Top 1% Secret: Hiren Ved Reveals the HATED Sector for India’s Next Billionaires! скачать в хорошем качестве

Top 1% Secret: Hiren Ved Reveals the HATED Sector for India’s Next Billionaires!

In this fascinating episode of the India Opportunity Show, Shrishti sits down with Hiren Ved, Chief Investment Officer at Alchemy Capital Management and one of India’s most respected long term investors. With over three decades in the markets and experience working alongside legendary investor Rakesh Jhunjhunwala, Hiren shares timeless lessons on investing, market cycles, conviction, and the psychology required to succeed in public markets. Key Takeaways: The Reality of Success: High achievers often face a "valley of disappointment" where efforts don't yield immediate results. Staying the course during this period is what separates top performers from the rest. Systems Over Goals: While goals provide direction, systems are responsible for progress. Focus on the daily process rather than the end destination to ensure consistent growth. Identity-Based Habits: Long-term change occurs when you shift your focus from what you want to achieve to who you want to become. Every action is a vote for the person you wish to be. The Power of 1%: Small, incremental improvements compound over time. Improving by just 1% every day leads to significant transformations that are invisible in the short term. Environment Design: Your surroundings often dictate your behavior. By making good habits obvious and bad habits invisible within your environment, you reduce the reliance on willpower. TIMESTAMPS 0:00 — Intro & Highlights Reel 2:08 — Host Introduction & Guest Overview 4:42 — Hiren's Background & Family Legacy in Markets 13:47 — The 90s Market — How Information Was a Competitive Edge 18:02 — Lessons & Memories from Rakesh Jhunjhunwala 24:36 — 1978 Watershed Year — Reliance IPO & MNC Listings 30:10 — How to Analyze New Age IPOs 38:17 — Why Hiren Bought Zomato at ₹40–45 44:27 — Version 1.0 vs 2.0 Investing Framework 54:46 — When to Exit — Signals to Get Out of an Opportunity 1:06:23 — Public vs Private Markets — Liquidity Risk 1:19:24 — Finding the Next Generation Compounders 1:32:06 — Mistakes & What He'd Do Differently 1:37:39 — Sectors He's Bullish On Today 1:47:51 — Current Market Outlook 1:53:04 — Views on Crypto & Bitcoin 1:58:08 — Books That Shaped His Thinking From growing up in a family deeply involved in the stock market to building Alchemy Capital into one of India’s leading asset management firms, Hiren discusses how early exposure to annual reports, shareholder meetings, and legendary business leaders shaped his thinking. He also shares deep insights on long term investing, how to identify great businesses, why patience matters in wealth creation, and the difference between conviction and stubbornness in investing. This conversation explores market history, investing frameworks, disruption cycles, entrepreneurship, and how investors can identify the future leaders of sectors. Hiren also reflects on lessons learned from Rakesh Jhunjhunwala and why humility and adaptability are essential for long term success in the markets. Connect with us: 👉Apple Podcasts - https://podcasts.apple.com/us/podcast... 👉 Spotify Podcasts - https://open.spotify.com/show/3te7aVf... 👉 Newsletter - https://theindiaopportunity.com/ 👉 LinkedIn -   / shrishtii   👉 X - https://x.com/shrishtie 👉 Instagram -   / theindiaopportunity   Connect with Guest: Hiren Ved Chief Investment Officer Alchemy Capital Management Website: https://alchemycapital.com/