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

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      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