#Concall

Smart Sync Services

SmartSyncServ

Bajaj Auto (BA)’s Mcap today = ~2X of Hero. Some obvious reasons:~Mkt leader in 3W business ~Larger share of premium products ~Export MarketIt’s not as simple as it looks.Put on

The Tycoon Mindset

tycoonmindset05

Berkshire Hathaway AGM: 1994 @dmuthuk @FI_InvestIndia @Prashanth_Krish @Gautam__Baid @NeerajMarathe @Vivek_Investor Key Takeaways Thread 1. Minimum FCF required when buying a company at IVWarren - We would conceivably buy a

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