209: Neeraj Monga Contrarian Stances on Fundamental Inflection Points

Published: Dec. 31, 2020, 7:56 a.m.

b"For more than a decade, Neeraj Monga was Head of Research at Veritas\\u2014a Canadian independent equity research firm\\u2014where he published numerous stock reports that garnered plenty of attention from investors, analysts and media\\u2026\\nAlthough it\\u2019s not the case he\\u2019s most proud of, Neeraj is perhaps best-known for revealing the shady dealings of Kingfisher Airlines\\u2014founded and lead by the larger-than-life billionaire, Vijay Mallya. Neeraj\\u2019s damning report was ultimately the precursor to the airliners\\u2019 demise (and later became the focal point of a Netflix doco!)\\nIn this conversation with Neeraj, he recounts multiple stocks that he\\u2019s worked on and explains why he's often taking a contrarian stance, going against market sentiment. Plus, we get into some broader topics around deep-dive research too.\\nLearn more about your ad choices. Visit megaphone.fm/adchoices"