
Andrei Stetsenko (Gymkhana Partners): Beating The S&P Using Indian Micro Caps
Value Hive Podcast
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Investment Insights on Undervalued Holding Companies
This chapter explores the investment strategy surrounding undervalued holding companies, with a specific focus on Maharashtra Scooters Company. It emphasizes the importance of assessing the quality of the businesses owned by these companies and the potential for growth beyond just market value discrepancies.
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