Commodity/Cyclical Stock Investing Strategies presentation at Investors Carnival 2017

Uploading the Commodity/Cyclical Stock Investing Strategies presentation at Investors Carnival 2017. This is an updated version, I recently presented.

For educational and illustration purposes only. No stock recommendations.

Feedback welcome.

https://www.slideshare.net/secret/vqc4GKSVRhfesV


-Jiten Parmar

Uflex Ltd - presentation

Here's the Uflex Ltd. presentation I recently made at a TIA conference. This is purely educational and not at all a stock recommendation. It's purely for helping understand the company and the industry. Please do read the disclaimer in the presentation. Cheers.

https://www.slideshare.net/secret/reaAVbzg5LIPl6

Updated with a video presentation of Asepto Liquid Packaging solution. Very impressive.

https://www.youtube.com/embed/BuLb_HG_IOQ?autoplay=1&feature=oembed&wmode=opaque

Corporate presentation of Uflex

https://www.youtube.com/embed/BuLb_HG_IOQ?autoplay=1&feature=oembed&wmode=opaque

My presentation on commodity/cyclical plays in the stock market. A theme which I have been continuously researching and playing for last 3-4 years.

Disc : This is for educational purposes only. Am not a registered advisor/investor.

https://www.slideshare.net/secret/8HxBOZTTQQAZSw

Update : Added new and better presentation. Above one deleted.