Investing by the Books cover image

#23 Rajeev Agrawal on Poor Charlie's Almanack

Investing by the Books

CHAPTER

Is There a Need for a Holding Company Discount?

Yeh: By end of 20 22, they will be separating it out. And we think it is easily possible that something this can easily double in the next two to three years. That's our thecis on trade. I am happy to share about this thesis for people who may have an interest. Yeh: There are many such opportunities that i can see in india which a line with some of the psychological biases that we talk about. But i think this human element of things is really, ya. It will never, it will never be removed, i think. So what do your most common biases as investor? What do you think should go the right way for you?

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner