VALUEx India: Ideas for the
Next Ten Years
A forum for value investors from India and around the world to meet, interact and exchange ideas.
India is a value investor’s paradise. It is very similar to the US in the 1950s and 1960s. India is embarking on a consumption and infrastructure super cycle based on its demographics – similar to the US in the 50s and 60s.
However, India is clubbed together with all other emerging markets and risk assets which are dissimilar in most respects.
Serious, long term and wealthy value investors have not explored and invested in India in a meaningful way.
The goal of VALUEx India is to bring together Indian and global investors so that they can interact and learn from each other and uncover the unexplored opportunities in India.
Speakers: VALUEx invites speakers who can share unique insights about India, its economy, politics, culture and markets. The talks will not necessarily be specific to stocks/markets but will seek to share with participants realities about India (based on speakers’ experiences) that are often overlooked and ignored in the general noise of the media.
Participant Sharing: This is a key aspect of the VALUEx India. It is an invitation only event and every participant has been selected based on their ability to contribute to the learning of other participants. Each participant will be given 5 minutes to introduce themselves and to share one idea, thought or insight that will be of value to other participants. This may be about markets, economics, philosophy or life in general.
Principles
VALUEx is inspired by three principal sources, which determine the following three bedrock principles.
- Berkshire Hathaway, Wesco, Warren Buffett, Charlie Munger, Ben Graham et al.: A place(s) where like minded individuals can develop their worldly wisdom, learn to be better investors, and become better people in the process.
- Wikipedia / Linux / Firefox and the Open Source revolution: No one individual either owns, or controls it. The endeavor is not for profit. Leadership comes from the group of individuals who are in the best position to contribute and who can best understand and develop the mission and the goals.
- Chris Anderson / TED / Ideas worth Sharing: Content and speakers are selected using the same principle applied at TED, where the most successful talks are delivered by inspiring speakers in an inspiring way. A strict time format ensures that the speakers deliver their most valuable ideas promptly. The focus is on “Ideas worth sharing”, rather than pitching products / companies / one’s own services
