This was my 2nd VP Chintan Baithak and it keeps getting better and better. Was down with health issues and glad that I did not miss it else would not have been able to imagine what I missed 
. Few things which I noted:
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There are guys who always go out of their comfort zone to learn something new and do not confine themselves to one theory, one framework but try to learn, experiment and analyze before concluding what works and what does not work. @basumallick Dada’s journey from fundamental stock picker to last year presentation on quantitative investing to this year presentation on technical analysis is a perfect example. @spatel presentation on a theme out of his comfort zone is another one
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Amazed by the amount of effort some of folks like @ankitgupta put attending so many AGMs, tracking so many sectors and putting so much effort to find next best opportunities and to get better sense of management. In fact, during Hiren sessions, was surprised by the number of company managements he meets over a year. Reflects the hard work to find things which one cant find in secondary research materials.
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One needs to find his own objective, process and what fits best in a customized personal circumstance. Really liked the approach @rupaniamit has taken given his aspirations, strengths and opportunities life has thrown at him. Really proves we first need to look inside, do, our own SWOT and find what framework suits us rather than following some common framework
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Also, was amazed by the sense of humor @narendra @rupaniamit brought during their presentations, it tells a lot about different styles of presentation, specially on complex topics like investment
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We must leverage the ground level experience we have in a sector by virtue of running a business or professionally working in an industry. kedar’s presentation on AMC sector was a true reflection of that. By the time presentation ended, each n every minute doubt was addressed , such was beauty of his presentation built leveraging tremendous work experience he has in this industry
There were few companies which I was always interested in and could not study and some of them got covered including motherson sumi, ion exchange etc. Thanks to the presenters for putting extra effort to give very informative capsule dose in 30 minutes. In fact, 3rd day, we had 17 presentations back to back full of rich content and it was possible only due to our strict disciplinarian @hitesh2710 bhai who ensured that we stick to timelines with a balance between exploration and respecting time.
The best part was session with Hiren. What I liked the most was it was very less of PPT and more of free flow interactive discussion where he shared his journey, his intangible learning, the softer aspects of understanding management, news items etc. which comes only out of such rich experience which he possess. Also, being an analytics guy, i was always curious on how he uses it (as mentioned in one of latest book which has a chapter dedicated to him) and it was quite fascinating how he is also adopting to technology. Simple message again, be open to learn, be humble, there is always more to learn.
Shared room with @spatel bhai n used some of free time to benefit from his knowledge of chemical, API, pharma and CRAMs industry. Will surely benefit me when I take a shot on these industries again.
All in all, great 3 days full of learning, thinking and fun in between. Made a return trip by car to Bangalore with @phreakv6 and must say, life is better when you have few friends who can play the role of a good critique you need in your friend circle from investment angle. I am blessed to have few of them through VP group.
The last but most important was the session done by @manish962 bhai regarding our VP forum and the vision with which @Donald and @ayushmit started it. We must preserve, nurture and respect their vision and before putting every single post, we must ask ourselves - “Are we adding value to the forum by putting this post”
I made a presentation on Tata Elxsi and the presentation is attached. Please ask questions related to ppt or company in respective stock thread and not here.
Tata Elxsi.pdf (2.4 MB)
Notes: I have made by notes out of various sessions and will post in few days no