“Investment learnings from Dalal street wizard” by Utpal Sheth

Passionate about equity investing, Utpal is a calm and strategic thinker and has been at the forefront of picking up some compounding stories in Rakesh Jhunjhunwala's portfolio. His passion for investing has led him to his true calling, mentoring budding investors and companies.

What will you learn in this webinar?

• His learnings from different market cycles
• Identifying mega trends in markets
• Necessary conditions for Value creation in the long run

Key learnings from this webinar

• Every market cycle is the same. Causes may be different, but the long-term outcomes of these cycle are similar
• Every cycle leads to the same outcome
• Megatrends are not disrupted by these cycle and leaders in each segment become stronger
• Change is only constant. But the degree, dimension, pace and durations are different. Changes can be long and short duration.
• Megatrends are big change waves creating structural changes in supply, demand, structural side and on distribution sides and they create lot of opportunities.
• Identifying megatrends is a craft i.e. amalgam of art and science which one acquires through continuous learning.
• If you get megatrends and leadership character right, value creation takes care by itself
• Common thread between courage to buy and patience to hold is your conviction. Deep conviction not influenced by price volatility is necessary condition for Multi baggers. Differentiated insights leads to this conviction to hold allowing compounding and value creation to happen.
• Quality of growth in Indian markets will be far better in next decade
• Urbanisation, Financial deepening, data explosion are apparent megatrends.
• Megatrends which are not apparent are health and skills in all its dimensions. Phenomenal opportunities could be seen in these areas
• Avoid temptations and distractions in markets as is half the battle won.