Indrazith Shantharaj

I was watching a video from a top gastroenterologist, and he said the top 3 superfoods to cure inflammation are:

1 - Amla
2 - Green Tea
3 - Blueberries

I’m not a big fan of fruits, and I don’t like the tangy taste of amla. I also wasn’t sure how blueberries taste on their own, because I have only had them in ice cream or desserts. So, I added only a green tea pack to my Blinkit cart to buy later.

Then I started watching a sales pitch on Shark Tank India. It was from a young and inspiring guy, Upamanyu Borkaoty. Luckily, his product was also green tea (I’m not sure if YouTube tracked my Blinkit activity). Anyway, I watched it with curiosity.

His product was unique, green tea without a tea bag. It looked like the world’s first bagless tea dip, and that made me even more curious.

He was about to explain the disadvantages of using green tea bags (like dipping them in hot water and removing them later), but suddenly Anupam shouted, 
“Microplastics“

I was shocked for a second.

All the sharks agreed that drinking green tea through tea bags means we also consume microplastics. I didn’t know that drinking green tea from dipping tea bags could invite such a health issue.

I paused the video, went back to my Blinkit cart, removed the green tea, and added both amla and blueberries instead. I’d rather handle the tangy taste of amla and try blueberries directly than put microplastics into my body.

Then I continued the video. His product works differently, instead of using a tea bag, he compresses the tea leaves into a cube, packs it in paper, and sells it. His brand is "Woolah” if you want to check it out.

Most of the sharks were fighting to invest in his company because the product was good, and he was honest and intelligent. In the end, he accepted Boat founder Aman Gupta’s offer, and Aman became an investor in his company.

This whole experience taught me one simple lesson, “Don’t follow hype, follow understanding”.

I almost bought something just because it was popular, but one moment of clarity changed my decision.

Investing works the same way. The crowd may run in one direction, but only understanding tells you whether that direction is right for you.

For example, I have taken two pharma companies from the Indian market, let's call them 'A' and 'B'.

𝟭) 𝗣𝗘 𝗗𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝗰𝗲 (Company B Looks Expensive)
Company A trades at a lower PE, while Company B trades at almost double that number.
This means investors are paying a much higher price for each rupee of earnings in Company B.
A lower PE in Company A makes it look more reasonably valued compared to B.

𝟮) 𝗥𝗢𝗖𝗘 (Company A Uses Capital More Efficiently)
Company A has a stronger ROCE, showing it generates better returns from the capital it uses.
Higher ROCE means the business is more efficient and productive.
Company B’s ROCE is lower, meaning it earns less on the money invested in the business.

𝟯) 𝗗𝗲𝗯𝘁 𝘃𝘀 𝗖𝗮𝘀𝗵 (Strong Balance Sheet Advantage for Company A)
Company A has very small debt, and its cash balance is much higher than what it owes.

This gives it stability and flexibility, especially in tough market conditions.
Company B carries a higher amount of debt compared to its cash, making it more sensitive to financial pressure.

Out of these two companies, which one do you think is more popular in conversations, and which one do you hear people talk about more? A or B?

I have deliberately hidden the names of these companies because my goal is only to explain how to compare businesses, not to suggest buying anything.

“Knowing the business is your biggest margin of safety”

2 months ago | [YT] | 3

Indrazith Shantharaj

Anything is possible in euphoria? 🤣

2 months ago | [YT] | 5

Indrazith Shantharaj

Is there a simple way to find compounder stocks that can turn into multibaggers in the next few years?

Yes. It’s called 𝗠𝗮𝗴𝗶𝗰 𝗜𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴.

The original idea came from Joel Greenblatt in his book The Little Book That Still Beats the Market. I took the same logic and explained it in the Indian stock market context.

At a high level, the idea is simple:

It is better to buy great businesses at a fair value than fair businesses at a great value.

Now, how do we find great businesses?

Start with 𝗥𝗲𝘁𝘂𝗿𝗻 𝗼𝗻 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗘𝗺𝗽𝗹𝗼𝘆𝗲𝗱 (𝗥𝗢𝗖𝗘).

ROCE tells you how much profit a company generates for every rupee it invests in its business. If a company spends ₹100 to run and grow its business and earns ₹25 as operating profit, its ROCE is 25%. Higher ROCE means the company uses its money efficiently and compounds faster.

So, one quick way to shortlist strong companies is to scan for 𝗥𝗢𝗖𝗘 > 𝟮𝟱% in Screener.

But there is a catch.

Just because a business is great, it doesn’t mean it’s available at a great price. That’s where 𝗣/𝗘 𝗥𝗮𝘁𝗶𝗼 or 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝗬𝗶𝗲𝗹𝗱 comes in.

P/E Ratio tells you how much you are paying for every rupee of earnings.

Example: If a company earns ₹10 per share and the stock trades at ₹200, P/E = 20, meaning you pay ₹20 for ₹1 of annual earnings.
Now flip the same thing.

Earnings Yield is the upside-down version of P/E.

Earnings Yield = 1 / P.E

P/E tells you how much you pay for ₹1 of earnings.

Earnings Yield tells you how much you earn for every ₹100 invested.
Example:

If P/E = 20 → Earnings Yield = 1/20 = 5%

So instead of thinking, “This stock trades at 20 times earnings,” you think, “This stock gives me a 5% return on current earnings.”

This helps you compare equities to other assets like FDs, bonds, or fixed income.

Example:
FD return: 6%
Stock Earnings Yield: 12%

Here, the stock gives double the yield based on current earnings.
As a simple rule:

Companies with earnings yield above 10% are usually more attractive, provided the business quality and future growth remain strong.
Or in one line:

𝗛𝗶𝗴𝗵 𝗲𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝘆𝗶𝗲𝗹𝗱 + 𝘀𝘁𝗿𝗼𝗻𝗴 𝗳𝘂𝗻𝗱𝗮𝗺𝗲𝗻𝘁𝗮𝗹𝘀 = 𝗽𝗼𝘄𝗲𝗿𝗳𝘂𝗹 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀.

Now the final step.

Is there a way to combine both 𝗥𝗢𝗖𝗘 and 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝗬𝗶𝗲𝗹𝗱 to create a list of strong businesses available at a fair price?

Yes.

Give each company a rank based on ROCE, another rank based on Earnings Yield, and then combine both ranks. The companies that rank well in both tend to be great businesses available at reasonable prices.

I have explained the full process in this video.

https://youtu.be/l-3gIklDnRI

2 months ago | [YT] | 4

Indrazith Shantharaj

Many people are talking about “𝗚𝗼𝗹𝗱” and “𝗚𝗼𝗹𝗱 𝗥𝗲𝘁𝘂𝗿𝗻𝘀” in 2025.

But there is one 𝘀𝗲𝗰𝗿𝗲𝘁 𝗺𝗲𝘁𝗮𝗹 𝘁𝗵𝗮𝘁 𝗯𝗲𝗮𝘁𝘀 𝗿𝗲𝘁𝘂𝗿𝗻𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗴𝗼𝗹𝗱 handsomely in 2025.

Immediately, people think of “Silver”, but it is not silver. Because both “Gold” and “Silver” are in the range of 𝟱𝟬-𝟱𝟱% (depending on the country and instruments).

But that secret metal is “𝗣𝗟𝗔𝗧𝗜𝗡𝗨𝗠”

Yes, it displayed a whopping return of 𝟴𝟲% 𝗶𝗻 𝟮𝟬𝟮𝟱, beating gold returns handsomely.

There are 3 main reasons:

1. 𝗣𝗹𝗮𝘁𝗶𝗻𝘂𝗺 𝗮𝗰𝘁𝘀 𝗮𝘀 𝗮𝗻 𝗔𝘂𝘁𝗼𝗰𝗮𝘁𝗮𝗹𝘆𝘀𝘁 - About 40% of platinum goes into car engines, inside catalyst IC converters that quietly turn toxic fumes into safer gases.

2. 𝗣𝗹𝗮𝘁𝗶𝗻𝘂𝗺 𝗵𝗮𝘀 𝗮𝗻 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗮𝗹 𝗗𝗲𝗺𝗮𝗻𝗱 - Platinum is widely used in industries like chemicals, glass, and medical tools. Its demand is rising fast because it’s a key catalyst in hydrogen fuel cells that power the green-energy shift.

3. 𝗦𝗼𝘂𝘁𝗵 𝗔𝗳𝗿𝗶𝗰𝗮’𝘀 𝗰𝗮𝗽𝗮𝗰𝗶𝘁𝘆 𝗶𝘀 𝗱𝗲𝗰𝗿𝗲𝗮𝘀𝗶𝗻𝗴 - South Africa produces over 70% of the world’s platinum, mined from deep, metal-rich rocks known as the “platinum heart of the world.” South Africa’s platinum mines are deep, old, and energy-hungry. And the country’s chronic electricity crisis has made things worse.

𝗖𝗮𝗻 𝗣𝗹𝗮𝘁𝗶𝗻𝘂𝗺 𝗿𝗲𝗽𝗹𝗮𝗰𝗲 𝗚𝗼𝗹𝗱?

Central banks hold gold, not platinum, because gold is trusted, liquid, and behaves like real money. It has centuries of faith, global trade value, and zero counterparty risk.

Platinum may rise due to industrial demand, but it can’t replace gold’s role as the world’s trusted financial metal.

#gold #goldreturns #goldROI #platinum #gold2025 #centralbanks #goldindia

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4 months ago | [YT] | 8

Indrazith Shantharaj

Nvidia’s outstanding growth, especially driven by advancements in artificial intelligence (AI), has made it one of the world’s most valuable companies today.

Nvidia’s valuation is now higher than the annual GDP of the United Kingdom, France, Italy, Canada, and Australia, which illustrates just how much investor optimism and technological progress have fueled Nvidia’s rise.

Key Details

Nvidia’s market cap: $4.15 trillion

UK’s nominal GDP: $3.84 trillion

France: $3.21 trillion

Italy: $2.42 trillion

Canada: $2.23 trillion

Australia: $1.73 trillion

This visual demonstrates how a single technology company, riding the AI wave, can now rival or even exceed the economic output of entire developed nations.

4 months ago | [YT] | 5

Indrazith Shantharaj

Top 10 companies holding bitcoins in 2025!

You will be shocked to see where Tesla lists here😱

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4 months ago | [YT] | 4

Indrazith Shantharaj

President Trump has signed a proclamation that adds a US$100,000 annual fee for each H-1B visa application filed by companies sponsoring foreign high-skilled workers.

According to US government this is meant to curb perceived abuses of the H-1B system, push employers to hire U.S. workers, and ensure that only “very highly skilled” individuals are sponsored.

This change hits India especially hard, because Indian nationals receive the lion’s share of H-1B visas, roughly 71% of all approved petitions in recent years.

Many Indian technology workers, STEM graduates, and international students use H-1B status as a gateway to long-term work in the U.S., so the steep fee could significantly raise the cost of hiring them.

To all Indians working in the U.S. on H-1B visas, remember that India today is one of the fastest-growing economies in the world, with a booming startup ecosystem, strong digital infrastructure, and global investors looking toward our market.

While the new rules may feel discouraging, this can also be a turning point to bring your skills, experience, and ideas back home. India is entering a phase of historic opportunity—this is the time to build companies, create jobs, and shape the future for India and the world.

#h1b #usvisa #india

4 months ago | [YT] | 3

Indrazith Shantharaj

Nvidia invests $5 billions in struggling “intel”

All of a sudden intel’s market cap increased from $93 billions to $115 billions 🤣😂

Speculators are like weather forecasters — often wrong, but never in doubt🤪😁

4 months ago | [YT] | 4

Indrazith Shantharaj

Trump said:

“I don't care what India does with Russia"

"They can take their dead economies down together, for all I care”

India vs. U.S Debt Risk Assessment August 2025

www.profiletraders.in/post/the-harsh-truth-behind-…

5 months ago | [YT] | 16

Indrazith Shantharaj

🔥 𝗥𝗮𝘁𝗲 𝗰𝘂𝘁𝘀 𝗳𝗲𝗲𝗹 𝗹𝗶𝗸𝗲 𝗳𝗿𝗲𝗲 𝗺𝗼𝗻𝗲𝘆... 𝗯𝘂𝘁 𝘄𝗵𝗼 𝗿𝗲𝗮𝗹𝗹𝘆 𝗽𝗮𝘆𝘀 𝘁𝗵𝗲 𝗽𝗿𝗶𝗰𝗲?

When a central bank cuts interest rates, businesses and investors often celebrate. Borrowing becomes cheaper, markets rise, and governments breathe easier.

But as Ray Dalio reminds us in his study of debt cycles, short-term relief often creates long-term pain.

👉 𝗜𝗻 𝘁𝗵𝗲 𝘀𝗵𝗼𝗿𝘁 𝘁𝗲𝗿𝗺:
• Corporates refinance debt at lower costs.
• Nifty and Bank Nifty rally as liquidity flows in.
• The Indian Government pays less on its ₹200+ lakh crore debt.

👉 𝗕𝘂𝘁 𝗶𝗻 𝘁𝗵𝗲 𝗹𝗼𝗻𝗴 𝘁𝗲𝗿𝗺:
• Savers lose: FD returns fall while inflation quietly eats into real income.
• Creditors lose: Bondholders, pension funds, insurers get back “cheaper money.”
• The rupee weakens: If India cuts while the US holds rates high, capital may flow out, pushing the INR down.
• Inflation rises: More money chases limited goods, especially if supply is weak (think food inflation after a poor monsoon).

📌 𝗔𝗻 𝗜𝗻𝗱𝗶𝗮𝗻 𝗲𝘅𝗮𝗺𝗽𝗹𝗲:
If RBI cuts repo from 5.5% to 5.0%, Nifty may jump 4-8%in the short run.

But if inflation later rises to 6% while deposit rates are 5%, every Indian saver is effectively losing money each year.

Foreign investors will notice, exit bonds, and the rupee may weaken further, making imports like oil more expensive, feeding back into inflation.

5 months ago | [YT] | 6