Ayush has been a VP favorite across investors. And for a number of reasons. He exemplifies Peter Lynch’s advice of turning over a lot of stones to uncover big winnners. The kind of width he has in terms of knowing about a lot of companies is amazing. And he backs it up with a lot of hard work. As Donald mentioned, ask him at any point in market cycle about few actionable ideas and he will always have some at his fingertips. He has carried his father’s illustrious legacy in the world of investment.
Its rare to find a combination of great stock picking, soft spokenness, humility and handsome good looks (
always helps). He is always ready to listen to and acknowledge the other side of the story patiently which is again rare in long term investors.
Personally we share a friendship dating back to 2010 from the time we met and its a matter of great pride and joy to see someone so young carry such a mature head on his shoulders. He is a person who has great balance in most walks of life. Most of the top contributors have seen this on display when we attend the annual VP conferences. Along with Dhwanil he has been instrumental in organising especially the last two Vp conferences and both of these conferences have been great events both in terms of learning and having fun.
The blindspot I see in Ayush is that sometimes in the zeal to be a long term investor, he cannot take a course correction even when things go awry and that sometimes causes missing timely exits even when the writing is on the wall. But this trait often cuts both ways and he has managed to stick on to great stories for long periods of time. Being a very straightforward and trusting guy he often gets carried away by management’s version of the story.
If Ayush is softspoken, Pratyush is even more so. By qualification a CA, he has moved on to his passion of software and platforms and has been instrumental in creating screener and is the backbone of valuepickr backend. He is a person of few words but that doesn’t hide the huge intellect and hardworking attitude he possesses.
The biggest blessing of joining and being of VP is the kind of friends I have made over the years and Ayush and Pratyush are shining examples of the same.
Keep going guys and god bless.