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.

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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
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Equity L/S Analyst | Forensic Accounting | India

Nesco: Covid Led Airpocket in Earnings, Does Not Derail Long Term Thesis

Nesco: IT Park Sees Improved Occupancy; BEC Recovery In Sight

Equity Bottom-Up

<p><a href="https://www.smartkarma.com/entities/nesco-ltd" target="_blank" data-smartkarma-citation="entities:13095:1" rel="noopener">Nesco Ltd (NSE IN)</a> is a commercial real estate company with a large land parcel located at a prime location in Mumbai. It earns a steady stream of revenues from leasing out its properties and has strong long-term growth prospects from development of unused land and lease rental growth. It is a niche asset, one that needs to be kept cozy to make attractive returns.</p>

Nesco Ltd (NSE IN) is a commercial real estate company with a large land parcel located at a prime location in Mumbai. It earns a steady stream of revenues from leasing out its properties and has strong long-term growth prospects from development of unused land and lease rental growth. It is a niche asset, one that needs to be kept cozy to make attractive returns.

Nesco Ltd

Nesco Limited: An Asset to Keep Cozy