Siddhartha Bhaiya, Contrarian Investment Guru, Passes Away

• Siddhartha Bhaiya, MD of Aequitas Investments and a renowned contrarian investor, has passed away.
• He famously advised caution on Indian equities, recommending cash, bonds, or gold when market optimism was high, a call later proven accurate.
• Known for deep research, patience, and identifying undervalued stocks like Apar Industries and Power Mech, and a bullish stance on China over India.
• His PMS achieved a 32.87% CAGR since Feb 2013, with a notable 30-35x return on Jindal Stainless.
• Remembered for his calm, clear thinking, generosity, and unique ability to stand alone in his market views.

Why It Matters: Siddhartha Bhaiya, a true contrarian, leaves a legacy of insightful, independent investment wisdom.