In Part 2 of the Face2Face Conversation with Sunday Investing, they share some really down-to-earth insights on how everyday investors should think about IPOs, valuations, and the emotions that often come with investing.
It starts with a simple but important question—should you jump into an IPO like NSDL that’s priced high when a similar company like CDSL is already listed at a better value? The message is clear: don’t get swayed by the buzz. Look at what the business does, how it compares to others, and whether the price actually makes sense.
There’s also a shift in thinking that’s becoming more common—focusing on cash flows instead of just revenue. Sunday Investing points out that companies with healthy, consistent cash flows tend to be more reliable in the long run.
When it comes to promoter holding, context matters. A low stake might raise eyebrows, but it’s not always a deal-breaker. What’s more important is the quality of the business and how it’s being run.
And then there’s valuation—something investors love to debate. Sunday Investing reminds us that it’s not always about crunching numbers. Market perception, timing, and how people *feel* about a company often move the needle more than formulas do.
The biggest takeaway? Keep your emotions in check. FOMO, hype, and following the crowd can really throw you off track. Investing is as much about mindset as it is about metrics.
In the end, it’s a grounded and refreshing conversation. If you’ve ever felt overwhelmed by IPO talk or valuation jargon, this episode is a good reminder to keep things simple—focus on the business, understand what you’re paying for, and don’t lose your cool in the noise.
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Your Speaker
Sunday Investing

Your Host
Vivek Bajaj