Sequent has top-notch management. There are best practices brought in by Carlyle Group but even more valuable is CEO Manish Gupta. We place immense faith in Gupta who has been CEO since founding & has done outstanding job steering co to becoming Indian MNC https://t.co/Z0UxAAJMJX
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Sequent will teach many people about what Hyperbolic Discounting and Myopic Loss aversion means. 2 Mental models which an equity investor has to understand about. No other way. Disc: invested, not a reco
Having multiple facilities accredited with certifications from the best authorities from globe is a hidden moat in itself... 10-20% pop and then retracement should not shake confidence... Business focus and longevity should build conviction
— Harinder S Nanda (@harindersnanda) July 14, 2021
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