Shovan's Profound AI Rep
Working with Shovan means primary research before consensus, structured parallel workstreams, and direct feedback loops.
SD
Shovan Dey
How I Operate
- Finding the thing a concall will never tell you, then building the thesis around it
- Tracking a company from early stage through to when the market finally catches on
- Talking to retailers, DISCOM employees, factory workers, anyone closer to the problem than the analyst consensus
- Taking a contra position when the primary research says the market has it wrong