Ranjit Thomas, CFA
Contributor's Links: spicecap

Ranjit Thomas, CFA is a long short equities portfolio manager. He has experience working in the management consulting, private equity and hedge fund industries. His style of analysis is fundamental and focused on the numbers. He can be contacted via his LinkedIn profile or by email: his initials ... more

ALL CONTRIBUTIONS

E Here’s Why Apple Should Buy Disney
Over the last few years, Apple’s stock has had a good run, while Disney’s has stagnated. Apple can purchase Disney for a reasonable price, cementing its place as the world’s leading company.
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E TalkMarkets Presents: Ranjit Thomas - An Overview Of Recent Earnings And Resulting Stock Ideas
The market is likely to decline early next year. Many stocks (e.g. financials) have had a sharp run-up and are ahead of their fundamentals.
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E Foot Locker Should Reach A Higher Level
Foot Locker is positioned well to ride the “athleisure” wave. It is one of the few retailers that is growing revenue and earnings but has been thrown out with the retail bathwater.
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Comments

Latest Comments
TalkMarkets Presents: Ranjit Thomas - An Overview Of Recent Earnings And Resulting Stock Ideas
11 months ago

Thank you, Gil. I'll plan to host another one in January.

Foot Locker Should Reach A Higher Level
1 year ago

I will be hosting a free live virtual investment event on Tues, Nov 22 at 5.30 PM. Register at this link: www.shindig.com/event/tmranjitthomas

In this article: FL
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STOCKS I FOLLOW

AMZN Amazon.com Inc.
ARBA Ariba, Inc.
ASCMA Ascent Media Corporation
BIIB Biogen IDEC Inc
CFX Colfax Corporation
CHTR Charter Communications Inc.
CMCSA Comcast Corp. Class A Common Stock
HELE Helen of Troy Limited
IRET Investors Real Estate Trust
JNPR Juniper Networks
LINC Lincoln Educational Services Corporation
MMM 3M Company
OA Orbital ATK
OUTR Outerwall Inc.
PAG Penske Automotive Group Inc.
PPC Pilgrim's Pride Corporation
PWR Quanta Services Inc.
SALE Intellesale.com Inc
SHLM A. Schulman Inc.
VMC Vulcan Materials Company
VRX Valeant Pharmaceuticals International Inc.
WYN Wyndham Worldwide Corporation
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TWEETS

PERSONAL BLOG

Latest Posts
Live Virtual Event On Tues, Nov 22 At 5.30 PM
I will be hosting a live virtual event on Tues, Nov 22 at 5.30 PM and invite you to join. Please register at this link: www.shindig.com/event/tmranjitthomas

Work Experience

Portfolio Manager
Spice Capital
January 2009 - Present (9 years)

Manage a fundamental value long short equities portfolio, with the aim of generating steady returns with limited volatility and low correlation to the equity markets.

Sector Head
Tracer Capital
August 2004 - February 2008 (3 years 7 months)

Managed a long-short portfolio at a $1 billion equities hedge fund.

Vice President
Swiss Re
April 2002 - March 2004 (2 years)

Worked on various projects aimed at managing the $3 billion portfolio at the alternative asset management unit of Swiss Re.

Project Leader
The Boston Consulting Group
June 1997 - March 2002 (4 years 10 months)

Managed project teams consulting to senior client executives (CEO/Division President level).

Education

Indian Institute of Management, Calcutta
MBA
1995 / 1997
Finance, Economics
Indian Institute of Technology, Madras
Bachalors
1991 / 1995
Tech, Electrical Engineering

Publications