Peaceful Investing Workshop, Pune
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.
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 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 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, 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
8:00AM to 8:15AM: Registrations
8:15AM to 11:00AM: Introduction. In depth fundamental stock analysis focusing on management, financial, business, valuation analysis etc. with examples of real companies
11:00AM to 11:15AM: Tea break
11:15AM to 1:00PM: Analysis continued, interpreting annual report, quarterly results, credit rating and other company reports
1:00PM to 1:30PM: Lunch (Veg/Non-veg/Jain food)
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.
3:45PM to 4:00PM: Tea break
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.
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