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:
00:38 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 Sense
30:40 Annual General Meetings
33:40 Industry Information – Prospectus & Credit Rating
39:45 Common Pitfalls – How not to get killed in investing?
53:45 Portfolio Management – A balanced approach
55:15 Why you should avoid News?
58:25 The Three Advantages in Investing
1:00:45 Why you must follow Ian Cassel of MicroCapClub