Скачать или смотреть SEBI BAN To 24% CAGR: The Untold Story Of Samir Arora | 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 Story Begins
02:12 – From India to Singapore: Big Career Move
03:40 – India vs Singapore: What Each Can Learn
06:20 – Why Singapore Beats India in Ease of Doing Business
07:30 – First Job Lessons: Earning Just ₹1,500/Month
12:02 – First-Ever Stock Investment Journey
14:34 – Launching Alliance’s First India Fund
17:33 – The HDFC Bank Bet That Grew 30X
22:13 – Worst Investment Mistake: Stock Goes to Zero
27:43 – Personal Asset Allocation: 50% Global, 30% India, 10% Gold
29:28 – Why I Invested in Nvidia (8X in 2 Years)
34:33 – Kotak Mahindra Bank’s 400X Growth Story
36:42 – The SEBI Ban That Changed My Career
40:33 – Hard Lessons from the 2008 Market Crash
43:18 – Surviving the Covid Crash of 2020
46:29 – Elimination Investing: Framework That Beats the Market
1:00:47 – Why I Bought Ola Electric Shares
1:05:24 – Buffett vs Soros: Different Paths to Greatness
1:07:02 – Did I Ever Meet Warren Buffett?
1:09:18 – Books That Changed My Investing Journey
1:15:14 – Memorable Mentors & Industry Learnings
1:16:02 – Conviction, Courage & The Role of Leverage
1:16:21 – Advice to Young Retail Investors: Don’t Trade Full-Time
1:18:03 – Track Record: 24% CAGR vs Market’s 13%
1:18:47 – Top Sectors for the Next Decade (Finance, Consumer, Pharma, Tech)
1:21:11 – Why I Prefer Concentrated Portfolios
1:23:09 – Portfolio Philosophy: Low Churn, High Conviction
1:24:12 – Views on Textiles, Chemicals & Pharma Sectors
1:25:53 – How Long It Takes to Research a Stock
1:26:06 – Why 10% of My Portfolio Is in Gold
1:29:12 – Real Estate: Why Returns Disappointed Me
1:31:17 – Commercial vs Residential Property Investments
1:31:38 – Twitter Journey: From Jokes to Market Insights
1:34:21 – Funniest & Weirdest Twitter Moments
1:35:24 – Defending the Integrity of Fund Managers
1:37:05 – Final Question: How to Stay Excited After 30+ Years
1:38:24 – Why I’ll Never Retire & Neither Should You
1:41:16 – AI in Investing: Future or Hype?
1:42:24 – Closing Thoughts & Thank You


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