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@SridharanAnand
@kshayjogani If I buy high ROCE businesses with strong competitive positions in attractive industries, with a history of getting stronger over time, at a reasonable price, good things will happen, one of which is growth. Messy world is not reductionist to mechanically break it down in A*B+C.
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@SridharanAnand
@skwigglylines View stock as business. Invest based on what biz is worth. Since this is fuzzy, play safe. Market's kinda nuts, use it but don't lose it. Then 2 other wise men added kutti tweaks - stick to better businesses. Then, you can hold for long & it works at scale. That's all there is.
@SridharanAnand
@kshayjogani If I buy high ROCE businesses with strong competitive positions in attractive industries, with a history of getting stronger over time, at a reasonable price, good things will happen, one of which is growth. Messy world is not reductionist to mechanically break it down in A*B+C.