9A1 Capital
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The Equity FD: Three Hands With Mispriced Odds
Two old hands. One new one. All three have better pot odds than the market thinks.
Aug 18
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Govind Shorewala
7
July 2026
Why is an auto driver transacting 26 times on this saving app?
Creating high-frequency behaviour in a low-trust market, with small-ticket products.
Jul 25
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Govind Shorewala
9
1
December 2024
Legacy Transformed: A New Era for a Packaged Foods Leader
How Private Equity Vision and a Strategic Merger Are Aiming to Create a Multi-Segment Giant
Dec 30, 2024
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Govind Shorewala
1
October 2024
A Bold Bet on Next-Gen Leadership and Exponential Growth
Capitalizing on leadership transition, enhanced customer engagement, and diversified revenue streams to fuel long-term scalability
Oct 2, 2024
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9A1 Capital
September 2024
3 Borrowed Ideas with a SOBO Connection
No Microcaps, All Special Situations with High Growth Potential
Sep 15, 2024
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9A1 Capital
Finding opportunities post celebrity investor sell-off
Vertically integrated architectural lighting and fixtures company with strong product focus, strong global reach and great ROCEs
Sep 4, 2024
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9A1 Capital
August 2024
Microcap Financial Services Company with Massive Potential
Proxy to Capital Markets + Strong Promoters with Experienced Management + Improvement in Results + Strong Offline & Online Presecnece
Aug 15, 2024
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9A1 Capital
1
We are booking SOME profit!
Why ? Sector Tailwinds + Market Sentiment + Low Float = Unreasonbly High Valuations (In Our View)
Aug 1, 2024
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9A1 Capital
July 2024
Unlocking Value in Heady Valuations: A Pre-IPO Opportunity
Technology-driven construction firm specializing in infrastructure projects like LED street lighting, water and gas pipelines, and smart infrastructure.
Jul 15, 2024
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9A1 Capital
A Moated Midcap Semiconductor Design House
Worth studying but too expensive for our tastes
Jul 1, 2024
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9A1 Capital
1
June 2024
Studying a Turnaround and Restructuring Bet in Promising Sectors with a Proven Promoter
Part 1 of 2
Jun 15, 2024
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9A1 Capital
3
1
Massive Sectoral Tailwinds + Debt Restructuring + Deep Sectoral Expertise with Co.
Its already 4x in a year but we believe its still early days!
Jun 1, 2024
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9A1 Capital
-1
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