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A Lion’s eye on the Bulls and Bears

“In India, companies may fall sick, but promoters rarely do!”

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Wealth of Mind and Monies Must Move in Tandem

We Advise Fundamentally On Direct Indian Equity

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Valuation!Valuation!Valuation!~Lovely Interactive Equity Workshop

It was quite an interactive Saturday at the Full House Fundamental Equity Value Vs Price Mumbai MasterClass on Compounding & Capital Protection We began in earnest at 9.30 am right through to 8 pm~ so much debated from current unnerving market meltdowns & what should be mindsets & strategies in such times that suddenly overcast us in September ~ of Courage & Conviction & Cash ~ what if one is fully Invested ? should one average? should one exit ? why in panic one tends to always sell off the winners to realise whatever profit in hand & let’ losers drag? ….lot’s of questions that were addressed with a confidence culled from such experiences in the past thirty years They came from all around ~ rookies to veterans ~ small to High Net Worth ~ from Broking Houses,J P Morgan,Accenture,Abu Dhabi Commercial Bank,Cap Gemini,Reliance,Moneycontrol etc We covered Time Value,Volatility,Valuation & Asset Allocation with Illustrations of

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Fundamental Equity Mumbai MasterClass ~ Sat Sept 29 2018

Hey! here’s a Fundamental Equity Mumbai MasterClass you should attend on Saturday,September 29,2018 Register here => http://www.jsalphaa.com/register.php It’s a back to back month Workshop as many could not be accommodated in the August 2018 Workshop.This is a MasterClass that focuses on Compounding & Capital Protection & involves diving deeper into data & interpretation & deliberations   Fundamental Equity MasterClass in Mumbai Stock Selection ~ Value Vs Price Indian Equity ~ Compounding & Capital Protection ~ The Magic & Miracle in this Market Matrix Saturday, September 29, 2018 There’s a lot that we shall cover on the day foremost of which is : We’ll take a Listed Company ,which you can suggest too when you register, & : ~ We’ll check out the Promoter & Management Pedigree & their skin in the company & assess any Corporate Governance Issues ~ We’ll discuss & debate the Business Model ~ Dynamics of Demand & Supply,Scale of Opportunity,Resources,Pricing Power & Competition

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Just 3 Seats left! Sat Aug 4 2018 Mumbai Fundamental Equity Workshop

Just 3 Seats left for the Saturday, August 4, 2018 Mumbai Fundamental Equity Workshop Sign up now    There’s a good mix of participants from seasoned market veterans to even novices & from independent investors to those from institutions All coming to assess Value Vs Price & differentiate a Goldmine from an Explosive Mine in this jungle of Indian Equity & employ Compounding convincingly to create Wealth through Equity  In the February 17,2018 Workshop just five months ago one of the Exercises was on Time Value of Money & the case study on HEG was put up to explain the practical aspect & the magic & miracle of Compounding .It had already become a huge multi-bagger in a year rising from Rs 150 levels in January 2017.Objective was to assess if HEG at even Rs 2695 on February 16,2018 could be considered if one sought 20% CAGR for three years in an Equity Investment…It involved Valuation

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Sat Aug 4 2018~Mumbai Funda Equity Workshop~Spotting Gold Mines & Side Stepping Explosive Ones

Fundamental Equity Workshop in Mumbai Stock Selection ~ Value Vs Price Indian Equity ~ Goldmine to a Few & Explosive Mine to Many ~ Training Minds to be Minesweepers to differentiate Saturday, August 4, 2018 Wealth of Mind & Monies must move in tandem.Click above or here to attend my next Mumbai workshop on  Saturday August 4,2018.It’s yet again at my Fort HO,above Starbucks & Croma & a hop step & jump from the BSE ‘Q’ attend karey?  ‘Q’uality’~how to focus on it~ Discipline of never Deviating~never? what about that potential multi-bagger turnaround or sapling that carries high risks ? Equity is all about Growing Wealth while Protecting it ~ taking & managing risk The above Registration link also displays the Workshop Template outlining what shall be covered & why you should invest one Saturday with me We’ve had real Fun at all the Equity Workshops in the last three years with some lovely entertaining interaction with & between

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Kwality destroyed 90 % from Rs 160 to Rs 21 in a year !~Blame the Brokers for going broke?

You were looking for 100% gains in a year…Poof ! now you see your Principal evaporating near 100%  Kwality Limited’s Share Price has evaporated nearly 90 % from Rs 160 to Rs 21 in a year ! Blame the Brokers for going broke?   Where was the Quality in the first place !…it was clearly basking in the sunshine of the surge in the share price of other Dairy Companies like Heritage & Parag Milk I recollect how aghast I was when Kwality Ltd was recommended strongly by not one but several well known broking houses in 2016 & 2017 when it was being quoted in the Rs 110 to 140 range.Targets given by them were extremely tempting to succumb to ! ~ one gave Rs 263 ! ~ another projected Rs 200 ! I have often  mentioned this Company at my Fundamental Equity Value Vs Price Training Workshops when illustrating severe Corporate Governance Issues A

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Endurance & Varroc IPOs ~ An Enduring Success Tale of Twins

Really happy for them ! ~ Anurang & Tarang Jain ~ Twins from our Sydenham College Mumbai Class of 83 & with who I’ve enjoyed long bridge sessions that often stretched into early morning while we were college mates Related to the Bajaj Family, both were inspired & guided after post graduation to set up Auto Components Plants in Aurangabad to begin with  ~ Tarang set up Varroc Engineering in 1988 while Anurang founded the Endurance Technologies Group with it’s roots being an Aluminium Casting Plant in 1985.Their Footprint has spread globally with Endurance establishing Operations through Subsidiaries in Italy & Germany & three step down subsidiaries in Italy while Varroc has 36 plants in seven countries that include servicing North America too Yesterday Varroc’s IPO,full offer for Sale of 20221730 Equity Shares of FV Rs 1, opened for subscription in the Rs 965-Rs 967 Band that implies at top end an IPO Size of

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