In a world where market noise often overshadows fundamentals, Vinay Paharia brings investing back to basics, growth, quality, and patience. In the latest episode of Dalal Street to Wall Street, he explains why portfolios built on companies with consistent earnings growth and strong return on equity tend to outperform over time. His message is simple yet powerful: investing in quality businesses pays off not just through higher returns, but through greater consistency. Watch the complete episode below.
Paharia also challenges common investing myths, especially around valuation and diversification. He argues that a company’s worth isn’t defined by its low P/E ratio but by its ability to generate and compound high returns on equity. Similarly, true diversification isn’t about owning dozens of stocks but combining uncorrelated assets that improve your odds of long-term success.
Finally, he emphasizes the behavioral side of wealth building, the discipline to stay invested, save regularly, and avoid treating markets like a game. With the rise of digital investing platforms and daily SIP options, disciplined investing has never been easier. For Indian investors, this shift marks a new era, one driven by access, awareness, and accountability.
Disclaimer: Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
