Rohit Tomar - The Finance Brew

Re- read the market outlook that i shared with you for 2026 at the beginning of the year,i hope you remember it. 👇 #stockmarktetcrash t.me/thefinancebrew…

@LearningEleven youtube.com/watch?v=9EW4ZX…

Blue Jet - Jet nikal Gaya, Blue rehgaya

Many retail investors won’t just lose money in this cycle they’ll lose trust in the market itself. A large number will exit completely and never come back. That’s how every cycle truly ends: not with falling prices, but with participants giving up. And that is exactly when seasoned and experienced investors step in quietly deploying the largest portion of their wealth, while everyone else is too exhausted or fearful to act.

Sectors to avoid now for the next 5 years will be : 1) Defence 2) Renewables( Solar,Wind,etc) 3) AI 4) Semiconductors 5) Capital Goods 6) Power 7) Infrastructure 8) Electric Vehicles 9) Telecom 10) Railways 11) EMS 12) Capital market players proxies If someone is heavily allocated to these sectors and loaded with questionable promoters, patchy governance, and a history of destroying capital — they’re unknowingly signing up for a very painful few years ahead. Bull markets hide flaws, but time has a cruel way of exposing every crack. History is brutally consistent: The sectors that lead one bull run almost never lead the next. What looks like a “once-in-a-decade opportunity” often ends up becoming a decade-long value trap instead. The script is always the same: Narratives peak → valuations detach from reality → growth slows → and investors spend the next 10–15 years waiting to break even. If you’re betting big on yesterday’s heroes, be prepared — the market has no loyalty. What it rewards in one cycle, it punishes in the next. And this time will be no different.

Most stocks across Defence, EMS, Railways, Renewables, Semiconductors, Capital Goods, Power, etc., are unlikely to deliver meaningful returns for the next 5–10 years from these valuations. If you ignored valuations and chased narratives and growth stories, you’ve already locked in poor outcomes and you just haven’t realized it yet. It may not feel wrong today, but markets eventually correct excess optimism. You can keep holding and hoping, but don’t be surprised if your portfolio goes nowhere for years. That’s the real cost of overpaying.

If you bought 30+ PE, 5+ P/B stocks with weak or negative cash flows and especially from overhyped sectors then you’re not investing, you’re stepping into a trap. It won’t feel wrong today; prices may even rise and narratives will justify everything. But markets don’t punish immediately. When reality hits then growth slows, liquidity fades, and valuations compress and then the damage is already done. The real danger isn’t fear, it’s false confidence. Choose wisely.

If you’re not buying stocks in this kind of environment, then honestly the stock market may not be for you. When fear is at its peak, opportunities are at their biggest. Those who missed buying during the Covid crash are now getting another rare shot but only if you have the courage to act and the discipline to pick the right businesses. I’ve started accumulating stocks I strongly believe in, in a staggered manner. And no, I won’t be sharing names here because blind following never builds conviction. Do your own research. Build your own understanding. This is how wealth is quietly created while the majority is still scared.

Good times to turn bullish again. Fear + uncertainty + panic + forced selling = music to my ears. Picked up a significant amount of Nifty ETF today. What are you accumulating right now? Five years down the line, markets are likely to be far higher than what seems imaginable today. Stay rational. Stay patient. Stay invested.

Microplastics are already inside us and they are affecting our health. Professor Ragusa explains where the real problem lies and why it's not just about plastic. Are you ready to find out what each of us needs to do to solve this problem? For more details, follow the link.

Let me be brutally honest with you. What’s happening in the small-cap market right now is not a dip — it’s a reality check. Portfolios are bleeding. And most people are doing one thing… “Let’s average more, it will recover.” No. Not every stock comes back. Some businesses are fundamentally broken. If you’re averaging without understanding the business, promoter quality, cash flows, balance sheet, or ROCE… you’re not investing. You’re gambling. And the real danger? Opportunity cost. Your money can stay stuck for years in weak companies, while real wealth creators compound without you. The market doesn’t forgive ignorance. You either learn… or you pay. That’s why I built this workshop. 25+ hours. 100+ real stock case studies..No thoery only practical. Just a clear, practical framework to analyze stocks the right way. And more importantly — you’re not alone in this. I’ll be there to support you, solve your doubts, and guide you whenever you feel stuck. This isn’t just a workshop. It’s the difference between guessing… and understanding. If you’re serious, take the decision now. Enrollment Link - superprofile.bio/course/378895a… Lifetime access. 20% off (Code: ROHIT20) But honestly… Discount important nahi hai. Decision important hai. Ya toh aap next 5 saal bhi same mistakes repeat karoge… Ya aaj ek framework build karoge jo lifetime kaam aayega. Choose wisely.

A chat with a movie producer friend made me research this (surprised me as I wasnt aware) -OpenAI has shut down its Sora video platform -Sora generated approx $2.1 million in cumulative 6 month lifespan, again as per reports -Sora was reportedly burning through an estimated $15 mn/day in computing and infrastructure costs -Annualized to approximately $5.4 billion in expenses!

STOP Eating Cancer on a Plate! 🚫🍽️ Did you know that 15 minutes of hot food on these plates can release thousands of microplastics? Share this to save a life!

“In 2008, Nifty crashed 50% and my portfolio crashed by 75%. Fortunately, we never borrowed and invested.” “But I did not have enough cash to buy at those cheap valuations. I’ve learned that always have cash for such situations.” - Govind Parikh

Investors desperately trying to reach their financial advisor, PMS Manager, MFDs to seek help & protect their massively falling portfolio. Financial Advisor, PMS Manager & MFDs:

Utha le re baba. Mereko nahi, markets ko.

Dow Jones crashing 🔥🔥

OG Vijay Kedia sir 🔥

“After Covid in 2020, 17 crore new Demat accounts were opened in India. Pre-covid there were only 3 crore demat accounts.” “So 7 out of 10 investors have just experienced only high returns and they will be proved wrong in extrapolating these returns.” - Prashant Jain. 2025

In this type of market environment, the smartest approach is to focus on boring, predictable businesses - companies that generate steady, high cash flows and have strong balance sheets. If you simply stick to these two core principles, you can avoid major downside risks. On top of that, ensure the company has clean corporate governance, visible future growth triggers, and strong market leadership. Valuation is equally critical - no matter how good the business is, it should be available at a reasonable or discounted price to provide a margin of safety. I’m currently finding several companies that fit these criteria, which suggests that even in uncertain markets, disciplined investors can still uncover quality opportunities.