Mumbai “Peaceful Investing” Workshop, July 27, 2025

Description

The “Peaceful Investing” workshop focuses on stock selection and analysis skills, which would make us much more confident about our stock decisions. It would ensure that our faith in our investments would not shake with day-to-day market price fluctuations and we would be able to reap the true benefits of stock investments over the long-term investment period.

The workshop would cover the basics of fundamental investing and simultaneously focus on key concepts needed for stock analysis for both beginner and seasoned stock investors. I believe that a person does not need to have an educational background in finance to be a good stock investor and the workshop has been designed keeping it in mind.

To understand our teaching methodology, you can watch a FREE Sample Video (16 min) of the workshop where we have discussed the basics of balance sheet along with fund flow analysis here:

A sample video of the workshop

 

What past participants say about the workshop:

 

One of the key methods to generate significant wealth from stock markets is to buy & hold fundamentally sound stocks over long periods extending to years and many times to decades. However, such a long investing duration invariably contains periods of exuberance & distress where the market price rises and falls significantly. It leads to strong emotional reactions from investors that make it difficult to hold stocks for the long term.

Therefore, the patience to hold stocks in fluctuating markets requires a very high level of conviction from the investor in her investing decisions.

The “Peaceful Investing” workshop would make investors confident about stock decisions to ensure that our faith would not shake with day-by-day market price fluctuations and we would be able to reap the true benefits of stock markets over a long-term investment horizon.

The workshop would cover a detailed elaboration of our fundamental stocks analysis approach: “Peaceful Investing”, using live examples of companies to illustrate different investing concepts and parameters. The day would have detailed discussions on all the aspects of a stock investor’s journey like:

• How to shortlist stocks for analysis out of more than 6,000 listed stocks
• How to conduct a detailed analysis of stocks across key parameters like financial, business, valuation and management assessment to find fundamentally good stocks
• How to read key financial statements like profit & loss, balance sheet, and cash flow statements
• Once a fundamentally strong stock is found, then how to decide what is an appropriate price to pay for it
• Once an investor has bought a stock in her portfolio, then what steps to follow and which resources to use to properly monitor the stock
• How many stocks to own in the portfolio and how much money to allocate to a stock in the portfolio
• How to decide about taking a sell decision about a stock

Our stock analysis & selection approach has evolved over our stock investing journey of more than 15 years while we had a full-time job at hand. We have faced all the major challenges that retail/part-time investors face. Therefore, the “Peaceful Investing” approach focuses on addressing those hurdles acknowledging the primary challenge being the scarcity of the time available to the investors.

The workshop would help an investor learn an in-depth analysis of stocks that would help her make her own opinion about the strengths & weaknesses of any stock. The participants would be able to use the stock analysis with their preferred stock selection approach like value investing or growth investing.

The workshop would cover a detailed analysis of various sources of information available to investors like annual reports, credit rating reports, and online financial resources like Screener.

The agenda of the workshop:

• In-depth fundamental stock analysis focusing on management, financial, business, valuation analysis and operating efficiency assessment of companies with examples of real companies using publicly available information.
• Analysing & interpreting annual reports with the balance sheet, cash flow statement, profit & loss account and other important sections of the annual report.
• Analysis of quarterly result updates, credit rating reports
• Deciding about the buying price of a company with an assessment of the margin of safety in the investment
• Deciding about selling a company from the portfolio
• Creating a portfolio of stocks with a discussion on the number of stocks, position sizing of each stock, adding new stocks and selling existing stocks
• Using online tools like Screener for stock selection, analysis and shortlisting of stocks for detailed analysis
• I would share my experience in investing.
• Key guidelines for part-time investors who have a day-time job

Advised reading material would be emailed to the participants shortly after registration.

Please note that we do not recommend technical analysis, short-term trading including derivatives for investing and therefore, these would not be covered in the workshop.

The workshop has limited seats. The registrations will be accepted on a first come first serve basis.

Charges include lunch (Veg/Non-veg/Jain food) and two tea breaks. The Jain food would be veg preparations without onion and garlic.

Time Schedule:

• 8:15 AM to 8:30 AM: Registrations
• 8:30 AM to 10:30 AM: Introduction. In-depth fundamental stock analysis focusing on management, financial, business, valuation analysis etc. with examples of real companies and the use of online tools like Screener.
• 10:30 AM to 10:45 AM: Tea break
• 10:45 AM to 12:45 PM: Stock analysis continued, interpreting the annual report, credit rating and other company reports
• 12:45 PM to 1:15 PM: Lunch
• 1:15 PM to 3:15 PM: Buying and selling decisions. Assessment of margin of safety in the investment. Discussion on portfolio creation.
• 3:15 PM to 3:30 PM: Tea break
• 3:30 PM to 5:00 PM: Q&A. Sharing personal investing experiences.

Drinking water, writing pads and pencils would be provided.

Please Note:

The registration once done is not cancellable. However, the ticket is transferable. If due to any circumstances, you are not able to attend the workshop, then you may transfer your ticket to someone else who may attend the workshop. In case of a transfer of the ticket, kindly inform in advance by email at vijay.malik@drvijaymalik.com

 

Important aspects of Stock Analysis Excel Template (Screener.in)

1) The Excel sheet is for the sole use of the buyer from www.drvijaymalik.com. Any copying and sharing of this Excel sheet are strictly prohibited.

2) This purchase is limited to the current version of the Excel sheet only. Any future updates/versions of the Excel sheet need to be bought separately.

If in future, for any reason, Screener changes the format of data it provides in the “Data Sheet” or makes this template invalid, then I would not be able to provide a resolution of the issues in this Excel template.

In such a scenario, I might come up with a new version of the Excel template. However, the new version needs to be bought separately by the users.

3) In the original versions of the Excel template sheet, all the formula links were locked for editing. However, after a request from investors, now, all the formula links are unlocked. Nevertheless, I suggest that investors should not make any changes to any formula/sheet in this Excel workbook. Any change might lead to corruption of the formula links and might lead to erroneous results

4) Investors may use the app “Google Sheets” to open the Excel template on mobile devices.

 

How to upload the Stock Analysis Excel Template on Screener

• The Excel template does NOT require a premium subscription to Screener. You may use it with the FREE account of Screener.
• After logging into the Screener website, an investor should upload this Excel template on the following link: https://www.screener.in/excel/ . On this page, first, click on the “Reset Customization” button to clear all previous modifications and only after “reset customization”, upload the Excel template to the Screener account.
• You may read the following article for step-by-step instructions along with screenshots: How to Use Screener.in “Export to Excel” Tool

 

Frequently Asked Questions

Q. I have attended the “Peaceful Investing” workshop in the past. Am I eligible to get the discount on the Stock Analysis Excel Template (Screener.in), if I buy the Excel Template now?

Ans. Unfortunately, the discount in the package “Workshop Registration + Excel Template (Discount Package)” is available only to the investors who register for the “Peaceful Investing” workshop from now onwards.

Q. I have purchased Stock Analysis Excel Template (Screener.in) in the past. Can I get a discount on the registration charges for the “Peaceful Investing” workshop?

Ans. Unfortunately, there are no discounts on the registration charges for the “Peaceful Investing” workshop based on previous purchases.