India Capital
topic on 1 show · 4 statements across 1 episodes
4 statements about India Capital, every show
Tannenbaum: India Capital previously bought airplane seats for physical share certificate boxes
“There were times that we had to buy an airplane ticket, one for a custodian, and a second airplane ticket in the seat next to them for a box full of share certificates, so they could be physically delivered to The buyer, so the trade would close smoothly.”
Tannenbaum: Fundamental research creates bigger, longer-lasting edge in India than US
“Whereas when I think about my US experience, and it doesn't matter how small the company, how novel the research approach, there are a lot of other people poring over the same idea in The differentiated edge is going to be small and short-lived. In India, some…”
Tannenbaum: Indian corporate disclosure is strong but data aggregation is poor
“In India where data disclosure is really good, but data aggregation isn't so good, that's allowed us to do some pretty classic filters for earnings, consistency, quality, things of that nature.”
Tannenbaum: Top Indian index constituents often lag smaller peers in ROE
“In many cases, it's not the largest, the highest profile, the indexed constituent Representative of a particular theme that's actually gonna do best from a shareholder or return on equity standpoint, and it's that appetite to roll up our sleeves and try and un…”