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

Session #3 covered "Navigating the Market Maze" by @Lakshmi1876, moderated by Jayen Shah. A very interestingly presented session full of movie references and anecdotes to keep us engaged.

The final session for the day was by Amit Dalmia from @blackstone covering their "Business Builder Approach to Investing", moderated by Navneet Munot of @hdfcmf .

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More from @CFASocietyIndia

Sep 3
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
Sep 3
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
Sep 3
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
Sep 3
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
Dec 7, 2018
Samir Arora of #HeliosCapital on stage to teach us " What they don’t teach you anywhere?” @Iamsamirarora @CFAinstitute @CFAIIndia @CFAevents #VIP2
There are always two sides to everything. #HeliosCapital @Iamsamirarora @CFAinstitute @CFAIIndia @CFAevents #VIP2
Read 35 tweets
Dec 7, 2018
#DurgeshShah of #CorporateDatabase on stage for the first session of the day. He will share his " Lessons from Markets " @CFAinstitute @CFAIIndia @CFAevents @FLAMEUniversity #VIP2
#DurgeshShah discussing his learning from mistakes @FLAMEUniversity @CFAinstitute @CFAIIndia @CFAevents #VIP2
Management, business and price is very important.#DurgeshShah of #CorporateDatabase @FLAMEUniversity @CFAinstitute @CFAIIndia @CFAevents #VIP2
Read 42 tweets

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