Had started this year annual report notes sharing with lot of pharma companies n someone asked why. In hindsight, you know :). In case one missed, my notes for #laurus #neuland #alembic #ajanta #syngene all in one place
wp.me/p4x5b8-72
Please remember valuation are much different from when they were written n fundamentally, it's all about margin of safety 🙏
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