June 25, 2016

Register for "Peaceful Investing Workshop", Mumbai, August 28, 2016

One of the key methods to generate significant wealth from stock markets is to buy & hold fundamentally sound stocks over long periods of times extending to years and many a times to decades. However, such long investing duration invariably contain periods of exuberance & distress where the market price rises & falls significantly. It leads to strong emotional reactions from investors that make holding stocks for long term a difficult proposition. 

Therefore, the patience to hold stocks in fluctuating markets requires very high level of conviction from the investor in her investing decisions.

“Peaceful Investing Workshop” aims to focus on stock selection and analysis skills, which would make us much more confident about our stock decisions. It would ensure that our faith would not shake with day to day market price fluctuations and we would be able to reap true benefits of stock markets to fulfill our dream of financial independence.

Full day fundamental stock investing workshop focusing on value investing by Dr Vijay Malik at Mumbai on August 28, 2016 at The Mirage Hotel


The workshop would focus on fundamental stock analysis of stocks with detailed analysis of various sources of information available to investors like annual reports, quarterly results, credit rating reports, online financial resources like screener. 

The workshop would help an investor learn in-depth analysis of stocks that would help her make her own opinion about the strengths & weaknesses of any stock. The participants would be able to use the stock analysis with their preferred stock selection approach like value investing or growth investing.

The workshop would cover basics of investing and simultaneously focus on key concepts needed for stock analysis both for a beginner and seasoned stock investor. I believe that a person does not need to have an educational background in finance to be good stock investor and the workshop has been designed keeping it in mind.

Full day fundamental stock investing workshop focusing on value investing by Dr Vijay Malik at Mumbai on August 28, 2016 at The Mirage Hotel

The workshop had 30 seats and has been completely sold out. You may pre-register and express interest for a workshop in your city by clicking here.


The agenda of the workshop:

  • Analysing & interpreting annual reports with balance sheet, cash flow statement, profit & loss account and other important sections of the annual report.
  • Analysis of quarterly result updates, credit rating reports
  • In-depth fundamental stock analysis focusing on management, financial, business, valuation analysis and operating efficiency assessment of companies with examples of real companies using publically available information.
  • Deciding about the buying price of a company with assessment of margin of safety in the investment
  • Deciding about selling a company from the portfolio
  • Creating a portfolio of stocks with discussion on ideal number of stocks, adding new stocks and selling existing stocks
  • Using online available tools like screener and moneycontrol for stock selection, analysis and shortlisting stocks for detailed analysis
  • I would share my experience of investing in different stocks with success and failure stories along with investing mistakes.
  • Key guidelines for part-time investors who have a day-time job


Starting the workshop early is essential considering the vastness of the subject and for making available sufficient times for queries and interactions.
Guiding study material would be provided to the participants.
Please note that I do not recommend technical analysis for stock selection and therefore, technical analysis would not be covered in the workshop.


Venue: The Mirage Hotel (Website) (Google Map)

Address: Andheri - Kurla Road, Marol, Andheri East, Mumbai, Maharashtra 400059. Ph. 022 66721234

Charges: ₹6,000/- per participant [includes lunch (Veg/Non-veg/Jain food) and two tea breaks]


Full day fundamental stock investing workshop focusing on value investing by Dr Vijay Malik at Mumbai on August 28, 2016 at The Mirage Hotel


Directions: 

  • Mirage Hotel is located between the Marol and Airport metro stations at Andheri Kurla Road and is at walking distance from both the stations. 
  • Participants from western line may take metro from Andheri station
  • Participants from central line may take metro from Ghatkopar station
  • Valet car parking is available at The Mirage hotel for all the participants. 


Time Schedule:


9:00AM to 9:15AM: Registrations

9:15AM to 11:00AM: Introduction. Interpreting annual report, quarterly results, credit rating and other company reports.

11:00AM to 11:15AM: Tea, coffee and cookies

11:15AM to 1:00PM: In depth fundamental stock analysis focusing on management, financial, business, valuation analysis etc. with examples of real companies

1:00PM to 1:30PM: Buffet lunch (a selection of veg, non-veg and Jain items served in the fine dining restaurant Magnolia, Mirage hotel). Jain food would be available, however, it would be served on the table of the participants instead of a buffet.

1:30PM to 3:45PM: Buying and selling decisions. Assessment of margin of safety in the investment. Discussion on portfolio creation. Using online available tools like screener and moneycontrol.

3:45PM to 4:00PM: Tea, coffee and tea cake

4:00PM to 6:00PM: Q&A. Sharing personal investing experiences with success and failure stories. Guidelines for part-time investors who have a day-time job.

Mineral water, writing pad and pencil would be provided. 


Full day fundamental stock investing workshop focusing on value investing by Dr Vijay Malik at Mumbai on August 28, 2016 at The Mirage Hotel


Please note: 

The workshop had 30 seats. The registration link was first shared in the day over email with the friends who had pre-registered for workshop at Mumbai city. The registrations were be accepted on first come first serve basis. After 30 registrations, the registration link became inactive.

You may pre-register for a future workshop and express interest for a workshop in your city by clicking here.

The registration once done, is not cancellable. However, the ticket is transferable. If due to any circumstances, you are not able to attend the workshop, then you may transfer your ticket to someone else who may attend the workshop. In case of a transfer of ticket, kindly inform in advance by email at dr.vijaymalik@gmail.com

P.S. To pre-register and express interest for the stock investing workshop in your city click here.