Value Research

By Value ResearchBusiness Education Investing

Value Research episodes

August 31, 2025 The invisible infrastructure
Why boring businesses often win big
5 min
August 29, 2025 Equity or Hybrid: Where to Invest for Long Term?
Unravel the answer to every investor’s dilemma: how to balance returns and peace of mind.
13 min
August 29, 2025 When rules don't apply
Sometimes, exceptional circumstances genuinely justify breaking investment rules. Or do they?
7 min
August 23, 2025 The short-term trap
Why retail investors mistake trading for investing and pay the price
5 min
August 22, 2025 The wisdom of missing opportunities
Why Buffett's biggest regrets should reassure, not alarm you
6 min
August 22, 2025 How to Avoid Over-Diversification
Got 20 funds in your portfolio? That's not smart diversification — that's clutter. learn how to cut the fat and boost returns in this podcast.
14 min
August 21, 2025Innovation vs Flexi Cap Funds with Vinay Sharma | Investing Insights from Nippon India MF
What makes an Innovation Fund different from a Flexi Cap Fund — and why does it carry higher risk? In this episode, we sit down with Vinay Sharma, Senior Fund Manager at Nippon India Mutual Fund, who manages over ₹18,500 crore across three equity schemes, including the five-star-rated Nippon India Banking & Financial Services Fund.
Vinay shares his investment philosophy built on probability, patience, and contrarian calls, and explains why labels like 'growth' and 'value' don't matter as much as spotting true value creation.
We cover:
How the Indian equity market is shaping up in 2025
The rebound in Nippon India Focused Fund after a tough 2024
How to define and identify innovation in Indian markets
Why Innovation Fund stocks differ from Flexi Cap portfolios
The role of risk tolerance, earnings visibility and technology-driven change
Why stock selection and sector focus matter in today's neutral market

If you're an investor exploring new strategies, curious about thematic funds, or trying to understand the difference between innovation-driven opportunities and diversified approaches, this episode offers practical insights straight from one of India's leading fund managers.
30 min
August 19, 2025 A sophisticated trap
How the investment industry complicates what should be investing's simplest concept
6 min
August 18, 2025Gold & Silver in One Fund: Inside Mirae Asset’s Gold Silver Passive FoF with Siddharth Srivastava
In this episode, we break down the newly launched Mirae Asset Gold Silver Passive Fund of Funds — a unique investment product that combines gold and silver exposure in a single portfolio. Joining us is Siddharth Srivastava, Head – ETF Products and Fund Manager at Mirae Asset Investment Managers, along with Dhirendra Kumar, to explain how this Fund of Funds works, the allocation strategy, and why now is the right time to bring these two metals together.
We explore:
How the fund dynamically allocates between gold and silver ETFs
The distinct roles of gold and silver in a portfolio
Historical return patterns and volatility of both metals
How this product can fit into a core or satellite allocation strategy
Who should consider investing — conservative or aggressive investors
Whether you’re looking for a safe-haven asset, a diversification tool, or a tactical commodities play, this conversation will help you understand the risk-reward of holding both gold and silver in one product.
14 min
August 15, 2025 7 Levels of Financial Freedom: Where Are You?
Before you chase FIRE, find out if your foundation is even solid.
16 min

About Value Research

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Value Research is an investment research company that has been empowering investors since 1991. For more from us, visit https://www.valueresearchonline.com/