"When an industry's underlying economics are crumbling, talented management may slow the rate of decline. Eventually, though, eroding fundamentals will overwhelm managerial brilliance."-Warren Buffett
More from D.Muthukrishnan
More from Wise investing
18-19% ROE wale being bought by institutions at anywhere b/w 12 and 20x price to sales. Not many liked this space in 2013. Not many hate it today. Social validation in investing is a big curse ...
Ghor ChemYug 😆
Ghor ChemYug 😆
#DeepakNitrite valuation is most attractive in the space...
— jeevan patwa (@jeevanpatwa) June 30, 2021
growth will be most explosive in the space... pic.twitter.com/8VYdWwFApY