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

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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

 

 

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

Marathon Saturday Funda Equity Mumbai Workshop

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Bulls on & around the Table !…Yup! don’t miss the NYSE Dow & BSE Sensex Bulls on the Table !

Wow! What an engaging Marathon Saturday it was in Mumbai at the Fundamental Equity Value Vs Price Workshop….began at 9.30 am & if the participants had insisted would have also arranged dinner !…am told the raw film is 9 & a half hours !

They rocked!…A great Mix…very intelligent & interactive from novices to veterans of the market….from leading FPIs & Broking Houses & Small & Big Industry to retail investors & even the midcap content contributor to a leading stock portal that’s also a part of a leading stock channel group who presented a case study of his latest idea…they came from Gokak & Dubai & Hyderabad & Cochin & Pune & from across Mumbai…a young yoga guru who we thought had gone into a trance but was actually meditating a stock idea !…and of course our fourth consecutive workshop attendee who we presented with a special memento for this ongoing record !

The sentiments they expressed & which poured in as below post the workshop can easily go to my head !…fortunately God’s blessed me with more heart !  🙂

“Powerful seminar. Valuable talk. Thank you”
“Truly enjoyed… and seeked everything for which I have came… and God bless me to apply  it gainfully 😊”
“Leo’s are known to be great hosts, you are one 👍🏼🙏🏼. All the arrangements were perfect. Please convey our regards to the entire team.”
 “Thank you sir for your knowledge sharing in a very structured manner with us!”
“Sir completely blown by away by amount of knowledge you have .. You really have changed the way at I used to look at market …Thank you for all the ideas n great experience that you have given which I will carry forward …Looking forward to your next workshop n any other venture”
 “Thanks for the great session”
 “Sir, it was a wonderful session, lot of learnings. God bless 🙏🙌😇”

We covered Exercises in Practical Compounding & how to approach Markets seeking at least 20% CAGR in Equity over the coming few years & when to adopt Tactical Strategies & when to leverage through Options using JP Associates as an illustration

The 20 questions(The Workshop Theme was after all 20-20 & 2020 🙂 ) Corporate Tambola began with a quick prize winner…she won ‘Jaldi 3’ with just the first three questions !…but then ‘Full House’ went down to the wire…Sample some of the questions posed  & participants got them to win Chocolates ! Can you?:

“The MD is N Bhuvaneswari,the wife of the current CM of Andhra Pradesh,Mr Chandrababu Naidu & the daughter of late Mr NT Rama Rao the founder of the Telugu Desam Political Party.The Market Cap is under Rs 3000 crs & has been wooed for acquisition by leading MNCs.Name the Company”

“A noble flower in the Swiss Alps getting nobler on BSE & NSE & a classic song from the classic Julie Andrews starrer ‘Sound of Music’”

“Henkel re-entering India through this Company?”   

💡 A thought provoking question posed by a participant ” With falling Interest rates can we shift allocation from Fixed Deposits to Index Investing ?….Nifty 50 has recorded a CAGR of just over 11% from inception 1995 till date while the Sensex has scored a 16% CAGR from base in 1978 but just as much as Nifty in shorter periods…if precedence has to be considered they offer potential of better Returns going forward than FD with arguably not much compromise in risk & that too tax free as of now…that’s another cushion…Worth a thought for at least when pitching against 5 to 10 year FDs & Bonds read more

3 Seats left!Sat 5/8 Mum Stock Select Prog

Invest this Saturday August 5,2017 with me in the Mumbai Full Day Fundamental Equity Stock Selection Workshop.Only 3 Spots remaining.

Reserve your seat here => http://www.jsalphaa.com/register.php

You don’t need any prior knowledge of Finance or Investing ~ just a zest to grow significant wealth through direct equity fundamental stock selection.The Training Workshop will build your conviction for this  

We’ve got a great mix of participants as usual from Small Investors to high Networth from MNC Banks & FPIs & leading Corporate Houses from Dubai,Karnataka,Kerala,Pune & of course Mumbai.A Guinness Book of Records probably is being set by one who is attending a fourth consecutive workshop ! 🙂

This time the Theme is Short term 20-20 & Longer term 2020 Stock Selection-Value Vs Price & assessing Global & Domestic Risks that can be challenging & Mistakes that Investors typically make like Improper Framing,Herd Mentality,Anchoring,Overstating Risks & therefore missing opportunities  & last but not the least Selling off too early  

We start with a fun & illuminating Scrip Quiz Tambola & later in the day you create your own Equity Portfolio from the ideas discussed based on your risk profile that you shall assess.

Prizes on offer

Reserve your seat right away here before Registrations close => http://www.jsalphaa.com/register.php

Sensex & Nifty roaring at records highs of 32000+ & 10000+ respectively ! What next!? ~ Can the Nifty be 30000 in five years ! ~ What would the Sensex be then ?

Then should it be Passive Index Investing or Active Fundamental Direct Stock Selection for better Wealth Creation?

Another opportunity for us to interact after two roaring Stocks of the Year recos Shemaroo & Astec in Outlook Business 2015 & 2016 respectively & three successful Workshops in Bengaluru & Mumbai in 2016 & 2017 where over 50 scrips were assessed on Value vs Price on Assets,Earnings & Market Cap including runaway hits IB Ventures & IB Real Estate, Spicejet,Tata Investments & Bombay Burmah.Covering several newer ideas on Saturday as training case studies that include takeovers, demergers & nonlinear earnings potential situations .

We should cover Warren Buffett & Peter Lynch approaches too on Portfolio Selection as well as Insider Trading & other Corporate Governance Issues that plague our Stock Markets & Banking & Financial Institutions & Listed Companies read more