For more than a decade, Neeraj Monga was Head of Research at Veritas—a Canadian independent equity research firm—where he published numerous stock reports that garnered plenty of attention from investors, analysts and media…
Although it’s not the case he’s most proud of, Neeraj is perhaps best-known for revealing the shady dealings of Kingfisher Airlines—founded and lead by the larger-than-life billionaire, Vijay Mallya. Neeraj’s damning report was ultimately the precursor to the airliners’ demise (and later became the focal point of a Netflix documentary!)
In this conversation with Neeraj, he recounts multiple stocks that he’s worked on and explains why he was often a taking contrarian stance, going against market sentiment. Plus, we get into some broader topics around deep-dive research too.
00:00 – Intro
02:28 – Getting Started in Equity Research
13:17 – Case Study: Kingfisher Airlines & Vijay Mallya
28:16 – More Case Studies...
46:20 – Deep-Dive Fundamental Analysis
55:21 – Outro
Show notes:
https://chatwithtraders.com/209