ValuePickr Forum

VP CHINTAN BAITHAK GOA 2015: Omprakash: INVESTMENT JOURNEY/PHILOSOPHY

Let’s continue the Investment Journey series.
Time to introduce the thinking patterns of a trio of very successful young Turks at VP - Dhwanil Desai, Omprakash, and Kiran Dhanwada.

One of the most impressive presentations from the Young Turks was from Omprakash.
INVESTMENT JOURNEY - Davuluri Omprakash - VP CHINTAN BAITHAK - GOA 2015.pdf (76.2 KB)

Not only does he work the hardest, he also has the most original thought process among the younger lot. I wont forget an original line from that presentation “Forget the Ratios, better to Focus on the Products” …haven’t heard something on these lines articulated any better. [We have been urging OM to devote more energy to BQ dissection/hierarchy]

His talk was peppered with more brilliant original stuff, not sure all of it will be apparent from the Presentation.
But maybe your dialog with Omprakash can bring out more …

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Omprakash is one of the most sharp minds on VP yet very down to earth n self effacing.He is a encyclopedia on most of companies.It was a pleasure to go through his presentation.

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Great wisdom!
Liked the last page : “Don’t look too far ahead” & “Should be more rigorous in defining downside”.

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Meeting and interacting with Omprakash has definitely changed my investing life for better for sure.

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