Thanks for sharing

Raymond is still undervalued

Sir by any chance can we get whole pdf

Which of the above companies have better capabilities and interesting to study sir @LearningEleven

Sir your view on Swan defence, the shipping company with the most export orders.

any ETF/MF for this?

Sika Interplant Systems-Niche aerospace/defence engineering player with ~19–20% steady OPM, strong promoter holding (~71%) and a clean balance sheet. Its moat comes from defence licences, qualification barriers, QIOP status and sticky long-term customer relationships, strong CFO.

Good list!

Try to get some sense on NRB bearings, best co to get in aerospace with reasonable valuations and future plan to get in humaniod robotics in bearings category.

Hello sir, sorry for going off the topic but i would love to know your thought behind your increased allocation in SAKAR , not that it isnt a great company, but provided your valuation framework, i came to a conclusion that the growth rate is already baked in the valuation.