Different Heuristics to Evaluate Businesses in the Southeast Asia Market

Tushar: What are some different heuristics you guys have learned to evaluate businesses in the space? And I know this is such a massive question. So maybe there's some nuances that could be interesting for the audience. Yeah, I've heard that as a common critique of investors that kind of move to the region that they don't understand the nuances of different markets. But generally, I think relative to investing in Australia, it was more like one of the big differences that I see between Australia and South East Asia.

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