2020 & 20-20 ~ Mumbai Equity Workshop Sat Aug 5 2017

Historic Saturday,July 1,2017~Indian Govt launches the much awaited huge Indirect Tax Reform ~ GST ~ Goods & Services Tax ~ 🙂  Here’s my GST Launch & Announcement too ~ Gaurav’s Saturday Training

2020 & 20-20 ~ The Long & Short of it ~Announcing a Full Day Mumbai Fundamental Equity Workshop on Saturday, August 5, 2017  ~ Register here => http://www.jsalphaa.com/register.php

On the back of a  fantastic Mumbai Workshop on Saturday,June 17,2017 here’s another opportunity to invest the first Saturday in August 2017 with me ! ~ especially for those who could not make it or could not be accommodated as Registrations had closed within a week of opening ~ expecting a few repeat participants too ~ what better endorsement could there be ! ~🙂 While you can call it an Encore ,this time in this Stock Selection ~Value Vs Price Workshop have kept another exciting Theme to spot & assess both Long & Short Term Opportunities in Equity :

2020 & 20-20 ~ The Long & Short of it

As Limited Seats would advice to Book Your Seat right away here => http://www.jsalphaa.com/register.php

Plan to cover over 25 Fundamental Opportunities in Specific Sectors & Companies  to assess Value vs Price both in the Short Term & the Longer Term ~ thus ideal for both Traders & Investors

Here’s some fresh feedback from participants of the very recent June 17,2017 Mumbai Fundamental Workshop on Stock Selection : Value Vs Price~ Wealth Destroyers : Potential Multibaggers where we conducted Macro & Micro Earnings & Asset Basis Valuation exercises & more & even played an animated Corporate Tambola !  ~ Some participants came in from Dubai,Malaysia,Delhi,Cochin & Ichikaranji too ~ & what a lovely & lively Mix from retail investors to HNWI market veterans & professionals from FPIs,Fund & Broking Houses & Institutions ~ spread in age from early 20’s to the 60’s

“Again Sir you Rocked & it was my fortune to attend your wonderful workshop that too three times in a row ~ it is your simplicity, down to earth nature & great FUNDA knowledge ( how to value a stock so precisely ) made me motivated to attend your w’shop again and again & i hope in future also, I will be able to attend your w’shop ~ Every w’shop is so unique”

 

“indeed a great learning & educational experience….totally luv your analysis of stocks….looking forward to the next one”

“Always fortunate to attend…get motivated by your knowledge & the attitude  you carry with…thanks for sharing your knowledge & helping people like me to grow better”

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Great Interaction at the Saturday Equity Workshop

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Great Interaction at the Saturday Fundamental Equity Value vs Price Mumbai Workshop…we began at 9.30 am & concluded just before 8 pm,breaking just for Lunch ~ Lovely Ginger Tea was served & welcomed heartily thrice & tetrapak drinks once during the day during the interaction & presentation itself !

As expected the November 8,2016  Demonetisation Announcement & it’s immediate implementation  & it’s continuing  Impact on Equity Markets was debated for awhile on whether stated Objectives will be met or are they really any ulterior motives

Also briefly brought up was the ugly & messy ongoing tussle in the Tata Group to oust Cyrus Mistry as Chairman & also as Director from the Tata Companies he’s on Board & how will all of this impact Tata Companies Share Prices

We did cover quite a lot with the enthusiasm  peaking while covering the Assets,Earnings & Market Relative & Absolute Valuation Basis to assess many Listed Companies,from Core to Penny Stocks to some in the news…. all at latest Friday December 2,2016 Prices

The Feedback has been very warm as were the participants as they had great fun in interacting with each other too ,especially when playing the Trust & Investment Games…..I’m sure they will vie with each other to buy out TCS at US $ 60 billion or more EV if Ratan Tata does really decide to influence the Board to plan to sell !  🙂

Participant views on the Sensex Trend in the short term  were interesting….a few had no view,a few expect sideways movement while one really enthusiastic & unmarried participant from out of town (he came again inside a few months for his second workshop with me) thinks it will crash to 13000 while a married participant was optimistic in stating it will regain 29000  in early 2017….we discussed this threadbare & whether Index Trend really mattered in Stock Selection….we also covered Passive Index Investing vs Active Investing

Yeah ! You Guys were real cool & am glad you’ll  all left with some meaningful Insights than when you walked into the Workshop  &  have strengthened your confidence & conviction to apply them in Practice for serious Wealth Creation through Direct Equity

While all of you walked out with a Kit,Memento, & literally a Tin of ‘Sweet’ Memories,I was particularly impressed,when asked by me to decide, with your immediate & unanimous vote for the ones who walked away with the rewards for the best interaction

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Demonetisation:GDP & Real Estate & Sensex affected~For how long?Attend the Workshop

Would Love to have you at the Fundamental Workshop in Mumbai on Saturday,December 3,2016

Stock Selection ~ Value vs Price ~ Positioning for 2017 & Beyond

🙂 It could turn out to be the best Investment in 2016 that you made for 2017 & Beyond !

Demonetisation : GDP & Real Estate & Sensex affected ~ For how long ?

What is more compelling right now ? ~ Opportunity in Equity or the Significance of Disciplined & Astute Asset Allocation ~ Would depend on how Aggressive or how Scared you are ! ~ or as wryly stated how Wise or Foolish you are ! ~ In the context of Investment,Trading & Speculating do you react or pro-act rationally or irrationally,impulsively or with reasoning ? Do you Sweat ,not because of Global Warming or Warm Weather,but because you’re in losses ? Discover your Risk Profile & be True to it

For answers to this & much more do take the opportunity to attend the Mumbai Fundamental Equity Full Day Workshop on Saturday,December 3,2016 .Click below to register online

Stock Selection ~ Value vs Price ~ Positioning for 2017 & Beyond

Q 3 FY 17 GDP is expected to drop below 6%  & Full Year FY 17 GDP will drop sub 7%.Sensex is already correcting sharply after Demonetisation was announced to Shock & Awe on November 8,2016.

Sensex opened 2016 at 26100 levels & dropped to 22500 levels early in the year before  smartly racing up over 30% to 29000 levels.On November 8,2016 it closed at 27591 just before Demonetisation Drive was declared  & launched at midnight.In just eight trading sessions Sensex corrected to wipe of net gains of over 6.5% in 2016 .In the Ninth session today,November 22,106 it recovered to regain 26000

=> Is Demonetisation just MAFA ,that’s Mistaking Action For Achievement & it is just Remonetisation ?

=> Will Sensex test its 2016 low of 22495 again in the short term or the current post Demonetisation announcement correction has already discounted the impact significantly & it will stabilise & turnaround from here to cross 30000 next year ?

=> Real Estate Stocks have slumped over 25% already .Will they slump a lot more when Physical Real Estate actually corrects by an expected 25%?

=> How do you Position for Wealth Creation through Equity in this Flux of Demonetisation & Donald Trump’s Truimph in the US Presidential Race & an Inevitable Fed Rate Hike coming up  that is affecting all the four legs of the Equity Table~ Liquidity,Sentiment,Momentum & Valuation?

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GST for Wealth Creation~Gauravs Stock Training~Bangalore Saturday September 10 2016

🙂  GST for Wealth Creation~Gaurav’s Stock Training~Bangalore Saturday September 10 2016 ~ Just be There

Hey how’s that for a corny lift off  GST : Goods & Services Tax !

Well one’s for Wealth Creation of our Nation ~ will add to our GDP ~ & the other is for Wealth Creation for yourself through Direct Equity Fundamental Training at Bangalore on September 10,2016 at The Chancery

Will be covering many selections & how in FOUR STEPS to assess Value and pitch it against the Share Price in many scenarios like Strategic Stakes & Holding Companies,Asset/Segment/Division/Subsidiary Spinoffs,Scale Potential,Acquisitions,Sector turnarounds,Niche Plays etc…will show you how to source & interpret relevant,reliable & timely data

We shall also debate with case studies whether “India & Insider Trading are Inseparable”

There are Awards & Rewards for those who interact best and even provide solutions to what I shall ask in game play & case studies especially during the Investor Psychology & Mistakes Session

Registrations are pouring in & this is Just to remind you it’s early bird discount all inclusive Rs 7000 price till August 15,2016 only after which it increases to Rs 7700

So just click online below now to register & pay & book your seat

Fundamental Equity Training Workshop Bangalore :Stock Selection~Value Vs Price~Saturday, September 10, 2016

You can make specific requests too .Here are a few already from those registered :

 

Aditya Birla Fashion and Retail and Centum Electronics. Discussion required on growth companies which have good future prospects

 

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    When to sell, Managing over-diversification for salaried (SIP) investors

     

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    I AM A SMALL RETAIL INVESTOR HAVING SMALL KNOWLEDGE IN STOCK MARKET. SIR I HOPE THIS WORKSHOP WILL HELP ME IN FINDING STOCKS LIKE ASTEC LIFESCIENCE

     

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    Deliberating Gold & Silver vs Equity & their current weightage in Asset Allocation

     

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    Stock Selection-Value vs Price~Bangalore Fundamental Equity Workshop on Sat Sept 10

    🙂 Hey! would love to interact with  you at my full day Bangalore Fundamental Equity Workshop at ‘The Chancery’ on Saturday,September 10,2016

    Stock Selection – Value Vs Price

    Just opened Online Registration & Payment~Limited Seats~Early Birds can register & pay Rs 7000 all inclusive for it then goes up to Rs 7700 later

    On clicking the above link to register & pay online you will also get Full Workshop Details on Content Coverage & how you can Benefit with Fundamental Training Pointers for Serious Wealth Creation through Direct Equity with astute Stock Selections

    Whether you are just a Beginner or even a Veteran in Equities,you don’t need to prepare before hand for attending the workshop….but I do reward those who interact well with me and come out with some awesome solutions in situations that we discuss,especially on Investor Mistakes

    While registering you can also request for specific coverage at the workshop of any listed company or relevant issue that impacts markets and valuation…I shall of course be covering Investor Gurus,Investing Approaches,Investing Themes & Investing Mistakes & a lot more

    🙂 Would be awesome if you could be there…so do invest in one day with me in Bangalore~Saturday ,September 10,2016

    Cheers!

    Fundamental-Equity-Workshop-Bangalore-10Sept16-JSAA

     

    Stanley Druckenmiller warns of an Endgame in Equities ~ He’s into Gold

    Stanley Druckenmiller

    Stanley Druckenmiller warns of an Endgame in Equities ~ He’s into Gold 

    He makes out quite a compelling case for an endgame in Equities with this address earlier this month at the celebrated Annual Sohn Investor Conference of Hedge Fund Managers

    http://www.zerohedge.com/news/2016-05-07/stan-druckenmiller-endgame-his-full-apocalyptic-presentation

    He’s a self made Billionaire famous largely for the US $ One Billion Gains made in quick time in 1992 when he was with George Soros & they shorted the Pound

    His own Fund Duquesne gave reportedly average returns of 30% from 1986 to 2010 when he converted it into a Family Office as he feared he could not continue giving good returns

    He’s greatly nervous about the financial leveraging that continues in US & China &  has been critical of the US Fed & it’s Governors for over a decade now

    The Fed has borrowed more from future consumption than ever before…..While policymakers have no end game, markets do.”

    He supports his nervousness with compelling statistics

    • The  US Total  Credit Market Debt  as a % of GDP is 350%
    • The Net Debt vs Operating Cash Flow shows a current 5 year divergence like never before post World War II
    • The above Indicating that Corporate Debt was not used productively for R & D & Capex but rather for BuyBacks & M & A

    He is nervous about China & Japan both

    Worth Noting his Views