Harish Krishnan,CFA
hktg13
A thread of threads written by me in 2020.' Writing clarifies thought'- while had known this for a while,was only in 2020, that I put it in practice on a
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Casual reading of this chart by @MilanV spins 2 popular narratives of day - 1 capture by few cos(regulatory capture,invincible moats etc) that they become larger.2 In polarised mkt,where few
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