Art of investing with Samit Vartak|Worldly Wisdom Series

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🎞 Link to the presentation: soic.in/visualization
📰 Link to the SOIC Newsletter: soic.in/blogs
Tijori Finance 🤝SOIC (10% Discount on Tijori)- Use the code SOIC025 or click on the following link- tijorifinance.com/account/sub...
🎙️SOIC Podcast- soic.in/podcast
Dear viewers,
Mr. Samit Vartak who is the CIO at SAGE one investment advisors, is probably one of the sharpest minds in the country when it comes to investing in the Indian context. He has made multi-baggers not only in one or two sectors, but in several. At SOIC, he is one of our mentors, and recently we got the opportunity of interviewing him. It was an absolute honour, hope you find value in this podcast. :)
Video Chapters:
0:00 sage one PMS Philosophy
3:10 Key criteria for filtering down stocks
10:59 Probabilistic mindset and uncertainty in business
14:20 How to get 10X portfolio return
17:10 Company's ability to gain market share(Mental model)
23:07 Different themes to play out in next 3-4 years
34:14 How will samit vartak play the real estate cycle
36:09 Financial & Auto sector view
40:45 SaaS companies view
45:00 When to sell (Most important question)
52:40 How important to stay in the market
58:58 How Samit Vartak manage client's expectations
1:06:07 Key learning and advice to neVideow investors
1:14:57 What Samit Vartak look uniquely in management
1:21:30 How to build a portfolio in a bull market
1:26:58 Cheap Nifty stocks vs Expensive Nifty stocks
1:32:52 Next performing sectors
1:36:35 Alpha in Largecap
1:41:02 Selection process for portfolio and other opportunities
1:47:55 How to value startups
1:51:08 Asset allocation to Disruptor
1:54:14 Views on Disruptor companies for next few years
1:57:09 Entry barrier
2:01:21 How to control behaviour and emotion in investing
2:09:15 Cognitive Bias
2:12:40 AIF Process and Disclosures
2:19:23 Full process from Research ideas to invest in stock
2:24:33 End
Club House name: Investors India
Time stamp credits: / investmentbook1
Follow: investment books on twitter for awesome book recommendations!
📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014:
SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582.

Пікірлер: 136

@SOICfinance 2 жыл бұрын

🏫SOIC Membership (Intensive Classes + Continuous & Live Classes + Sectoral Analysis):- soic.in/soicmembership/ 🎞 Link to the presentation: soic.in/visualization 📰 Link to the SOIC Newsletter: soic.in/blogs

@thebskeerthan 2 жыл бұрын

Put this on dashboard :/

@maheshkalkar2101 2 жыл бұрын

An interview is meaningless unless the Anchor knows what to ask, how to ask & when to ask. Ishmohit is on top of the game here getting the best from Samit Vartak, whom anyway he idolizes. Terrific session overall. Thank you SOIC.

@jkj1459 2 жыл бұрын

Your comment looked shocking in the first 2 sentence ..!! Though you meant opposite

@probirkumarbanerjee7260 2 жыл бұрын

Your tirelessly efforts educating investors are really commendable, thanks Sir!

@SOICfinance 2 жыл бұрын

Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)

@satvindersingh245 2 жыл бұрын

DIA, Mr Samit and You produced one of the most memorable evenings for us. I personally want to thank you for sharing this knowledge with us. You made a lasting impression on everyone.

@SOICfinance 2 жыл бұрын

Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)

@pranjal1231 2 жыл бұрын

Have been following Samit sir for a year now. What an insightful mental model. Thank you uploading the video on KZfaq. Helped me a lot!!

@SanjayDas-ns6jz 2 жыл бұрын

Thank you so much brother for the great session. Lots of love from Share Academy. Special thanks to Samit sir!! The great thing to learn from this discussion was how to think beyond BUY/SELL.

@SOICfinance 2 жыл бұрын

Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)

@parakhshah6000 2 жыл бұрын

I felt so bad about missing it last night, thank you so much SOIC for this 🙌🏻

@SOICfinance 2 жыл бұрын

Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)

@sanjaykayathwal4700 2 жыл бұрын

Thanks Professor Ishmohit for again delivering excellent conversation with top fund manager. This was one of the best discussion on your Channel with Samit has shared . The discussion was good length of more than 2 hours , so could see in 4 parts. Enjoyed every word by Mr. Samit. Thanks for bringing him. Request to bring such kind of fund managers at least once in a month.

@amitkinhikar 2 жыл бұрын

Thank you SOIC ! Your efforts are paving the right paths for preparing budding investors. Keep up the good work !

@SOICfinance 2 жыл бұрын

Thank you 😊 & Glad you liked it. Hope to keep adding value in your investing journey

@AlienAlliance 2 жыл бұрын

Wow!! Such an enlightening podcast. ❤️👌 Samit is one of a gem in PMS society. I hope in future we may here more such great podcasts. Also I want to say please try to bring Saurabh Mukherjea next time. Please 😍🙏 & Thank You! SOIC 🤗

@messi123770 2 жыл бұрын

Thank you @SOIC for this brilliance. Wisdom speaks volumes. :)

@SOICfinance 2 жыл бұрын

Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)

@prakashghewari8261 2 жыл бұрын

Thanks brother for great learning experience and session . Thanks to Share Academy team, Delhi invester association team, Soic , Aayan sir For giving us the opportunity to attend session . Excellent 🙏🙏

@SOICfinance 2 жыл бұрын

Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)

@Vinodrouniyar 2 жыл бұрын

Thanks a ton Sir for bringing him to share his valuable thoughts with us. This kind of discussion really helps a lot in holding one's conviction.

@SOICfinance 2 жыл бұрын

Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)

@vinitsksinghh 2 жыл бұрын

Appreciate every bit of Effort on bringing such fruitful Minds to your Platform and discuss the nitty gritty of Investing in a short Framework. Great Work Sir.

@rakesht1626 2 жыл бұрын

Much much appreciated for your efforts. Kudos. You are adding huge value to investor community.

@SOICfinance 2 жыл бұрын

Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)

@suneetsalvi1200 2 жыл бұрын

Super valuable interview. God bless you and SOIC. 🙏

@atreyachakroborty7735 2 жыл бұрын

Fantastic insights. It was great to get a perspective into Mr Vartak's framework. Thanks SOIC.

@SOICfinance 2 жыл бұрын

Hi Atreya! 😃 Thank you for your feedback. We're glad you enjoyed the content. 😃

@vinodksahu 2 жыл бұрын

Best video by Samit Vartak sir (at least for retail investors) ; your questions really got the best wisdom gems in the session ! Heartfelt gratitude for this session.. As you have said in few of your videos that you do follow Bharat Shah , Kenneth Andrade, etc ..It will be great if you do interview them in due course of time , so that we will understand things in simple language and have more clarity in thought and execution process. Thanks once again 💐💐🙏🙏

@SOICfinance 2 жыл бұрын

Will bring one by one :)

@rammahesh3349 2 жыл бұрын

thanks for the wisdom series SOIC team.

@Ashkita 2 жыл бұрын

That's One Of It's Kind Gem Session.. Thanks A Lot Dude..❤️

@vijaybhaskarthati567 2 жыл бұрын

What a session SOIC,Thank you very much

@vipulkumar6452 2 жыл бұрын

Sir ye bahut sandar session hai sir very knowledgeable vedio sir

@SOICfinance 2 жыл бұрын

Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)

@vinuthan13 2 жыл бұрын

Thanks for this. There is so much learning here and thinking process and strategy information out here..will surely make some notes out of this..

@kautukdikshit7035 2 жыл бұрын

Thanks for wonderful session from Share Academy to SOIC & Samit Vartak Ji

@SOICfinance 2 жыл бұрын

Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)

@Prakhar_CAN 2 жыл бұрын

Thank you, Team!!! 🙌🏼

@SOICfinance 2 жыл бұрын

Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)

@vvvooo9413 2 жыл бұрын

Questions asked were perfect.

@pappi3 2 жыл бұрын

Thanks for uploading this discussion. Very informative session.

@SOICfinance 2 жыл бұрын

Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)

@althafyoosuf7945 2 жыл бұрын

Thanks for bringing Samit.. @Ishmohit 🙏🏼😍

@SOICfinance 2 жыл бұрын

Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)

@dattadeshmukh9070 2 жыл бұрын

Thank-you sir it's very helpful...

@CAAadishJainEquityMinds 2 жыл бұрын

Very insightful as always #Samit...thanks alot to everyone who made this video possible...thanks samit, Ish...:)

@sachinpanpaliya3 2 жыл бұрын

Very insightful session as always listening to Samit. Thank you

@SOICfinance 2 жыл бұрын

Thank you 😊 & Glad you liked it. Hope to keep adding value in your investing journey

@akashck2987 2 жыл бұрын

Thank you soic

@ashokbhole4010 2 жыл бұрын

Thank you so much sir for such a great and informative session. Lots of love and good wishes from Share Academy. Looking forward for similar sessions ahead.

@SOICfinance 2 жыл бұрын

Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)

@ganeshpatil2633 2 жыл бұрын

Too good session & Very Insightful 👍Must Listen ❤️

@iconicplayz6784 2 жыл бұрын

Thanks a lot 🙏💓

@SOICfinance 2 жыл бұрын

Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)

@ramagarwal5595 2 жыл бұрын

thanks for this valuable moment great work ishomeet bhai (SOIC)

@SOICfinance 2 жыл бұрын

Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)

@amitukd8455 2 жыл бұрын

Hatts off to U Sir... It will surely added value to the investor

@SOICfinance 2 жыл бұрын

Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)

@VICKYKUMAR-xs5bl 2 жыл бұрын

Thank you Sir.. I Get great Information from this

@SOICfinance 2 жыл бұрын

Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)

@lalits5973 2 жыл бұрын

Thanks for session 🙏

@SOICfinance 2 жыл бұрын

Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)

@dr.manoharmehta544 2 жыл бұрын

Thanks for sharing One of bests of Club house -DIA

@SOICfinance 2 жыл бұрын

Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)

@sheelahuded129 2 жыл бұрын

Thank you sir for session

@SOICfinance 2 жыл бұрын

Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)

@vivekshivdasani9521 2 жыл бұрын

I learnt a lot by listening to this upload. He solved a mystery for me. Why does Hawkins have such a low P/E and high dividend yield?

@Harrykarrydummu 2 жыл бұрын

Samit sir should start a channel. And looking for more of sonic and samit sir discussions. More frequently

@SOICfinance 2 жыл бұрын

Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)

@HarpreetSingh-en4rq 2 жыл бұрын

Keep it UP God bless you

@darshanjain8458 2 жыл бұрын

Thanks soic

@SOICfinance 2 жыл бұрын

Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)

@apoorvsingh_ASR 2 жыл бұрын

Superb....

@SOICfinance 2 жыл бұрын

Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)

@sumeetchakraborty8627 2 жыл бұрын

thanks for shareing

@SOICfinance 2 жыл бұрын

Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)

@darshanjain8458 2 жыл бұрын

profound Insights 🚀

@SOICfinance 2 жыл бұрын

Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)

@bamadutta2794 2 жыл бұрын

On Investor bias is truly nice - can relate.

@shreeshyamtyreshoppe3732 2 жыл бұрын

Thanks sir 🙏 loves for share academy ❤

@SOICfinance 2 жыл бұрын

Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)

@Somnath-je9nd 2 жыл бұрын

here from Share Academy !!!

@SOICfinance 2 жыл бұрын

Glad you liked it. Hope to keep adding value in your investing journey :)

@bipulkumardeka2239 2 жыл бұрын

Great👍

@SOICfinance 2 жыл бұрын

Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)

@dharmeshpatel5146 2 жыл бұрын

Great insight, Can we have a wisdom talk with Saurabh Mukherjea?

@SOICfinance 2 жыл бұрын

Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :) Sure, stay tuned :)

@JajooAtinKumar 2 жыл бұрын

Gaining market share to prove competitive advantage. Grown beyond Industry is good

@vanshthawani 2 жыл бұрын

Please add captions or plzz provide this video's transcript. Its a humble request. 🙏🏻🙏🏻

@pdab5550 2 жыл бұрын

Chapters are good time line .

@SriHari-lo6ox 2 жыл бұрын

Nice interview with good questions

@SOICfinance 2 жыл бұрын

Thanks :) Hope to keep adding value in your investing journey

@deepak-zq9zy 2 жыл бұрын

Wow sir

@SOICfinance 2 жыл бұрын

Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)

@aamirakhtar2808 2 жыл бұрын

Do fundamental analysis of Jyoti Resins, NGL Fine Chemicals, Paushak

@SOICfinance 2 жыл бұрын

Thanks for you suggestion, we'll see what we can do.

@mangeshmore902 2 жыл бұрын

This is my Feb fund manager... Like him.. i hope we get Basant Maheshwari in next episode..

@arvindyadav6767 2 жыл бұрын

I wonder how much time it has taken to upload this video 😬 thanks soic

@vipulkumar6452 2 жыл бұрын

Sir I request to you please convert this session in hindi please sir

@TarunSharma-rv2vo 2 жыл бұрын

Thanks for your efforts. Do you have a payment link so that I can support your channel.

@durgarani4193 2 жыл бұрын

Thanks for sharing. Great work

@sbfibono3239 2 жыл бұрын

Is it possible to get transcript

@Stock_Talk101 2 жыл бұрын

Sir, Can we have the transcript. regards

@YadavRahul280 2 жыл бұрын

Delhi Investor Association and The Share Academy

@raushanKumar-gj1ei 2 жыл бұрын

Thanks sir This is valuable information. Aap ne hmlogo ko ek investors bana diya.sir hmlog share academy ka student hu.only investment me believe karta hu.

@SOICfinance 2 жыл бұрын

Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)

@dipankargoraidip9730 2 жыл бұрын

Please make interview with mixture of hindi & English language.

@somnathtejpal3514 2 жыл бұрын

@sivanaresh8625 2 жыл бұрын

English will be helpful for a larger audience

@rohanumate 2 жыл бұрын

💖

@SOICfinance 2 жыл бұрын

Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)

@oneknightfight3970 2 жыл бұрын

Gr8

@SOICfinance 2 жыл бұрын

Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)

@fz4175 2 жыл бұрын

Sir delhi invister association app ka interview dalo

@z2zugzwang 2 жыл бұрын

Sir, would it be possible for you to upload the audio file as a podcast on the SOIC Application. It would be easier to listen to it as a podcast.

@schoolofintrinsiccompoundi3282 2 жыл бұрын

Yes!- team is on it

@z2zugzwang 2 жыл бұрын

Thanks a ton

@tarunwala 2 жыл бұрын

Wow

@SOICfinance 2 жыл бұрын

Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)

@tarunwala 2 жыл бұрын

@@SOICfinance You are adding tremendous value 🙏

@SOICfinance 2 жыл бұрын

Club House name: Investors India Time stamp credits: mobile.twitter.com/investmentbook1 Follow: investment books on twitter for awesome book recommendations!