<<Block your calendar NOW, 23rd
Feb 2013, Kolkata >>
As part of our on-going monthly meeting series, we are pleased
to organize a Speaker Event on Saturday, 23rd
February 2013
Speaker
Mr. Basant Maheshwari
Founder,
Investment portal
http://www.theequitydesk.com
Title: “Identifying
Multibaggers”
The talk would revolve around the
process of making profitable equity investments. Starting from a brief history
of our past Bull markets and how innovation and invention structured all global
economic bubbles.
The audience would be introduced to
the power of compounding and the attributes of potential multibaggers and
relevant case studies with specific focus on PE expansion & contraction.
Focus will also be on variables that
assist in margin expansion, importance of capital efficiency ratios, dividends
and the factors that guide for different PE ratios for different
companies/sectors with specific attributes of companies that make it to the
high growth phase and factors that help them extend this high growth phase or
which lead to an early decline.
There will also be a discussion on
“When to Sell?”
Date:
Saturday,
23rd February 2013
Time: 3:30pm – 5:30pm
Registration
Starts at 3:00 pm
Venue
Golden Parkk Hotel
Next to Tata
Centre
13 Ho Chi Minh
Sarani, Kolkata -700 071
Piccadilly
Banquet Hall.
Tea/Snacks will
be served.
IAIP Member/Charter
Pending Fees: Free
Non – Members: Rs.500.00
Register Online Now
Please note that prior confirmation is essential.Looking forward to seeing
you there!!
Contact our Zonal Representative Vinay Bagri (+91 98361 88553) for
any questions/help.
Speaker
Bio
Basant Maheshwari is a Cost Accountant and a graduate
from St Xavier’s College, Kolkata. As a full
time Equity investor Basant has
a had a history of identifying several multibaggers over the past decade
prominent ones being Pantaloon Retail, Titan , Page industries and Hawkins
Cooker. He owns the online investment portal http://www.theequitydesk.com
where users log in to share investing ideas and
knowledge. This forum is visited by over 40,000 unique users each month The
website also has a subscription section “Basant’s Corner” where clients are
provided with appropriate financial/investment advice. Basant’s Corner has
consistently been beating all Indian Mutual funds since launch.
Warm regards
Indian Association of Investment Professionals
India CFA Society
Get the latest newsletter at http://www.cfasociety.org/india/Pages/Communication-Newsletter.aspx
Access the Event notes at http://iaip.wordpress.com
Get Access to IAIP’s Members only portal at www.iaip.in
This is a small list of topics that I intend to cover:
Outline
of the Discussion topics to be touched at the IAIP Speaker meet 23rd
February 2012, Kolkata.
· Equities DON’T outperform all asset classes all the
time. Brief History of the Indian equity markets with reference to the
attributes of the large wealth creating stocks in the past 30 years. Note on
our past Bull markets with salient features of market tops and bottoms.
· Invention and Innovation the “new thing” creates all
major stock market Bubbles. Outline of major economic bubbles starting to the
Tulip mania in the 16th century to the 2007 boom. Learning from
2008.
· Magic of compounding. How to extend the effect? Auto
Pilot Investing - Compounding through secular growth stories.
·
Attributes of a potential
Multibagger,Market cap argument, PE expansion and contraction, significance of
Sales & earnings Growth, RoCE, RoE, Margin expansion. Case history of a few
multibaggers. Sustainable Advantage.
·
When to buy cyclical stocks and
when not to? Multibaggers from cyclical..
·
Debt
on Balance Sheet isn't a dirty four letter word It magnifies both profits and
losses..
·
The PE
Ratio:
Different companies Different PEs?Drivers
behind a PE ratio.
·
High
PE investing when does it work and when it doesn’t?
·
Growth rate. The one real thing
to look out for! Estimating when a company will hit stable growth phase. Increasing the length of High Growth Period
The Brand Name Advantage.
·
When to sell & when not to?
·
Dividend
payout the biggest trigger, Dividends and PE ratios, multibaggers from Dividend
yield stocks.
Edited by basant - 21/Feb/2013 at 2:00am