
Rajiv Jain’s Adani Adventures
The Morning Brief
00:00
Adani Group Companies Are Guzzlers.
The Adani group companies are guzzlers. The common thread is can we compound our and our clients capital on a double digit basis? That's the objective. Doesn't mean we'll deliver that in dollar terms, right? We hope to deliver that. So that's the lens. Sometimes you buy cheap because they are, you know, dividend itself makes sense. Sometimes you buying growth and everything in between. Everything is attractive at a price.
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