It’s time to remember the Fallen Champions instead of the Hidden Champions. Our learning from the last 7 years of investing journey. @SamitVartak @dmuthuk @varinder_bansal @amitmantri @jatin_khemani @ms89_meet @Iamsamirarora @ashishkila

Lesson 1: Welcome to “The Suckers Club”
It’s time to remember the Fallen Champions instead of the Hidden Champions. Our learning from the last 7 years of investing journey. @SamitVartak @dmuthuk @varinder_bansal @amitmantri @jatin_khemani @ms89_meet @Iamsamirarora @ashishkila Lesson 1: Welcome to “The Suckers Club”
It’s time to remember the Fallen Champions instead of the Hidden Champions. Our learning from the last 7 years of investing journey. @SamitVartak @dmuthuk @varinder_bansal @amitmantri @jatin_khemani @ms89_meet @Iamsamirarora @ashishkila Lesson 1: Welcome to “The Suckers Club”
It’s time to remember the Fallen Champions instead of the Hidden Champions. Our learning from the last 7 years of investing journey. @SamitVartak @dmuthuk @varinder_bansal @amitmantri @jatin_khemani @ms89_meet @Iamsamirarora @ashishkila Lesson 1: Welcome to “The Suckers Club”
It’s time to remember the Fallen Champions instead of the Hidden Champions. Our learning from the last 7 years of investing journey. @SamitVartak @dmuthuk @varinder_bansal @amitmantri @jatin_khemani @ms89_meet @Iamsamirarora @ashishkila Lesson 1: Welcome to “The Suckers Club”
Lesson 2: The next “Page Industries”
Lesson 2: The next “Page Industries”
Lesson 2: The next “Page Industries”
Lesson 2: The next “Page Industries”
Lesson 3: Quess Corp: Failed Acquisitions
Lesson 3: Quess Corp: Failed Acquisitions
Lesson 3: Quess Corp: Failed Acquisitions
Lesson 3: Quess Corp: Failed Acquisitions
Lesson 3: Quess Corp: Failed Acquisitions
Lesson 4: Copying Satyam’s Playbook: Where is the cash?
Lesson 4: Copying Satyam’s Playbook: Where is the cash?
Lesson 4: Copying Satyam’s Playbook: Where is the cash?
Lesson 4: Copying Satyam’s Playbook: Where is the cash?
Lesson 5: Cheap at 100 P/E?
Lesson 5: Cheap at 100 P/E?
Lesson 5: Cheap at 100 P/E?
Lesson 6: A Secular Bet?
Lesson 6: A Secular Bet?
Lesson 6: A Secular Bet?
Lesson 7: Headwinds > Salary
Lesson 7: Headwinds > Salary
Lesson 7: Headwinds > Salary
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