9A1 Capital

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 • 

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 • 

9A1 Capital

September 2024

3 Borrowed Ideas with a SOBO Connection

No Microcaps, All Special Situations with High Growth Potential

Sep 15, 2024 • 

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 • 

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 • 

9A1 Capital

1

We are booking SOME profit!

Why ? Sector Tailwinds + Market Sentiment + Low Float = Unreasonbly High Valuations (In Our View)

Aug 1, 2024 • 

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 • 

9A1 Capital

A Moated Midcap Semiconductor Design House

Worth studying but too expensive for our tastes

Jul 1, 2024 • 

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 • 

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 • 

9A1 Capital

-1

May 2024

Sectoral Tailwinds, Pedigree Management, and Debt Paring shaping Growth and Value

A true special situation and turnaround in every sense. FYI it's already expensive.

May 15, 2024 • 

9A1 Capital

9A1 Capital 2.0

Consistency + Accountability

May 9, 2024 • 

9A1 Capital