One of the frameworks which has served me well over the years in generating extraordinary returns is to identify companies where one can capture a high-growth phase and re-rating in valuation. There can be many circumstances which lead to this kind of occurrence. The primary condition is that it should be a good business but should also have a catalyst that can propel the business into a new growth phase. The catalysts could be owing to several reasons, including a change in management or change in the industry structure.
My Best Pick 2019
The founder of Carnelian Capital Advisors believes ICICI Bank’s attractive valuation and improving business prospects offer a win-win proposition
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