Ep. 7 - Saurabh Mukherjea on Compounding, Wealth Creation, and Seizing the India Opportunity
The One Percent Show with Vishal Khandelwal
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Importance of Capital Allocation and Investing
This chapter discusses the speakers' initial obsession with capital allocation and how it took them some time to realize its importance in investing. They use the example of ITC, a company struggling to effectively deploy their cash despite their dominance in the industry.
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