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CFA Society India
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Anonymous
The next session is DEEP SIMPLICITY by SANDEEP KOTHARI – Founder & CEO, East Lane Capital LLP
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The next session is DEEP SIMPLICITY by SANDEEP KOTHARI – Founder & CEO, East Lane Capital LLP
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The next session is DEEP SIMPLICITY by SANDEEP KOTHARI – Founder & CEO, East Lane Capital LLP
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After an insightful session, let’s move towards the second session for the day, on “Deep Simplicity” ft. Sandeep Kothari, Founder & CEO, East Lane Capital LLP
Mod: Saurabh Singh, CEO, My Advance
Session 02 | #VIP | Gurgaon, Delhi NCR
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As per Sandeep Kothari, Management is the KEY ingredient.
Look for Management’s intent and integrity, capital allocation, and execution
Session 02 | #VIP | Gurgaon, Delhi NCR
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Sandeep talks about the DNA of a business – key drivers, growth potential, capital intensity, unit economics, return on capital and comparison with peer set, at 6th #VIP
Session 02 | #VIP | Gurgaon, Delhi NCR
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IT services is an example where profit growth and market cap growth have gone hand in hand, shares Sandeep.
He further adds Marketcap growth and earnings growth go hand in hand in the long run, irrespective of the sector!
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Sandeep Kothari shares a very interesting data point
Since 2000, IT services firms have returned approximately INR 5 lac crore to shareholders in dividends and buybacks!
Session 02 | #VIP | Gurgaon, Delhi NCR
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Sandeep mentions, In consumer durables and building materials also, there is high growth and high returns.
SCALE IS EVERYTHING!
Session 02 | #VIP | Gurgaon, Delhi NCR -
Moving from IT to the Real estate – Again, huge growth potential but capital intensive. Also, regulations have obstructed growth, and pricing is cyclical, says Sandeep Kothari, Founder & CEO, East Lane Capital LLP
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Sandeep shares, In consumer durables and building materials also, there is high growth and high returns.
SCALE IS EVERYTHING!
Mod: Saurabh Singh, CEO, My Advance
Session 02 | #VIP
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We can’t agree more with Sandeep- Progress is cumulative in #science while it’s cyclical in #finance!
Mod: Saurabh Singh, CEO, My Advance
Session 02 | #VIP
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High growth potential businesses with high RoCE run by managements with the right intent can create COMPOUNDERS says Sandeep
Mod: Saurabh Singh, CEO, My Advance
Session 02 | #VIP
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