Jatin Khemani presented his in-depth investment thesis on Wonderla Holidays (NSE: WONDERLA) at Asian Investing Summit 2017.
Wonderla Holidays is a leader in a nascent industry that benefits from the demographic picture in India (population of 1.25 billion with a median age of 26 years). The company has a market cap of close to $300 million and a debt-free balance sheet. The business is run by an owner-operator who is in his early 30s who owns more than 70% of the equity and appears to be an intelligent fanatic who is determined to exploit the large market opportunity.
About the instructor:
Jatin is a SEBI Registered Investment Adviser. He has seven years of experience in investment analysis and portfolio management. In his last stint with a Delhi-based brokerage house he was solely responsible for the research activities of the organisation right from picking new ideas to tracking the existing portfolio thereby assisting the directors in managing the proprietary book. He is a CFA(US) Charter holder, earned his MBA in Finance from Christ University, Bangalore and graduation in Commerce from Delhi University. Thanks to his admiration for Peter Lynch & Phillip Fisher, Jatin has over the years become proficient in Scuttlebutt; a primary research method to find out truth about a company or an industry. On weekends he teaches finance to MBA students and is an active volunteer with The Art of Living since 2006, where he leads state level fund-raising campaigns. Stalwart Advisors also has a board of advisors which includes veterans with decades of investing experience; each stock idea is meticulously discussed and brainstormed within this board before we make any recommendation.
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