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My BEST & Worst Investments in 2021 | 240% returns on this asset | Akshat Shrivastava - YouTube
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hi everyone welcome to today's video so
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on today's video i am going to do four
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specific things first i will explain
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what contrarian investing is
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second i will speak about how using
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contrarian investing principles i was
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able to make a lot of returns this year
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and i will share my top three profit
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making assets
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third i will share also share my three
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most loss making assets for 2021 fourth
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and finally we will discuss some of the
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key points in case you don't like theory
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and fundamental understanding please do
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away with the first part just watch part
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234 before i jump into the specifics of
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the video very quick shout out to our
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sponsors for today which is ditto it is
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good to be contrarian when you are
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making financial investments contrarian
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means that if the world is going right
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you are going left it is good to be
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contrarian when making financial
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investments it can lead to a lot of
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results when it comes to health related
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outcomes you should not be contrarian
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cover to buy and other specifics around
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it so let's get the video started and
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first and foremost let me help you
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understand the concept of contrarian
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investing so in simple words contrarian
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investing means that if everyone is
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going right you are going left if
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everyone is selling their stocks in the
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market right now you are buying stocks
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if everyone is selling individual stocks
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like hdfc bank stocks you are going
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bullish on those stocks you are going
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and aggregating those stocks
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this is madness why are you going
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against the crowd what is the primary
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benefit of it so let me help you
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illustrate this point by giving you
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relevant examples for example in 2020
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when covet crisis hit there was panic
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everyone was selling their stocks i was
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buying it and a lot of investors who
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have seen these type of crashes before
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were also aggregating stocks so warren
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buffett has given this philosophy that
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when everyone is greedy you should be
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fearful when everyone is fearful you
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should be greedy so that in simple words
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encapsulates the key message of
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contrarian investing now let me show you
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three specific examples so that this
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point gets clarified
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so let's first and foremost talk about
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contrarian investors for example right
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now i feel that kathy wood is a
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contrarian investor
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entire world is saying that you know
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what we will have inflation that even i
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am saying that we will have inflation
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for a substantial period of time but
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kathy would is of the viewpoint that we
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will have deflation we will not have
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inflation in the economy because the
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productivity of things will improve as a
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result inflation will come down and
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therefore she is betting a lot on tech
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related companies and productivity
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improvement processes and systems so
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that is a contrarian thought process of
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an investor and kathy what type of
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investors are contrarian investors
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second key thing people tend to believe
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from time to time on contrarian macros
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so contrarian macro simply means for
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example when everyone is fearful you are
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being greedy when everyone is greedy you
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are being fearful now how to identify if
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people are being fearful or greedy now
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of course you can read the news here is
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a great market mode indicator you can go
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and check it and you will always keep
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seeing these needles right so if it is
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on the extreme fear fear that is a time
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for me to buy i end up following this
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meter quite extensively and it has given
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me great results from that perspective
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now macros can also mean that you are
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being bullish or bearish bullish means
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that you are very positive about a
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certain sector and bearish means that
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you are not positive you feel that you
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know what this sector is going to die so
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from that perspective you can be
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extremely contrarian right now i am very
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contrarian on amc's right for example
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everyone is saying that you know what
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hdfc amc going down lot of competition
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is coming in everyone is starting amc
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businesses so amc businesses are going
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to get killed no i do not believe in
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that story i am being very very bullish
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on the amc business i have aggregated a
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ton of stocks on amc already now
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similarly macros can also be thought
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about from a country viewpoint for
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example right now everyone is bullish on
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the india story right now if you're a
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contrarian investor maybe you are
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bullish about some other economy not on
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india so you might take contrarian
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trades there now third way to understand
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contrarian investing is looking at
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contrary and trades so let me talk about
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the example of jp power so when i made
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the video everyone was after my life
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that akshat you have recommended a penny
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stock you have recommended a stock where
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everyone is going to get bankrupt this
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that so i was being a contrarian on this
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particular trade now we are sitting on a
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30 profit in just a matter of couple of
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months now important point to note down
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here in terms of contrarian investing is
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that you don't need to be contrarian
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here also here also here also right and
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everything that you do need not be
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contrarian there are certain contrarian
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things that you could do for example you
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can take contrarian macros contrarian
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trades you can be in general a
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contrarian investor now you would say
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why are you like preaching so much about
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contrarianism is there any specific
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benefit if you can talk a little bit
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about that so this is the final concept
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that i will explain you so what is the
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benefit in terms of contrarianism
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the benefit is that you get to buy low
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buy low and sell high right how does it
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exactly play out a great example in 2021
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december would be a couple of assets for
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example bitcoin right bitcoin was
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trading at 68 000 us dollars now it is
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roughly at 50k us dollar so it has
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dropped a lot everyone is being bearish
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bearish means that they think that
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bitcoin is going to go to dust it will
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become zero right so everyone is being
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bearish so if you take a contrarian view
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on bitcoin the chances are that you will
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get to buy it at 50k and then sell it
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when everyone becomes bullish about it
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right same goes for nft right if this is
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a macro that you don't believe in go and
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start yelling nft on a street and you
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will start getting a lot of galia on it
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right so bottom line is that people are
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super super negative about nfts everyone
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thinks that hey this is a ponzi scheme
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this that again please not a buying
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recommendation please do your own due
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diligence but the point i'm trying to
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make is that everyone is bearish bearish
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on nfts if you become bullish on nfts
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right now and if the nft market shines
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then hey you know insane amount of
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profits to be made so in simple words
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the advantage of being a contrarian is
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that you get to buy really really
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inexpensive stuff and if you are correct
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you are going to make insane profit on
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those assets in simple words that is
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what contrarian investing is so let me
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show you three specific contrarian
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traits that i took in 2021 and made
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handsome profits on it i'm already
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sitting on profits on some of these so
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let me start with number three which is
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oil india limited now you can see from
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the screenshot so i made approximately
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101 profit within a matter of few months
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so i purchased these stocks towards the
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end of 2020 and the reason was fairly
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simple that you know entire world was
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saying that you know what world is going
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to go to dust entire supply shock has
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happened entire demand shock has
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happened nothing will move oil companies
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will fall this that and psus you know
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what they will never come back up again
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forever they are gone no so i purchased
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and i made handsome returns on it i
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regret a little bit that i could not
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invest a lot of money on it i just did
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my first ranch after that it started
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moving i spread out my bits across
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different oil companies but i'm happy
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that within a year i was able to make
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more than 100 profit on this
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this is my first contrarian trade second
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is bitcoin i have made roughly 140 this
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year now when you buy bitcoin on
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different trading exchanges it is not
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like zeruda you don't get a very clear
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trade book so you can't monitor the
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profit very clearly but by analyzing my
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bank statements i can tell you very
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generally that i made 140 percent for
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this year bitcoins that i've purchased
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how can you verify whether i'm telling
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the truth or not go and watch my older
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videos i have started talking about
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cryptocurrencies right from march itself
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and i've told very categorically how
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much bitcoin ethereum i'm buying in what
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allocation and i started showing live
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investments also somewhere in june right
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approximately here so bitcoin was
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trading roughly 30k right right now it
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has moved up to roughly 50k 50 000 us
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dollars so there has been a massive up
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run of bitcoin also despite it falling
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from its peak of 68k on an average i
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have made a lot of money because i have
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invested more of my money here and
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during this period in time right when
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bitcoin was around like 23 24k also on
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an average i checked my accounts my
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profit on bitcoin this year has been
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roughly 140 percent now how does
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contrarianism comes into the play now
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please again go back and watch some of
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my videos and you will see akshaya
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bitcoin dark currencies lord maldemored
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uses it this that now you can gauge the
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sentiments of people that they are very
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very negative now people are waiting for
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the government to bring up regulations
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okay if government gives positive
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regulation now do you think that we are
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genius people and only we will make
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profits no the moment there is positive
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news about bitcoin it will run like
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anything and we will not be able to make
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transactions on our crypto platforms
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right you will have a hard time buying
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it once everything is positive about it
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so i'm taking contrary positions it's
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not as if that i've put in all my money
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in bitcoin and you know cryptocurrency
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is nothing like it i'm very well
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diversified this is the same thought
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process and rationale that i would ask
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you to think about think about it this
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way right for example if you put 100
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rupees in bitcoin what is the maximum
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that you will lose you will lose 100
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rupees right if everything goes really
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bad what is the maximum that you will
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win on bitcoin it's almost infinite
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right bitcoin can easily go to 10x right
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so what is the risk reward equation here
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the risk reward equation according to me
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is still very favorable so i'm still
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investing in bitcoin from that
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particular perspective people assume
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that it's a volatile currency this
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happened that happened okay despite like
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a major fall we are still sitting on a
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40 profit here you can only win so big
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if you are taking contrary positions if
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you start buying bitcoin when all the
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regulations are sorted out you're not
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going to make a lot of money in it there
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will already be exponential return that
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will happen right so that is a simple
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point again very quick disclaimer this
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is not an investment advice please act
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as per your understanding i'm just
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sharing whatever i'm doing i am okay
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investing 10 to 20 of my entire
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portfolio in cryptos and i am designing
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a portfolio accordingly i am not
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comparing my bitcoin investment with hul
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investment now my biggest success story
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for this year has been my investment on
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ethereum i have been super bullish on
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ethereum i have said it multiple times
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that majority of my crypto investment is
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going to ethereum 60 of it and i have
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been super bullish on ethereum for the
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entire year and literally every single
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week i have been buying some ethereum
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how much total have i purchased i will
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not disclose that because that is
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besides their point again you can go and
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check out my older videos i have said it
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at least hundred times that i am buying
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ethereum now what is the total gain that
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i have made so i have approximately made
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240 returns on my ethereum investments
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this year because i purchased a lot of
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ethereum during the january february
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march phase except for this crash this
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is where i purchased another bulk buy of
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ethereum i have mostly done an sip based
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investing in ethereum so this is my best
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asset best asset where i am heavily
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invested otherwise if i talk about small
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small assets like mana token or xrp or
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hex or bunch of coins and projects that
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i have purchased in the ico they have
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given me much higher returns in
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percentage amount but my quantum of
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investment is not that high so three
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major assets all based on contrary and
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buying when people were fearful i bought
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it and i'm still buying these heavily
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because i feel that this crash is good i
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am doing it again not an investment
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advice please do your own due diligence
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now you might ask akshat should we also
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enter into it should we not enter into
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all these three assets that you have
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purchased i have sold my oil india
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limited position but i am still a big
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investor in bitcoin ethereum both and i
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will continue to purchase again not an
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investment advice please do your due
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diligence okay so now let's speak about
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the contrarian plays that have not
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worked in my favor so here first asset
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that i will speak about is sale steel
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authority of india limited here is my
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portfolio on it i am at a 20 loss right
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now on sale have i sold it the answer is
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no now why did i buy it because again i
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was trying to do a contrarian play i
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genuinely felt and in fact i still feel
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that steel sector is going to show an
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uptrend why because the global supply
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and demand is still coming back it's not
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as if that we have maxed out demand and
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supply game or mismatch that had
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happened in the past and second key
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point is that commodity cycles last
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longer
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gold is a bad commodity according to me
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so i'm bearish about gold but i'm very
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bullish on steel because steel will be
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used for infrastructure development and
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the only way productivity in the world
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will improve if majority of our expenses
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go to capital investment so capital
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investments will require steel purchases
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now in case this is complicated don't
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worry about it all i'm trying to say in
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simple words is that steel will go up
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because the demand and supply will both
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rise and demand will rise faster than
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the supply because a lot of things need
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to be built after this covet pandemic so
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i am still holding it in fact i am going
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to purchase more of it so second key
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loss making asset this year has been
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amara raja batteries i am bullish about
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ev space now i have taken a pause on eb
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space simply because of the fact that i
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don't know in which direction
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ev space is growing and how fast it is
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growing it is growing i know that for
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sure but right now i'm not able to
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identify winners in this space i
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purchased amra raja battery from that
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perspective i don't have a huge stake in
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amra raja battery because i always tend
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to take little little positions first
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and then upward or downward average it
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so from that perspective i am bullish
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about the entire ev space my stand is
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still very clear am i buying more of
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amra raja battery right now no am i
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buying more of tata motors right now no
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am i buying more of maruti right now no
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why because i don't know if these will
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be clear winners going forward so that
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is a clarity that i am still trying to
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figure out because even tesla has
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undergone a lot of dramatic shifts over
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the last few months which i felt was one
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of the prominent leaders in the ev space
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so this space is changing really really
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fast so i need to track it i will
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definitely take some positions in it but
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i'll wait for the time being now my most
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loss-making investment this year has
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been ujj 1 small finance bank
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unfortunately so i'm sitting on a loss
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of roughly 42 you can see it from my
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screen now am i worried about it no for
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two reasons one i took a contrarian
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investment viewpoint on it entire bank
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sector has not come up therefore g1 has
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also not come up it had internal issues
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a couple of months back due to which the
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stock price tanked unfortunately but
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having said this i had already hedged my
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position for example i have spoken about
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and made several videos on ecuador small
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finance bank so whatever small finance
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investing i had to do i had done it
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across both of these two banks i am at a
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loss on ujjivan but i am at a massive
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profit on equitas so that position still
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makes me very much positive from that
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perspective so from that position i am
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still very much positive so what is the
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key summary and what you can do for 2022
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by understanding this journey of mine
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first contrarian bets help that is what
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i have realized so i will continue to
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take more contrarian bets
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number two you should be early in the
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game this is what i'm trying to do i am
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early in the nft game and i feel that it
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will give me good returns from that
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particular perspective again not an
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investment advice please do your due
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diligence only get into this space if
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you believe in it please don't go by
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what i'm doing right i believe that
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something like nft web 3.0 the
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businesses that i'm trying to develop
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now or invest in now they are focused
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towards web 3.0 because this is where i
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feel the world is moving third and
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finally again going back to one of the
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biggest investors whom i learned a lot
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of things from mr ray dalio he says that
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diversification helps a lot he himself
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stays diversified and i follow that
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principle to the core i am always
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diversified for example the loss making
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positions that i have shown you they
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were very little they were sensibly
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taken would even small finance ecuador
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small finance was a hedge against each
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other luckily it worked out for me so i
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did not end up making a lot of loss
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there because i followed the principle
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of diversification just because you have
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learnt some new concept from me don't go
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and sell your house and invest all that
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money on that one single asset please
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don't do that please stay diversified
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that is the key agenda and key principle
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so i hope you enjoyed the video let me
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know what other videos you would want me
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to make i'll be super happy to do it if
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you need clarity on any asset any stock
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comment below i will be happy to shoot
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that video for you thank you so much and
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i will see you the next time
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you
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