2017 Sohn India Conference Notes

Summary notes from the recently concluded Sohn India Conference are available here. They were written up on Market Folly as a guest post by Alpha Ideas. Some of the ideas presented at the conference include PNB Housing Finance, DCB Bank, Persistent Systems and Entertainment Network (India).

Info Edge, the online classifieds company founded in the early 1990s by Sanjeev Bikhchandani, was pitched by two separate presenters. The investment thesis centered around the strong network effects and growth ramp for the group’s core business (Naukri) as well as potential upside from the company’s portfolio of venture capital investments (Zomato, PolicyBazaar etc.).