Hiren Ved Loves Bad News? That’s Where the Big Money Is Made | The BroadView with Nikunj Dalmia

In this episode of The BroadView with Hiren Ved – Co-founder, CIO at Alchemy Capital Management Pvt Ltd, we break down investments into Core bets, Alpha growth plays, Multi-baggers, and Contra/Ugly Duckling opportunities.

What this video covers:
00:00
1:00 – Introduction
02:10 – Investing Philosophy
03:40 – Is Bad News Already Priced In?
05:20 – FII Selling & Global Market Shift
06:30 – Impact of AI on Markets
08:10 – Building a Long-Term Portfolio – India 2030
09:30 – Core Portfolio Strategy
11:40 – High-Growth Picks
14:40 – Multibagger
17:10 – Contra Bets
20:05 – Expected Portfolio Returns
22:30 – Why Good Companies Don’t Always Give Returns
24:30 – Valuations vs Growth
27:30 – Market Structure
29:00 – Winners vs Losers in Market Disruption
31:30 – Biggest Investment Wins
33:30 – Missed Opportunities & Learnings
34:20 – Conviction Bets
38:30 – Finding Opportunities in Bad News
39:50 – Risk vs Return Philosophy
41:00 – Market Outlook & Cycles
42:00 – Career, Partnerships & Lessons
44:10 – Final Thoughts & Closing

If you’re a serious investor building wealth for the next 5 years, this is the framework you need.

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