Equity Analyst - Fundamental & Thematic, Sree Capital

Sreemant Dudhoria

Sreemant Dudhoria is a CFA Charterholder with 17 years of experience in equity research and information technology. He is also a SEBI-registered Research Analyst (Registration Number: INH000016861). His focus is on analyzing companies with bottom-up, company-specific triggers. Previously, he worked with Unifi Capital, where he co-managed assets of about USD 800 million along with the CIO, and prior to that at Infosys Technologies.

Equity Analyst - Fundamental & Thematic

HoldCo Weekly (17 Jul): Where's the Discount?

HoldCo Weekly (24 Jul): Where's the Discount?

HoldCo Weekly (31 Jul): Where's the Discount?

HoldCo Series: Bengal & Assam Company Ltd – The Anatomy of a HoldCo Multibagger

Holdco Series: KAMA Holdings Limited - Among the Highest Holdco Discounts

Holdco Series: Tata Investment Corporation Ltd- The Discount That Burned Away

Fundamental Research on Listed Indian Companies

Sree Capital

Sree Capital is a platform to share fundamental research on listed Indian companies. We do this research for our own investment

Equity Bottom-Up

<ul>
<li>In this insight we discuss why <a href="https://www.smartkarma.com/entities/kalyani-investment-co-ltd" target="_blank" data-smartkarma-citation="entities:6128:1" rel="noopener">Kalyani Investment (KALY IN)</a> has among the highest holding company discounts in India.</li>
<li>What are the key problem areas with the company which makes minority investors unhappy about the company.</li>
<li>Finally, we present the long term holdco discount range and present our conclusion.</li>
</ul>


In this insight we discuss why Kalyani Investment (KALY IN) has among the highest holding company discounts in India.
What are the key problem areas with the company which makes minority investors unhappy about the company.
Finally, we present the long term holdco discount range and present our conclusion.


HoldCo Series: Kalyani Investment Company Ltd - What Not to Do as a HoldCo