Put up a quiet little site: Not a blog. Not a pitch. Just a glimpse into what I do, how I think, and what I’m open to. If you’re in the markets, or building around them - have a look. Felt right to share on Guru Poornima.

A recently listed IPO in the transmission & distribution space making 52 week highs in this kind of market constantly winning orders deserves a closer look….

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Titan - street rerating likely?. Q1 PAT up 53% YoY, margin expansion + strong watch growth.Festive tailwinds could fuel more upside?.

In my limited experience of 10 odd years in the markets, the moment you feel a LITTLE smart and that you’ve figured out the beast that it is, it’ll give you a rude awakening and a deep reality check! Be humble, be ‘dumb’!.

A Marwadi businessman I once knew always carried a pen and diary - jotting down follow-ups, meeting notes, and every tiny detail. He tracked everything and everyone he worked with. That habit didn’t just build a business, it built an empire.

Comes up with poor results on top of it… clearly not a great risk - riward bet amidst Tariff uncertainty… people forget the cyclical nature of the business in good times… #Pokarna.

RT @SandeepMall: Every wonderful life we see online has experienced lot of blood, sweat and tears. It’s just that they keep pain private. O….

Because in the long run - .How you played the game.May matter more than just winning it. Life is a game. We’re all going to die. Might as well play bold.

So maybe the real question is:.Can we learn to be strategic risk-takers?.To take asymmetric bets where downside is capped, but upside is open?.To stay in the game, but not get stuck in the game?.

And here’s the paradox:.We’re raised to become the safest version of ourselves. But deep down, we all sense that growth, wealth, and impact lie on the other side of risk. Even calculated risk.

This doesn’t mean risk-taking is for everyone. Or that it’s morally superior. But it is what our culture tends to notice. And reward. Safe players keep the world running. Risk takers reshape it.

Meanwhile, even the top 5% of professionals in their field - doctors, engineers, lawyers, MBAs - .Those who’ve aced every exam and checked every box…. Often look dwarfed in comparison. Not because they’re less skilled. But because their path feels… expected.

Think about the stories we celebrate:.– The guy who left a cushy job to build a startup.– The woman who dropped out to pursue art.– The investor who bet on a small company and held for a decade.– The trader who made a killing by going against the herd.

And yet….The people we end up admiring the most?.They’re rarely the safest players. They’re the risk takers. The ones who stepped out of the queue. Started something. Took a big bet. Often failed. Sometimes won big.

Culturally, many of us are wired to play it safe. Study well. Get good grades. Secure a job. Stick to the path. This isn’t random - it’s how our families, schools, and societies taught us to survive. Especially in post-colonial, middle-class India.

A niche Quartz business I used to admire is going through a management shuffle. Usually, that sparks curiosity… but this one feels like switching jockeys on a very stubborn horse. Still, wishing its investors the very best ahead.

In India, “clean management” means:.•no fraud in last 5 years.•talks well on CNBC.•gives out dividends. That’s it. That’s the bar.

Orbit Exports delivers a solid quarter after the next generation steps in. A niche textile player with expanded capacity, sharp execution-focused management, and favourable sectoral tailwinds. Could well be a quiet beneficiary in the making….

10/.Final thought:.The jungle is brutal, beautiful, and honest. So is the market. Both teach you to respect the cycles, stay humble, and never stop learning.

9/.Sometimes doing nothing is the wisest move. The jungle taught me that not every movement is necessary. As investors, cash is also a position.

8/.The jungle rewards awareness. The most alert survive. In investing, too - staying aware of your biases, risks, and temperament is half the game.