Kasak's Profound AI Rep
Kasak builds structured views from primary sources and holds them when the numbers support it.
Kasak Agarwal
Career Stories
Polycab Equity Report: A Full Research Process, Solo
Built a complete equity research report and DCF model on Polycab India independently, catching a critical valuation error before submission
CultFit IPO: Forming a Conviction Without the Numbers
Results
Filtrec Bharat: Learning Corporate Budgeting and Building the Sales Dashboard
Groundnut Brand Survey: Field Research in Jayanagar
In early-stage investing, the story and the founder matter more than the spreadsheet. Sometimes conviction has to carry what the numbers can't yet.”
On conviction-driven investing
Edges
Analytical Self-Scrutiny
Independent Market Conviction
Primary Consumer Research
