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Why Earnings Are the Real Alpha | Gaurav Didwania | MMML #4 |

By Sanket Shinde·Updated on 24 November 2025
Outperforming in Market Crashes | Quant, Risk & 10x Strategy | Mr. Rishabh Nahar

Beyond the Hype: Why Earnings Are the Real Alpha | Gaurav Didwania

Everyone loves a good story in the markets, until reality shows up with a spreadsheet. In this talk, Gaurav Didwania breaks down the uncomfortable truth: long-term stock performance is driven by earnings, not emotions.
No hype. No drama. Just data, logic, and how compounding profits ultimately separate winners from noise.

If you’re serious about investing, or you just want to stop getting fooled by “Twitter market gurus”—this one will hit home.

What You’ll Learn

1. Why earnings growth drives real stock returns
2. Why market narratives mislead more often than they guide
3. How compounding works quietly but relentlessly
4. What long-term investors actually focus on
5. How to evaluate businesses without getting swayed by sentiment

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