Investor Meetup

[Video] Thematic Research on Pollution & Actionable Investment Ideas

Posted by | Industries, Investor Meetup, Scuttlebutt, Stocks | No Comments

Presentation made by Jatin Khemani, Founder of Stalwart Advisors, during a conference organized by ‘Strictly Invest’ a group of around 150 passionate investors on 13th January 2018 in Mumbai’s Orchid Hotel.
Presentation (Video):
Notes to Video:
00:00 Introduction
01:00 Sneak peek in 2030
04:20 Pollution – A silent killer
05:40 Environmental Kuznets Curve
07:40 Sources of Air Pollution
09:20 New Emission Norms for India’s Thermal Power
11:00 Size of the Opportunity
12:45 List of companies to benefit
13:30 Top bet – GE Power India
15:20 Risk & Concerns
17:30 Other Proxies – Respirators & Masks
19:15 Other Proxies – Air Purifiers
20:15 Other Proxies – Pharma & Healthcare
20:40 Plants at Rescue
26:00 Disclaimers
Presentation (Slides):

FREE Access to research report on GE Power India & Scuttlebutt Note

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[Video] Individual Investor’s Real Edge – TIA 28th Jan 2017

Posted by | Investing Framework, Investing wisdom, Investment Gurus, Investor Meetup | No Comments

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

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[Video] Surat Investors Meetup

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Team Stalwart travelled to Surat, Gujarat and organised a meet up on 26-27th November 2016 at Ginger Hotel, addressing 100+ investors in five different batches explaining some of the key frameworks, investment philosophy followed by us and addressing queries around investing.
If you are visiting our blog/website for the first time and/or contemplating signing up for our research, we strongly urge you to spend some time viewing following videos; this should help you understand our investment style and set the expectations right. To us it is paramount that every prospective investor who associates with us is able to understand and connect with our philosophy.
Part I – Key Frameworks
Notes to part I of the video which covers the following:
00:00 About Jatin Khemani, Founder & CEO
03:36 How he started & his journey so

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