Passionate about equity research. Investment philosophy is focused towards mid and small caps having a long runway to growth and available at reasonable valuations. CFA level 2 candidate and Masters of Finance Candidate at the Schulich School of Business
Contributor since: 2022
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Action Construction Equipment- A Proxy to the Capex and Infrastructure cycle?
Action construction equipment(ACE), incorporated in 1995, is the leading manufacturer of mobile cranes (63% market share) and tower cranes (60%) in India. It has four segments: Cranes (66% of revenue), Material handling equipment (10% of revenue) & construction equipment (11% of revenue) and agriculture equipment (13 % of revenue). \r\n
Fairchem Organics- A high growth niche chemical play with strong promoter pedigree
Fairchem Organics operates in the specialty oleo chemicals segment where it manufactures niche products with diverse industry applications for the last two decades.Fairfax India Holdings, backed by the billionaire Prem Watsa, is the major promoter of Fairchem and they hold 53 percent stake
