PERSON DIRECTORY
Andrei Stetsenko
Andrei Stetsenko appears in 1 indexed conversation across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Gymkhana Partners' Andrei Stetsenko on Maharashtra Scooters and Indian Holdcos
Maharashtra Scooters offers roughly $4 billion of listed Bajaj shares and no debt at about 50% of marked NAV, while earnings growth—not liquidation—underpins the thesis.Bajaj Finance and Bajaj Finserv provide exposure to underpenetrated lending, insurance, and asset management; SEBI reforms and Bajaj Holdings’ recent share sales could narrow the discount, but collection discipline and cyclical growth remain central risks.