How to Predict Market? Why Most Investors Fails? | Ft. Bharat Shah

About Guest:Bharat Shah is the Executive Director at ASK Group and a seasoned investment expert with over 25 years of experience in investment management. He holds a bachelor’s degree in commerce from the University of Bombay and a post-graduate diploma in management from the Indian Institute of Management, Calcutta. He is also a member of the Institute of Chartered Accountants of India and a member of the Institute of Cost and Works Accountants of India. He is also the author of "Of Long-Term Value & Wealth Creation from Equity Investing" (2013), offering insights into long-term investing.In this podcast, we explored Bharat Shah’s insights on investing, market behavior, and business growth. He shared how to predict growth before the market does, the importance of capital allocation, and why growth, durability, and resilience define great businesses. We discussed market cycles, investment psychology, risk management, and the power of patience in wealth creation. Bharat also revealed his biggest investing lessons and how financial freedom truly works.Timestamps:00:00 Introduction to Investing00:05 The Importance of Growth00:09 Understanding Business Predictability00:13 The Brutality of Business00:18 Probability in Investing00:41 Sizing Opportunities00:45 Learning from Mistakes01:00 Balancing Wealth Preservation and Risk01:47 Evaluating Management and Promoters01:55 Key Questions for Promoters04:23 Capital Allocation Decisions05:46 The Fire in the Belly06:17 The Role of Growth in Investing11:31 Value, Growth, and Quality13:37 Predictability, Durability, and Resilience20:48 Examples of Predictable Businesses39:27 The Role of Market Discounting43:37 Human Behavior and Market Cycles47:59 Market Volatility and Extremes48:25 Impact of Technology on Human Behavior49:00 Examples of Technology's Influence49:06 Social Media and Attention Deficit50:08 Psychological Effects of Social Media51:01 Technology's Role in Market Behavior51:12 Beating the Market with Discipline52:21 Internal and External Noise52:25 The Importance of Self-Discipline52:42 Wisdom Over Intellect in Investing53:17 Character and Temperament in Investing54:31 Market Behavior and Opportunity56:03 Patience as a Strength in Investing56:29 Sizing Opportunities in the Market58:55 Learning from Investment Mistakes01:06:27 Balancing Wealth Preservation and Risk01:07:02 Fiduciary Responsibility in Investing01:09:51 Mentoring and Decision Making01:11:14 Balancing Preservation and Appreciation01:13:45 Absolute vs. Relative Returns01:27:02 Energy and Time in InvestingCredits: Host: Shivank Joshi - https://www.linkedin.com/in/shivankjoshi-2001/Thumbnail: YaaSPost Production: YaaSSupport: Zerodha ( https://zero1byzerodha.com/network )Disclaimer:The views, thoughts, and opinions expressed by the speaker and host are their own and do not represent those of the Exploring Minds platform. The information provided in this podcast is for educational purposes only and does not constitute financial or investment advice. All products and company names mentioned are the property of their respective owners, and their use does not imply any endorsement or opposition.#BharatShah #ASKGroup #ExecutiveDirector #InvestmentManagement #ValueInvesting #WealthCreation #LongTermInvestment #GlobalBusinessInsights #StockSelection #QualityInvesting #SuperiorGrowth #ReasonableValuations #EquityInvesting #InvestmentPhilosophy #FinancialExpert #InvestmentLiterature #Author #EquityMarkets #FinancialWisdom #InvestmentStrategies #StockMarket #Investing #Trading #Stocks #Investment #Finance #Money #Nifty #Forex #ShareMarket #Investor #FinancialFreedom #Trader #StockMarketIndia #Business #Bitcoin #Cryptocurrency #DayTrader #NSE #StockMarketNews