Other than innovative ideas we also invest in traditional (public/private) businesses with comprehensive research based on-
Quality of earnings, free cash flow generating ability, low debt, low working capital requirements
Size of opportunity, dominance of business, quality of management
Durability of competitive advantage
Asset light nimble business, entry barriers, business longevity
Ability to embrace change and make effective use of technology in the current scenario
Apply a fundamental oriented long term investment approach
Invest in high quality businesses that benefit from powerful secular growth trends
Invest in capital efficient business model with potential to scale up rapidly.
Capital is deployed with extensive research of macro and micro factors affecting the businesses.