Here is a good podcast on the topic of India's slowdown. Though I don't like Saurabh Mukherjea much and don't follow him regularly I enjoyed his commentary on the Macro environment and analysis of what led to slowing down of India's economy. https://youtu.be/XPY-otYRMkw?si=FydKdBOZwRx4UrsI
Warren Buffet and Elephant Gun
In his letter to Berkshire Hathaway shareholders in 2011, Warren Buffett wrote about the need for major acquisitions to maintain growth in the company's non-insurance businesses. "We're prepared. Our elephant gun has been reloaded, and my trigger finger is itchy." Buffett said "Berkshire is contributing "something between" $12 and $13 billion of the deal", so... Continue Reading →
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