Thread by @LearningEleven

What a 10 hour session!!! Excellent hosting by @MashraniVivek and Brilliant organization by @cautkarshpandey.

Right from word go, not a single boring moment. Different styles, different ideas but one common theme! Invest right!!

1/n

@ias_summit #IASummit2022

It's difficult to chose which session I personally liked because every session taught me something!

So, I am not gonna chose few speakers and not do justice.

Here is my learning

2/n

@ias_summit #IASummit2022

1. Siddhartha Bhaiya - Buy an industry leader where downside is limited. Don't chase growth or earnings, chase strong balance sheet

2. Aditya Khemka - How to value diagnostic space (Krsnaa Diagnostic)

3. Rajeev Agrawal - On the cusp of the growth (Ujjivan SFB)
@ias_summit
3/n

4. Neil Bahal - Turn arounds special situation (Camlin Fine Sciences)

5. Ravi Jain - Defense space is just getting started (HAL)

6. Sahil Sharma - Hidden consumables (Sarthak Metals)

7. Rohan Mehta - Green future in construction (Bigbloc)

4/n

@ias_summit #IASummit2022

8. Arvind Kothari - Recycling future is bright and a multi-year story getting started (Ganesha Ecosphere)

9. Tejas Jariwala - Sin business has future! (Delta Corp)

10. Ashish Kila - Family entertainment is evergreen (Wonderla Holidays)

5/n

@ias_summit #IASummit2022

11. Vivek Mashrani - Importance of agrochem is growing year after year (PI Industries)

12. Niteen Dharmawat - Multi-year player shouldn't be looked at quarter to quarter (S Chand)

13. Ishmohit Arora - Healthcare makes truckloads of money (Narayana Hrudayalaya)

6/n

@ias_summit

14. Abhishek Basumallick - Beneficiary of two key themes, Railways and Defense (HBL Power)

15. Kedar B - The turnaround story (TCNS Clothing)

16. Tar Hussain - Forced selling could create a special situation (Aarti Pharma)

7/n

@ias_summit #IASummit2022

17. Ankit Kanodia - Player in a growing segment operating in right towns (AAVAS Financiers)

18. Anuj Jain - Hidden player in hospitals space (Artemis Medicare)

19. Kumar Saurabh - Limited downside, big upside (Dodla Dairy)

8/n

@ias_summit #IASummit2022

20. Sonam Srivastava - Playing Quant isn't easy but when played right, it rains $$$ (Solar Industries)

Finally @cautkarshpandey - The man behind the day! What a smooth and exceptional coordination! Such a smooth event!

n/n

@ias_summit @ias_summit