Harshan Jeyakumar on Intelligent Investing in Cleantech

We had the pleasure of speaking with Harshan Jeyakumar of 118 West Capital Management about intelligent investing in cleantech. 

Redington India: Move From Products to Services Creates Growth Engine

Mehul Bhatt of OysterRock Capital presented his investment thesis on Redington (India: REDI) at Asian Investing Summit 2022.

Nykaa: Category-Defining Retail Platform With Proven Leadership

Rajeev Mantri of Navam Capital presented his thesis on FSN E-Commerce Ventures (India: NYKAA) at Asian Investing Summit 2022.

Konoike Transport: Attractively Valued Outsourcing Services Provider

Alex Kinmont of Milestone Asset Management presented his thesis on Konoike Transport (Tokyo: 9025) at Asian Investing Summit 2022.

Phoenix Mills: Mixed-Use Real Estate Owner With Good Capital Allocation

Ayaz Motiwala of Amala Emerging Asia Fund presented his thesis on Phoenix Mills (India: PHOENIXLTD) at Asian Investing Summit 2022.

Holding Companies in India: A Strategy for Portfolio Diversification

Amit Kumar of HDFC Securities Limited presented his thesis on holding companies in India at Asian Investing Summit 2022.

Mongolia: Three Investment Ideas to Access This Growing Frontier Market

Isaac Schwartz of Robotti & Company presented his thesis on Mongolia and three related ideas at Asian Investing Summit 2022.

Wonderla Holidays: Well-Run Business to Benefit Strongly Post-Pandemic

Amey Kulkarni of Candor Investing presented his thesis on Wonderla Holidays (India: WONDERLA) at Asian Investing Summit 2022.

A Review of Ben Graham’s Value Investing Strategy: “Net Nets”

Gaurang Merani shared his research into the practical replicability of Ben Graham’s “net-net” strategy at Asian Investing Summit 2022.

KRBL: Well-Run Basmati Rice Leader With Mindset of Profitable Growth

VP Rajesh of Banyan Capital Advisors presented his investment thesis on KRBL Limited (India: KRBL) at Asian Investing Summit 2022.

Kina: Misunderstood Owner of 2nd-Largest Bank in Papua New Guinea

Florian Weidinger of SLAM presented his investment thesis on Kina Securities (Australia: KSL) at Asian Investing Summit 2022.

ARA US Hospitality REIT: Stong Recovery in Dividends and NAV Likely

Peter Kennan of Black Crane Capital presented his thesis on ARA US Hospitality REIT (Singapore: XZL) at Asian Investing Summit 2022.

Home First: Tech-Enabled Housing Lender With Differentiated Model

Ravi Dharamshi of ValueQuest Investment Advisors presented Home First Finance Company at Asian Investing Summit 2022.

Aucnet: Cash-Generative Business, Misunderstood Growth Prospects

Jiro Yasu and Patrick Rial of Varecs Partners presented their thesis on Aucnet (Japan: 3964) at Asian Investing Summit 2022.

Bank of Baroda: Strong Franchise, Attractive Valuation, Growth Ahead

Rahul Saraogi of Atyant Capital presented his thesis on Bank of Baroda (India: BANKBARODA) at Asian Investing Summit 2022.

Hibiscus: E&P Player, Almost Tripling in Size After Inexpensive Acquisition

Family office investor Samir Mohamed presented his thesis on Hibiscus Petroleum (Malaysia: HIBISCS) at Asian Investing Summit 2022.

Japan Small Value: Relative Valuations, Opportunity Set, Constraints

Nick Schmitz of Verdad Advisers presented his research findings into Japanese small value equities at Asian Investing Summit 2022.

Aegis Logistics: Leading Services Provider With Strong Earnings Growth

Vinod Moras of Kiara Advisors presented his investment thesis on Aegis Logistics (India: AEGISCHEM) at Asian Investing Summit 2022.

Five Asian Companies to Outperform in a Stagflationary Environment

Koon Boon Kee of HERO Investment Management presented his theses on five stagflation-beating companies at Asian Investing Summit 2022.

Great Eastern Shipping: Lowly Valued in Recovering, Cyclical Industry

Sidd Thomas and Kimi Venkataraman of India Intrinsic Value presented Great Eastern Shipping at Asian Investing Summit 2022.

CK Hutchison: Well-Run Conglomerate With Diversified Global Asset Base

Michael Fritzell of Asian Century Stocks presented his investment thesis on CK Hutchison (HK: 1) at Asian Investing Summit 2022.

Roblox: Gaming Platform, May Evolve Into “Metaverse Operating System”

Max Hu of ZZ Capital international presented his investment thesis on Roblox (US: RBLX) at Asian Investing Summit 2022.

Alibaba: Deeply Undervalued Due to Overstated China-Related Fears

Andrew Macken of Montaka Global Investments presented his investment thesis on Alibaba (US: BABA) at Asian Investing Summit 2022.

Ujjivan Financial: Special Situation With Attractive Risk-Reward Profile

Rajeev Agrawal of DoorDarshi India Fund presented Ujjivan Financial Services (India: UJJIVAN) at Asian Investing Summit 2022.

Biocon: Vertically Integrated Growth Business With Transaction Catalyst

Nandan Madhiwalla of Punctilious One presented his investment thesis on Biocon (India: BIOCON) at Asian Investing Summit 2022.

Nykaa: Wide-Moat Retail Platform With Strong Growth Prospects

Naveen Chandramohan of Itus Capital presented his thesis on FSN E-Commerce Ventures (India: NYKAA) at Asian Investing Summit 2022.

Global Fashion Group: Well-Positioned E-Commerce Player at Discount

GFG offers an opportunity to own an undervalued and underfollowed e-commerce player with strong growth and a competitive moat.

Professor Sanjay Bakshi Discusses His Philosophy on Investing and Life

We spoke with Sanjay Bakshi, Managing Partner at ValueQuest Capital LLP and Distinguished Adjunct Professor at Flame University in India.

Rent-A-Center: Transformed Into High-Growth Fintech Platform

Chris Colvin of Breach Inlet Capital presented his investment thesis on Rent-A-Center (US: RCII) at Best Ideas 2022.

Innovate: SOTP Bargain, With Catalysts and Insider Buying

Nitin Sacheti of ARS Investment Partners / Papyrus Capital presented his thesis on Innovate Corp. (US: VATE) at Best Ideas 2022.