In this video, Mr Vineet Bhatia provides valuable insights on fundamental investing—a precursor to successful investment. He even explores common practices, key requisites, and different types of fundamental investing strategies backed by compelling case studies. Mr Vineet Bhatia is a seasoned stock market participant with over 18 years of experience in markets. He is a full-time investor since 2020, prior to that, he has worked in a middle east based investment bank having exposure to investment banking and private equity. He has also worked in EY in the past in the transaction advisory team. His other notable experiences are in equity research profiles in different KPOs in Gurgaon.
Mr Vineet Bhatia discusses the Key requisite for fundamental investing that investors should apart from desktop research – scuttlebutt on suppliers, customers, market feedback, employee feedback, Management visits – AGM, plant visits, Keeping feet on ground – regular market feedback, Follow investing thesis and keep a check for any deviations and more.
He also discusses case studies on the different types of investing i.e. growth, Deep value buys, Cyclicals, turnarounds, special situations like Fund raise (equity, Partially/ fully convertible debt), M&A – EBITDA/PAT accretive and dilutive transactions, RM – a reverse merger of 2 listed entities to create one, Demerger of 100% subsidiary into two 2 listed entities etc. He concludes that Always remember – Lower drawdowns will help you compound, not stock returns – buying value means – the drawdown probability is lower. This video has essential knowledge for investors seeking to make informed financial decisions.
Your Speaker
Mr Vineet Bhatia
Your Host
Vivek Bajaj