209: Neeraj Monga – Contrarian Stances on Fundamental Inflection Points
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How to Exclude Costs From Financial Statements
In India, the Corporate Law and Companies Act has very strict rules and regulations related to disclosing information. But the fact is they do not have a standard procedure for disclosing information. So if you're buying in dollars and the Indian currencies depreciating, your assets instead of declining could be flat-clining or going up without new additions taking place. Is that what I'm saying Aaron? And there were other lots of interesting issues and these are very detailed 7080 page reports that we published and they moved the stocks a lot.
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