Equinomics Equity Investment
Workshop at Chennai on October 8, 2016
Equinomics are proposing to conduct a workshop on Equity
Investment Strategy, state of economies, etc. Large focus would be on answering
the queries from the participants on Investment Strategies.
The cost of the work shop would be Rs.1,000 (which would cover
lunch) and our aim is to make it a non-profit event .
Those who are interested please
register here https://goo.gl/fi3vPC
Topics to be covered: Equity
Investment Strategy
Market Macro: Understanding zero-sum game
Sector/Thematic rotation; Segment rotations;
Three core valuation parameters (PE, EV/EBITDA & P/Adj BV);
Extreme directional Bias & Market
Opportunities;
How do the Themes Play out?
50:50 = Fundamentals vs Mind Games;
Complexities of cycles –economy, markets, businesses, commodities;
4-keys to wealth creation and destructions: Valuation, Management, Balance sheet & Business models; Discounting in advance;
Issues of illiquidity / boring stocks;
Vertical shift in Valuation multiples: Role of Perceptions vs Growth;
Price forecast- Methodology and Limitations;
Types of Risks;
Types of BIAS;
Balance Sheet: Insights from leveraging and working capital stress;
Low PE: Good or Bad?
Wealth Creation Vs. Wealth Destruction
Click Here to register your interest - https://goo.gl/fi3vPC
Date:- Saturday, October 8 at 10 AM
Location - Chennai (T Nagar area, in a decent
Hotel) Will be informed well in Advance.
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