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

Shortlist of High-Conviction Ideas Across Japan, China & India – September 2026

HoldCo Series: TVS Holdings Ltd–Play on the Fastest-Growing Auto Company; NBFC Amalgamation Underway

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

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

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

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>This insight details about the weekly changes in the holding company discount in India.</li>
<li>We track the reasons for change in the holdco discount if any.</li>
<li>While this note captures 4 holding companies, we intend to add more names in coming weeks.</li>
</ul>


This insight details about the weekly changes in the holding company discount in India.
We track the reasons for change in the holdco discount if any.
While this note captures 4 holding companies, we intend to add more names in coming weeks.


Tata Investment Corporation (TATAINVE IN)

HoldCo Weekly (18 Sep): Where’s the Discount?