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 (7 Aug): Where’s the Discount?

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

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 and upcoming triggers for these companies.</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 and upcoming triggers for these companies.
While this note captures 4 holding companies, we intend to add more names in coming weeks.


Tata Investment Corporation (TATAINVE IN)

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