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The film that helped me get started with SIP. Everyone should watch this.

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I know that am against the crowd. But never ever will do SIP. My trading account has outperformed the Benchmark indices and MFs consistently with less drawdowns than Nifty historical.

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Markets move first, reasons follow later.

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“Sojo borrowed ₹260 crore ($31 million) by selling bonds. It then used part of that money to buy shares of Lava International, a mobile phone company. The funny bit though is that the people that owned Sojo, also owned Lava. Of the ₹260 crore, the first ₹13 crore went to buy out another investor in Lava. ₹100 crore went to Lava itself. Eventually, Sojo ended up owning 2.5% of Lava for ₹113 crore. Not sure what happened to the rest of the money.”

"Investment banking is notoriously competitive. You’re constantly competing with tens of other banks looking to do deals. In most cases there is little to differentiate you from the bank across the street. You probably hire people from the same set of colleges, suck their souls the same way, and the suckers then move around within the same set of banks.

So if a client comes to you and tells you that he wants to do a plain old vanilla debt offering—what exactly is the differentiator that you’re going to offer? The client company wants to sell bonds to investors, give them a fixed coupon rate, and it wants a bank to prepare the documents, do the disclosures, market the bonds to investors, etc. It doesn’t get simpler than that!"

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“The only thing that matters to markets is growth. Markets are hungry for growth, whether it is stocks, sectors or countries. If there is growth, the valuations will sustain, even expand and if the growth slows down or God forbid disappear, the de-rating/punishment is severe, depending on how the markets perceive the situation.”

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Notes on China - Dwarkesh Podcast2025-01-02T17:00:00Z

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Just. Keep. Buying.

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  1. SEBI has proposed to increase the daily transaction limit on capital market transactions from INR 2L to INR 5L

  2. SEBI has suggested creating a unique UPI address for registered market intermediaries, making it easier for investors to confirm that they are paying only registered entities

  3. SEBI has suggested UPI-like device binding for all the Broking Apps

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