Thread by @sanjaylangval

We now have @rohitkrishnan to talk about - Is the time right to unearth hidden gems?

PE style due diligence!

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Rohit has 10 years of experience in public markets. He has previously worked with McKinsey & Co, Elevation Capital (previously SAIF Partners) a sector and stage agnostic fund, RARE Enterprises – Mr. Rakesh Jhunjhunwala’s family office.
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Some of the big winners over the last 10 years - stocks have gone more than 10x and some have gone 50x. All were below 1000 Crores. These are very well run, companies having some sort of market leadership in their niche. We were also lucky to have participated in a few of them.

Private Equity style extensive due diligence:

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Vrddhi investment philosophy in action:

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At @ithoughtpms we don't have model portfolios!

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Resilient portfolios!

Vriddhi falls less than the market:

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Vrddhi Case Study - TD Power Systems:

No returns for 2 years
Negative returns during Covid
But we held on.

TDPS went from Single product/geography to multi product /geography in the 5 years. We increased weight to 10%. Market has rewarded us.

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Is the time ripe to unearth hidden gems?

We are very close to investing zone with a view of 3 - 5 years. Small cap is down 18% from peak.

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"MULTIBAGGER" Google Search vs Nifty Smallcap 100!

Interesting chart and probably an indicator?

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Best outlook for India manufacturing since Independence and how that will trickle down to smaller companies:

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Final thoughts from Vrddhi and @rohitkrishnan :

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