Please introduce yourself and tell us about your business.
My name is Rohinee Sharma and I’m one of the three Co-Founders of Investory. Investory is, essentially, a boutique independent research house.
How is your research differentiated?
What matters is how you look at a data point; how you interpret an idea or what’s happening around you. The ability to pick up pulse is very vital. That really is the key to making a stock idea work or not.
For instance, in our case, all three of us bring in diverse views to a particular stock idea. That probably is our secret sauce, in a sense.
What is an example of a great call you’ve made?
A regular lead battery recycler, which is a unique theme on its own. So we took a detour instead of going forward. We actually started looking at a theme which was just currently relevant. One of the largest lead battery recyclers getting into not only recycling of lead but also into, say, plastics and paper and aluminium, doing all kinds of traditional things.
Recycling is a very relevant theme today. I think that when we started covering it we noticed that, because of the fact that it was very tiny, you traditionally didn’t have a lot of guys who wanted to invest in it. But having said that, all the financials fell into place.
Why are you working with Smartkarma?
Today you can literally write research for the sake of research – because of a stock, on its own merit, for the value-add it gives to its stakeholders. We are not really bothered or worried about whether it has a particular market cap or whether it has a particular volume, whether there are investors in it. We will view a stock and write about it because we think that the stock’s time has come.
