Aman Sonthalia (from Kolkata) made one of the most appreciated, sharp and impactful presentations at 2023 VP Annual Conference on the Sugar Industry.
Aman_Sonthalia_Sugar_2023_VPConf.pdf (5.2 MB)
In his own words:
Hello Everyone! Greetings.
I, Aman Kumar Sonthalia, am a value investor. Born in 1969 in a typical middle-class family, I was very keen on seeking knowledge since childhood. My father used to apply to IPOs, and that was the first time I learned about the stock market. My keen sense of seeking knowledge led me to read N number of business newspapers and magazines, and that’s how I started investing in markets with the help of Expert opinions. I have invested in multiple industries, including sugar, textiles and Infra.
From being a naïve investor to an entirely fundamentally in-depth Value investor, my entire Life has been a roller coaster ride with varying 52 weeks of high-lows. I mean, this is how life should be. From meeting management of different industries to doing ground-level research about the entire company, my current belief to mint money is an acronym denoted by KCP Ltd (a la Anil Goel), which represents Knowledge, Conviction, Patience, Luck and Timely Decision, which are all interrelated and required if you want to make good money.
With this, I am here to share a few insights about the sugar industry, and I hope you all will find it helpful.
We hope VP Community, and the larger Investment Community in India will continue to benefit tremendously from Aman’s generosity. Our gratitude to Aman for sharing his knowledge and wisdom so freely.
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