Nikhil Kamath, co-founder of India's Zerodha, built a billion-dollar company without a degree. Reading 'The Denial of Death' at 34 made him realize time is the most limited resource, shifting his focus from money to life's finite nature and influencing his views on success and priorities.
Zerodha co-founder Nikhil Kamath identifies significant investment opportunities in the energy transition, driven by global energy security concerns. He also views Indian IT companies as undervalued, suggesting foreign investors often misjudge market timing.
Nikhil Kamath suggests India's next major business opportunity lies not in AI or EVs, but in water measurement, management, and conservation. Rapid growth in water-intensive sectors like agriculture, nuclear energy, pharmaceuticals, and data centers is straining resources, creating a gap for innovative solutions.
