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Equity Portfolio Structuring & Stock Analysis Works

Marathon Saturday Funda Equity Mumbai Workshop






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 !¬† ūüôā

“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 ūüôā ) 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 ‚ÄėSound of Music‚Äô”

“Henkel re-entering India through this Company?” ¬†¬†

ūüí° 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

See you’ll at my Exclusive 2 Day Equity Workshop at BSE Training this Friday and Saturday

Hey !¬†looking forward¬†to seeing you at¬† my two days exclusive workshop this Friday and Saturday,November 26,27¬†at the BSE Training Institute to discuss Sensex and Stocks and lots more…Which,Why,When and Where headed….to borrow Heinz CEO William Johnson’s line ” Fish where there are Fish!”…come for the workshop


If you not yet registered ,you can do so online at 

 or call Vispi Rusi Bhathena on 9820194122 or  Roy Aranha on  9819555416 or the landlines 61363155 or 22728303 or 66545695    at BSE Training Institute at BSE Check out my earlier detailed blog on this workshop at A synopsis of the Workshop Programme Objective:

§        Awareness of the Global Economic Crisis
§        Comprehend Market Dynamics of Equity Markets and Mutual Funds that influence Investments
§        Interpret Financial and Non Financial Data to analyze and value stocks
§        Get a basic yet firm understanding of the concept of Time Value of Money and it’s Application in Valuation of Equity and the various traditional and contemporary techniques applied in the Valuation Process
§        Understand Asset Allocation & Optimal Investing
§        Briefly examine Value and Growth Investment Styles through Warren Buffett and Peter Lynch
§        Investor Psyche and Pitfalls
§        Compute Returns and Risk
§        Risk Profiling…Objectives & Constraints
§        Portfolio Construction, Review and Rebalancing
§        Create a Strategic or Tactical or Integrated Portfolio on basis of Investor Risk Profile
§        Qualities required in a Professional Advisor
§        Building Client Relationships….Translating Theory into Application and Academics into Action
§        Portfolio, Pedigree, Psyche and Perspective

Key Highlights of the Programme:

Programme consists of Five Fundamental Modules

Module 1: Overview of the Economy
India on the Move… Global Financial Crisis….Reading the Union Budget…. Eleventh Five Year Plan…. Oil…… Interest, Inflation and Exchange Rate……Savings, Investment &                                 Consumption…..Infrastructure Boost…. Politics of Economy

Module 2: Market Dynamics
Sensex Valuation…. FII Impact…. Liquidity, Sentiment, Momentum, Value…. Decoupling Theory…. Corporate Earnings…. Global Cues…. Liberalization, Privatization and Globalization…Leveraging the India Story…..Derivative Play…India Vision 2025

Module 3: Valuation
Time Value of Money… Interpretation of Financial Statements for Stock Analysis… Relative Valuation… Absolute Valuation… Contemporary Valuation… Price V/s Value read more

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