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What a brilliant day of learning at #MAW !

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A thread of threads - of our live tweets from the day

Session one by @Iamsamirarora on "How to Develop and Construct an Investment Philosophy", moderated by @safiranand

Session #2 was from Utpal Sheth, veteran investor, CEO and Partner at Rare Enterprises on "Dimensions of Mistakes in Investing", moderated by @VGoenka82, Managing Partner at @VQIndia

Read 6 tweets
We start with the last session of the day at #MAW - Business Builder Approach to Investing - with Amit Dalmia, Senior Managing Director @blackstone, moderated by Navneet Munot, MD & CEO, @hdfcmf
India's PE landscape has only improved. India couldn't be in a better place to attract funding. It's the fastest growing major economy for PE and VC Investing.
Referring to @Lakshmi1876's slides on India's macroeconomic strength in her session at #MAW - Amit adds that the demographic dividend in India is very strong, and is very attractive from a global investor community point of view.
Read 30 tweets
We head to our 3rd session for the day - Navigating the Market Maze - by @Lakshmi1876 , with a very quirky introduction by @jayenshah !
A very interesting introduction to the Market Maze - with an analogy to the movie Bhool Bhulaiya!
The central bank printing press has gotten too hot - and the excesses are being sucked out.
Read 18 tweets
Much awaited session at Kolkata by Utpal Seth, Rare Enterprises, on "Dimensions of Mistakes in Investing", to be moderated by Varun Goenka.
#MAW
Utpal Sheth starts with a tribute to Rakesh Jhunjhunwala
Utpal Sheth lays out the context for today's session - Mistakes are rarely discussed!

Outcomes don't define mistakes. They are known through a process of deep introspection & multiple iterations. The opportunity cost of not embracing mistakes is very high.
Read 20 tweets
We start with our first session of the day with @Iamsamirarora, to be moderated by @safiranand. He will be speaking on "How to develop and construct an investment philosophy"
#MAW
Samir begins his session by establishing the case for Equities, and within that, Indian Equities. He adds: for the past 25 years (1997-2022), Indian equity markets index has given higher return than investing in shares of Berkshire Hathway (US$ terms)
What path should you follow? Samir juxtaposes books that speak on either side - read and choose what makes sense for you!
Read 6 tweets
🗓️ AGORA COMEÇOU DE VEZ! Toda a programação para o dia de hoje nesse MEGA fio 🧶!

#JogosOlímpicos #Tokyo2020
#Rowing;
#Shooting (Felipe Wu #BRA) 🥇
#Badminton;
#Handball (#NOR x #BRA)
#Fencing (Natalie #BRA x Rossella Fiamingo #ITA) 🥇;
#TableTennis (Jessica Yamada #BRA x Rachel Moret #SUI);
Read 10 tweets
É DAQUI A POUCO! A GRANDE ABERTURA DOS JOGOS OLÍMPICOS DE VERÃO TÓQUIO 2020!

A partir das 08h, ao vivo na Globo, SporTV e BandSports!
#Tokyo2020 #JogosOlímpicos
20 MINUTOS! Bruno e Ketleyn já estão no preparo!

📸 Christian Dawes/COB
COMEÇOU! FINALMENTE 😭😭😭😭😭
Read 101 tweets
The guru of gurus, Sanjoy Bhattacharyya is up on podium and this is going to be one rollicking session #MAW @CFASocietyIndia
"The tragedy of behavioral finance, is there is no grand theory of equilibrium“, starts Mr. B

That's it, the gloves have come off! #MAW @CFASocietyIndia
The topic of his presentation?
"The rewards of good behavior:where theory, meets practice"

Nothing is original here, starts MrB. Majorly influenced by Mr. Crosby #MAW @CFASocietyIndia
Read 37 tweets
Going to tweetstorm one of the most impressive guys I have met @Kuntalhshah #MAW @CFASocietyIndia
"experience is a great teacher, but she sends in terrible bills", started @Kuntalhshah #MAW @CFASocietyIndia
Mental Latticework.
Learn from financial history. Very low understanding and appreciation of the discipline. #MAW @CFASocietyIndia
Read 47 tweets
Excited to be at the @CFASocietyIndia 'Masters at Work: Investing Frameworks that Win' conference at the beautiful city of Kolkata. Looking forward to some invigorating discussion with a great line up of speakers!
(1/n) Tweet thread below on some fascinating observations. Ramdeo's session: Equities represent limited downside and unlimited upside (!) Downside is 100%, upside is unlimited. #maw @CFASocietyIndia
(2/n) Ramdeo's session: How often have we heard about the power of compounding? Here are some numbers yo reflect on: Difference between 10 and 30 years is not 3x but 87x. Buffet's 22% CAGR over 58 years grew capital at 85,000x ! #maw
Read 30 tweets

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