Delhi Investor Meetup — Small & Mid-cap Focus

VP City Meets
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Fellow members,

A few of us are planning an informal roundtable discussion on 12th September (Friday) from 12 noon onwards at Nehru Place, Delhi. The aim is to bring together a community of investors focused on value investing, particularly in small-cap and micro-cap companies that are fundamentally strong and capex-driven.

The purpose of this meetup is to exchange ideas and perspectives. We believe that discussing different viewpoints opens new dimensions, helping us look at things from different lenses. This process naturally increases knowledge, sharpens thinking, and enhances our ability to evaluate businesses and markets.

Discussion themes may include:

  • Market sentiment, liquidity flows, and valuation trends
  • Policy and tariff changes shaping domestic industries
  • Impact of erratic monsoons on crops, acreage, agri-input suppliers, processors, and rural demand
  • GST/tax-related changes relevant for mid-sized businesses
  • Independent perspectives on select companies and industries — growth drivers, risks, and outlook

This will be a participative discussion not a formal presentation. Each participant brings their observations, insights, and research to the table.

If you are based in Delhi NCR and would like to join, please respond here. Venue details will be shared closer to the date.

Warm regards,
A fellow market participant

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please share venue details , i am from Delhi

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What will be the outcome of this? Just sharing the contacts and also insights around Small and Mid-Cap focus firm or investments? Sorry by reading, I really didn’t get the purpose of meet.

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The idea is to have an open discussion where we can all learn from each other’s perspectives. It’s about exploring ideas, looking at things from different angles, and understanding markets and industries a bit better. The focus is on sharing observations and thought processes

It’s also a way to build a small community of investors in Delhi who enjoy thinking critically about businesses and markets. Everyone can take away insights that help them refine their own analysis and understanding.

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