Saturday, April 18, 2015

5th Edition of Value Investing Program conducted by Motilal Oswal - 10Apr2015

Welcome Address & Presentation


Panel Discussion - Part 1


Panel Discussion - Part 2


Panel Discussion - Part 3


Panel Discussion - Part 4


The presentation is by Raamdeo Agwarwal. It shows his transition as an Investor and his learning. A must watch.

Sanjoy is as usual frank and lively. 2 points from him stood out for me.

  • The integrity of the promoter is foremost
  • Macros do not matter, if stock selection and purchase level are followed properly

PS : Thanks to Sid for sharing the links

No comments:

Post a Comment