In a first-of-its-type initiative for us, we successfully hosted ~30 companies for MNCL's Opportunities Unlimited investor conference during Sep 21-22, 2021. The companies represented an assortment of sectors, and the ensemble cast included entities that are relatively under-the-radar for investors. Here are the key general takeaways: Aggressively picking up the pieces after the second wave, optimism back. The evidence for this was universal. Whereas the first wave disrupted production, supply chains and overall plans brutally, the second wave at worst ruffled a few feathers. Employees are back to factories/branches in large numbers, vaccination records are impressive, most points of sale have opened fully, and flailing consumption levels have got rejuvenated. Nearly every company projecting better topline performance. The three remaining quarters of this financial year definitely look better, partly due to a more welcoming environment in general and pent-up demand in particular. Few companies did mention that they are nearly back to preCovid levels or will soon be, whereas others were providing a slightly longer timeline for the same, perhaps born out of the pandemic-induced caution....