Jubilant Ingrevia, business mix shift
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Re-look at HDFC vs ICICI Bank
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Case studies in the financial markets
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Laurus Labs journey
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Recent M&A in the Pharma space
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Note to self
“A ridiculously-high purchase price for a given stock will cause a splendid business to become a poor investment – if not permanently, at least for a painfully long period. Over time, however, investment performance converges with business performance”
~ Warren Buffet 2018 letter