Super experience and pleasure again this year. Thanks to guru, seniors and young turks for accelerated learning.
Hiren Ved’s session will linger in mind for long. Generous sharing. Practial gyan shared in straightforward and humble way. Will share my notes (incremental) in next couple of days.
Presented a stock idea where I ventured out of my comfort zone. A sector that is new to me. A business that probably has no moat, no competitive edge, no uniqueness; but is about to enter and/or in middle of great times. An opportunistic bet.
VP 2019 Goa - Ion Exchange v2.pdf (1.7 MB)
Cheers,
Sandeep