ValuePickr - Chintan Baithak 2019

[manish962]

Following sectoral presentations were made at VP Goa Meet

VP Chintan Baithak Goa 2019 - Sector Presentation - Capital Goods Industry

Back from VP Goa 2019 Chintan Baithak. 3 days full of learning and knowledge sharing. Here is the work @desaidhwanil , @ankitgupta, @dd1474 and I did on capital goods sector. Also, attaching excel used during the process. Disclaimer: Stocks discussed are only for educational purpose and kindly do your own due diligence. Please post your queries in this sector related to presentation and we would be happy to reply Capital Goods v5.pdf (1.7 MB) Capital Goods Sector v2.xlsx (641.8 KB)

ValuePickr Chintan Baithak 2019 - Chemicals 2.0 sector presentation

VP Goa meet 2019 was great accelerated learning experience as always. Our team prepared presentation on Chemicals sector. Idea was to present background on the sector with more company specific focus. Our team consisting of Ankit Gupta, @phreakv6, @desaidhwanil, @spatel, Narendra and myself have tried our best to bring differential insights about the companies. Hope this will be of help to study the sector further. Please feel free to post your queries in this thread. Below is the presentatio…

VP Chintan Baithak Goa 2019 - Sector: Asset Management & Wealth Management

Sector view on one of the emerging sectors - asset management and wealth management. As of now we hardly have companies in this sector but this number is likely to go up over the next few years. This presentation was oriented towards presenting ground up insights and qualitative viewpoints which one may not be able to get from annual reports and investor presentations. One should look at my related posts on the other threads on this forum for a much more basic view, those have some basic indust…