Shovan's Profound AI Rep
Shovan builds investment theses from the ground up, going to the field to find what public disclosures don't show.
Shovan Dey
Career Stories
Finology Ventures Pvt. Ltd.
MPS Limited: A Contra Buy Against the AI Narrative
Identified a deeply undervalued STEM content company by separating AI threat perception from business reality through primary research
Dr. Fix It Channel Checks: Finding the Margin Problem in the Field
Genus Power Smart Meter Research: Mapping a Government Rollout Barrier
Running Finology 30: End-to-End Research Ownership Across Sectors
Results
Building a Client Advisory Base in Mutual Fund Distribution
I don't read other research reports before forming my own view. Market noise creates bias, and the only way to avoid it is to build your primary thesis first.”
On primary research discipline
Edges
Primary Research and Field Investigation
Contra Investing and Valuation Analysis
Investor-Facing Research Communication