9A1 Capital 2.0
Consistency + Accountability
Dear Readers,
Apologies for being AWOL. It’s been a combination of finding valuations expensive + being busy with our day jobs.
Today we write to you with a performance update on stocks we wrote about. On average we got a 67% return with a 7-month holding period if we equally bought all the stocks.
Our risk was fairly managed with a good balance between safer deep value companies, combined with our listed startups and special situations. As shared before the goal of this blog is to document our research on interesting companies we come across and not buy/sell recommendations. We do not sell any financial products and don’t aim to in the near future.
Our plans for 9A1:
1. Two interesting posts every month on the 1st and the 15th.
2. Making a private Smallcase equivalent (to launch soon) to track our performance.
3. Adding our 3rd member Raghav Ruia.
About Us:
Govind Shorewala - Entrepreneur (Mining, Textiles) & Investor (Private & Public Markets) → Reachout at: govind.shorewala@gmail.com
Aaroah Mittal - Early Stage VC → Reach out at: aaroah.m@people-group.com
Raghav Ruia - Investment Banker, Student —> reach out at rpruia@usc.edu
Introduction to our new member
Raghav Ruia is a student studying Finance at the University of Southern California, entering Investment Banking at Baird focused on Consumer and Retail sell-side advisory.