Nurture Capital Advisory

We are a Buyside outfit and also offer Advisory services. Most notes published here are written for our consumption. These notes offer readers a perspective of our approach to scanning sectors and distilling ideas to constructing a bottom-up Equity portfolio. Combining top down and bottom-up approaches to identifying themes/ value stocks at inflexion Sector agnostic | Value oriented - Inflexion approach | Bottom-Up Ideas Biased towards Sustainability, ESG Team is Wall Street Journal, ET Now - Star mine Lipper, Asia money rated.

Buyside Outfit and Advisory Services

Mid-Small Cap specialist | Equities | India, Nurture Capital Advisory

Mid-Small Cap specialist | Equities | India

Thematic (Sector/Industry)

Macau Consumer durables and apparel / Thematic (Sector/Industry)

<ul>
<li>Oligopolistic structures, market dominance doesn't necessarily translate into pricing power.</li>
<li>As some consumer focusing firms aren't price takers and their business inherently cyclical - sustaining premium valuations are at risk.</li>
<li>A dominant co., in a mega trend or amidst underlying structural change could be a formidable play to sustain both - pricing power and premium valuations. </li>
</ul>


Oligopolistic structures, market dominance doesn't necessarily translate into pricing power.
As some consumer focusing firms aren't price takers and their business inherently cyclical - sustaining premium valuations are at risk.
A dominant co., in a mega trend or amidst underlying structural change could be a formidable play to sustain both - pricing power and premium valuations. 


Consolidation Begets Pricing Power – Is This Illusory?