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East Lane Capital

16 items · eastlanecapital.com

16 items
ArticleNavigating 2025 and beyond – Opportunities amid Uncertainty!Sandeep Kothari · eastlanecapital.com · Market Cycles & Outlook2025
ArticleOutlook 2024 – Is the recovery already in price?Sandeep Kothari · eastlanecapital.com · Market Cycles & Outlook2024
ArticleQuarter review – April 2024 - Consolidation or correction?Sandeep Kothari · eastlanecapital.com · Moats & Competitive Advantage · Market Cycles & Outlook2024
ArticleQuarter Review – July 2024 – India at midcycle?Sandeep Kothari · eastlanecapital.com · India Growth Story2024
ArticleQuarter Review – October 2024 – Opportunity, Execution and Capital allocationSandeep Kothari · eastlanecapital.com · Capital Allocation2024
ArticleQuarter review – June 2023Sandeep Kothari · eastlanecapital.com2023
ArticleQuarter review – September 2023 – How many will scale?Sandeep Kothari · eastlanecapital.com2023
ArticleMarket outlook July 2022Sandeep Kothari · eastlanecapital.com · Market Cycles & Outlook2022
ArticleMarket outlook October 2022-Navigating volatilitySandeep Kothari · eastlanecapital.com · Market Cycles & Outlook2022
ArticleConsumer Sector-What is fair value?Sandeep Kothari · eastlanecapital.com · Sectors & Themes—
ArticleFocus on bottom- up.Sandeep Kothari · eastlanecapital.com · Market Cycles & Outlook—
ArticleMarathon, not a sprintSandeep Kothari · eastlanecapital.com—
ArticleProfit and Market Cap – The Inseparable TwinsSandeep Kothari · eastlanecapital.com · Accounting & Financial Statements—
ArticleShort-Term getting volatile, keep the focus on long-term.Sandeep Kothari · eastlanecapital.com · Value Investing · Market Cycles & Outlook—
ArticleUS markets opportunity or pain for Indian pharma sector?Sandeep Kothari · eastlanecapital.com · Sectors & Themes · Global & Emerging Markets—
ArticleValuation cycles and thoughts on Indian stock marketSandeep Kothari · eastlanecapital.com · Valuation · Market Cycles & Outlook—