First Principles Investing

There are only 2 reasons to study Market Cycles

1. When to be Aggressive vs Conservative !!
2. Your "Macro predictions" are dogsh*t.

IF they were any good, you could "time" the market perfectly...

But you can't.

The second best alternative - being "roughly right" is ACTUALLY VERY EFFECTIVE.

We discuss the Hows & Whys this Saturday (11:00 am) @ MASTERING THE MARKET CYCLE !

🔗 Secure your spot now: pages.razorpay.com/MASTERMARKETCYCLES

🗓 Date: 7th February 2026 - SATURDAY
🕙 Time: AM onwards

📷 100% Money Back Guarantee IF YOU ATTEND & STILL DON'T FIND the Session valuable.

P.S - Recordings are available within 24 hrs of Session.⏬

3 days ago | [YT] | 2

First Principles Investing

Hi Everyone, if you're in Delhi NCR we're doing a workshop on 13th July Sunday (4-7 pm) in Radisson Individuals (sector 29, Gurugram).

Learn AI the M.A.H.I way with Puneet Khurana (CIO, Stoic M.A.H.I Fund). Only 21 seats remaining (Sign up here : forms.gle/XBMJTVPW9PGt8Zhu7) - Workshop details are available in the form.

6 months ago (edited) | [YT] | 0

First Principles Investing

IDFC Bank diluted ~18% of its shareholding at 1.2X. Here's why we believe while a capital raise was inevitable, the valuation was a little surprising. click to read: firstprinciplesinvesting.substack.com/p/idfc-first…

9 months ago | [YT] | 2

First Principles Investing

Latest article in FinancialXpress - An attempt to understand/explain the "accounting discrepancy" at IndusInd bank.

www.financialexpress.com/market/stock-insights/ind…

10 months ago | [YT] | 4

First Principles Investing

Why PPFAS is buying Coal India (according to me). Latest Article ! Please check it out and drop any questions in the comments. Thanks

firstprinciplesinvesting.substack.com/p/why-ppfas-…

11 months ago | [YT] | 3

First Principles Investing

Hi Investors, what topic should the next video be on? Drop a comment and let me know :)

1 year ago | [YT] | 2

First Principles Investing

CEMENT SECTOR ANALYSIS. Check it out and drop a comment if you have question. Don't forget to Subscribe & share :)

1 year ago | [YT] | 4

First Principles Investing

New Video out now : https://youtu.be/Rk7Xtyoxu7s. Next one on Cement Sector ;) Promise.

1 year ago | [YT] | 3

First Principles Investing

The latest post on a Market leader in the ABS plastic Industry can be found here : bit.ly/Styrenix !! (Cement sector Analysis coming up soon ;))

1 year ago | [YT] | 1

First Principles Investing

Next Video on the Cement Sector? What do you guys think?

1 year ago | [YT] | 5