Share this page!

Sanjay Kumar Elangovan Profile picture
Twitter logo
Feb 4 • 9 tweets • 11 min read
We cordially invite you to a one-of-a-kind Investor Conclave with Industry Stalwarts!

@shyamsek (@ithoughtpms)
@KalpenParekh (@dspmf)
@Ihabdalwai (@ICICIPruMF)
Anupam Joshi (@hdfcmf)

Watch it live on Youtube -

#VoicesofTomorrow #VOT2023 #ithoughtVOT
Schedule for the conclave:

The stalwarts will be talking about the #Budget2023, International Investing, Indian Equity Opportunity and Indian Fixed Income Opportunity!

#VoicesofTomorrow #VOT2023 #ithoughtVOT
Fund managers of @ithoughtpms will be talking about their style of investing:

@rohitkrishnan & @rajatsetiya on unearthing hidden gems by PE style due diligence.
@balajispice on the art & science of investing.
@theninjax on multi asset investing using macros.
Thread on Kalpen Parekh's speech on International Investing.

Check out the India vs Berkshire Hathaway battle!

#VoicesofTomorrow #VOT2023 #ithoughtVOT

Thread on Indian Equity Opportunity by Ihab Dalwai.

The interesting shift in per capita normal curve when income rises!

#VoicesofTomorrow #VOT2023 #ithoughtVOT

Thread on Indian Fixed Income Opportunity by Anupam Joshi.

Interest rates fall as countries move up the economic ladder. Time to lock in those long duration bonds.

#VoicesofTomorrow #VOT2023 #ithoughtVOT

Thread on Multi Asset Investing using Macros - the Sphere way by Niranjan Sridhar.

Master the market cycles. Gold rose from the bottom of the pile in 2021 to be the leader in 2022.

#VoicesofTomorrow #VOT2023 #ithoughtVOT

Thread on the Art and Science of Investing - the Solitaire way by G R Balaji.

Check out the best performing US Stock. Hint - Its not FAANG!

#VoicesofTomorrow #VOT2023 #ithoughtVOT

Thread on "Is the time right to unearth hidden gems?" by Rohit.

PE style due diligence the Vrddhi way.

"MULTIBAGGER" Google Search = best indicator?

#VoicesofTomorrow #VOT2023 #ithoughtVOT

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with Sanjay Kumar Elangovan

Sanjay Kumar Elangovan Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @sanjaylangval

Sanjay Kumar Elangovan Profile picture
Feb 4
We now have @rohitkrishnan to talk about - Is the time right to unearth hidden gems?

PE style due diligence!

#VoicesofTomorrow #VOT2023 #ithoughtVOT
Rohit has 10 years of experience in public markets. He has previously worked with McKinsey & Co, Elevation Capital (previously SAIF Partners) a sector and stage agnostic fund, RARE Enterprises – Mr. Rakesh Jhunjhunwala’s family office.
#VoicesofTomorrow #VOT2023 #ithoughtVOT
Some of the big winners over the last 10 years - stocks have gone more than 10x and some have gone 50x. All were below 1000 Crores. These are very well run, companies having some sort of market leadership in their niche. We were also lucky to have participated in a few of them.
Read 12 tweets
Sanjay Kumar Elangovan Profile picture
Feb 4
We now have @balajispice to talk about the Art and Science of Investing - the Solitaire way!

#VoicesofTomorrow #VOT2023 #ithoughtVOT
Mr G R Balaji is a passionate equity investor with over 17 years of experience in the Financial markets. He has worked with Fidelity, Reliance and IIFL Wealth across various functions in Asset Management and Wealth Management. He is also a regular columnist at The Hindu.
GREAT INVESTMENT =
STRONG FUNDAMENTALS + ATTRACTIVE VALUATIONS

#VoicesofTomorrow #VOT2023 #ithoughtVOT
Read 14 tweets
Sanjay Kumar Elangovan Profile picture
Feb 4
We are back now. @theninjax will talk about multi asset investing.

#VoicesofTomorrow #VOT2023 #ithoughtVOT
Mr Niranjan Sridhar has over 17 years of experience in the Financial markets with over 12 years at ithought. He has an avid interest for financial markets and has been following the equity markets since his school days. He is a certified FRM (Financial Risk Manager).
Market cycles

Winners can quickly become losers. And the vice versa.
Government Securities were at the top in 2016 and the bottom in 2017.
Gold rose from the bottom of the pile in 2021 to be the leader in 2022.

#VoicesofTomorrow #VOT2023 #ithoughtVOT
Read 8 tweets
Sanjay Kumar Elangovan Profile picture
Feb 4
Anupam Joshi of @hdfcmf is now live! He will be talking about the Indian Fixed Income opportunity.

Anupam has over 2 decades of experience in Fund Management and Research. He holds a PGDM in Finance. He has been part of HDFC AMC for the last 7 years.
#VOT2023 #ithoughtVOT
Yields have risen substantially across the tenors.
With rate hikes of 225 bps during 2022, large part of curve flattening has already happened. Now entire yield curve remains above RBI CPI inflation target range

#VoicesofTomorrow #VOT2023 #ithoughtVOT
Interest rate outlook and the key drivers for future:

With global monetary policy cycle nearing peak, yields likely to trade in a range with a downward bias. It is a good time to start locking in yields!

#VoicesofTomorrow #VOT2023 #ithoughtVOT
Read 7 tweets
Sanjay Kumar Elangovan Profile picture
Feb 4
Next is Mr Ihab Dalwai (@Ihabdalwai). He is the lead Fund Manager for ICICI Prudential Large & Midcap Fund and ICICI Prudential Infrastructure Fund. He is the youngest in history of @ICICIPruMF to be given the additional responsibility of Fund Management along with Research role.
Themes that are shaping India:
As income level rises, few sectors will see non linear growth.

Number of Indian households with income of more than $10000 is expected to more than double this decade!

#VoicesofTomorrow #VOT2023 #ithoughtVOT
Read 7 tweets
Sanjay Kumar Elangovan Profile picture
Feb 4
Up next @KalpenParekh on International Investing and #Budget2023!

Mr Kalpen has over 2 decades of experience in Asset Management. He is passionate about behavioural finance and believes that investor behaviour is one of the most crucial aspects to a good investment experience.
He starts with a question - "If you were an alien from Mars, how would you invest on earth?"
1) Largest companies of the world?
2) Most profitable companies?
3) Multiple countries?

Or will you invest all your money only in India? India is a nano market in the world market size.
Read 10 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us on Twitter!

Send Email!

:(