Buying the Pessimism | Niteen S Dharmawat, Co-founder, Aurum Capital | 27th Aug, 2022, Delhi

“Buying the Pessimism” presents an opportunity to buy a wonderful company at a fair price. But this is not as easy as it sounds. It requires a disciplined approach, long term thinking, and ability to sustain pain. What are the dos and don’ts and how to control the nerves when things are not going our way? These will be backed by several case studies of success and not so successful investments.
About the Speaker : Niteen S Dharmawat
Niteen is the co-founder of Aurum Capital. Aurum Capital is a SEBI registered research analyst and investment advisory company. He started his equity market journey 30 years ago as a hobby and ended up pursuing CFA from CFA Institute USA. Niteen brings rich industry background and that helps understand companies, complexities of business and tipping points. He has worked with leading groups including CRISIL and L&T among others. Niteen believes in going beyond number crunching. He focuses on the long-term value investment ideas with sound fundamentals, the business operations, strategic direction, the competitive landscape, the governance process, the background of the promoters, to name a few. He believes that often these are more critical items than just numbers crunching. Niteen has to his credit several multibaggers. He also identified many fraud companies much before they got burst and that helped investors. As a part of his social responsibility, he conducts free sessions for common investors. He writes blogs, articles, created educational videos on the subject of investment ideas for common investors. He is a regular contributor to the leading busines portals and appears regularly on various business channels.He is a continuous learner in equity market and believes that "Everything else can stop but learning".
The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in Apr 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals.
As one of the over 140 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.

[@firstprinciplesinvesting]

The best talk on CFA Society India, in my opinion. The Clarity in thought process is something I have personally yet to see in other talks by other great speakers.

[@subramanianarun78]

Thanks for uploading. This is a gold mine!

[@jaibajaj]

Excellent presentation.. got something really useful out of it. Time well spent watching it..

[@ankitagarwal4478]

This is amazing session by Nitin Sir.

[@smallbusinessunleashed]

One of tbe finest mind in Indian market 🙏

[@pankajkmahapatra]

Superb knowledge imparting lecture..

[@rsriram95]

absolutely brilliant talk!

[@Gourab__paul]

The slide on : Framework for buying the pessimism is not clear. Is this slide available. It will be great if you share it.

[@25rada]

Superb

[@dhruvthakkar6917]

Which infra company it is, which became 56X from 2014. I know name are not important but can be good to study and learn. any ways not going to buy.

[@raghavrealinfrapvtltd2569]

seems like solar industries

[@srijith1984]

KNR construction

[@beingdipenmhanta]

The meme stock is ITC.