Samir Arora of Helios Capital | TSKS #12
The Sensei Kujaku Show # 12 Samir Arora, one of India's most well-known and successful fund managers sits down to discuss all things investing. Hear about some amazing anecdotes and lessons learned over Samir's investing career. 0:00 Introduction and Disclaimer 0:46 Gratitude 1:23 Simple But Not Easy 4:00 Reject Then Select 5:35 8 Factor Test 8:27 Good and Bad Actors 10:04 Beating No. 150 12:49 Valuing Companies 19:02 Export Revival 23:52 Paying Attention To Everything and Everyone 25:55 Seriously But Not Too Seriously 28:01 Short and Long Term Views 30:57 What Are The Neighbours Up To? 32:17 Variant Perception or Big Mistake 36:20 IPOs and Leaving Money On The Table 39:55 A Simple Question Siemens | Westlife Foodworld | McDonalds | HPCL | Zomato | Zoom | Exxon Mobil | MSCI | HDFC Bank | Delhivery | Indian Hotels | Samir Arora Latest Interview | IPO | Helios India Mutual Fund Full List of The Sensei Kujaku Show Episodes by Date of Publication: 1. Manish Gupta, Solidarity Investment Managers: • Lessons from the Master | Manish Gupta | T... 2. Nalin Moniz, Edelweiss Global Asset Management: • Hedge Funds, Special Situations and Shorti... 3. Anil Sarin, Centrum PMS: • Investing in Real Estate and Hospitals | A... 4. Abhinav Aggarwal, Fluid AI: • Artificial Intelligence Is Changing Busine... 5. Amit Chandra, Bain Capital: • Amit Chandra | Bain Capital | India Stack ... 6. Ameera Shah, Metropolis Healthcare: • Ameera Shah and The Pursuit of Excellence ... 7. Vinati Saraf Mutreja, Vinati Organics: • Vinati Saraf Mutreja of Vinati Organics | ... 8. Shikha Sharma, Axis Bank: • Connecting the Dots | Shikha Sharma | Fmr ... 9. Kushal Desai, Apar Industries: • Kushal Desai, CMD, Apar Industries | The S... 10. Dr. Sachin Patel, Gujarat Themis Biosyn and Themis Medicare: • Dr Sachin Patel, CEO, Themis Medicare and ... 11. Vikram Mehra, Saregama India: • The Music Business in India | Vikram Mehra... 12. Samir Arora, Helios Capital: • Samir Arora of Helios Capital | TSKS #12 13. Rampraveen Swaminathan, Mahindra Logistics: • Rampraveen Swaminathan, MD & CEO, Mahindra... 14. Subramanian Ramadorai, Tata Consultancy Services: • The TCS Story | S Ramadorai, Fmr MD & CEO,... 15. Manisha Girotra, Moelis & Co.: • Banker Extraordinaire | Manisha Girotra, C... 16. Dr. Nicola Persico, Kellogg School of Management: • Moral Hazard and Lessons From The Drug Tra... 17. Gauri Devidayal, Food Matters Group: • The Science of Hospitality | Gauri Deviday... 18. Dinshaw Irani, Helios Mutual Fund: • Who's Swimming Naked? Dinshaw Irani, Helio... 19. Sanjay Sethi, Chalet Hotels: • Thoughtful Leadership and the Evolution of... 20. David Reibstein, Wharton Business School: • Branding, 'Make In India' and More | Whart... 21. Harsh Mariwala, Marico: • Harsh Mariwala | Marico Limited | TSKS 21 22. Anshul Bhide, Replit: • Empowering the Next Billion Coders | Anshu... 23. Dr. Jairam Varadaraj, Elgi Equipments: • Building a Global Company in India | Dr Ja... 24. Devina Mehra, First Global: • The Most Important Lessons in Investing | ... 25. Aswath Damodaran, NYU: • Scams, Warren Buffett, Investing in India ... 26. Atik Shah, MProfit: • Raising Capital from Nithin & Nikhil Kamat... Disclaimer: Nothing in this video or any content posted on this channel is a recommendation to, or not to, buy, sell or hold any security. Please do your own due diligence and consult a financial advisor before dealing in any security.
