Due to non availability of Hall during the first half of the day we are shifting the meeting to 2pm to 6pm.
In case anyone wants a refund due to the change in time , please ping me.
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_Competitive Analysis Tool v6.pdf (1.1 MB)
_
My today’s presentation on competitive analysis tool. Further details available here :
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Please do not share your phone no and/or email id on this public forum as it can be misused. One can directly send messages to the group admin or group member for request. All the city group forum threads would be closed. All those who have put their nos on these threads are requested to remove them for their own safety. Until the whole thread is cleaned up, it will remain locked. So please do not request moderators to open the thread, instead please ask your group members to do all the clean up work individually.
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I have opened up the thread. Group leader please ensure that no one shares their contact nos/email ids on the thread.
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Thanks Manish.
Friends if you would like to join the Bangalore Whatsapp group for future meetings , pls send me a private message. And Kindly DONT Spam this thread with request for adding yourself to the groups. Please keep this thread clean for sharing the slides from meetup and sharing future meetup invites.
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Attaching the material from June meetup .
-
KRBL
KRBL compressed.pdf (1.2 MB) -
TechoFunda investing
https://www.slideshare.net/mashrani/techno-funda-strategiesvf
- Indigo Airlines
Indigo.pdf (1003.8 KB)
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Limited Seats available , if interested pls register here.
https://imjo.in/Fzyr2Z
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July 2018 Presentations below.
IEX by Ravi.
Apollo hospitals by Saurabh.
Everest industries by Nilabja
APOLLO HOSPITALS.pdf (2.3 MB)
IEX.pptx (1.5 MB)
Everest-VP presentation.pdf (1.4 MB)
Apollo Hospitals (3).xlsx (268.5 KB)
Apollo Valuation Sheet.xlsx (128.6 KB)
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Based in Bangalore, we are at an advantage insofar as companies based in Bangalore /Karnataka are concerned - scuttlebutt, meeting company execs, visiting facilities and getting a first hand view of the ecosystem. Can we consciously try and identify a few Bangalore /Karnataka based companies to start investigating? Biocon, Suprajit, Sonata, BEL, HAL, Kennametal, Shilpa ( well researched, but quoting here as an example), Sobha, Brigade etc
Same applies to other groups based in Delhi, Mumbai etc, using locational advantage to investigate companies close by always gives a deeper touch and feel perspective that no amount of PPTs and Concalls can match.
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That’s a good initiative @arunsg . Many of us are working professionals with responsibilities on weekdays but as a group we can distribute and collaborate. I would add 3 more Bangalore based companies Tata elxi, Ujjivan n Ador welding
Thanks for the support, & to clarify, this suggestion is not really an initiative to do dig new or additional companies. This is a suggestion to let our location influence our choice of investigative targets. Instead of Tata Steel, one can investigate Tata Elxsi, instead of Bajaj Finance, look at Ujjivan. So the same busy working professionals can investigate company A instead of company B. Of course, there would be limited companies that are investment worthy in local area, but at least let us cover those before casting our sights far and wide.
August 2018 Presentations below.
Caplin point labs by Atul.
Reliance home finance by Bharath.
CaplinPoint-Presentation.pptx (69.2 KB)
reliance home finance presentation aug 2018.pdf (854.4 KB)
For the the below 2 presentations refer the respective threads.
Rain industries by Sunil.
Thyrocare by Vivek & Vikas.
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Seems some issue with first link , pls use this link - https://imjo.in/bhyk2j
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Registration link for October 21 meetup in Bangalore , Please read the month as October instead of September. Limited Seats !
https://t.co/jIJ3YyTmMZ
Registration link for Nov 18 Sunday meetup in Bangalore . Limited Seats left !