Ankit Agrawal, CFA

Proprietor of Yellowstone Equity - INH000007216 | Ex Investcorp | IITB, UofR Alum | Disclosures:

[Ankit Agrawal, CFA @ankitbagrawal]

Happy to share Yellowstone Equity's first newsletter (Link - https://t.co/01k42zHVtG), where we discuss:

1) Factors Driving our Outperformance
2) Behavioral Pitfalls of Equity #Investing
3) FAQs Highlighting our Approach and Portfolio Positioning

#StockMarketindia

[Ankit Agrawal, CFA @ankitbagrawal]

Shocking to hear about the demise of Siddhartha Bhaiya. When it comes to investing, his insights were extremely deep and intriguing. A big loss for the industry. May his soul rest in peace. 🙏

[Ankit Agrawal, CFA @ankitbagrawal]

@ishapatel2806 Appam

[Ankit Agrawal, CFA @ankitbagrawal]

@Jatin_Khemani Congrats Jatin! Way to go.

[Ankit Agrawal, CFA @ankitbagrawal]

RIP Charlie Munger. Your wisdom in investing, psychology and most importantly, life, will remain eternal. Thank you for everything!🙏

[Ankit Agrawal, CFA @ankitbagrawal]

Happy Independence Day from Yellowstone Equity! I am happy to share with you our second annual newsletter (Link - https://t.co/iJN73YD7LZ) that talks about the Cycle of Fear and Greed and how it affects our investing behavior.

[Gautam Baid @Gautam__Baid]

The key to compounding is to get started, and then just keep on going in the right direction and let the magic of time do the rest.

[Amey Kulkarni @amey_candor]

This is the best video I have seen this year

Mohnish Pabrai - Circle the Wagons
Impact of holding quality compounders bought at reasonable valuations for a long-long time

https://t.co/KEqmsHWybE

[Ankit Agrawal, CFA @ankitbagrawal]

Disclosures: https://t.co/6cxFql8Wys

[Ankit Agrawal, CFA @ankitbagrawal]

Disclosures: https://t.co/6cxFql8Wys

[Ankit Agrawal, CFA @ankitbagrawal]

@IIC_Conference Disclosures: https://t.co/PDP1iSkPgP

[Ankit Agrawal, CFA @ankitbagrawal]

@smartkarma @LonzaGroup Disclosures: https://t.co/6cxFql8Wys

[Ankit Agrawal, CFA @ankitbagrawal]

@IIC_Conference Disclosures: https://t.co/PDP1iSkPgP

[Ankit Agrawal, CFA @ankitbagrawal]

Disclosures: https://t.co/PDP1iSkPgP

[Ankit Agrawal, CFA @ankitbagrawal]

Looking forward to this fireside chat with Niraj Didwania of @HCGCancercare. There will also be Q&A at the end. Tune in, if of interest.

[Smartkarma @smartkarma]

Smartkarma Corporate Webinar: On 13 April, 5pm SGT, join us in welcoming Niraj Didwania, Head of Corporate Development and Investor Relations at @HCGCancercare, for a presentation and discussion with @ankitbagrawal. Register here: https://t.co/2RHBYeL52M

[Ankit Agrawal, CFA @ankitbagrawal]

Disclosures: https://t.co/PDP1iSkPgP

[Ankit Agrawal, CFA @ankitbagrawal]

Looking forward to present at IIC 2021, a wonderful platform for sharing investment ideas and more importantly, the thesis and underwriting process behind the ideas. Please join if of interest.
#IIC2021

[Indian Investing Conclave @IIC_Conference]

Listen to @ankitbagrawal, Founder, Yellowstone Equity as he shares his biggest learning from 2020 & highlights of his upcoming session at #IIC2021
Just 3 days to go, register here: https://t.co/Of8eFsRbla

[Ankit Agrawal, CFA @ankitbagrawal]

@smartkarma Disclosures: https://t.co/PDP1iSkPgP

[Ankit Agrawal, CFA @ankitbagrawal]

Please read our detailed disclosures at: https://t.co/6cxFql8Wys

[Ankit Agrawal, CFA @ankitbagrawal]

#nykaa's valuation is highly debatable. It depends on what TAM (Total Addressable Market) size you assign to it. #nykaaipo

[Ankit Agrawal, CFA @ankitbagrawal]

Disclosure: Not an investment recommendation, but just for discussion purposes. Listing gains for #nykaa could be strong given the euphoria around #nykaaIPO. However, the attempt here is to stack up #nykaa’s valuation vis-à-vis its potential long-term earnings power.

[Ankit Agrawal, CFA @ankitbagrawal]

@smartkarma Disclaimer and Disclosures: https://t.co/PDP1iSkPgP

[Ankit Agrawal, CFA @ankitbagrawal]

@IIC_Conference Disclaimer and Disclosures: https://t.co/PDP1iSkPgP

[Ankit Agrawal, CFA @ankitbagrawal]

@smartkarma Disclaimer and Disclosures: https://t.co/PDP1iSkPgP

[Ankit Agrawal, CFA @ankitbagrawal]

Disclaimer and Disclosures: https://t.co/PDP1iSkPgP

[Ankit Agrawal, CFA @ankitbagrawal]

Happy to share Yellowstone Equity's first newsletter (Link - https://t.co/01k42zHVtG), where we discuss:

1) Factors Driving our Outperformance
2) Behavioral Pitfalls of Equity #Investing
3) FAQs Highlighting our Approach and Portfolio Positioning

#StockMarketindia