Paraphrasing @tusharbohra on @IIC_Conference today ::

"If 10 commodity companies are doing capex at the same time, it signals a peak. If 10 companies in Chemicals/API/Pharma are doing capex in different products at the same time - it probably signals the start of a New Era" 🇮🇳🇮🇳

More from Conviction | Patience

Still waiting for those ~5 to go bankrupt. Future is unpredictable. We only need a few 100x over 15Y.

Tail-events generate the biggest panic and upside. If you survive the panic w/o jumping off the train, you deserve the 100x in few stocks.

Temperament + Business Analysis = ⤴️

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