Please find attached the presentation of Hiren Ved when he talked at VP Chintan Baithak 2019. We have received his go ahead and hence sharing it for the benefit of the forum.
For me the most powerful takeaway message from his talk is to be observant in the markets. One needs to look beyond stock picking and have an idea about macros and broader markets to mature to the next level of investing.
The other aspect of his talk is his generosity in sharing knowledge. He answered all the questions asked of him without any dodging. We were expecting two sessions from him, each of around 2 hours consisting of his talk on his presentation and q&a based second session. But as time flew by, we ended up having two marathon sessions where he shone through like an illuminating star.
His whole talk was laced with a lot of humour and wit and that kept the atmosphere alive. We have always been lucky to have brilliant guests including Prof Bakshi, Sumeet Nagar, Kenneth Andrade and Vinay Parikh. Hiren is a brilliant guy who manages to simplify things and makes them easy to understand without too much theorizing.
The presentation in conjunction with the notes put up by harshit and dhiraj and others should provide readers a fair idea about his though processes, background and investing style.Hiren - Presentation - ValuePickr Forum - 20 June 2019 - Final.pdf (619.2 KB)