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Plug

Sohn Conference is Baaack !

A big shout out to the Sohn India Conference !

They are back again on June 4th at Grand Hyatt, Mumbai with an exciting array of confirmed speakers which include Sunil Singhania, Raamdeo Agrawal, Shankar Sharma, Shiv Puri, Navneet Munot,  Ashwini Agarwal etc

The format of the conference is to have around 10 speakers who speak on their favourite investment idea for 15 minutes each. No Q&A.

All proceeds of the event will go to charity- to support cutting-edge paediatric cancer care in India

The Notes from the first Sohn India Conference can be seen  here

The Notes from the second Sohn India Conference can be seen here.

Last time, many people could not attend as the registrations closed quite fast.

So book your registration now when seats are still available.

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Chart Nifty

Chart: Nifty One Year Forward P/E

Source: CLSA Research

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Cartoon

Insider Trading

‘Okay, what if we go outside – will it still be insider trading then?’
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Links

Linkfest: 24 April, 2018

Some stuff I am reading today morning:

The impact of physical delivery on stock derivatives (BS)

How 3% yields could reshape the investing landscape (Quint)

DIIs have no alternatives (Mint)

Domestic airfares see upto 30% dip (ET)

TCS market cap tops $ 100 Billion (Mint)

Danone’s exit (Rediff)

Portfolio Allocation-How much is optimal (CFA Institute)

We only get to experience one version of reality (TRB)

Why Jeff Bezos is thankful to Bernie Madoff (CNBC)

Google Finance (A VC)

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Plug

Shout Out: Samit Vartak on Valuations

Well known investor Samit Vartak of Sage One Advisors will be speaking on Valuations with case studies at the online investment conference Indian Investing Conclave this Sunday,April 29.

The best part is the event is FREE which makes it a no brainer to watch/listen to an experienced practitioner from the comfort of your home.