Скачать или смотреть He Was Banned By SEBI, Now He Manages Billions (The Untold Story) | Kushal Lodha

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In this power-packed episode of Konversation with Kushal, we sit down with Samir Arora, one of India’s most respected fund managers and a veteran investor with over three decades of experience in global and Indian markets. From starting his career with Alliance Capital and becoming Head of Asian Emerging Markets to building multi-bagger positions in Infosys, HDFC Bank, Kotak Mahindra Bank, and Nvidia, Samir’s journey is filled with wisdom, conviction, and resilience.

He opens up about his elimination investing framework, how to identify red flags in companies, and why avoiding bad businesses is as important as finding great ones. We also dive into his best and worst investments, the mindset needed to survive market crashes like 2008 and 2020, and lessons from overcoming regulatory challenges that almost ended his career.

Samir also shares insights on asset allocation, new-age IPOs like Zomato & Paytm, the role of gold in portfolios, and the importance of humility and humor in a high-pressure profession. From Warren Buffett to Nassim Taleb, and from Twitter banter to long-term compounding, this episode is a masterclass on investing, life, and staying excited after 30+ years in the game.

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Timestamp:
00:00 – Introduction & Samir’s Journey Begins
02:12 – Samir’s Big Career Move: India to Singapore
03:40 – India vs Singapore: Key Lessons from Both
06:20 – Why Singapore Outshines India in Ease of Business
07:30 – Samir’s First Job: Earning Just ₹1,500/Month
12:02 – His First-Ever Stock Market Investment
14:34 – Launch of Alliance’s First India Fund
17:33 – The Legendary HDFC Bank Bet That Grew 30X
22:13 – Samir’s Worst Investment: Stock Goes to Zero
27:43 – His Personal Asset Allocation (50% Global, 30% India, 10% Gold)
29:28 – Why Samir Invested in Nvidia (8X in 2 Years)
34:33 – Kotak Mahindra Bank’s Jaw-Dropping 400X Growth
36:42 – The SEBI Ban That Changed Samir’s Career
40:33 – Lessons He Learned from the 2008 Market Crash
43:18 – How He Survived the Covid Market Crash of 2020
46:29 – Samir’s Elimination Investing Framework Explained
1:00:47 – Why He Bought Ola Electric Shares
1:05:24 – Buffett vs Soros: Samir’s Take on Greatness
1:07:02 – Did Samir Ever Meet Warren Buffett?
1:09:18 – Books That Shaped Samir’s Investing Journey
1:15:14 – Mentors & Learnings That Influenced Him Most
1:16:02 – Conviction, Courage & The Role of Leverage in Investing
1:16:21 – Samir’s Advice: Why Retail Investors Shouldn’t Trade Full-Time
1:18:03 – His Track Record: 24% CAGR vs Market’s 13%
1:18:47 – Top Sectors Samir Is Bullish On (Finance, Consumer, Pharma, Tech)
1:21:11 – Why He Prefers Concentrated Portfolios
1:23:09 – Portfolio Philosophy: Low Churn, High Conviction
1:24:12 – Samir’s Views on Textiles, Chemicals & Pharma Sectors
1:25:53 – How Long It Takes Him to Research a Stock
1:26:06 – Why 10% of His Portfolio Is in Gold
1:29:12 – Why Real Estate Investments Disappointed Him
1:31:17 – Commercial vs Residential Property: Samir’s View
1:34:21 – Funniest & Weirdest Twitter Moments
1:35:24 – Defending the Integrity of Fund Managers
1:37:05 – How Samir Stays Excited After 30+ Years in Investing
1:38:24 – Why He’ll Never Retire (And Neither Should You)
1:41:16 – Samir’s Take on AI in Investing: Future or Hype?


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