Sameer Shah @sameervq
Co-Founder and Fund Manager at ValueQuest Investment Advisors valuequest.in Mumbai Joined December 2009-
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#BREAKING | India-UK FTA to come into force on July 15. @Rish_Bhat
Who wants to be a trillionaire!!! The feeling of still being a micro cap in a world where every cycle is getting quicker and larger is hard to describe.
Micron and SK Hynix joining the $1T club tells you everything about this cycle. AI is supercharging giants at a pace markets have rarely seen before. Semiconductors have become the new oil, and memory is suddenly the crown jewel.
This is what compounding tailwinds look like. The magnitude of scale change is phenomenal.
Our latest deep dive into a sector benefiting from powerful structural tailwinds and poised to continue creating compelling investment opportunities over the coming years.
Demand is not just growing. It is deepening in intensity. The enduring winners will be positioned where the economics are moving, not where they have been. Read the India Solar Manufacturing Sector Deep Dive here: valuequest.in/india-solar-ma… SEBI Reg: tinyurl.com/vqsebireg
India’s Solar Mega-Trend | Ravi Dharamshi & Pushkar Jauhari on NDTV Profit youtu.be/URiS-d-Btr0?si… via @YouTube
My current mental model basis what I am seeing around me and at InfoEdge in all our verticals - Naukri, 99acres, Jeevansathi and Shiksha. 1) AI is fundamentally deflationary for businesses. 2) When the cost of intelligence drops toward zero, the cost of doing many things drops with it. 3) Everyone becomes more productive but no one stays differentiated for long. 4) The natural outcome? Price compression. Margin pressure, Commoditization. 5) We’ve seen this with the internet, cloud, SaaS. AI is doing it to cognition itself. But this is only half the story. 6) AI is deflationary for existing markets and expansionary for new ones The big mistake 7) Using AI just to do the same things cheaper. That’s a race to the bottom. 8) The real question is, What becomes possible now that was previously impossible? Three ways I see AI creating real advantage 1) Solving problems that were too expensive to solve or not solvable earlier 2) Serving customers who couldn’t be served before 3) Delivering experiences and quality that wasn’t possible to deliver before In other words Don’t just lower costs. Expand the market. Because when capabilities commoditise , value shifts to, – Distribution and Customer Relationships – Brand – Trust – Proprietary data – Ecosystems The winners in the AI era won’t be the most companies which are the most efficient. They’ll be companies with the best imagination
Ravi Dharamshi in conversation with Sonia Shenoy. "Worst is Over" for the Indian markets. If you’re looking for a signal in the noise, this is it. Watch the full interview: youtu.be/_LgKzD9yaNY
Conversations that matter, perspectives that shift, and opportunities that excite. A day of learning is a day well spent.
Kicking off ValueQuest Investor Day - Vantage 2026. Looking forward to engaging with our investors as we share perspetives on our funds platform and large emerging themes. Stay tuned for highlights from the sessions. @ravidharamshi77 @sameervq #Vantage2026 #PEInvestorDay
What precision from Bumrah. Never falters. God of yorkers. Genius.
Wow
This rally. No words. India’s new badminton sensation Lakshya Sen is in the #AllEngland2026 finals.
ValueQuest Tristar Fund has completed a ₹175 crore primary investment in Hi-Q Electronics Pvt. Ltd. This is the Fund's third investment, following Rangsons Aerospace and Waaree Energy Storage Solutions and aligns closely with Tristar's mandate of backing India's emerging industrial champions. The investment was covered by @vccircle you can read the article here: valuequest.in/wp-content/upl… @ravidharamshi77 @sameervq @AniketDharamshi
Energy Transition: The Consequences of Variable Renewable Energy As renewables scale, the real constraint is shifting from generation capacity to grid resilience. What does this mean for infrastructure, storage and India’s power system? Read our latest Deep Dive report - valuequest.in/dd-feb2026/ @ravidharamshi77 @sameervq @AniketDharamshi #EnergyTransition #RenewableEnergy
Especially in times like these, the market feels the absence of a voice like his. youtu.be/oLLJPzevwps?si…
ValueQuest Tristar Fund crosses INR 1,500 crore target, activates INR 500 crore greenshoe on strong investor demand. linkedin.com/posts/valueque…
Tulip mania of our times
The greatest example of natural selection in the wild is people who lost thousands of dollars buying jpegs on the internet
Mammoth spends… massive power demand. Huge tailwind for power ancillaries and equipment players.
660 billion dollars of Capex this year on AI data centers. To put a number like that in perspective this is more than what we spent on the U.S. interstate highway system (630 billion), more than what we spent on the Apollo Moon Program (257 billion), more than what we spent on
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You are never too important to be kind to people. And to inspire others to pursue their dream.
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