Missed Winners, The Discipline & The Cost | The Ramneek Kundra Show| Sahil Kapoor | DSP Mutual Fund

Most market conversations try to predict what comes next.
Netra never did.

This discussion explores why good thinking still fails under pressure, why insight alone isn’t enough, and what really helps investors stay disciplined across cycles.

No forecasts. No shortcuts.

Just the thinking behind Netra and why it may be moving beyond reading.

------------------------------------------------------------------------------------------------------------

Chapters

00:00:00 – Introduction
00:01:02 – Writing Without Clickbait
00:02:46 – Discipline Outside Investing
00:04:21 – Being a Natural Contrarian
00:05:24 – Why Netra Exists
00:07:49 – The Power of Valuations
00:09:59 – Writing What Makes Sense
00:11:24 – Margin of Safety First
00:12:58 – Knowing Your Limits
00:14:52 – The Healthcare Bet
00:18:01 – Auto Cycle Comeback
00:22:08 – Thinking Beyond Stocks
00:22:52 – The Gold Call Explained
00:27:31 – When to Trim Profits
00:29:38 – Can Content Change Investors?
00:31:13 – Why Multi-Asset Matters
00:33:59 – Simple Asset Allocation Rule
00:36:38 – Surviving Market Crashes
00:39:26 – Lessons From 2020
00:41:14 – Calls That Went Wrong
00:44:30 – Missing Big Winners
00:45:49 – What Still Needs Learning
00:46:00 – Final Thoughts

Disclaimer: This video is for information purposes only. In this video, DSP Asset Managers Private Limited (“the AMC”) has used information that is publicly available, including information developed in-house. Investors are advised to consult their own legal, tax and financial advisors to determine possible tax, legal and other financial implication or consequence of subscribing to the units of the schemes of the DSP Mutual Fund. While utmost care has been exercised while preparing this video, neither the AMC nor any person connected warrants the completeness or accuracy of the information and disclaims all liabilities, losses and damages arising out of the use of this information. The recipient(s), before acting on any information herein, should make his/her/their own assessment and seek appropriate professional advice. Large caps are defined as top 100 stocks on market capitalization, mid caps as 101–250, small caps as 251 and above. The statements contained herein may include statements of future expectations and other forward-looking statements that are based on prevailing market conditions / various other factors and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. The sector(s)/stock(s)/issuer(s) mentioned in this video do not constitute any recommendation and the same and the schemes may or may not have any future position in these sector(s)/stock(s)/issuer(s). Past performance may or may not sustain in future and should not be used as a basis for comparison with other investments.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.