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“The Elephant is Moving”— notes on Amitabh Singhi’s India-listed Investment Ideas

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Amitabh Singhi has spoken at Value Investing Congresses in the past, and he typically talks about India-listed stocks that, frankly, we probably can’t easily buy — but he talks about the state of the economy, and the growth we should expect to continue, so though I probably won’t buy his stock I like learning about [...]

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