Consumer Analyst / Channel Surveillance Specialist, Trudence Capital Advisors

Pranav Bhavsar

Pranav Bhavsar & the team at India Independent Insight (Iii), provide research on consumer companies operating or have exposure to in India. The research methodology focuses on carrying out on-the-ground channel surveillance/checks that include supplier/distributor/customer interactions, access to industry experts, and bespoke primary data sources that aid in providing unique insights and counter consensus ideas.  

Leveraging the team's forensic analysis along with channel surveillance, the team at Iii also aids investors in early identification of changing consumer trends, identification and quantification of accounting/governance risks, and the associated impact on the business model of the company.

Pranav has over 15 years of experience in the Indian equity market, and has worked with some of the global activists, long only and PE funds for their India projects. Prior roles also include building and leading an institutional sell-side desk. In his free time, Pranav is a traveler, biker, and a young Indian contributing to the country’s social and economic development.

Consumer Analyst / Channel Surveillance Specialist

Beyond 280 #6 | Zomato (Zomato IN) - Conversation with a Restaurant Chain E-Com Manager

Zomato (ZOMATO IN) | Food Delivery Expected to Continue Improving

2023 High Conviction: Zomato - Home Delivering Laziness

Beyond 280 | Patym (PAYTM IN)  - Conversation on Evolving Merchant Offerings and Super App

Beyond 280 | Patym (PAYTM IN)  - Conversation with a Merchant Using Paytm PoS

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Trudence Capital Advisors

Trudence Capital Advisors Private Limited is a SEBI-registered Research Analyst, holding SEBI registration number INH000015747. Our firm is dedicated to providing independent and unbiased research on Indian mid to large-cap companies. Trudence Capital is known for its counter-consensus views, with a focus on forensic research and on-ground primary investigations. Our research approach is thorough, involving detailed analysis of accounting practices and governance, alongside extensive channel checks.

Independent & Unbiased Research

Equity Bottom-Up

<p>In this"Beyond 280", we present details of our conversation with a large restaurant chain owner from South India with an objective to understand the current operating environment and future earnings drivers for food delivery players like <a href="https://www.smartkarma.com/entities/zomato-media-pvt" target="_blank" data-smartkarma-citation="entities:28820:1" rel="noopener">Zomato (ZOMATO IN)</a>.</p><div><h3>About Beyond 280</h3></div><div><p>Anecdotal, primary conversations along with constant innovation in product delivery are part of our core research process.  While there is no denying the value provided by 280 Character conversations on Twitter is immense and challenging, the ability to capture lengthier and broader conversations often has its own merits and hence we introduce "Beyond 280". The objective of "Beyond 280" is to capture our channel conversations in as much detail as possible along with opening up our research architecture to enable our readers to draw their own conclusions if they require.  </p></div>

In this"Beyond 280", we present details of our conversation with a large restaurant chain owner from South India with an objective to understand the current operating environment and future earnings drivers for food delivery players like Zomato (ZOMATO IN).About Beyond 280Anecdotal, primary conversations along with constant innovation in product delivery are part of our core research process.  While there is no denying the value provided by 280 Character conversations on Twitter is immense and challenging, the ability to capture lengthier and broader conversations often has its own merits and hence we introduce "Beyond 280". The objective of "Beyond 280" is to capture our channel conversations in as much detail as possible along with opening up our research architecture to enable our readers to draw their own conclusions if they require.  

Beyond 280 | Zomato (Zomato IN) - Conversation with a Restaurant Chain Owner

Eternal

Beyond 280 | Zomato (Zomato IN) - Conversation with a Restaurant Chain Owner