Now that Gymkhana Partners is a 506(c), we plan to get Andrei Stetsenko on more podcasts. The first of these podcasts was the Value Hive podcast hosted by Brandon Beylo that aired this week. This was a great first stop for Andrei, because much like our focus at Gymkhana, Brandon loves to explore the intersection of macro and micro where big picture economic tailwinds collide with interesting small cap businesses trading at attractive valuations. They discussed:
- The origins of Farley Capital’s early Indian investments that led to the formation Gymkhana Partners
- The advantages of the Indian market, it’s evolution to one of the largest stock markets in the world, and the economic tailwinds underlying Indian earnings growth
- Why Gymkhana Partners’ idea generation process includes traditional Bloomberg screens and word of mouth leads from management visits in India
- The opportunity in listed holdcos, sometimes trading at discounts to the market value of their public securities portfolios
- Key trends like the financialization of Indian savings, India’s regulatory crack down and why that is leading to market share gains for companies already on the right side of regulations, and what India’s position as the world’s largest arms importer means for Indian aerospace and defense industries
- And much more…
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