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Value Research
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Jun 30, 2026
Read the RBI's New Rules as Confessions — What Banks Don't Want You to Know | Value Research
The RBI's new rules on bank product sales reveal widespread deceptive practices, including dark patterns and mis-selling. The author argues these rules are confessions of existing abuses, not actual remedies, as incentives still drive sales over customer interests. Investors are advised to be wary of bank relationship managers and treat unsolicited pitches with suspicion.
Jun 26, 2026
Gold Is 20% of Your Portfolio: Should You Trim It? | Investors' Hangout
The creator discusses the role of gold in a portfolio, shifting from a view of it as a useless asset to a necessary insurance. However, he cautions against letting gold become too large a portion of the portfolio, emphasizing that its value increases when other assets struggle, and advises rebalancing to maintain a healthy allocation.
Jun 26, 2026
The Dark Side of SME IPOs: 3 Reasons to Stay Away
Value Research advises investors to avoid SME IPOs despite their high recent returns, citing a lack of transparency, inadequate disclosures, absence of institutional coverage, and a higher risk of fraud. They highlight that promoters often profit while investors lose money.
Jun 25, 2026
Gold Is Winning. But Is Your Portfolio?
This video discusses how gold has outperformed other assets over the past two years, potentially disrupting investors' original portfolio plans. It aims to guide viewers on how to manage their portfolios when gold's performance deviates from expectations.
Jun 22, 2026
How to Save for Musk's Utopia — The One Thing Musk Got Wrong About Your Money
The creator disagrees with Elon Musk's advice to stop saving for retirement, arguing that in a future dominated by AI and robots, owning shares in the companies that produce this abundance will be crucial. The creator emphasizes that saving and investing, particularly through SIPs (Systematic Investment Plans), is the way for ordinary people to acquire a stake in this future, making it a more important habit than ever.
Jun 21, 2026
The #1 Threat to Your Money Isn't the Market!
The creator argues that investors are their own biggest threat, not market crashes. Panicking and selling during downturns, rather than staying invested, leads to permanent losses. The data shows that investors often underperform their funds due to constant interference, and the best skill is the ability to remain patient and do nothing.
Jun 17, 2026
Your Gold Doubled. That Is the Problem, Not the Prize — Why a Winning Bet Can Break Your Portfolio
The creator discusses the problem of a winning investment, specifically gold, becoming too large a portion of a portfolio. He advises rebalancing by selling winners and buying laggards to return to the original intended allocation, emphasizing that this is a disciplined move against momentum rather than a market forecast.
Jun 14, 2026
Your Bonus Will Disappear In 90 Days (Unless You Do This)
This video provides a concise plan for managing an annual bonus to prevent it from disappearing within three months. It advises prioritizing debt repayment, topping up emergency funds, investing the remainder in highly-rated funds, and then spending guilt-free. The core message is to allocate funds strategically before spending.
Jun 13, 2026
7 Index Fund Myths Indian Investors Still Believe
This episode discusses common myths about index funds, particularly for Indian investors. It clarifies that index funds mirror market performance, falling in corrections but recovering fully, and that their returns, minus fees, often place them in the top quartile compared to active funds. True diversification is emphasized as unique exposures rather than just multiple funds with overlapping holdings, suggesting a mix of index funds and well-chosen active funds for better portfolio construction.
Jun 12, 2026
This is the MOST expensive thing you own!
The creator discusses the true cost of EMIs, highlighting how interest payments can significantly exceed the principal amount borrowed. They advise prioritizing the repayment of high-interest debts like credit cards first, while suggesting that low-interest debts like home loans might be better managed by investing instead of aggressive repayment, allowing for potential compounding growth.
Jun 12, 2026
Multicap vs Flexicap? A Framework for Picking the Right Fund | Investors' Hangout
This video explains the difference between multicap and flexicap mutual funds, focusing on their investment mandates and potential capacity constraints, particularly for multicap funds when investing in small-cap stocks.
Jun 11, 2026
The AI Revolution Worth Having — Forget the $80 Billion Bets, Here's the One You Can Build Yourself
The creator discusses the AI revolution, contrasting the massive financial bets being made by large companies like Alphabet with the personal, free AI tools individuals can build and use. He highlights that the builders of AI infrastructure may lose while the users of AI tools win, drawing parallels to the dot-com bubble. The creator advises individual investors to focus on building their own useful AI tools rather than trying to pick winners in the large-scale AI race, emphasizing diversification for their portfolios.
Jun 10, 2026
How a ₹19,000 Crore Fund Manager Is Investing Right Now
The fund manager discusses current market conditions, noting that while the near-term is uncertain and volatile, valuations across large, mid, and small caps are becoming more reasonable from a medium to long-term perspective. Specific attractive pockets include financials and the lending space due to healthy asset quality and loan growth, despite broader macro concerns.
Jun 9, 2026
Motilal Oswal BSE Clean Environment Index Fund NFO | Is This the Right Fund for You? | Pratik Oswal
This video discusses the new BSE Clean Energy Environment Index Fund from Motilal Oswal AMC, which invests in companies focused on renewables, EVs, water treatment, and recycling. The fund aims to capitalize on India's shift towards cleaner technologies and environmental solutions, presenting it as a multi-decade opportunity distinct from traditional energy indices.
Jun 8, 2026
DynaSIF Equity Ex Top 100 Long-Short Fund NFO: Raghav Iyengar on Mid & Small-Cap Opportunities
The CEO of 361 Asset discusses the launch of their new DynaSIF Equity Ex Top 100 Long-Short Fund, focusing on mid and small-cap opportunities in India. He explains that while the recent market correction offers attractive entry valuations, the fund's core thesis is based on long-term value creation in this segment, with a strong emphasis on balance sheet strength as a non-negotiable factor for stock selection.
Jun 5, 2026
Can You Invest in Mutual Funds for Someone Else? SEBI's New Proposal Explained | Investors' Hangout
This segment of Investors' Hangout discusses a new SEBI proposal allowing employers to invest a portion of employee salaries into mutual funds. The hosts explore the potential benefits for employees, especially those with lower incomes, in building savings habits. They also analyze why companies might be hesitant to adopt this, citing existing mandatory deductions like EPFO and NPS, and the administrative burden of managing investment performance.
Jun 4, 2026
SEBI's New Rule Helps the Wrong People — Who It Misses and Why It Matters | Value Research
The creator discusses SEBI's new rule allowing third-party SIP payments into mutual funds, arguing it misses the mark by targeting the wrong demographic. The rule is intended for employees of listed companies, who already have easy access to digital investment tools. The creator advocates for a relaxation that would benefit informal sector workers, like household helpers, by providing a simple mechanism for their employers to assist them in investing. The current auto-debit SIP system is sufficient for salaried individuals.
Jun 3, 2026
SBI Contra Fund Explained: Short-Term Pain, Long-Term Strategy | Dinesh Balachandran
The head of equity investments at SBI Mutual Fund discusses the SBI Contra Fund's performance, explaining that investing is a marathon, not a sprint. He details the fund's strategy over the past two years, which involved playing defense by increasing cash allocation, using index futures for generic market exposure, and shifting towards defensive sectors due to a perceived lack of attractive opportunities in the market.
May 31, 2026
What 'I Don't Know' Tells You More Than Any Market Forecast | Value Research
The creator discusses market disruptions, distinguishing between sentiment damage and actual damage to physical assets. He categorizes reader responses to a previous column, highlighting those who seek complex strategies over simple, proven methods like SIPs. The creator emphasizes that admitting 'I don't know' is more useful than market forecasts and warns against sophisticated investors who often lose money by reacting to short-term performance.
May 31, 2026
LIC Endowment vs Mutual Fund | Value Research
This video contrasts LIC endowment plans with equity mutual funds, highlighting that endowment plans, while perceived as safe, significantly underperform mutual funds over the long term. It advises separating insurance needs (pure term plan) from wealth creation (mutual funds) for better financial outcomes.
May 29, 2026
SIF vs Mutual Funds vs AIFs: What Investors Need to Know
This video introduces Specialized Investment Funds (SIFs) in India, a new category created by SEBI that offers more flexibility than traditional mutual funds. SIFs allow for the use of derivatives, including up to 25% unhedged short exposure, and various structured strategies like collars and straddles, which are not permitted in mutual funds. Despite the use of derivatives, SIFs are designed to have less leverage and potentially lower risk than mutual funds due to a maximum 100% exposure limit. SIFs aim to fill the gap between mutual funds and Alternative Investment Funds (AIFs), making sophisticated trading strategies accessible to the mass affluent segment in a structured, transparent, and cost-efficient manner.
May 29, 2026
How to Build a 10-Year SIP Portfolio for Any Market | Investors' Hangout
This video discusses the benefits of a 10-year SIP for long-term wealth creation, emphasizing that this timeframe typically encompasses a full market cycle, ensuring positive returns and outperformance of fixed income despite market volatility. It suggests starting with aggressive hybrid funds for cautious investors and multi-cap funds for younger, more confident individuals, recommending a limit of three funds to maintain simplicity and effectiveness.
May 28, 2026
The Complexity of Investment Jargons — Why Simple Investing Beats Complex Advice Every Time
This video discusses how investment jargon can obscure simple concepts and mislead investors. The creator argues that complexity is often used by marketers to appear knowledgeable and fool consumers. The core message is that if an investment product is too complex to understand, it's likely not needed, and the problem lies with the seller, not the investor's knowledge. Warren Buffett's success is cited as an example of how simple principles are sufficient for investing.
May 27, 2026
Fear, Greed and Panic — What Warren Buffett's Most Famous Advice Really Means for Investors Today
The creator discusses Warren Buffett's advice to be fearful when others are greedy and greedy when others are fearful, suggesting that current market fear presents an opportunity for investors. The core message is that long-term investing success relies on economic growth and owning a broad cross-section of stocks, rather than trying to pick individual winners or time the market.
May 25, 2026
Systematic Trading Explained: What Warren Buffett Gets Right About Risk
This segment discusses systematic trading strategies, emphasizing that no single system works always. The conversation highlights the importance of considering profit hit ratios, profitability against losses, market phases, transaction costs, and data recency when designing a strategy. It also touches upon how different mandates, like public funds versus hedge funds, require distinct approaches to risk management and strategy selection.
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