Jatin Khemani

[Memo] A Note from CEO – View on Current Markets & Portfolio Strategy

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Following is a copy of memo shared with Stalwart’s clients during August 2017 –
Markets were rallying one way up since the start of 2017 and many began to believe there’s really nothing that can stop this rally amidst so much liquidity and no alternate opportunity for deployment.
Then happened the least expected regulation twist during the month of August which should have ideally effected just those 331 alleged “Shell” companies in whose stocks trading got suspended with immediate effect, but when it comes to markets the ‘cause and effect’ is complex and often goes beyond the obvious and even minor developments could spread into deadly contagion.
 
Some of our stocks too have corrected, however, these are merely mark-to-market changes as long as we have confidence in the underlying thesis.

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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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SA’s Founder in ‘Wizards of Dalal Street’ with Mr. Ramesh Damani

Posted by | Investing Framework | One Comment

Interview Video: Jatin Khemani, Founder, Stalwart Advisors, in conversation with legendary investor Mr. Ramesh Damani in his show ‘Wizards of Dalal Street, A Fresh Breeze’ discussing:

His journey,
Why tips are hazardous to wealth,
Stalwart Advisors’ Investment Philosophy,
Why it matters to have high quality management team with skin-in-the-game,
How he found stocks like Tasty Bite Eatables and Relax Footwear,
Why understanding Operating Leverage is crucial for investors and
How it applies in case of businesses like Wonderla Holidays.

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[Video] Talk delivered at FIL Alumni Meet, Pune – July 2016

Posted by | Business Models, Food for thought, Industries, Investing Framework, Stocks | 15 Comments

Recently I had the privilege of sharing my thoughts on investing with my fellow FIL Alumni at Flame University, Pune. The video, along with the presentation, is shared below. I talked about ‘India’s Consolidation Wave'; how the organized players stand a great chance to grow amidst an on-going shift in consumer preferences towards standardised and branded offerings.
Video_India’s Consolidation Wave

Notes on Video (Time 31:11)

00:00 Introduction
01:00 Drivers of Long-term Returns
03:00 Case Studies – Page Industries & Relaxo Footwear
04:30 Defining Unorganised Sector
05:50 Industry Research Filters Applied
06:40 List of Industries with high potential
24:45 Case Study – Decorative Paints (1980 – 2016)
26:48 GST: A big enabler
29:00 Value Migration Vs. Consolidation Wave
30:25 Summary

Presentation_India’s Consolidation Wave

For convenient reading switch to full screen mode

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