ValuePickr Kolkata

basumallick · September 11, 2016, 3:20pm

Presentation made by Pankaj is attached. Please direct any questions related to the presentation in this thread.Valuepickr 11 September 2016.pptx (1.5 MB)

nishantkandoi · September 11, 2016, 8:09pm

I did not get the slide where the difference between management and promoters are shown through color coding of various companies.

vishalprasad · September 12, 2016, 5:01am

i think in the notes there is a clue.
Green: Govt Monopoly
Blue: Professional (Kotak Doesn’t fit in though)
Dark Yellow: Owner Operator
Light Yellow: MNC
White: Tata Companies - Not sure

ishandutta2007 · September 14, 2016, 5:45am

Basant Maheshwari is also from Kolkata, has anyone invited him to this forum ?

basumallick · September 18, 2016, 2:17pm

The next meeting is scheduled for 9:30AM Oct 2, 2017 at Hotel Lindsay.
Location - https://www.google.com/maps/search/Blue%20And%20Beyond,%20Hotel%20Lindsay/@22.558996971224,88.353288853061,17z?hl=en

adminph2 · September 25, 2016, 2:04am

@basumallick
As folks having taken initiative for ValuePickr Kolkata off-line meet-ups, we hope you have noticed the important communication on subject

Please confirm that you have taken the first step. Renaming the WhatsApp group to not use ValuePickr (words, logo,byline)
Please create a closed (invitation only) Google doc/Excel ASAP (if not already existing) and share that with folks here (after updating already existing user contact details) so this thread is not vulnerable to spammers. But new members can continue to join the initiative.

All members who have posted in this thread-
1.Please ensure your contact details are updated with above folks, and then self-edit your posts to say something about yourself, interest areas, professional or domain expertise and anything else you may want to add (ignore, if already done), but most importantly make sure you delete your contact details floating around for spammers.

2.Please comply with this house-keeping request latest by 1st Oct, and help us keep VP a clean uncluttered, value-additive space

It is in this groups interest that group members identities and profiles are well established to help increase your TRUST CIRCLES. Newer members have an incentive to reach out naturally to folks one resonates with, and create a self-reinforcing loop.

Seeking everyone’s co-operation. Non-complying member posts will get automatically deleted from 2nd October, 2016

basumallick · September 25, 2016, 3:30am

Request to all members of this thread to REMOVE their mobile numbers and email ids from this thread.

vinodhada · October 1, 2016, 1:25pm

The meeting is tomorrow at 9:30 Am. Can anybody confirm that??

basumallick · October 1, 2016, 1:56pm

It is scheduled for 9:30AM Oct 2, 2017 at Hotel Lindsay.
Location - https://www.google.com/maps/search/Blue%20And%20Beyond,%20Hotel%20Lindsay/@22.558996971224,88.353288853061,17z?hl=en2

KUNJ · October 2, 2016, 9:31am

We had a wonderful meeting today, Abhishek da did an excellent presentation on the BASICS of Investing particularly the role of temperament in successful investing.

basumallick · October 2, 2016, 1:48pm

Thanks all for the lively discussions today. Here is the presentation.
Kolkata Meet - 2Oct16 v2.pdf (759.6 KB)

Next week we will be looking at 3 specific stocks:

Manappuram Finance - Kunj Rajgaria
Capital First - Arko Ghosh and Anindito Sarkar
Ujjivan and MFI Industry - Vinay Agarwal

We will be meeting at the same venue (Hotel Lindsay) at 9:30AM on November 13, 2016.

manish962 · October 3, 2016, 7:16am

Great going dada. Kolkatta is lucky to have mentor like you to guide them.

basumallick · November 12, 2016, 1:41pm

We meet again tomorrow (Nov 13) at 9:30AM at Hotel Lindsay. Location - https://www.google.com/maps/search/Blue%20And%20Beyond,%20Hotel%20Lindsay/@22.558996971224,88.353288853061,17z?hl=en2

v4value · November 13, 2016, 6:44am

Abhishek dada will be interesting to hear the conclusions your group has on nbfc you discussed on last meet given all that has happened since

KUNJ · November 13, 2016, 3:27pm

We had a great interactive session today on NBFCs and impact of demonetisation exercise on the economy in general .

Sharing the presentation made by me on Manappuram Finance. Thanks everyone for making it interactive.

Manappurampptx final 13.11.16.pdf (1.2 MB)

Vinay Agarwal also made an insightful presentation on MFIs and SFBs . Would request him to share his presentation here.

Would like to specifically thanks Abhishek da and Pankaj ji for their inputs and guidance

Thanks

vinayca · November 16, 2016, 1:55am

Yeah, Kunj it was great interactive session. Specially your presentation on Manappuram was quite detailed.

Though I made the presentation, it was Pradumn who made it more interactive and better answered the questions. I would also like to thank Vikash Tank for helping me prepare the ppt.

Presentation-MFI.pptx (134.5 KB)

Thanks everyone.

basumallick · January 4, 2017, 5:25am

For all members who want to attend the next meeting, please fill in this web form:

us121 · March 5, 2017, 1:11pm

And Aveek You made it.
Thanks to Basuda for making it happen.
It was very pleasant experience listening and interacting with you. Clarity of thought, using right word to convey what you mean, being to the point and a humble human-being is something more we learnt from you other than investing.

Hope you increase your frequency of Visiting Kolkata for our benefit.

Thanks once again.

aveekmitra · March 13, 2017, 6:10am

Sincere thanks for your kind words… I am humbled and grateful to you all for your time and patience. Pleasure was all mine for the opportunity to interact with you all… Warmest regards,

basumallick · March 13, 2017, 10:52am

Folks, the whatsapp group is meant for those who are attending the Kolkata sessions. Please register your numbers with me when you attend a session.