Smart Calls with Smartkarma

High-Conviction Ideas from the Indian Market with Ankit Agrawal


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In this episode, recorded on 11 May 2022, Analyst Ankit Agrawal shares and elaborates on three high-conviction ideas from the Indian market, across sectors and market caps. 


Companies discussed in this episode: 

  • KPIT Technologies 
  • Healthcare Global
  • Bajaj Finance

  • Smartkarma subscribers can access Ankit's presentation here.


    Follow Ankit's work here.


    Disclosure: https://yellowstoneequity.com/disclosures


    Ankit Agrawal, CFA is the founder and CIO of Yellowstone Equity, a firm providing unbiased and independent research on Indian equities. He was previously on the buy-side with Howe & Rusling and Investcorp. 


    This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

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