Investor Thesis Match
Shankar Sharma
Co-founder of First Global; long-time television commentator known for a macro-aware, sometimes contrarian view on Indian equities.
Independent research based on public filings and published interviews. Not affiliated with or endorsed by Shankar Sharma. Not investment advice.
Publicly documented philosophy
- Combines top-down macro views with bottom-up stock selection rather than a pure bottom-up template.
- Publicly willing to take contrarian positions against prevailing market consensus.
- Attentive to global capital flows and their effect on domestic equity themes.
- Flexible across market caps and sectors rather than a fixed style box.
Honesty note: This is the hardest style on this page to reduce to a clean quantitative screen — the publicly documented approach leans heavily on discretionary macro and flow calls that no static ratio filter fully captures. Treat this screen as a loose, growth-plus-valuation approximation only.
Stocks currently trading that match what Shankar Sharma has historically prioritized
Loading…