Apoorv's Profound AI Rep
Apoorv builds investment cases from first principles and defends them with evidence across public equities.
Apoorv Sharma
Edges
Building Full-Stack Investment Theses
Apoorv builds investment cases from the ground up, moving from business model and moat identification through financial modeling, scenario analysis, and primary research validation. He demonstrated this on Delhivery at Unnati, running a blended valuation with DCF, EV-to-sales, Monte Carlo simulation, and bear-bull-base scenarios, then validating assumptions through customer surveys and direct cost testing. His approach treats the financial model as a hypothesis to be stress-tested, not a conclusion to be dressed up. Primary research, con call analysis, and source triangulation are built into the process. The CFA Research Challenge national win is the external proof: the thesis was tested by investment professionals and held up under rigorous questioning.
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Synthesizing Research Into Investment Narratives
Apoorv translates raw data, sector reports, and primary findings into coherent investment narratives that support a clear buy or pass decision. At CLSA, he built the analytical backbone of multiple equity research reports, owning the written analysis and chart selection on the inside pages. His IT CapEx correlation study produced a leading-indicator framework connecting US corporate spending patterns to Indian IT revenue with measurable precision. At Unnati, he synthesized moat analysis, financial modeling, and primary research into a single investment memo distributed to fund investors. The narrative had to hold up under three-hour team scrutiny and national-level panel questioning. His instinct is to identify what the data actually supports, including where the thesis might break, and communicate that clearly rather than constructing a case around a predetermined conclusion.
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Forming Independent Market Views
Apoorv builds market views from evidence rather than consensus, and holds them when the data supports it. His contrarian call on Indian IT is the clearest example: at a point of broad sector pessimism driven by AI disruption fears, he examined the order book, margin guidance, AI revenue trajectory, and offshore cost structure, and concluded the fears were overblown relative to the fundamentals. He applies the same instinct to individual stocks. His Dixon Technologies position started from a conversation that flagged the company, but the conviction came from mapping the sector, reading the con calls, and identifying multiple independent growth triggers. The pattern is consistent: he forms a view, identifies what would break it, and holds or adjusts based on evidence.
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Owning Research Workstreams End to End
Apoorv takes research projects from brief to delivery without requiring close supervision, managing the methodology, the tools, and the stakeholder communication himself. At Grant Thornton, he owned the conflict-check research pilots for GT Norway, Australia, Belgium, and Germany. He designed the approach for each jurisdiction, selected the data sources, secured the software licenses, and managed the reporting to overseas partners. When the Belgium pilot hit a language barrier, he identified the problem, sourced the solution, and made the case to senior partners to change the tooling. He did not escalate the problem; he resolved it. The pattern is consistent with his work at Unnati, where he ran the full investment process from sector coverage through portfolio decisions and investor reporting.
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