BC SJAINLEARNINGS
Saved by @SAnngeri

1) Super stoked to go live with my fund, RH #Perennial Fund tomorrow at the beginning of the new financial year. It is inspired by the vision to protect the purchasing power of savers irreplaceable capital, & to increase such value over time in real terms with minimum volatility

 2) Our typical holdings exhibit the following characteristics

- Sector leaders in consolidating profit pool industries with favorable economics with a great track record of capital allocation

-Great accounting quality and corporate
governance

-Huge growth potential
3) We do so by identifying Identify great companies with consistency of growth and economic profits and weeding out fraud companies and promoters with dubious history using proprietary forensic accounting tools and fraud search toolkit.
4) We try to judge companies on the holy quadrangle of wealth creation, namely a) Total Addressable Market b) Market Leadership c) Reinvestment runways d) Management
5) Finally we analyse the competitive advantages of the companies by looking at global wealth creation trends & dissecting the moats of Indian businesses on basis of a) Network effects b) Consumer switching costs c) Intangible assets d) Low cost of production to find #perennials
6) While Second Wave has temporarily disrupted the economic recovery, India's medium to long-term economic outlook continues to remain robust. You are invited to join the session by @jain_satwik_ (Fund Manager, RH #Perennial Fund) & Vineet Sukumar, (CEO, @VivritiCapital )
7) We cover topics like power of compounding, identifying global megatrends to invest in India, Debt markets in a low-yielding environment, GSAP- India's QE movement, is it the right time to invest?
Session will be moderated by @TheVinayakSood

https://t.co/WG9Pjl6Uor
The full recording can be viewed at our YouTube channel
https://t.co/9aD3ZjW1lk
8) Pareto principle, Global megatrends, Theory of reflexivity & need of family offices
Looking forward to session by @jain_satwik_ , @virajmehta16 , @TheVinayakSood @soicfinance and @ishmohit1

Reserve your seat at - https://t.co/pqncM7qZ4F
9) We cover
- Pareto principle, cricket and investing- what's common?
- Identifying global megatrends to invest in India
- Theory of reflexivity- #financialmarkets reflect fundamentals or can alter them?
- Rising India & family offices

Register at https://t.co/pqncM7qZ4F
10) In college we learnt asset prices move towards their fundamentals but can financial markets change it?
George Soros, billionaire hedge fund manager who broke Bank of England might have answer.

Blog- https://t.co/ctBVecGNPx
Youtube with @ishmohit1 - https://t.co/kw8CmVt4yn
11) Read on as we try to apply his frameworks of positive & negative feedback loop in Indian and global context taking examples like Franklin Templeton, ARKK Investments, Bajaj Finance among others to portray boom & bust cycles & our invt framework at https://t.co/xA7uDvwQAK
12) We want to extend heartfelt thanks to investors in https://t.co/dLwRLbQs6U for partnering us in your wealth creation journey
The fund completed its maiden quarter clocking returns of ~9%
We present a look into our frameworks for perennial compounding

https://t.co/EEcsz0Zr0t
13) Super excited to speak to the #Perennial family tomorrow regarding our first quarterly performance, addition of the fastest growing consumer co. in India, portfolio positioning & frameworks

Register at - https://t.co/pqncM7IzWd
The recording of our #PMS con call is available at https://t.co/dMc8RuOL94

The Q&A session with the #Perennial family was the best part
14) While healthcare remains a good sector to invest in, historical popular notions might not work. We try to learn from one of the best minds in the healthcare sector @AdityaKhemka5
Register at https://t.co/pqncM7IzWd

#equities #healthcare #perennial
15) We cover the following topics:-
1) InCred & #Perennial framework for identifying outstanding investment opportunities
2) Looking beyond the obvious for Wealth creation
3)Healthcare megatrends & Opportunity size
4) Identifying anti-fragile growth in the Healthcare sector
Full recording of the webinar is available at https://t.co/XElILqs3fL

Special thanks to @AdityaKhemka5 again for sharing differentiated and actionable insights
16) RH #Perennial Fund factsheet as of July 2021
.
As trustee of #Indian savers' hard-earned capital, building https://t.co/dLwRLbQs6U transparently in public is the most exciting part of the journey
17) We often get asked why we have such high allocation to #healthcare
Read on as we discuss #perennial frameworks for business selection taking egs of #JBChem #Syngene #SequentScientific #AbbottIndia #LalPathLabs
Blog- https://t.co/v8yufYIvy1
Webinar- https://t.co/cJE2Tiy2nq

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Ahobilam is the place where Prabhu appears in his fierce form, called Ugra Narasimha, who is Svayambhu (self-manifest).
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2) Porus ruled the Punjab region and expanded his kingdom between the Jhelum River and Chenab River in the Indian Subcontinent. He was a legendary warrior and more war skills. He made the army most powerful with war skills. Even Alexander had also made difficulty to defeat Porus.

3)Word of Mouth Oral tradition in #Mohyal_Brahmin families since ancient times has kept the Great Saga of their Great Elder known to them as Maharaja “ #Puru” alive.

4) When #Alexander the Great invaded India in 326 BC he was challenged near Taxila by a mere chieftain of the Area. He was King #Porus, a #Vaid_Mohyal. After his encounter with Porus, Alexander met with more resistance near Multan where the forces were predominantly #Mohyal.

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