Perfect Research

Perfect Research is a proprietary Family office of ( CIO @ashishkila. We share our investment learnings here.

[ashish kila @ashishkila]

Key Takeaways from Aditya Khemka’s Recent Interview

U.S. tariffs are raising risks for Indian pharma companies, especially those reliant on U.S. sales.

A 4% tariff could cut into their revenue and significantly impact profit margins.

Safer bets are firms focused on India, Latin America, and Southeast Asia.

Innovator CDMOs are unaffected from the tariff, while those serving generics could face pressure.

In diagnostics, urban markets are overcrowded, but big growth potential exists in smaller cities with lower healthcare access.

Interview Link - https://t.co/84kLJEZzK1
@AdityaKhemka5 @unseenvalue

[ashish kila @ashishkila]

Join our dynamic team at @PerfectWealth_ and guide clients towards achieving their financial aspirations.

If you're passionate about wealth management and eager to grow, apply now.

For more details, check the Job Description and apply through the Google Form here: https://t.co/zm80wC4112

[Perfect Research @PerfectResearch]

Unlock the secrets to finding multibaggers! 📈 Watch Investment Frameworks of our CIO, Mr. @ashishkila , on @BullsfieldIndia Podcast now!

👉 https://t.co/Oc0dcbOFlo

[ashish kila @ashishkila]

Investing is all about spotting the right opportunities early! 🚀 Discussed investment frameworks on the @BullsfieldIndia Podcast—watch now!🎙
👉https://t.co/A58ElQzLGT

[Perfect Research @PerfectResearch]

The wait is over! Our exclusive podcast featuring Raunak and Muskan from @BullsfieldIndia with our CIO, @ashishkila , is now live! 🎬

📺 Watch the full episode now and uncover valuable lessons from real market experience!
👉 https://t.co/Oc0dcbO7vQ

[Perfect Research @PerfectResearch]

Get to Know Our CIO @ashishkila Through These Glimpses…

[Perfect Research @PerfectResearch]

We are pleased to share that our CIO, @ashishkila, will be presenting at the @TIA_Investors members (only) on “Position Sizing” at their virtual meeting on 23rd Jan 2025.
#InvestorEducation #PositionSizing

[Perfect Research @PerfectResearch]

Electrifying experience at the Bharat Mobility Global Expo 2025!⚡🚗 Witnessed groundbreaking advancements in electric mobility—game-changing tech, visionary innovations and exciting investment opportunities! The future is here!
Disc: Not SEBI Regd.; not a buy/sell recommendation

[Perfect Research @PerfectResearch]

Thread on Industry Insights...

[Perfect Research @PerfectResearch]

We are glad to share that our CIO @ashishkila will be presenting “Sectoral Investing Themes for 2023-24” on @TwitterSpaces organized by the @hindcham on 24th April at 9 pm.
Link: https://t.co/P4CFtwm61U
#Sector  #investing
https://t.co/6zi3kYFb6R

[Hindustan Chamber of Commerce @hindcham]

HCC Conducts the Interactive Session in Twitter Spaces on 24th April 2023 at 9.00 pm

[Perfect Research @PerfectResearch]

Pleased to share that our CIO @ashishkila attended the OctoberQuest event in Mumbai organized by @PPFAS team.

[ashish kila @ashishkila]

Had an amazing time at OctoberQuest, Mumbai organized by @PPFAS, it is always a great pleasure interacting with like-minded people.
Kudos to @npparikh6 Bhai - CEO & Chairman, @RajeevThakkar Bhai - CIO, @oraunak Bhai - Research Head & Fund Manager, and @PPFAS team for organizing insightful sessions.

[Perfect Research @PerfectResearch]

You don't have to be an expert on every company, or even many. You only have to be able to evaluate companies within your circle of competence :- Warren Buffet

Refer to our blog for more contents - https://t.co/JSTCayLOR0

[Perfect Research @PerfectResearch]

Thread on portfolio construction, position sizing, buying/holding/selling discipline...

[Perfect Research @PerfectResearch]

Navigate the complex world of capital allocation effortlessly with the help of the following matrix. It simplifies capital allocation decisions by converging valuations and business quality.
Source -https://t.co/bU3rz0lzwg…
by @abhinavmansingh and @NirenParekh

[Perfect Research @PerfectResearch]

Event Alert!
We’re pleased to share that our CIO, @ashishkila , will be a keynote speaker at the Audit Trail, Data Backup, and Capital Markets seminar by @theicai on Nov 9th.

📍Hotel Radisson, Gurugram

Members: https://t.co/Q70krwARKv
Non-members: https://t.co/bWPMi6BuOD

[Perfect Research @PerfectResearch]

Some memories from our CIO, @AshishKila’s Goodluck Plant visit where he met various investor friends.
Disclaimer: This post is for educational purposes only, not investment advice we are not SEBI registered advisors. https://t.co/JKyvh1XKUL

[ashish kila @ashishkila]

Some memories from GoodluckIndia's Sikandrabad plant visit. Always such a pleasure interacting with fellow investor friends @shiveroptimism Bhai, @fyiitsdeepak Bhai, @NeelChhabra Bhai, @ishmohit1 Bhai, @SuneelVadlamudi Bhai, @saket1974 Bhaiya, @arvind_kothari Bhai, and @adityaphobia Bhai.

Disclaimer
1. We are not SEBI Registered Advisors.
2. This post is strictly for educational purposes only and does not constitute investment advice.
3. Please consult your advisor for any investment-related advice.
4. Any company names or executives mentioned in the post are solely for illustrative purposes and do not imply investment recommendations.

[Perfect Research @PerfectResearch]

We are proud to announce, Our CIO @ashishkila met Anuj Jain the Director of Finance of @iocl_pbd, known for his visionary approach and leadership.

[ashish kila @ashishkila]

It was a pleasure meeting Anuj Jain, Director of Finance at @iocl_pbd. His profound wisdom and focus on strategic growth and financial excellence are truly inspiring. His kind blessings are greatly valued. 🙏🙏

[Perfect Research @PerfectResearch]

Shri Ratan Tata, your visionary leadership, spirit, and unwavering commitment to excellence have inspired countless individuals. We will forever be grateful for your contributions that continue to motivate generations.

Shri Ratan Tata, your legacy will live on.

Om Shanti🙏

[Perfect Research @PerfectResearch]

We are delighted to share that our CIO @ashishkila will be presenting a guest lecture on "His Journey and Winning Stock Selections" at @IIT Madras.

[Perfect Research @PerfectResearch]

Thread for Event Updates

[Perfect Research @PerfectResearch]

Delighted to announce that our CIO, @ashishkila, will be presenting on 31st Aug at National Conference on Capital Market which is 2 Day event organized by @theicai on “Spotting and Ridding Multi Baggers” at Kedarnath Sahni Auditorium, Ajmeri Gate, New Delhi.

[Perfect Research @PerfectResearch]

We’re excited to share the launch of @PerfectWealth_ , our new Wealth Management Division! With over 20 years of experience in equity research, our team is here to help you make informed investment choices. Let’s grow your wealth together!
Apply: https://t.co/NGI8mLwmxr

[Perfect Wealth @PerfectWealth_]

Wealth Management Division Launch🚀
We're excited to announce the launch of our Wealth Management division, dedicated to supporting you in making informed investment decisions

Services:
PMS Distribution
MF Distribution
AIF Distribution
HNI Advisory
Apply: https://t.co/6PLIuhoe8P

[Perfect Research @PerfectResearch]

@socialcapital Pleased to share that our CIO, @ashishkila , shared his valuable insights on turnaround stock ideas at the Investing Accelerator Summit held on August 23, 2024, organized by @ias_summit .

[Perfect Research @PerfectResearch]

Great Managements...

[Perfect Research @PerfectResearch]

https://t.co/o6wHLgj6zO

Simply amazing, how Amazon turned every cost into a source of revenue.

Complete ppt by @socialcapital at
https://t.co/xs8JTEBygw

[Brian Feroldi @BrianFeroldi]

Amazing slide from @socialcapital on how $AMZN gradually turned all of its major costs into sources of revenue

This is beyond brilliant