Capital Returns Book Review: Key learnings in the Indian context (Banks,NBFC’s,Moats,HEG etc)

October 16, 2020

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Introduction: (0:00)
First Key Lesson-Supply Side: (5:55)
Second Key Lesson- Defying Mean Reversion: (10:15)
Third Key Lesson- Problems in Family led Businesses: (17:45)
7 sins of banking : (24:26)
Similarities between Indian and Chineses PSUs: (31:50)
Summary: (35:05)

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