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Rajiv Jain’s Adani Adventures

The Morning Brief

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Adani Is a Quality Growth Investor

I think every story has to have some disconnect. If it was perfect, we wouldn't be sitting here discussing this. But a lot is also in the price. In this case, we believe it actually is a very good combination of both because the assets that they have are not replaceable. Do you really want to buy Hindustan liver at 55, 60 times earnings? Asian pains, I mean, it's a phenomenal business. You want to have a very, very long time.

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