wisdom and insights.... thanks Neon show for the part 2.........cant wait for part 3 someday...
Yes, Suresh, indeed. We actually coined his quote: "The market goes up when you sleep." What was your favorite quote from the podcast? Do let us know :)
What a great conversation! Liking as he puts anecdotes and simplified 1:1 comparisons. Got to know a lots of new stuff and looking forward for more such deep conversations. Kudos for bringing this up.
Thank u sir. At least one person went against Reserve Bank. They r not going on right path. Mr. Vijay Sekhar should go to supreme court for Paytm and their customers too. Be brave Mr. Vijay.....
I like your guest choice and issues discussed . Your podcast is unique in many ways. But I think you interrupt too much unnecessarily. And you need to study and research more in depth and ask right level of questions according to the nuances intellectual calibre of the guest. If guest like Deepak who has huge expertise comes, then I think it would be wastage of time and deviation if you interrupt and ask his opinion on trivia matters which are easy to form logical opinion by anyone. My suggestion as a regular audience is, study and research more deeply, ask right questions, don't interrupt much, listen more and don't deviate to trivia matters. Lex Fridman podcast is a great benchmark. He is a very good listener. So he is one of the top 5 podcaster in the world.
"nasha karoge to nasha ke shikar tumi banoge " 1 year before lost 70k gmabling now im readign little bit and now slow able to grasping the research part like "discom" and "bad lending", and many things love this podcast 💌💌💌💌💌 and realising how c******** im thank you
58:59 some stocks who have inherently good business are Rites and ircon has they have negative working capital because they take deposits from the govt before executing projects, and since they are mainly do consulting the net margins can be as high as 20-30%
I stumbled on this interview on instagram. Impressive knowledge of the economy and the various sectors!! PS: Deepak was my class mate in NITK. So on the other hand, all those night outs and programming talent gone to waste 🤣
You said right there!! . If your capital is just 5-6 lakhs aap kya hi return banaoge. You either do it with large capital or do trading, till your capital increases.
