India Capital
4 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement May 23, 2024 by Dan Tannenbaum · across every show →
Everything said about India Capital, oldest first
May 23, 2024 bullish
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…”
May 23, 2024
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.”
May 23, 2024
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…”