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3 Seats Left ! ~ Sat Feb 17 2018 Mumbai Funda Eq Workshop

3 Seats Left ! ~ Sat Feb 17 2018 Mumbai Funda Eq Workshop

Reserve yours now =>  http://www.jsalphaa.com/register.php

Fundamental MasterClass in Mumbai Stock Selection ~ Value Vs Price – 2018 ~ Markets Major & Mature ~ Sensex 36000 ~ Taking Stock

Saturday, February 17, 2018

At the previous Funda workshops in June & August 2017  we thread-bared Bombay Dyeing at Rs 70 to assess Value Vs Price in the price range of Rs 70 to Rs 85 & participants got excited to lap it up….in months it raced away to Rs 300 & now stands at Rs 250…of course Markets have been kind too…we had covered over 50 companies across sectors like Yuken,Rama Steel & Grauer on Valuation through Assets & Earnings & Situational Studies like M & A, Delisting & Turnarounds & the outcomes have been quite enjoyed by most participants as the feedback shows……. for what’s Academics & Theory without Action & Application

As Usual there’s already a good mix of participants from retail to HNWI & from FPIs, broking houses,PSUs  & MNC Banks….coming even from overseas & outstation for this Mumbai Workshop

Do try & make it….will be fun interacting fun-da-mentally with all of you on Re-positioning & Reinvestment Risks & on Corporate Governance & Controversies as we play the Corporate Tambola and exercise other Mind Gums on the Magic of Compounding & the holding of Convictions of Fundamental Selections through even steep market corrections especially if fully invested !

When I had announced this workshop just a fortnight ago the Sensex was at a record 36000+ and featured in the Workshop Title…In days since then following a global correction and arguably an uninspiring Union Budget that re-introduced Long Terms Capital Gains Tax the Sensex fell sharply below 34000 with many non large caps taking a hit of even 30 % with Vakrangee decimating over 50% from over Rs 500 to under Rs 200 on Corporate Governance issues

Even Warren Buffett’s Berkshire Hathaway’s Equity Portfolio has taken a US $ 11.2 billion hit ~ of course he’s not bothered ~ should you be when closer home we continue to be suckers in Company Price Run Ups where Quality is clearly suspect & where our PSU Banks continue to reel under the weight of NPAs with SBI announcing a huge Q 3 Loss,the first in many quarters, because of this ? ~ Capitalisation & Consolidation process is on  ~ are PSU Banks potential wealth creators going forward?

What Now ! ?

See You Sat

Cheers !

Sat Feb 17 2018~Mumbai Funda Equity Workshop~Taking Stock at Sensex 36000

Hey ! Here’s the Announcement that’s been eagerly awaited for the next Mumbai Fundamental Equity Workshop after Full Houses in June & August 2017

Just Click on it to register

Fundamental MasterClass in Mumbai
Stock Selection ~ Value Vs Price – 2018 ~ Markets Major & Mature ~ Sensex 36000 ~ Taking Stock

Saturday, February 17, 2018

As usual it’s on a Full Saturday .This time on February 17,2018 at my Fort HO in Mumbai.The Investment,inclusive of GST etc, is Rs 18000 or Rs 16200 each for 3 or more registrations from a group

As Limited Seats,do sign up quick for debating & discussing wealth creation & destruction through direct Equity in Indian Listed Companies

We are at all time Highs on the Sensitive Indices with the Sensex at 36000+ & Nifty at 11000+

At my last August 2017 Workshop the Sensex & Nifty were at 32300 & 10000 levels.They’re up 10%+ since then in six months but the magic has been in Specific Scrips which have recorded life changing surges if you were only invested in them !

For illustration when guiding on Valuation with regards to Non Linear Earnings Potential  in the June & August Workshop I had the participants engage in a Valuation exercise for half an hour on Bombay Dyeing at Rs 70 to Rs 82 levels & draw conclusions with some convictions.It raced away to Rs 300 & it’s now at Rs 250 levels ~ yet over 200% inside six months…of course Markets have been kind too in this period

In the August Workshop we played out a 20% CAGR scenario over 5 years to explain the Magic of Compounding.We used Yuken at Rs 1877 as an illustration taking into account it’s financials,past,present & future potential.If at 5 years in 2022 it would reach Rs 4670 it would give this 20% CAGR.It’s up 150% absolute touching Rs 4700 today inside 6 months ! …Life Changing Wealth Creation in Equity is simply the Magic of Compounding in a right Selection based on the Valuation leg of the Equity Table

What Now? What Next?

Bank of America thinks Sensex will slide & close at 32000 end 2018 ….Of course in 2015 they had forecast it would be 54000 ! yes ! 54000 by end 2018 ! & Ambit thinks we are in the last stage of the Rally ~ but they’ve been remarkably bearish all of 2017 & am sure their clients must have missed the 2017 gravy train in Equities ~ While Many think we are in a huge Bull Rally for Years to come & one even has called 35000 as the new Sensex Bottom ~ Should we care about what they think ?

Or should we simply care about how to grow serious wealth through direct equity in Indian Markets & protect it while growing it ? That’s what this Workshop is about read more

Cheers to 2018 & all of you !~More Champagne Moments for sure

champagne-glasses-original-370x229.jpg

Cheers to 2018 & all of you !~More Champagne Moments for sure this year

🙂 Yes,I do yet remember my password for my Blog & I promise I shall be more prolific in blogging than I was in 2017

Really Happy for so many who benefited handsomely from the convincing Fundamental Valuation exercises in the various Value Vs Price workshops & struck Champagne Multi-bagger Moments in 2017 with tactical high weightages in  Bombay Dyeing,HOV,India Bulls Ventures,Venkys,Grauer & Weil,Yuken & quite a few more…for what’s Academics without Action or Theory without Application

Deeply Touched & Humbled by the appreciation showered for this through bouquets & sweets etc & for warm sentiments like ” Ur our Santa sir,as long as you’re with us no need for Santa !”

We all do need a Santa though

😀  2018 ? Sensex 40000 ? Nifty 12500 ?

Que Sera Sera

Cheers again !

Coffee with CEO Meet with IES MBA Students

IES MBA Meeting 1 IES MBA Meeting 2

Hosted MBA Finance Students from the IES Management Institute,Mumbai in their ‘Coffee with CEO ‘ Initiative & courtesy Purv Shah,a younger & equally if not more passionate trainer in Capital Markets

It also happened to be Children’s Day yesterday….always keep the child within alive

It was a pre lunch session for an hour or two…covered… Insider Trading & Integrity…Chasing Passion & not Paisa…seeking good mentorship & being with fun people,to learn from the best like a sportsperson…to evolve

…Oh ! & of course how to spot pedigree companies & people …mentioned a few of them to highlight Controversies & Corporate Misgovernance &  when to give a second chance too!…to read & read & read & then again read some more

…spoke of Richard Branson & his book ‘Screw It ,Just Do it’ that changed my opinion of him to one of respect…how both of us have one thing in common in that he has cheated death several times on his adventure trips while I have too but not out of choice in health issues,Sahara sandstorm,BSE Bomb Blast & a car accident

….to trust to grow,to see the best in people,to B+ which also is my blood group which they knew having read me up before coming across….to be decisive & responsible…be curious to expand knowledge…be vibrant…attract people to you,who love being around you….share,not be arrogant,let the E-go

Reiterated Theory without Application & Academics without Action is pointless….Eugene Fama & his Efficient Market Hypothesis & whether India & Insider Trading are truly Inseparable despite SEBI’s strengthening regulations

At the start itself posed a question to them ” What did you notice is or is not there in my office?”…a few answers came forth like “No Noise” or “Less Staff” or “Open Glass Cabins”…Yeah all of these but what I was seeking was ” No TV with Stock & News Channels blaring away” & it did come from one eager young gentleman who was promptly rewarded with a gift

Enjoyed interacting with them & I hope these fine young ladies & gentlemen took away at least one good thing from the meet

 

 

Happy Diwali & a Prosperous Samvat 2074

Diwali 2017 & New Year Greetings
Diwali 2017 & New Year Greetings

JSAAPL Diwali 2017 Greetings

🙂 May ‘Achhe Din’ continue for Stock Markets  with our Sensex & Nifty &  Individual Fundamental Selections reaching for record highs & also arrive soon too for all of our 1.3 billion Population for India to be truly Valued as a Prosperous &  Happy & Developed Nation genuinely united in diversity

Wealth Creation for all

Do you want a Fundamental Equity Workshop in your City?

Hey,have been getting a few requests from other Cities than Mumbai to hold a Fundamental One Day Equity  Stock Selection Value vs Price Workshop in their City…Delhi,Bangalore, Ahmedabad ,Chennai to name a few

Am planning out the Calendar for the second Half of 2017/18 till March 31,2018 & Would be great if I am able to commit one month for 4 or 5 Saturdays to plan an All Zones All India Saturday Workshop Tour  

Would appreciate if you could respond on this Post or my email at [email protected] or whatsapp or sms to me on +919820162597  if you wish for me to arrange one Saturday Equity Workshop in your City

A Simple Response stating your  Name,City & Mobile No will suffice

Fees for a One Day Workshop at a good Venue & depending on the city would normally be between Rs 9000 & 11800 inclusive of 18% GST  & can be paid online & offline too once Workshop is set up and announced

Alternatively any Group or Entity (involved in Broking,Equity Investing & Education etc) wishes me to conduct a one or two day workshop in their City can also get in touch with me & we can work out the modalities 

Cheers

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