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Portfolio Mgr of DoorDarshi India Fund, Rajeev Agrawal chats CSB Bank & Ujjivan Financial Services
Manage episode 365549045 series 2574505
Content provided by SumZero Headlines. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SumZero Headlines or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this discussion, SumZero has the opportunity to sit down with Rajeev Agrawal, Fund Manager and Managing Partner of DoorDarshi India Fund. Rajeev chats through the broader opportunity in India and then breaks down his thoughts on two opportunities – Ujjivan Financial and CSB Bank.
Timestamps: 5:54: India Macro 7:30: Finding good management 8:33: Rajeev's advantage of investing in India, living in the US 9:14: CSB Bank background 11:43: Rajeev's anecdote re: Fairfax Financial meeting 12:15: Rajeev digs into the CSB thesis 16:20: Discussion around % of people with bank accounts in India 19:24: CSB Bank competitive landscape 21:35: CSB valuation 23:39: Affect of interest rates changes in India on CSB 27:52: Catalysts for CSB 31:09: Intro to Ujjivan thesis 32:52: Reverse merger with Ujjivan 36:13: Background on Ujjivan 38:27: Ujjivan loan book 42:22: Ujjivan and CSB Bank vs. larger cap names
34 episodes
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Manage episode 365549045 series 2574505
Content provided by SumZero Headlines. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SumZero Headlines or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this discussion, SumZero has the opportunity to sit down with Rajeev Agrawal, Fund Manager and Managing Partner of DoorDarshi India Fund. Rajeev chats through the broader opportunity in India and then breaks down his thoughts on two opportunities – Ujjivan Financial and CSB Bank.
Timestamps: 5:54: India Macro 7:30: Finding good management 8:33: Rajeev's advantage of investing in India, living in the US 9:14: CSB Bank background 11:43: Rajeev's anecdote re: Fairfax Financial meeting 12:15: Rajeev digs into the CSB thesis 16:20: Discussion around % of people with bank accounts in India 19:24: CSB Bank competitive landscape 21:35: CSB valuation 23:39: Affect of interest rates changes in India on CSB 27:52: Catalysts for CSB 31:09: Intro to Ujjivan thesis 32:52: Reverse merger with Ujjivan 36:13: Background on Ujjivan 38:27: Ujjivan loan book 42:22: Ujjivan and CSB Bank vs. larger cap names
34 episodes
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Similar to SumZero Headlines
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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continue reading
Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
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continue reading
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continue reading
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…
continue reading
An archive of each full weekday episode of the award-winning program presented by Bruce Whitfield.
…
continue reading
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