2017 February

Presentation made by Jatin Khemani, Founder & CEO, Stalwart Advisors at Bullet Proof Investing Seminar organised by Tamil Nadu Investors Association on 28th January 2017 at ITC Fortune, Chennai.
Notes on Presentation:
00:00    Introduction
00:38    Are large caps safe and easy to decipher?
07:35    How did Warren Buffet and other veterans start investing?
12:20    Why prefer smaller companies?
13:45    What goes into making of a 100-Bagger?
15:20    Case Study – Hero Honda – A 100-bagger for Ramdeo ji
16:25    Industries with High Potential
17:57    Case Study – Titan – A 100-bagger for Rakesh ji
19:58    Structural Theme: Unorganised to Organised
21:40    Sources of Information
23:00    How many companies in India do quarterly conference calls?
27:00    Scuttlebutt & Common