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Value Research
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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.
May 25, 2026
Process vs Randomness — Why Financial Models Fail and What Nassim Taleb Says You Should Do Instead
This video discusses Nassim Taleb's views on market randomness and the failure of financial models. Taleb argues that an over-reliance on models, driven by academia and the financial industry, creates a false sense of science and predictability, leading to more severe financial disasters. He highlights the danger of increasing homogeneity in the financial system, comparing it to monocultures in agriculture or the dominance of Windows PCs, which makes the system paradoxically riskier despite periods of apparent stability.
May 24, 2026
Stop Waiting for the Perfect Time to Invest
This video emphasizes the cost of delaying investments, illustrating how starting a small monthly SIP 20 years ago could have quadrupled an investment. It encourages viewers to use the Value Research SIP calculator and start investing without trying to time the market or achieve perfect knowledge.
May 23, 2026
I Traded Asian Markets at RBS. Here's What They Don't Teach You
This segment features an interview with Gorak Shah, who discusses his experience in quantitative trading at RBS in Hong Kong, managing Asian indices and NDF trades. He contrasts Indian market trading with global markets, highlighting the unique availability and liquidity of single stock futures in India which provides a significant advantage for shorting strategies. Shah also touches upon the evolution of arbitrage trades and the importance of backtesting in fund management.
May 22, 2026
Is This Market Crisis Different? What Investors Should Do Now | Investors' Hangout
The creator discusses a market crisis that is different from past events due to actual destruction of capacity rather than just a change in mood or market sentiment. This disruption, particularly in energy sources like crude oil imports, makes India vulnerable and could have lasting economic impacts, potentially benefiting some sectors while damaging others.
May 19, 2026
How to Pick Stocks That Beat the Market | Large-Cap Investing
The creator discusses stock picking strategies for large-cap investing, emphasizing the importance of respecting valuations and taking calculated risks through bottom-up research. The approach focuses on buying growth companies at reasonable prices, avoiding overpaying, and capitalizing on market dislocations to generate alpha. The discussion highlights how these principles have contributed to the success of Nippon India Mutual Fund's large-cap fund.
May 19, 2026
When “This Too Shall Pass” Doesn’t — Why This Geopolitical Crisis Feels Different | Value Research
The creator discusses how the current geopolitical crisis, specifically the US-Iran war, differs from past market downturns. Unlike previous crises that primarily damaged sentiment, this one inflicts physical damage on infrastructure like refineries, leading to long-term rebuilding phases and sustained high costs for essential goods. This will impact Indian investors through higher input costs for companies, compressed margins, and a slower, uneven recovery than typically seen.
May 17, 2026
4 Numbers That Tell If Your SIP Is Actually Working
This video from Value Research explains four key metrics to evaluate the performance of an SIP (Systematic Investment Plan) fund: expense ratio, return consistency, star ratings, and fund manager tenure. It emphasizes that regular annual reviews using these metrics can significantly impact the final corpus and advises checking funds on Value Research Online.
May 16, 2026
The PM's 7 Appeals, 1 Signal And 2 Words for Your Portfolio
This video discusses three key points for investors: the Prime Minister's seven appeals (not related to gold), a favorable change for those with money in international equities, and the importance of patience and avoiding panic amidst a falling rupee and geopolitical crisis. The advice is to "just award" (likely meaning to wait or hold) for your portfolio.
May 12, 2026
If Not Gold, Then What? Dhirendra Kumar Answers This Friday
The creator discusses their long-standing advice against buying gold over the past 20 years, contrasting their reasoning with that of the Prime Minister. The focus is on the differing motivations behind the advice.
May 11, 2026
The Straight-Line Trap — Why Market Predictions Fail More Than They Succeed | Value Research
The creator discusses the 'straight-line trap' in market predictions, where a single factor is extrapolated without considering feedback loops and system adjustments. He uses examples of Indian IT companies, currency fluctuations, and investor reactions to rising interest rates to illustrate how these predictions often fail. The key takeaway is to question what's missing in a chain of reasoning, as markets are dynamic and self-correcting systems, not simple domino effects.
May 9, 2026
3 Buckets That Will Make Your Retirement Money Last Forever
This video discusses a three-bucket strategy for retirement savings. The first bucket is for safety (emergency funds), the second for income generation, and the third for growth, which should be invested in equities with careful risk management to protect against inflation.
May 9, 2026
Gold ETF in Your Portfolio: Allocation Guide and 3 Risks Most Investors Miss
This video discusses the role of gold and silver in a passive investment portfolio, addressing common biases like herd and recency bias. It explains that commodities like gold can offer diversification and hedging benefits due to their low or negative correlation with equities, act as a proxy for the dollar, and serve as a store of value with less downside risk compared to equities. The discussion also touches on the emotional value of gold in India and the importance of understanding gold ETFs before investing.
May 8, 2026
How to Make Your Retirement Money Last: A Complete Guide for Indian Investors
This video discusses how investment strategies need to shift from accumulation to distribution after retirement. It outlines a three-bucket approach for retirees: a safety net for emergencies, an income engine for regular support, and a growth bucket invested in equity to combat inflation and preserve the value of the other two buckets.
May 4, 2026
Debt vs Equity — Why Chasing Returns or Safety Alone Is a Losing Game | Value Research
This video discusses the timeless dilemma between investing in debt and equity, particularly during times of market volatility. It argues against market timing and advocates for a consistent strategy of asset allocation and rebalancing, suggesting that a fixed percentage of the portfolio should always be allocated to debt, regardless of market performance. The creator emphasizes keeping long-term money in stocks and the rest in fixed income, recommending periodic rebalancing to book profits and maintain the desired allocation.
May 2, 2026
What Happens If You Stop Your SIP Midway?
This video explains the importance of continuing SIPs (Systematic Investment Plans) despite market volatility. It uses simple arithmetic to show how stopping SIPs midway significantly reduces long-term wealth accumulation, highlighting that market downturns are common and continuing investments is crucial for achieving financial goals.
May 1, 2026
Should You Stop Your SIP Now? | Investors’ Hangout with Dhirendra Kumar
This video discusses the trend of SIPs being stopped and started, emphasizing the importance of staying invested through market volatility. It highlights the long-term wealth creation potential of SIPs, even with modest amounts, and explains why investor returns often lag fund returns due to timing errors.
Apr 17, 2026
ELSS is dead? The crowd got it completely wrong.
The creator argues that ELSS (Equity Linked Savings Scheme) funds in India are misunderstood and unfairly abandoned by investors due to the loss of tax benefits under the new tax regime. They highlight that ELSS funds have historically outperformed the index and the 3-year lock-in provides forced discipline, allowing fund managers to hold best bets through volatility. The mass exodus has made the category leaner and better positioned.
Apr 11, 2026
The Hidden Passive Investing Mistake That Hurts Returns
This video discusses a common mistake passive investors make: accumulating too many similar funds without understanding their underlying holdings, leading to a lack of true diversification and reduced returns. The speaker emphasizes the need for discipline and a well-structured portfolio, even within passive investing, to avoid underperforming by as much as 0.4-0.7% annually.
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