Shrishti Sahu 🚀

Super excited to share that the episode with Prof @Sanjay__Bakshi is out now!

Conviction isn’t built on spreadsheets alone. It starts with assumptions, hypotheses, and the courage to test them. Investing in a company is a lot like hiring a person Great investors don’t just “analyze” they form a view, track it, and refine it as reality unfolds @shrishtie

@abhinav1sinha Thank you 🙏🏻

@shrishtie I have watched quite a few of your episodes. In a crowded market of podcats (on every subject) - what I personally like are hosts who let the guests talk and do not keep interrupting/interjecting. That is why I like your podcast.

Watch the full episode here: youtu.be/Rsflbs_Zp5M?si…

@WealthEnrich @1shankarsharma @_groww Watch the full video here: youtu.be/JKCda2DC8Rk?si… Thanks for sharing Advait

'sitting on cash' or 'dis-investing' strategy has been the 🗝 to Buffett's success ! 💯 Excellent ~ @1shankarsharma ji (📹 courtesy: @_groww )

Watch the full conversation here: youtu.be/Rsflbs_Zp5M?si…

He manages more than 10,000 crore. He grew up attending AGMs of companies like Reliance, Bajaj and Ramco as a child. Long before spreadsheets and Excel existed, he was manually building P&L statements and collecting annual reports in cupboards. Years later, he co-founded Alchemy Capital Management Pvt Ltd, one of India’s most respected investment firms. A firm that was backed by none other than Rakesh Jhunjhunwala in its early days. Over the decades, he has seen multiple bull markets, crashes, sector booms and investment cycles unfold in India. He believes the market is always searching for the “Amitabh Bachchan or Shah Rukh Khan” of every sector, the one company that consistently outperforms everyone else. According to him, investing is not about predicting the future perfectly. It is about finding great ingredients and a great chef. If the industry opportunity is large and the entrepreneur is exceptional, the chances of building a great company increase dramatically. One of the biggest lessons he learned from Rakesh Jhunjhunwala was simple: Nobody is bigger than Mr. Market. Conviction is important. But arrogance can destroy even the best investors. Because in investing, the smartest people can still be wrong. And the ability to adapt matters more than the ability to predict. But the underlying principles remain unchanged. Great businesses, Great management teams, and Long-term compounding always win. That is key to investing. Successful value investing is this only. And perhaps the most powerful lesson he shared is this: Investing is not a one-time decision. It is a process of building conviction over time. That is how great investors discover the next Bajaj Finance, Tata Elxsi, or any other successful company. By patiently observing, learning, and continuously testing their own hypotheses. Because in the markets, as in life, Experience and humility are the ultimate teachers. The person behind these insights is @hirenved , founder and CIO of @_alchemycapital Watch the full conversation only on The India Opportunity Show. Link in comments.

Full video: youtu.be/Rsflbs_Zp5M?si…

Such a pleasure hosting Hiren Ved on @theindiaopportunity - truly a market veteran, who was backed by Rakesh Jhunjhunwala to build Alchemy Capital. 30 years of market wisdom condensed in this 2 hour insightful conversation. Hope you enjoy watching! Ep out on YouTube now - go watch.

Amazon laid off 30,000 employees. Microsoft laid off 15,000. Block laid off 4,000+. Salesforce laid off ~1,000. eBay laid off 800. January 2026 saw 108,435 job cuts in the US, the worst month tally since 2009 Meanwhile, Sam Altman says, "People talk about how much energy it takes to train an AI model, but it also takes a lot of energy and resources to train a human." And signs an agreement with the Department of War. Truly interesting times for humanity.

@aditya_kondawar @DamaniAshok Absolutely - I loved it too, despite the access he built his know how from first principles and ground up :) Especially his insights around sport IPs, media, tech etc stayed with me and informed my investing thesis too.

Such an amazing video, Shrishti, thank you! Also, Ashok ji spoke straight from the heart. The best part about him is that he acknowledged repeatedly his privilege and his access to big investors, and yet he didn't shy away from talking about experimenting and carving out his own path Look forward to more from your channel :)

From an interview with Shrishti Sahu - @DamaniAshok ji - when he was 11 or 12 years old, he had a ceremony, some 100 people were there A gentleman got him 25000 rs worth of hdfc shares. Mr. Ramesh Damani ensured that Ashok kept the shares Value today is 50L rs, still in his demat, and the dividend every year is 2x of the initial cost price As he says, it is a gift that keeps on giving Live case study of compounding :) no reco

Watch the full conversation here: youtu.be/xlrdp0b83NM?si…

He has spent over a decade studying every major bull run and correction in Indian equities. In 2020, Nifty 50 companies generated ₹3.8 lakh crore in profits. By FY26, that number is expected to reach ₹8.7 lakh crore. That is a 14% CAGR in corporate earnings. While most people see price charts, he studies profit pools. When investors were chasing every IPO, small-cap, and mid-cap in the last euphoria, he was measuring how many of them actually grew profits. Because markets don’t reward narratives forever. They reward earnings. He is the kind of investor who will tell you that Nifty delivered 11% returns in a year, but the gap between the best and worst stock inside it was 112%. That dispersion is where real wealth is created. His checklist is simple: >> Growth first, always. >> Clean balance sheets. Low leverage. >> Structural stories over temporary excitement. >> Willing to pay up for quality, but never for stagnation. He stayed invested in compounding machines like @TitanCompanyLtd and @tvsmotorcompany for years, even when they looked expensive, because earnings kept growing and execution stayed consistent. Today, when investors are confused between midcaps and large caps, between short-term corrections and long-term opportunity, he brings it back to first principles. In the long run, market returns follow earnings growth. The index may deliver 12 to 13 per cent in the next 2-3 years. The real edge comes from identifying the few companies that grow faster than the index. He is @DuggadGautam, Director of Equity Research at @MotilalOswalLtd. He doesn’t study the market through price movements. He studies the profit engine behind it. And if there is one lens through which to understand India’s next decade of wealth creation, it is his. Watch the full conversation on The India Opportunity Show. Link in comments.

Watch the full conversation here: youtu.be/mSfK_ibFdc8?si…

In 2015, India had just 1 crore mutual fund investors. Today, that number is close to 6 crore. A 6x expansion in less than a decade. He was one of the people who helped make that possible. He saw a simple truth early. The problem was not a lack of interest in investing. The problem was lack of access. Onboarding was complicated. Transactions were fragmented. Trust was missing. So he helped build a platform that removed friction. Simplified onboarding. Simplified payments. Simplified investing itself. What was once intimidating became accessible. He started his journey as a tech entrepreneur by co-founding Decision Point Analytics and later built @finozenapp (acquired by Groww), a mutual fund distribution business from scratch, which was acquired by @_groww Since then, he has been at the forefront of building Groww’s AMC business. Helping shape one of India’s most important financial platforms. Today, @_groww serves over 2 crore investors, making it the largest stockbroker in the country. But he does not believe investing is about chasing returns. He believes wealth creation comes from asset allocation, discipline, and time. He reminds investors that markets operate in cycles. No one knows what will outperform next year. Gold may give 100%. Silver may give 289%. Equities may remain flat. But over long periods, discipline beats prediction. He believes investors should think in 5 to 7 year horizons, not 5 to 7-month expectations. Because wealth is not created by reacting to markets. It is created by staying invested through them. He’s none other than @varunsunnygupta . A builder at the intersection of technology and investing. And one of the key forces behind India’s retail investing revolution. Watch the full conversation on The India Opportunity Show. Link in comments.

Spotting Quality Businesses: Bakshi's Secret to Buying Cheap with Massive Margin of Safety . Finding high-quality businesses at cheap prices = The ONLY game in value investing" – Sanjay Bakshi rare insights . Must watch video 📌 @Sanjay__Bakshi @shrishtie

@Sanjay__Bakshi Lovely!! Cuts are showing - looking fit Prof 😊

One year since I started my weight training with a fabulous trainer. Lost 6 inches off my waist.

Watch the full conversation here: youtu.be/tVQG93Igz3c?si…

He has spent more than 25years in the Indian public markets. He has seen cycles of euphoria, fear, extreme optimism, and deep pessimism. And lived through all of them without changing his temperament. He is the President and Managing Director of @dspmf But he does not talk about what will go up next. He talks about how people behave when things go up. He believes wealth is rarely destroyed by lack of intelligence. It is destroyed by excitement at the wrong time. When gold and silver make headlines, he urges caution. Not because they are bad assets. But because anything that becomes too popular usually becomes risky. He reminds investors that gold may outperform equities in certain phases. But over long periods, equities outperform gold most of the time. Which is why asset allocation matters more than asset obsession. He believes disciplined SIPs quietly beat brilliance. A driver investing ₹2,000 every month often does better than a billionaire chasing ideas. Not because the driver knows more. But because the driver stays invested. He often says the hero of wealth creation is not the fund manager. The hero is the method. The process. The discipline. He believes diversification across asset classes, geographies, businesses, and time is the only free lunch in investing. He speaks more about human behaviour than market forecasts. More about risk than returns.  More about what not to do than what to chase. He is calm when markets are noisy. And cautious when everyone is confident. He’s none other than @KalpenParekh A long-term thinker.  A student of behaviour. And one of the most grounded voices in Indian markets today. Watch the full conversation on The India Opportunity Show. Link in comments.