Join Ravi Dharamshi from ValueQuest in this insightful discussion as we explore the powerful megatrends that are shaping the future of investing and driving long-term value creation. In this video, we delve into the nuances of growth versus value investing, the importance of understanding megatrends, and how to strategically position yourself to benefit from these industry tailwinds.
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0:00 - Introduction
6:17 - Growth vs Value; What's your style?
7:30 - Growth is part of the Value equation
10:43 - Spectrum of Value investing Approaches
13:00 - What are Megatrends?
16:33 - Technology Cost Curves
19:36 - How to identify Megatrends?
23:23 - How to benefit from Megatrends?
28:20 - Crossing the threshold
30:31 - Framework to identifying winners
32:42 - Case Study 1: Defense
36:03 - Case Study 2: Aerospace
38:24 - Case Study 3: Energy Transition
40:28 - Summary
42:30 - Q&A
1:06:00 - Closing remarks
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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 160 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.