Dispatches from India

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Maharashtra Scooters: a consortium of great businesses at a discount

Investment memo and podcast discussing Maharashtra Scooters Limited (NSE: MAHSCOOTER), a listed holdco trading at a significant discount to the shares it holds in great companies.
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Overlooked & Undervalued

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INSIGHT: Indian vs. global GDP growth

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Demographics discussion on Real Vision

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INSIGHT: World's fifth-largest economy

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INSIGHT: Labor productivity

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Overlooked & Undervalued