Nitin Sacheti of Papyrus Capital shared his perspective during a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Nitin provided his view on the potential impact of the COVID-19 crisis and highlighted three investment ideas: Charter Communications Pass-Through — Liberty Broadband (Nasdaq: LBRDK), Drive Shack (NYSE: DS), and Entercom Communications (NYSE: ETM).
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About the instructor:
Nitin Sacheti is the Founder and Portfolio Manager of Papyrus, where he continues to implement a successful bottoms-up investment process, honed over ten years, focusing on free cash flow generation over time. Prior to founding Papyrus, Mr. Sacheti was a Senior Analyst/Principal with Equity Contribution at Charter Bridge Capital where he managed the firm’s investments in the technology, media and telecom sectors as well as select consumer investments. At Charter Bridge and in his prior role at Cobalt Capital, he managed over 25 names in a ‘mini-PM’ capacity with significant autonomy ensuring a seamless transition to Portfolio Manager at Papyrus. Previously, Mr. Sacheti was a Senior Analyst at Tiger Europe Management, managing mostly the fund’s non-European investments. Mr. Sacheti began his investment career in 2006 at Ampere Capital Management, a consumer, media, telecom and technology focused investment firm, initially as a Junior Analyst, later becoming Assistant Portfolio Manager. He graduated from the University of Chicago with a BA in Economics and was a visiting undergraduate student in Economics at Harvard University.
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