First Principles Investing

We can't time the market...

But we can time our next Master the Market cycle workshop: firstprinciplesinvesting.in/events/mastering-the-m…

March 29th 2026 | 11:00 am

FIRST 30 EARLYBIRDS CAN GET 30% OFF BY USING COUPON CODE 'EARLYBIRD'

firstprinciplesinvesting.in/events/mastering-the-m…

3 months ago | [YT] | 3

First Principles Investing

This Sunday (15 March 2026), W're hosting a deep-dive session on EVERYTHING ABOUT THE NUCLEAR POWER INVESTMENT THEME ACROSS THE WORLD & INDIA.

Register: rzp.io/rzp/Nuclearsector

WE COVER:

→ How nuclear power actually works
→ The uranium fuel cycle explained simply
→ Why SMRs are attracting global attention
→ The companies across the WORLD & INDIA's nuclear supply chain
→ The risks and uncertainties investors should understand

No hype. No stock tips (Company Deep-dives✅)

Just a clear framework for understanding the nuclear sector, so you can form your own view.

Registration link: rzp.io/rzp/Nuclearsector

3 months ago (edited) | [YT] | 2

First Principles Investing

Good Evening Folks,

We’re hosting an open session on the Micro-Finance Sector tonight at 8:00 PM.

You're invited ;)

Join here at 8:00 pm tonight (Sunday 22nd Feb 2026):
📍 meet.google.com/uvn-kadz-myt

Or dial in: 📞 +1 740-573-5383 (PIN: 446 115 811#)

4 months ago | [YT] | 3

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.⏬

4 months 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.

11 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…

1 year 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…

1 year 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-…

1 year 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