One of the key methods to generate significant wealth from stock markets is to buy & hold fundamentally sound stocks over long periods of time extending to years and many times to decades.
However, such a long investing duration invariably contains periods of exuberance & distress where the market price rises & falls significantly. It leads to strong emotional reactions from investors that make it difficult to hold stocks for the long term.
Therefore, the patience to hold stocks in fluctuating markets requires a very high level of conviction from the investor in her investing decisions.
The “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 the true benefits of stock markets to fulfil our dream of financial independence.
The workshop would focus on the fundamental stock analysis of stocks with a detailed analysis of various sources of information available to investors like annual reports, quarterly results, credit rating reports, and online financial resources like Screener.
The workshop would help an investor learn an 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 the 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 a good stock investor and the workshop has been designed keeping it in mind.
The agenda of the workshop:
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.
Analysing & interpreting annual reports with the balance sheet, cash flow statement, profit & loss account and other important sections of the annual report.
Analysis of quarterly result updates, credit rating reports
Deciding about the buying price of a company with an assessment of the margin of safety in the investment
Deciding about selling a company from the portfolio
Creating a portfolio of stocks with a discussion on the ideal number of stocks, position sizing of each stock, adding new stocks and selling existing stocks
Using online available tools like screener 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
8:15AM to 8:30AM: Registrations
8:00AM to 10:30AM: Introduction. In-depth fundamental stock analysis focusing on management, financial, business, valuation analysis etc. with examples of real companies
10:30AM to 10:45AM: Tea break
10:45AM to 12:45PM: Analysis continued, interpreting the annual report, quarterly results, credit rating and other company reports
12:45PM to 1:15PM: Lunch (Veg/Non-veg/Jain food)
1:15PM to 3:15PM: Buying and selling decisions. Assessment of margin of safety in the investment. Discussion on portfolio creation. Using online available tools like Screener.
3:15PM to 3:30PM: Tea break
3:30PM to 5:00PM: Q&A. Sharing personal investing experiences with success and failure stories. Guidelines for part-time investors who have a day-time job.
Also check out other Workshops in Mumbai.
