Session 2 – DEEP SIMPLICITY by SANDEEP KOTHARI – Founder & CEO, East Lane Capital LLP

Forums 6th Value Investing Pioneers Summit 2022 Session 2 – DEEP SIMPLICITY by SANDEEP KOTHARI – Founder & CEO, East Lane Capital LLP

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    • #18847
      CFA Society India
      Keymaster
      • #18929
        Akshay Gupta
        Participant

          The next session is DEEP SIMPLICITY by SANDEEP KOTHARI – Founder & CEO, East Lane Capital LLP

        • #18930
          Akshay Gupta
          Participant

            The next session is DEEP SIMPLICITY by SANDEEP KOTHARI – Founder & CEO, East Lane Capital LLP

          • #18931
            Akshay Gupta
            Participant

              The next session is DEEP SIMPLICITY by SANDEEP KOTHARI – Founder & CEO, East Lane Capital LLP

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            • #18999
              Akshay Gupta
              Participant

                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

              • #19007
                Akshay Gupta
                Participant

                  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

                • #19010
                  Akshay Gupta
                  Participant

                    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

                  • #19018
                    Akshay Gupta
                    Participant

                      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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                    • #19020
                      Akshay Gupta
                      Participant

                        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

                      • #19022
                        Akshay Gupta
                        Participant

                          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

                        • #19023
                          Akshay Gupta
                          Participant

                            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

                          • #19024
                            Akshay Gupta
                            Participant

                              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

                              Attachments:
                              You must be logged in to view attached files.
                            • #19026
                              Akshay Gupta
                              Participant

                                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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                              • #19030
                                Akshay Gupta
                                Participant

                                  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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                              Forums 6th Value Investing Pioneers Summit 2022 Session 2 – DEEP SIMPLICITY by SANDEEP KOTHARI – Founder & CEO, East Lane Capital LLP