India, every mention
35 scenes (2024) · ← back to India
tap a year for its mentions
every year 2024 anyone Dan Tannenbaum 91Ted Seides 51Ellen Ellison 21James Aitken 19Bruce MacDonald 18Muthu Muthiah 14Louis-Vincent Gave 8Jenny Heller 8Kimberly Sargent 7Ed Grefenstette 7
Verbatim, from the transcripts: the passages where India comes up
Jase Auby - Risk, Size, and Talent at Texas Teachers (EP.404)
Training Grounds: Bain Capital, John Connaughton (EP.395)
- ▶ 22:35 John Connaughton We've had the same country managers in Japan, in China, in India, Korea, and Australia from the very beginning, and we've been there for 20 plus years, whereas I think our industry has just found they bring
Dan Tennebaum - The Case for India at India Capital (EP.387)
- ▶ 0:52 Ted Seides My guest on today's Sponsored Insight is Dan Tannenbaum, Managing Director at India Capital, a thirty-year-old investment firm focusing on public equities in India. 4 times in the scene
- ▶ 3:36 Ted Seides So tell me how does someone get from the Midwest of the United States to a path to spending your career investing in India? 12 times in the scene
- ▶ 11:04 Dan Tannenbaum And then I show up in India, and my office is in a converted supply closet that I shared with my boss's secretary and our server and our fax. 7 times in the scene
- ▶ 15:53 Dan Tannenbaum I ended up applying to business school and was, I think, one of three people in that year accepted to Harvard directly from India. 6 times in the scene
- ▶ 19:35 Ted Seides What did you find about the culture and the types of entrepreneurs in India? 3 times in the scene
- ▶ 22:01 Dan Tannenbaum A certain affinity for the way one another thought about investing in the Indian context, so I joined him there. 7 times in the scene
- ▶ 27:21 Dan Tannenbaum In the Indian context, that's a curious thing that market performance has been pretty strong, but manager attrition is really high and duration is not so hot.
- ▶ 27:42 Ted Seides Before we dive into how you do that, I'd love to talk about today the case for India, say for public market investing. 4 times in the scene
- ▶ 30:04 Dan Tannenbaum And I think coming from India, China demands and deserves a degree of admiration for what they've achieved. 14 times in the scene
- ▶ 33:31 Dan Tannenbaum I have a journalist friend who's fond of saying that India is a vast orchard of low hanging fruit. 6 times in the scene
- ▶ 37:50 Dan Tannenbaum In India, they're not mature at all. 3 times in the scene
- ▶ 39:58 Dan Tannenbaum Database that you would never do in a more mature market, but 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… 3 times in the scene
- ▶ 44:05 Dan Tannenbaum It's absolutely critical, but not always the way in the way people looking at India from the outside might think. 3 times in the scene
- ▶ 46:43 Dan Tannenbaum It is important in the Indian context as it is anywhere. 3 times in the scene
- ▶ 49:02 Dan Tannenbaum One that gets less attention than it deserves is compliance and back office risk, which in India is not immaterial, that just executing an investment business takes a lot of care and attention. 3 times in the scene
- ▶ 55:33 Dan Tannenbaum That same company we already owned during the global financial crisis, and they'd been entirely India up until then, and then this entrepreneur said, hey, I've got great news. 2 times in the scene
- ▶ 57:18 Dan Tannenbaum So share price volatility absolutely is a feature of India and an enduring one. 2 times in the scene
- ▶ 1:00:47 Dan Tannenbaum In terms of what leads people to invest, I think, I think it's changed a little over time that India for so long was a really boutique specialized market where it was one or two percent of all country world index. 3 times in the scene
- ▶ 1:02:45 Dan Tannenbaum There are a bunch of articles now in mainstream publications about India. 10 times in the scene
- ▶ 1:07:42 Dan Tannenbaum But in India, sometimes it's the larger companies that are growing faster. 2 times in the scene
- ▶ 1:14:29 Dan Tannenbaum In the past, one of the hard things about India is you could be absolutely right about the operating performance trajectory, and the transmission to share prices could be incredibly slow. 4 times in the scene
- ▶ 1:17:08 Dan Tannenbaum In India, it's almost entirely the domestic economy, and that's where most of our positions are focused. 8 times in the scene
- ▶ 1:21:26 Dan Tannenbaum I'm a longtime runner in an India because that's exploded in popularity. 4 times in the scene
Classic Deal - Burger King by 3G Capital (EP.384)
- ▶ 53:33 Daniel Schwartz I'll never forget, I was traveling in India, touring restaurants, that Bloomberg Businessweek had been trying to write a story about us, about our management team at Burger King.
- ▶ 1:01:11 Daniel Schwartz In the case of India, for instance, we didn't rush in.
Letitia Johnson - Concentrated and Long-Term at Amherst College (EP.382)
- ▶ 6:30 Letitia Johnson I was born in Singapore, lived in London, Tokyo, and my parents moved to India when I went off to school.
Magnus Grimeland – Day Zero Investing at Antler (EP.369)
- ▶ 4:20 Magnus Grimeland In India and in China, there was tens of thousands of people applying for the same scholarship, so people were incredibly academically rigorous, and it took me about half a year to catch up.
- ▶ 19:22 Magnus Grimeland These locations are places like Tokyo, Seoul, Singapore, Bangalore and India, in Africa, most European capitals.
- ▶ 32:32 Magnus Grimeland We worked with them in India.
- ▶ 43:11 Magnus Grimeland If you run, for example, India, or if you run the Nordics, if you run the US now, 75% of the carry goes to the partners who run it.
- ▶ 52:44 unnamed speaker So in India, there's this tremendous opportunity that has risen over the last few years where first they introduced digital ID. 5 times in the scene
Sanjay Ayer – Think Different and Get Better at WCM (EP.366)
- ▶ 59:58 Sanjay Ayer There's another executive at a company called Bajaj Finance in India.
Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361)
- ▶ 51:32 Brian Christensen Across a whole number of different companies, one of which we own, which is Titan, the leading gold drawer franchise in India, or Asian Paints, which is a lot like the Sherwin-Williams in decorative paints in India. 4 times in the scene