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Smallcaps Crashed 30% – Is This the BEST OPPORTUNITY for 2026? Ft. Pawan Bharaddia | FWS 95
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In this episode, we sit down with Pawan Bharaddia, Co-Founder & CIO of Equitree Capital who has spent 27 years in the markets, built multiple 40x+ winners, and stayed almost entirely invested in small-cap businesses through cycles, crashes, and long periods of boredom.
He shares why 2025 was brutal for small caps, why a deep correction has already played out, and why valuations today are closer to long-term averages even as business growth quietly returns. We also break down how his concentrated portfolio has delivered 34%+ CAGR over five years, despite charging performance fees only after investor capital doubles.
Most importantly, he explains his private-equity-style approach to listed markets: owning just 12-15 businesses, holding them for 6-7 years, avoiding hype, and backing promoters with decades-long track records. From India’s manufacturing and export opportunity to defense, infra, and consumption, this conversation reframes what long-term wealth creation in equities really looks like.
Equitree Capital: https://equitreecapital.com/contact
Pawan Bharaddia: https://www.linkedin.com/in/pawan-bharaddia?originalSubdomain=in
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Sharan Hegde is a personal finance creator & founder of the 1% Club, simplifying money, markets, and mindset for India’s next generation of wealth builders.
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Timeline:
00:00 – Precap
01:05 – Outlook for Small Caps in 2026
03:09 – Pawan’s Fund Returns vs the Top 500 Stocks
05:17 – How He Delivers Such High Returns
09:30 – Why He Prefers Concentrated Bets Over Diversification
13:29 – Pawan’s Framework for Finding Multibaggers
17:13 – Sectors That Can Create the Next Multibaggers
19:55 – India’s Edge in Manufacturing & Infrastructure
22:20 – Other Sectors Powering India’s Next Growth Phase
25:37 – How He Pulled Off 52% Returns
27:09 – Why Small Caps Have the Highest Return Potential
31:29 – How One Extra Year of Patience Gave Him 40x Returns
34:35 – Should You Go All-In on Small Caps Like Pawan?
36:33 – A Look at His Current Sectoral Allocation
38:00 – The One Investing Rule You Should Never Break
43:00 – Closing Thoughts
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What is Cryptocurrency Trading & How to Start Crypto Trading in Pakistan
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Assalam O Alikum!
In this Video I Am Gonna Tell You That What is Cryptocurrency & how to start crypto trading in Pakistan. This is Beginners Guide to Learn How Crypto Currency Works, What is Bitcoin and How to invest in Cryptocurrency. There are many other questions like how much we should invest in cryptocurrency, is cryptocurrency halal or haram. So, watch the tutorial till end to learn basic guide about cryptocurrency. Thanks
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Video
Bajaj Finance Personal Loan 2026 | Bajaj Finserv Personal Loan Kise Le | Bajaj Finance Loan Kise le
Bajaj Finance Link 👇👇
https://cutt.ly/DtdlavUh
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Bajaj Finance Personal Loan 2026 | Bajaj Finserv Personal Loan Kise Le |Bajaj Finance Loan Kise le
Bajaj Finance Personal Loan 2026 – In this video, you will get complete and updated information about Bajaj Finserv Personal Loan. We explain who can apply, eligibility criteria, interest rates, documents required, loan amount, tenure, EMI calculation, and the online application process.
This video is made only for educational and informational purposes. We do not promote or guarantee loan approval. Loan approval, interest rate, and eligibility depend on Bajaj Finance policies, your credit score, income, and documents.
Before applying, always check the official Bajaj Finserv website or consult customer support for the latest updates.
👉 Topics Covered:
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This video is for educational and informational purposes only. We are not Bajaj Finance or affiliated with Bajaj Finserv in any way. Loan approval, interest rates, fees, and terms are subject to change and depend on the lender’s policies and the applicant’s profile. Viewers are advised to verify all details from the official Bajaj Finserv website or authorized representatives before applying for any loan. We do not provide any guarantee of loan approval
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Bit Coin Scam Part 1 | Sylendra Babu I.P.S Speech | Suvar Otti
#Bitcoin #Sylendrababu #Sylendrababuspeech #cryptocurrency
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The Psychology Of Wealth
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Musk financial crisis worse than you think
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Don’t miss out! Live Candle Psychology with Golden Phantom Zone in MBP Concepts! #livetrading
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Real Money Cash #millionaire #dollar #cash
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Mathematician Fred Krueger: My Crypto Price Prediction For 2026 Is INSANE Now
🔥 Watch The FULL Interview: “Explosive Crypto Price Prediction for 2026…”
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Mathematician Fred Krueger: My Crypto Price Prediction For 2026 Is INSANE Now
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Video
Testing Claude in Excel: Building a Three-Statement Financial Model
Artificial intelligence is beginning to change how financial models are built, tested, and maintained in Excel. Join Tim Vipons, CEO of CFI, as he walks through and explores whether an AI tool can replicate a fully integrated three-statement financial model using the same structure, logic, and standards taught in CFI courses.
The test is straightforward but demanding. A completed three-statement model has its entire forecast section removed, including all formulas. Only historical data and assumptions remain. That blank forecast is then uploaded into Excel using Claude by Anthropic to see whether it can rebuild a dynamic, fully linked income statement, balance sheet, and cash flow statement from scratch.
The demonstration follows the full modeling process step by step, starting with importing historical financials, identifying forecast periods, and building formulas across all three statements. Supporting schedules for working capital, PPE, and capital structure are constructed along the way, just as a financial analyst would approach the task.
As formulas are added, the model is reviewed in real time for structure, logic, and accuracy. The balance sheet is stress-tested, assumptions are traced through to outputs, and results are compared side by side with the original CFI course model. The final output is evaluated on correctness, linkage, and adherence to CFI modeling conventions.
For analysts and finance teams, this raises important questions about how AI may support model building, quality control, and productivity in Excel. Understanding what these tools can and cannot do today is increasingly relevant for anyone working with financial models.
Relevant for:
Finance professionals, analysts, and students interested in financial modeling, Excel-based forecasting, and the practical impact of AI on finance workflows.
Subscribe for more practical insights on financial modeling, Excel, and the future of finance skills.
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