Perfect Research

Key Takeaways from Aditya Khemka’s Recent Interview U.S. tariffs are raising risks for Indian pharma companies, especially those reliant on U.S. sales. A 4% tariff could cut into their revenue and significantly impact profit margins. Safer bets are firms focused on India, Latin America, and Southeast Asia. Innovator CDMOs are unaffected from the tariff, while those serving generics could face pressure. In diagnostics, urban markets are overcrowded, but big growth potential exists in smaller cities with lower healthcare access. Interview Link - youtube.com/watch?v=g-7HDGq2… @AdityaKhemka5 @unseenvalue

Join our dynamic team at @PerfectWealth_ and guide clients towards achieving their financial aspirations. If you're passionate about wealth management and eager to grow, apply now. For more details, check the Job Description and apply through the Google Form here: bit.ly/PerfectWealthrecruitm…

Look forward to presenting at @CFAinstitute @CFAIIndia @CFASocietyIndia event in Mumbai on 10th Oct. Would like to thank entire @PerfectResearch team esp. Dad @RA_Kila for all the guidance & support & @CFASocietyIndia team for organising it. Regn. Link bit.ly/2m21RJe

Look forward to presenting at the @CFASocietyIndia Speaker Event in Pune on 24th June at 3 pm in.explara.com/e/speakereven… In the session, will share updated thought process on the below ppt followed by general Q&A xitter.gq/ashishkila/status/7684… @CFAIIndia @CFAinstitute @PerfectResearch

youtu.be/1f8t3E3WcN4 Superb talk by Pat Dorsey: a)First half giving eg's of how some Moats are more prone to disruption. Ranking of Moats has been quite helpful to us in bet sizing wrt other inv opportunities b)2nd half on evaluating the mgt's capital allocation skills.

Thanks @jatin_khemani & the entire team at @IIC_2018 for this wonderful initiative. Look forward to presenting our learnings to all the participants. xitter.gq/IIC_2018/status/985791…

Delighted to take our association with @manualofideas, which started with me being an instructor at Best Ideas 2018 conference, to the next level by becoming a member. Thanks @mihaljevic & @ShaiDardashti for inviting me to the value investing community at @manualofideas.

Continuing on our thread on discussion of moats especially in regards to vulnerability to disruption.. Some food for thought from Amazon CEO @JeffBezos xitter.gq/ValaAfshar/status/9704…

@patrick_oshag 's podcast series is a must listen for all investors investorfieldguide.com/podca… Thks @84pg & @MashraniVivek for this brilliant episode by Pat Dorsey xitter.gq/MashraniVivek/status/9… Esp. loved the part on Fungible network effects & relative mkt share vs entry barriers

Really enjoyed recording my presentation for the Best Ideas 2018 Conference. Thanks @ShaiDardashti & @mihaljevic & the team at @manualofideas for the opportunity. Love the amazing work u guys r doing in fostering a global community of investors... xitter.gq/manualofideas/status/9…

As Buffett says "Investing is simple but not easy". It becomes imperative to keep reinforcing the basic principles so that they become ingrained. Here's a lovely video by Buffett to overcome FOMO. Do checkout the last part where he discusses abt Coke. bit.ly/2BY0eD1

It was a pleasure to address the fund management team at BOI AXA Mutual Fund on our experiences in moat investing at their mumbai office sometime back. Thanks @saurabhk13 for organising it. (@PerfectResearch )

@SamitVartak @84pg Wow, mind boggling numbers as the data consumption gold rush gathers momentum. Tighten your seat belts folks, It's going to be one hell of a ride!!! 😇 Source: xitter.gq/amitabhk87/status/9440…

Very interesting article shared by Prof @Sanjay__Bakshi on the decline of movie tickets sold econ.st/2jd0h2I Few thoughts below on how an investor can benefit from keeping in mind the "rate of change" in certain industries

youtu.be/6WroiiaVhGo Another video from Howard Marks on how 1. Investing is a losers game, you need to focus on avoiding losers rather than getting winners (unlike sports)  2. How unlike investing, the safety of a car can be judged by ramming it into a wall

An investor's job is to keep thinking on the various mental models at play & how they interact with each other to mitigate/compound the risks/payoffs in the investment thesis n then track the mgt execution. Eg Read the Bajaj Corp sep 2017 concall excerpt