Alpha Moguls With Helios Capital's Samir Arora

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Alpha Moguls With Helios Capital's Samir Arora

Рет қаралды 19,003

Күн бұрын

Helios Capital's Samir Arora speaks to Niraj Shah about how they create alpha by identifying good themes, and lists out the factors they consider to eliminate bad stocks. #BQLive
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Пікірлер: 19

@preetamshetty6679 Жыл бұрын

Why is Arora sahab so insecure about what Saurabh Mukherjea says or thinks? Never misses a chance to take potshots at him and Marcellus.

@KC-ge2ui Жыл бұрын

A) Because he can't Garner the Aum marcellus has garnered in 4 years in his entire career. B) He'll never be as great as Saurabh in his ability or skill C) He's been underperforming for years now, and he can't stand the fact that Saurabh has opened the can of worms and exposed "fund managers" like this guy.

@basheermu9976 Жыл бұрын

Marcellus underperforming big

@KC-ge2ui Жыл бұрын

@@basheermu9976 - CCP is outperforming by 5% cagr to the index for 4 years. No other fund has completed 3 years, so cannot judge yet. Also, mostly crap stocks have gone up. No quality fund manager in their right mind would own commodities or any Adani stocks.

@KC-ge2ui Жыл бұрын

Antaryami Baba he is. He can predict outcomes of the global economy and time the market! LOL. "Won awards" Been up there every year, still underperformed forever.

@sutchak Жыл бұрын

He is just a petty nri salesman

@zxc12345vb Жыл бұрын

It will really be helpful if you can get Ashish Kacholia sir … I know he doesn’t come on TV. But can you please give a try

@sumeetmulchandani Жыл бұрын

can anyone tell me which book he has suggested, it is halo effect or something else ?, thanks

@aalokrajyaguru7159 Жыл бұрын

Yes halo effect by phil rosenzweig

@parasbansal Жыл бұрын

Insightful interview! Samir's views are refreshing and authentic.

@sunnyradar Жыл бұрын

Best channel for ur food of thought.. keep it up Niraj.

@dhaddudin777 Жыл бұрын

Nice inputs and insights !!

@chackojacob24 Жыл бұрын

I guess the broking house meant the 2nd quarter of "calender year" FY23 I guess... (considering the US context)

@cloudshoring Жыл бұрын

Super!

@preetamshetty6679 Жыл бұрын

Get Akash Prakash please...

@drunkdodo5141 Жыл бұрын

Lost a lot of money by following Fraud Arora earlier so disliking the video without even seeing it ...I am sure he still hasn't changed ....Once a fraud always a fraud !

@mayanktiwari5957 Жыл бұрын

Factors to eliminate bad stock 1. Theme (ex. commodity, PSUs) 2. History 3. Potential Disruption 4. High Valuations 5. Financials 6. Corporate Governance 7. Expected bad results in 3 to 5 quarter Once in while we have accepted the stock from bad theme if stock is better Able to find 80 stocks which we can't reject.

@codewithtj Жыл бұрын

where can i get all this data for particular stock