Few Stock Ideas From SOHN India Conference

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Recently I attended sohn india conference held in Mumbai on 3rd June 2016. Prominent names from investment fraternity were present & gave wonderful insights. I’ve tried to put together all the pointers that i noted during the conference. Excluded 2-3 speakers, as i did not find their ideas interesting enough.

Took some time in putting all the notes together, so publishing with a little delay. Hope you find it useful.

I have included ideas from;

  1. Ramdeo Agarwal, Motilal Oswal – Indigo
  2. Sunil Singhania, Reliance Mutual Fund – Alcoholic Beverages Sector
  3. S Naren, ICICI Prudential – Healthcare Services Providers ( Fortis / Narayana Hridayalaya / Apollo etc. )
  4. Kenneth Andrade, Oldbridge – Coromandel International
  5. Shiv Puri, TVF – Repco
  6. Akash Prakash, Amansa Holdings – Federal Bank
  7. Rakesh Jhunjhunwala, Rare Enterprises – Tata Motors & DLF

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