Thread by @abhymurarka

Edited @akshat96jain's notes from the @TIA_Investors Summit and sharing with some of my highlights:

Speaker 1: S Naren (ICICI Pru)
Highlights:
- Current bull markets resemble 1994-97
- Mistakes to avoid in a liquidity-fuelled bull market

Speaker 2: Ridham Desai (Morgan Stanley India)

Highlights:
1. "At peak, oil formed 14% of the economy. Today, with oil at $70 per barrel, it’s just 3.5% of the economy."
2. Private Banks can see Corporate lending boom
3. RBI's inflation targeting since 2016

Speaker 3: Utpal Sheth (RARE Enterprises)

Highlights:
1. His concept of investing in Gorilla companies (intangibles, leadership, and megatrends)
2. Keeping a probabilistic mind in investing
3. Management (leaders and legends) - smart on capital allocation, great at execution.

Speaker 4: Ravi Dharamshi, ValueQuest (@ravidharamshi77)

Highlights:
1. Use mega trends to identify investment opportunities (fishing spots).
2. VQ Framework for Identifying Winners (SCALE)
3. Strong conviction needs monitoring; Inflection point can happen before actual growth

@ravidharamshi77 Speaker 5: @SunilBSinghania - Abakkus

Highlights:
1. Strong consumption base driving India's growth
2. With Hydrogen focus, India can become self-sufficient and even an exporter of energy (mega theme)
3. Focus to double capital in 5 years now, vs 3 year during 2021-24 boom.

@ravidharamshi77 @SunilBSinghania Speaker 6: @Kuntalhshah - Oaklane Capital

Highlights:
1. "Well bought is half sold" – Howard Marks quote
2. Investors are often careful buyers but careless sellers
3. Buy & hold doesn’t mean buy & forget
4. Learn from others' selling mistakes
5. Always have a stop-loss plan🛑

Speaker 7: Harish Krishnan (@hktg13): Co-CIO at ABSL AMC. He explained the growing field of Quant and rule based investing.

Highlight:
"The best value investors can outperform the best quant investors. However, the average quant investor will outperform the avg value investor."

@hktg13 Speaker 8: @shyamsek (Convener and Seasoned investor @ithoughtadviser)

Delivered Closing remarks
Highlights:
1. Do NOT ignore Asset Allocation. Protection of returns should be paramount in current markets.
2. The market can sometimes resemble a casino, a greater fool game.

@hktg13 @shyamsek @ithoughtadviser 9/
That's a wrap.
These notes are just a simplified version of thread by @akshat96jain here. Any mistakes is transcribing are my own.

@hktg13 @shyamsek @ithoughtadviser @akshat96jain 10/ Follow me @abhymurarka and our venture @AngelOneWealth - We are a new Wealth management startup, where we look to bring deep domain knowledge with industry leading Technology and help bring HNI level wealth service to more Indians.