Balaji Vaidyanath ⚡️
nbalajiv
It’s not as if ‘bluechip’ companies don’t make mistakes. Their ability to course correct makes the business achieve longevity. Here’s how to cut losses Marico style. (No reco, just observation).
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It's annual report season. A short thread on what India Inc has to say on the most anticipated narrative: The fall out of Covid and US-China trade war impacting/benefitting India.
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(1/11) Watched an interesting Pharma webinar Mr. Varinder Bansal and Mr. Madhusudan Kela today. What caught my attention was a point raised by one of the panelists - Why not
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1) Dear Nileshbhai,While the idea is good, the biggest hurdle is the centralization of physical gold thereby losing individual sovereignty and ability to resist government control.@NileshShah68 https://twitter.com/nileshshah68/status/126490
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Here’s a non exhaustive list of Indian MNCs along with their unlisted subsidiaries. Price to sales assumption marked in red to give a sense of what the ballpark valuation could’ve
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