Discover and read the best of Twitter Threads about #MAW
Most recents (10)
What a brilliant day of learning at #MAW !
Keep sharing your takeaways using #MAW and following us here, or across Social Media.
Log on to our app, or our website cfasocietyindia.org
Keep sharing your takeaways using #MAW and following us here, or across Social Media.
Log on to our app, or our website cfasocietyindia.org
A thread of threads - of our live tweets from the day
Session one by @Iamsamirarora on "How to Develop and Construct an Investment Philosophy", moderated by @safiranand
Session one by @Iamsamirarora on "How to Develop and Construct an Investment Philosophy", moderated by @safiranand
Session #2 was from Utpal Sheth, veteran investor, CEO and Partner at Rare Enterprises on "Dimensions of Mistakes in Investing", moderated by @VGoenka82, Managing Partner at @VQIndia
We start with the last session of the day at #MAW - Business Builder Approach to Investing - with Amit Dalmia, Senior Managing Director @blackstone, moderated by Navneet Munot, MD & CEO, @hdfcmf 
India's PE landscape has only improved. India couldn't be in a better place to attract funding. It's the fastest growing major economy for PE and VC Investing.
Referring to @Lakshmi1876's slides on India's macroeconomic strength in her session at #MAW - Amit adds that the demographic dividend in India is very strong, and is very attractive from a global investor community point of view.
We head to our 3rd session for the day - Navigating the Market Maze - by @Lakshmi1876 , with a very quirky introduction by @jayenshah !
A very interesting introduction to the Market Maze - with an analogy to the movie Bhool Bhulaiya!
The central bank printing press has gotten too hot - and the excesses are being sucked out.
Much awaited session at Kolkata by Utpal Seth, Rare Enterprises, on "Dimensions of Mistakes in Investing", to be moderated by Varun Goenka.
#MAW
#MAW
Utpal Sheth starts with a tribute to Rakesh Jhunjhunwala
Utpal Sheth lays out the context for today's session - Mistakes are rarely discussed!
Outcomes don't define mistakes. They are known through a process of deep introspection & multiple iterations. The opportunity cost of not embracing mistakes is very high.
Outcomes don't define mistakes. They are known through a process of deep introspection & multiple iterations. The opportunity cost of not embracing mistakes is very high.
We start with our first session of the day with @Iamsamirarora, to be moderated by @safiranand. He will be speaking on "How to develop and construct an investment philosophy"
#MAW
#MAW
Samir begins his session by establishing the case for Equities, and within that, Indian Equities. He adds: for the past 25 years (1997-2022), Indian equity markets index has given higher return than investing in shares of Berkshire Hathway (US$ terms)
What path should you follow? Samir juxtaposes books that speak on either side - read and choose what makes sense for you!
🗓️ AGORA COMEÇOU DE VEZ! Toda a programação para o dia de hoje nesse MEGA fio 🧶!
#JogosOlímpicos #Tokyo2020
#JogosOlímpicos #Tokyo2020
É DAQUI A POUCO! A GRANDE ABERTURA DOS JOGOS OLÍMPICOS DE VERÃO TÓQUIO 2020!
A partir das 08h, ao vivo na Globo, SporTV e BandSports!
#Tokyo2020 #JogosOlímpicos
A partir das 08h, ao vivo na Globo, SporTV e BandSports!
#Tokyo2020 #JogosOlímpicos
20 MINUTOS! Bruno e Ketleyn já estão no preparo!
📸 Christian Dawes/COB
📸 Christian Dawes/COB
COMEÇOU! FINALMENTE 😭😭😭😭😭
The guru of gurus, Sanjoy Bhattacharyya is up on podium and this is going to be one rollicking session #MAW @CFASocietyIndia
"The tragedy of behavioral finance, is there is no grand theory of equilibrium“, starts Mr. B
That's it, the gloves have come off! #MAW @CFASocietyIndia
That's it, the gloves have come off! #MAW @CFASocietyIndia
The topic of his presentation?
"The rewards of good behavior:where theory, meets practice"
Nothing is original here, starts MrB. Majorly influenced by Mr. Crosby #MAW @CFASocietyIndia
"The rewards of good behavior:where theory, meets practice"
Nothing is original here, starts MrB. Majorly influenced by Mr. Crosby #MAW @CFASocietyIndia
"experience is a great teacher, but she sends in terrible bills", started @Kuntalhshah #MAW @CFASocietyIndia
Mental Latticework.
Learn from financial history. Very low understanding and appreciation of the discipline. #MAW @CFASocietyIndia
Learn from financial history. Very low understanding and appreciation of the discipline. #MAW @CFASocietyIndia
Excited to be at the @CFASocietyIndia 'Masters at Work: Investing Frameworks that Win' conference at the beautiful city of Kolkata. Looking forward to some invigorating discussion with a great line up of speakers!
(1/n) Tweet thread below on some fascinating observations. Ramdeo's session: Equities represent limited downside and unlimited upside (!) Downside is 100%, upside is unlimited. #maw @CFASocietyIndia
(2/n) Ramdeo's session: How often have we heard about the power of compounding? Here are some numbers yo reflect on: Difference between 10 and 30 years is not 3x but 87x. Buffet's 22% CAGR over 58 years grew capital at 85,000x ! #maw
