Kamlesh Ratadia

Founder at Axia Asset Management Ltd
Ex Founding Partner at White Oak Capital
Ex Investment Director at Goldman Sachs

[Kamlesh Ratadia @ratadia1]

@RailMinIndia को मेरा धन्यवाद! 🙏ट्रेन 20902 में मेरे माँ कि1 लाख की हीरे की अंगूठी खो गई थी। IRCTC के सुपरवाइजर अनिल कुमार की ईमानदारी और RPF के ASI हरेंद्र सिंह व कैटरिंग मैंनेजर के सहयोग से मुझे वापस मिल गई।रेलवे के ऐसे ईमानदार कर्मचारियों पर हमें गर्व है! 🇮🇳PNR: 8346864705

[Kamlesh Ratadia @ratadia1]

Releasing Trent Investment Memo as a tribute to my mentor Mr Manish Chokhani on his b'day We delve into why comparing Trent to other retail stocks is apples to oranges, highlighting its underappreciated MOAT & why its business model is hard to replicate
https://t.co/82cXE6SL1c

[Kamlesh Ratadia @ratadia1]

Coromandel Intl is building a financial fortress in its Phosphatic Fertilizer business in India. This has led to sustainable improvements in EBITDA/ton & ROIC. It remains one of the companies yet to be re-rated on asset-light multiples #stockmarketsindia
https://t.co/E180lF0kM5

[Kamlesh Ratadia @ratadia1]

Post deep dive into PB Fintech, excited to present our investment memo on Delhivery!

https://t.co/pwiS7VbhEc

[Kamlesh Ratadia @ratadia1]

PB Fintech:Robust compounder fueled by PBs MS growth in Health/Term Insurance.Strong network effects,lowered CAC via automation & pioneering initiatives- Concierge service for Claim Filing & Samadhan spell disruption for traditional agencies https://t.co/4aAow7gsj0 #policybazaar