
Welcome to our Podcast, which is all about Investment Wisdom! In this 8th Episode of Season 2, we kick off with an insightful discussion with Mr. Samir Arora, Founder & Fund Manager at Helios Capital Management Pte Ltd, Singapore. Samir Arora has a remarkable track record of being the longest-serving Fund Manager in the country. Helios Capital currently manages an AUM of approx. USD 800 Million. EPISODE HIGHLIGHTS: - The Key Learnings from the Indian Market in the last 3 decades - The Law of Elimination followed by the Helios Group - The Parameters of Stock Picking - The 2 Types of Stocks in a Portfolio: The Good Companies & The Emerging Good TOPICS COVERED IN THE EPISODE: - The right approach/philosophy for investing in equities - The role of psychology & government reforms in deciding the valuation of a company - Factors to consider when choosing a company or sector - The characteristics of stocks with respect to confidence vis-à-vis returns - The best philosophy for stock picking: Avoid the bad & reduce blunders - How time plays a decisive role in stock selection - What is "Potential for Disruption"? - The difference between not knowing everything vs. not knowing anything - The top 2 or 3 equity markets in the world worth betting on - Why China’s stock market returns didn’t mirror its economic growth and how India differs - The Chinese government's philosophy of "Shared Prosperity" - How algo trading has affected market dynamics - The phenomenon of the "Magnificent 7" stocks in the US 👉🏻Season 1: https://www.youtube.com/playlist?list=PL3FCO37Vkgcn1lKNqMk6EWNOLaouaK4Fk 👉🏻Season 2: https://www.youtube.com/playlist?list=PL3FCO37VkgckgBcBufHQO749WRS6d8lzK Start your journey towards better financial goals with us today: 👉🏻Website: https://niravpanchmatia.in/ 👉🏻Instagram: https://www.instagram.com/nirav_panchmatia/ 👉🏻Spotify Podcast: https://podcasters.spotify.com/pod/show/nirav-panchmatia 👉🏻Apple Podcast: https://podcasts.apple.com/us/podcast/nirav-panchmatia/id1704295531 👉🏻YouTube: https://www.youtube.com/@niravpanchmatia