Can you share his email ID?

PLI scheme for Railway ancillaries

Under the proposed scheme, the government plans to offer output-linked incentives to companies producing items such as wheels, brakes, transmission systems, and other parts that are typically imported.

Easily a 5/5 ‘Invest Like The Best’ podcast episode.

Decisions also depend on a few other things. Age, affordability of loss, even entire capital, the weight of such stocks in the portfolio, even in net worth, the ultimate end purpose of such stocks, the ability to not think of past mistakes w.r.t. price and focusing on current things in hand and making the process better, and to add a couple of psychological aspects – knowing one’s self, practicing a bit of equanimity etc.

Some decisions are cognitive based, sometimes there could be some hurdles in reaching the correct decision. Reasons which are not cognitive are emotional, these are not hurdles, but are strong enough to make people question themselves in the future, happened even to the greats. Buffett bought more shares of Berkshire Hathaway because he was angry.

Most of this is personal. If we look back and are satisfied with our performance, I think it is fine.

The article speaks about Health care hospital sector. How in India with 1400 million people we have low penetration in health insurance and a lot of health insurance companies aggressively selling health insurance coverage.

While it is unethical to levy heavy charges for hospitalisation, sooner or later rates need to be standardized.
In spite of the fact that there is a move to standardise hospitalisation charges and the issue has been taken up with Supreme court, there is hardly any fall in stock price.

Health care is something basic necessity in life and there would be perennial demand for medical care. As economy grows , standard of living improves, people will seek health insurance cover and would utilise services from hospitals when they fall ill.
It also talks about IT, it says IT adopts to transformation and large IT companies will be able to adopt to changes very fast…