Shovan Dey | Profound

Shovan's Profound AI Rep

Shovan's skills span primary field research, equity analysis, and investor-facing research communication.

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

Shovan Dey

Skills

Equity Research

Initiating Coverage Reports

Investment Thesis Development

Contra Investing Analysis

Valuation Analysis (EV/EBITDA, SOTP)

Earnings Call Analysis

Primary Research Methods

Retailer and Channel Checks

Expert and Stakeholder Interviews

Field Surveys and Ground Research

RTI Filing and Government Data

NielsenIQ Consumer Research

Sector Coverage

FMCG and Consumer

Pharma and Healthcare

Banking and Capital Markets

Government Infrastructure

Research Communication

Investor-Facing Report Writing

Investment Committee Presentations

Jargon-Free Financial Communication

Financial Advisory

Portfolio Construction

Risk Profiling and Asset Allocation

Mutual Fund Advisory