Equity L/S Analyst | Forensic Accounting | India, Yellowstone Equity

Ankit Agrawal, CFA

I possess investment research experience across asset classes and geographies, acquired at Investcorp (New York) and Howe & Rusling (Rochester). At Investcorp, an alternative asset manager, I was part of an investment team managing >$1bn in discretionary client assets. I was also a member of investment recommendation, monitoring, cross-asset strategy and macro outlook committees that met periodically for investment decisions and top-down views. At Howe & Rusling, a long-only asset manager, I helped cover US large-cap equity investments across sectors for growth and income focused portfolios as well as assisted in managing a US small-cap growth focused equity portfolio. I possess an MBA in finance and corporate accounting from University of Rochester in US, a CFA Charter, and an Engineering degree from Indian Institute of Technology Bombay in India.  

My current focus is L/S equity fundamental research across market cap and sectors with an eye on corporate governance and forensic accounting. I am currently based in India and my current coverage universe is biased towards India.

-------------
Regulatory Disclosure: Note that Ankit Agrawal (Proprietor of Yellowstone Equity) is a SEBI registered Research Analyst (Registration No.: INH000007216). Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Research Analyst Contact Details -
Address: A-602, Titanium Business Park, Makarba, Ahmedabad - 380051 |
Email: services@yellowstoneequity.com |
Mobile: +91-7575817289

Compliance/Grievance Officer -
Name: Ankit Agrawal |
Email: services@yellowstoneequity.com |
Mobile: +91-7575817289
-------------

Equity L/S Analyst | Forensic Accounting | India

Edelweiss: A Deal Is Likely by 2H of July

Edelweiss Financial Services – Not Making Any Friends With This Release

Edelweiss: Stock Under Pressure from Overhangs, but Medium-Term Fundamentals Remain Robust

Edelweiss - A Turnaround Idea: Shifting from Fund-Based to Fee-Based Business Model

Equity Bottom-Up

Edelweiss Financial Services / Equity Bottom-Up

In our earlier insight <a href="https://www.smartkarma.com/insights/edelweiss-is-something-blossoming" target="_blank" data-smartkarma-citation="insights:40091" rel="noopener">Edelweiss: Is Something Blossoming?</a> we had highlighted that we anticipate <a href="https://www.smartkarma.com/entities/edelweiss-financial-services-ltd" target="_blank" data-smartkarma-citation="entities:15015:1" rel="noopener">Edelweiss Financial Services (EDEL IN)</a> to be nearing a stake sale in its advisory business. Based on the pattern and timing of recent events, we are now getting more certain of it and we anticipate a stake sale deal announcement coupled with an earnings announcement to occur by end of next week. Please see below for more details.
Insight Flow:
<ul>
<li>What's New?</li>
<li>What Does it Tell?</li>
<li>Positive Triggers &amp; Limited Downside</li>
<li>Conclusion</li>
</ul>

In our earlier insight Edelweiss: Is Something Blossoming? we had highlighted that we anticipate Edelweiss Financial Services (EDEL IN) to be nearing a stake sale in its advisory business. Based on the pattern and timing of recent events, we are now getting more certain of it and we anticipate a stake sale deal announcement coupled with an earnings announcement to occur by end of next week. Please see below for more details.
Insight Flow:

What's New?
What Does it Tell?
Positive Triggers &amp; Limited Downside
Conclusion


Edelweiss: The Blossoming Is About to Happen!