#IASummit2020
Great presentation by Vivek Mashrani, CFA sir. Well captured risks also. Appreciate ur effort sir. Thank you
Learned about gaming business in India
Tejas Jariwala
Investing Accelerator Summit π
@JAINAM_BROKING
#IASummit2020
Thanks to Utkarsh Pandey π± Investing Accelerator Summit π @JAINAM_BROKIN #IASummit2020 organised such a wonderful event with wonderful people. It's a treat to listen to their business thesis and perspective.Neil Bahal Vivek Mashrani, CFA Aditya Khemka Sahil Sharma ishmohit Arvind Kothari Tar β‘
# Culture ,
# valuations
# tailwinds Investing Accelerator Summit π Smart Sync Investment Advisory Services @JAINAM_BROKING #IASummit2020
PROMOTERS OF APOLLO AND ARTEMIS ARE SAME.... ARTEMIS HAS BEEN DEMERGED.... Investing Accelerator Summit π @JAINAM_BROKING #IASummit2020
Tecnology benifits.... visionary man Investing Accelerator Summit π Smart Sync Investment Advisory Services @JAINAM_BROKING #IASummit2020
MAJORITY OF MARKET BEHAVES IRRATIONALLY ββ
Sonam Srivastava Investing Accelerator Summit π @JAINAM_BROKING #IASummit2020
INVESTING IS NOT ASTROLOGY!!
Peer comparison from lenders.
Aavas passing benifits..
Reward to the customer
Financing lower rates. Quality asset Investing Accelerator Summit π @JAINAM_BROKING #IASummit2020 Smart Sync Investment Advisory Services
#IASummit2020
@rohanmehta, Investing Accelerator Summit π, @jainam_broking, #IASummit2020
Attending IAS Summit. Speaker Rohan Mehta.
Great Learning on 1 process concept
1. Turnaround business (Long consolidation+ATH price + profits)
2. Exit's( price, business, non performance)
#IASummit2020
Tejas Jariwala Investing Accelerator Summit π @JAINAM_BROKING
1. High entry barrier
2. Capex of 2.5k cr
3. Online and offline gaming business
4. Zero debt. Good margin
5. Market leader. Post COVID revenge traveling as a trigger
#IASummit2020 Ankit Kanodia Investing Accelerator Summit π @JAINAM_BROKING
I agree with Mr.Kanodia on the scope for Aavas,given the fact that big banks do not normally go in affordable Home Finance and also the fact that the whole sector is now having tailwinds.Very nice presentation.
#Iasummit2020 Investing Accelerator Summit π @JAINAM_BROKING Smart Sync Investment Advisory Services
Reduced cost of borrowing vis a vis reduced lending rate.small ticket size.lower NPA. seasoned mgmt. Strong asset quality. Smart use of AI.mgmt culture. Sustainable growth. GARP. Strong hold in North India.
#IASummit2022 RJ
Investing Accelerator Summit π
@JAINAM_BROKING #IASummit2020
There is lot of tail wind in defence sector and defence sector is exclusively govt operated sector and financial condition of discuss company is good
Thank you #IASummit2020 @JAINAM_BROKING
Congruence Advisers Vivek Mashrani, CFA Utkarsh Pandey π±
for wonderful many presentations. It is a great learning day for all of us.
Great presentation on the Clothing sector (Ethnic Wear) by Mr. Kedar B of Congruence Advisers Unexplored Sector. And I think Biba IPO would be coming out soon too.
Thank you Investing Accelerator Summit π for this day #IASummit2020
Healthcare looks better structurally going forward.
The entire sector is going to grow at 15-17%. Might be a good place to look for opportunities.
Image: Intrinsic Compounding at Investing Accelerator Summit π
#IASummit2020
Good ideas to study π
One need to spend hours to study and find which one suits you.
Take pen and paper. π #IASummit2020
Disclaimer- Invested in few ideas π‘
Sekhar
Safir
ishmohit
Neil Bahal
Sahil Sharma
Tar β‘
Going LIVE Tomorrow
We're super excited to have Aditya Khemka on the Speaker Panel of #IASummit2020 π
Join him and 19 other speakers as they share their understanding of 20 Businesses in 1 DAY.
Register NOW at π
rzp.io/l/IA2020S
.