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He became one of the richest investors in India

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He became one of the richest investors in India

If there are 6 things to take away from this interview, as an investor – you have to have these guide posts:

  1. Long-term horizon: 5-7 years
  2. Concentrated portfolio: 10-15 companies
  3. Strong fundamentals and value-oriented companies
  4. Businesses with a durable moat
  5. Reasonable returns on capital: 13-15% ROE
  6. Led by leaders with integrity and ambition