Mohnish Pabrai's session with EO Gurgaon on January 10, 2023
Chai with Pabrai
How to Allocate Capital in a Cement Business
The bar should be close to around 20% at a minimum in terms of the incremental return. If you're going to invest 20 crores into your business, you should be able to see four or five crores come out of it. The second is that a hallmark of a great business is that it does well, high returns and equity without much use of leverage.
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