From Semiconductors to Stocks | Adi Shyamsundar's story

The OMC Real Estate Podcast · Mar 4, 2026

In this episode of the OMC Podcast, Vaibhav Puranik sits down with Adarsh “Adi” Shyamsundar — former semiconductor leader at Intel & Micron, now fiduciary advisor and founder of Polaris Capital Management. They discuss: • Why diversification is the “only free lunch” in investing • The risks of over-concentration in company stock or only real estate • How Warren Buffett’s letters shaped Adi’s investing philosophy • HSAs, 401(k)s, and backdoor Roth strategies many high earners overlook • What engineers understand about long-term market cycles Two professionals. Two different paths — stocks and…