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Sanjay Kumar Elangovan Profile picture
Sanjay Kumar Elangovan
@sanjaylangval
Investor | Co-Fund Manager
6 subscribers
Sep 19, 2024 • 38 tweets • 9 min read
RIR Power Electronics

Dr. Vijay Malik has made some observations on RIR in his analysis.

Since I have done some deep research on RIR, I thought I will clear the observations and share my work on their technology & capabilities. Dr. Harshad Mehta is a man of integrity. If you had attended the past AGMs, you will know that he is very transparent.

Link to FY23 AGM:


How many AGMs have crossed the 2 Hour mark?
Feb 4, 2023 • 12 tweets • 11 min read
We now have @rohitkrishnan to talk about - Is the time right to unearth hidden gems?

PE style due diligence!

#VoicesofTomorrow #VOT2023 #ithoughtVOT 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.
#VoicesofTomorrow #VOT2023 #ithoughtVOT
Feb 4, 2023 • 14 tweets • 11 min read
We now have @balajispice to talk about the Art and Science of Investing - the Solitaire way!

#VoicesofTomorrow #VOT2023 #ithoughtVOT Mr G R Balaji is a passionate equity investor with over 17 years of experience in the Financial markets. He has worked with Fidelity, Reliance and IIFL Wealth across various functions in Asset Management and Wealth Management. He is also a regular columnist at The Hindu.
Feb 4, 2023 • 8 tweets • 6 min read
We are back now. @theninjax will talk about multi asset investing.

#VoicesofTomorrow #VOT2023 #ithoughtVOT Mr Niranjan Sridhar has over 17 years of experience in the Financial markets with over 12 years at ithought. He has an avid interest for financial markets and has been following the equity markets since his school days. He is a certified FRM (Financial Risk Manager).
Feb 4, 2023 • 7 tweets • 6 min read
Anupam Joshi of @hdfcmf is now live! He will be talking about the Indian Fixed Income opportunity.

Anupam has over 2 decades of experience in Fund Management and Research. He holds a PGDM in Finance. He has been part of HDFC AMC for the last 7 years.
#VOT2023 #ithoughtVOT Yields have risen substantially across the tenors.
With rate hikes of 225 bps during 2022, large part of curve flattening has already happened. Now entire yield curve remains above RBI CPI inflation target range

#VoicesofTomorrow #VOT2023 #ithoughtVOT
Feb 4, 2023 • 7 tweets • 4 min read
Next is Mr Ihab Dalwai (@Ihabdalwai). He is the lead Fund Manager for ICICI Prudential Large & Midcap Fund and ICICI Prudential Infrastructure Fund. He is the youngest in history of @ICICIPruMF to be given the additional responsibility of Fund Management along with Research role. Themes that are shaping India:
Feb 4, 2023 • 10 tweets • 5 min read
Up next @KalpenParekh on International Investing and #Budget2023!

Mr Kalpen has over 2 decades of experience in Asset Management. He is passionate about behavioural finance and believes that investor behaviour is one of the most crucial aspects to a good investment experience. He starts with a question - "If you were an alien from Mars, how would you invest on earth?"
Feb 4, 2023 • 4 tweets • 4 min read
The event is live!

First up, @shyamsek on @ithoughtadviser way!

Tune in to -

#VoicesofTomorrow #VOT2023 #ithoughtVOT What are the pain points that ithought is addressing and solving?
Feb 4, 2023 • 9 tweets • 11 min read
We cordially invite you to a one-of-a-kind Investor Conclave with Industry Stalwarts!

@shyamsek (@ithoughtpms)
@KalpenParekh (@dspmf)
@Ihabdalwai (@ICICIPruMF)
Anupam Joshi (@hdfcmf)

Watch it live on Youtube -

#VoicesofTomorrow #VOT2023 #ithoughtVOT Schedule for the conclave:

The stalwarts will be talking about the #Budget2023, International Investing, Indian Equity Opportunity and Indian Fixed Income Opportunity!

#VoicesofTomorrow #VOT2023 #ithoughtVOT