Market ki Baat with Niteen Dharmawat | How to take cyclical bets in the stock market?

Market ki Baat with Niteen Dharmawat | How to take cyclical bets in the stock market?

In this episode of Market ki Baat, we talk with SEBI registered Research Analyst, value investor, and educator Niteen Dharmawat, founder of Aurum Capital. Niteen talks about his outlook on Indian markets for 2023 and sectors to watch out for in 2023. Further, we talk about how Indian markets have evolved over the last 30 years, and some of the most fundamental investing mistakes we should avoid. Niteen further discusses how to find stocks with a margin of safety, how to find sectors with high pessimism and how to derive good profits from cyclical sectors. Finally Niteen speaks about when to sell a stock and should you follow a "Buy & hold forever" strategy.

Watch the full episode now!

0:00 - Introduction
0:28 - About Niteen Dharmawat
2:03 - Change in the stock market over time
3:30 - Key mistakes of Niteen Dharmawat
5:02 - How have markets evolved over time?
6:37 - Are young investors still making the same age-old mistakes?
7:37 - Market outlook for 2023
10:24 - Why do stock prices fall even after good results?
11:44 - Top stock-specific mistakes of Niteen Dharmawat
16:31 - How to measure the amount of loss made?
17:32 - How difficult is it to find stocks with a margin of safety?
18:50 - "A great business at a fair price is superior to a fair business at a great price" - Explained
21:24 - Is value investing a risk-free plan?
22:59 - Advise for BAAP investing style
25:24 - Examples of BAAP stocks doing bad
26:21 - How does Niteen Dharmawat select the stocks?
31:39 - Which sector is having the highest pessimism now?
32:40 - How to derive good profits from cyclical sectors?
34:38 - Importance of patience in the stock market
36:41 - What should investors do if they have invested during the peak in a cyclical stock?
38:03 - When to sell a stock?
40:41 - "Buy & hold forever" - Myth or fact
43:53 - Which sector to watch out for in 2023?
46:17 - What's the true meaning of investing for Niteen Dharmawat?
49:01 - Is there any thumb rule for being financially independent?
50:02 - Conclusion



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