ValuePickr- Mumbai

VP City Meets
388

May you pls share the research reports discussed in the meet.

389

Interested in attending next meet. When is it?

1 Like
390

Interested in joining this group. Please let me know how I get to add to this group

391

Interested in joining the group. When is the next meet happening?

392

Mumbai Meet #6

6th Mumbai Meet – 21st Sep 2025 :loudspeaker:

Dear Members,

We’re excited to announce the 6th Mumbai Meet, scheduled for Sunday, 21st Sep 2025! :spiral_calendar:

Theme : 5-6 Ideas Presentation By Members

followed by a small interactive session on how to use AI in investing (last 30 minutes)

Presentations should cover deep dive into :

  1. Business model & revenue drivers

  2. Competitive advantage / moat

  3. Comparison with peers (listed / unlisted)

  4. Investment rationale & valuation thesis

  5. Key risk factors and red flags

  6. Any other insights relevant to investing

Note: The presentation should unequivocally mention the investment rationale. You need to present only highly investable businesses in your opinion backed by strong research:chart_increasing:

There are just 65 seats.

Priority to attend will be given in the following order:

  1. Presenters

  2. Old members

  3. New members

Timing : 8.30am to 12.30pm presentations

12.30pm to 1.30pm networking

Address : Conference Hall, 2nd floor

Waterford Building All India Institute Of Local Goverment Building-1, CD Barfiwala Road, Zalawad Nagar, Juhu Lane Yadav Nagar, Andheri West, Mumbai, Maharashtra 400058

Parking : Paid Parking Available

Fee: 600/person

5 Likes
393

Hi @ajsomani,

Just wanted to make a small request — while the Mumbai Meets have been consistently well-organized and insightful, it would be extremely helpful if the presentation details and key takeaways from the meet could be shared on the ValuePickr Forum, especially in the existing thread:
:backhand_index_pointing_right: ValuePickr- Mumbai

This will allow the wider ValuePickr community — particularly those who couldn’t attend — to benefit from the high-quality discussions and research being shared at these events.

Appreciate all the effort that goes into organizing these meets — just hoping we can bridge the offline and online communities better!

5 Likes
395

@ajsomani please add me to the mumbai value pickr group

396

Hello i would like to be a part of this group. I have recently come across this post on VP.
Kindly guide me as to how i can join the group

Looking forward to your help @ajsomani

397

Mumbai Meet #7
7th Mumbai Meet – 30th Nov 2025 :loudspeaker:

Dear Members,

We’re excited to announce the 7th Mumbai Meet, scheduled for Sunday, 30th Nov 2025! :spiral_calendar:

Theme : 5-6 Ideas Presentation By Members

Presentations should cover deep dive into :

  1. Business model & revenue drivers
  2. Competitive advantage / moat
  3. Comparison with peers (listed / unlisted)
  4. Investment rationale & valuation thesis
  5. Key risk factors and red flags
  6. Any other insights relevant to investing

Note: The presentation should unequivocally mention the investment rationale. You need to present only highly investable businesses in your opinion backed by strong research:chart_increasing:

There are just 85 seats.
Priority to attend will be given in the following order:

  1. Presenters
  2. Old members
  3. New members

Timing : 9am to 1.30pm presentations
1.30pm to 2pm networking

Address : Auditorium,
Waterford Building All India Institute Of Local Goverment Building-1, CD Barfiwala Road, Zalawad Nagar, Juhu Lane Yadav Nagar, Andheri West, Mumbai, Maharashtra 400058

Parking : Paid Parking Available

Fee: 600/person

1 Like
398

We can upload the presentation after the meet ofcourse after asking if the presenter is okay with it!!

399

Happy to share we have now completed 7 physical meetups.
Sharing glimpse of the meet we had on 30th November.

1
11600×900 159 KB

2
21600×900 83.4 KB

3
31600×900 123 KB

4 Likes
400

Pls upload the presentations discussed in the meet.