StockPro | Kamath-Linked Entities in 5 Listed Companies: What the Filings Don’t Tell You

Stock Pro • 2 days ago

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What This Video Is About

The video discusses Kamath Associates' investments in various companies, highlighting their diversified portfolio across different sectors.

Major Ideas Discussed

  • Kamath Associates has investments in seven companies: Ather Energy, Schaeffler Technologies, Blue Stone Jewelry, Nazara Technologies, Victory Hotels, Swan Defense, and Aavas Financiers India.
  • These investments span across multiple industries, including scooters, transformers, jewelry, gaming, hotels, ship building, and plastic chests.
  • The holdings include: Ather Energy (1.09% by Kamath Associates and 1.07% by NK Securities), Blue Stone Jewelry (1.09% each by Kamath Associates and NK Securities), Nazara Technologies (1.47% by Kamath Associates, 1.71% by NK Securities, and 1.29% by Zerodha Broking).
  • The investment thesis, purchase price, or expected exit are not disclosed in shareholder disclosures.

What to Watch Next

To track these investments and capture breakouts in the live market, viewers can follow the speaker on their Telegram channel for updates on potential stock breakouts.