A very relevant book from an Indian investor perspective.

It is easy to read tons of Warren Buffett and Seth Klarman but from the Indian context it is extremely tough to implement it in your investment strategy.

I got insights and new framework on how to evaluate businesses, what to look for and more importantly what to be wary about. The companies described in the book, can be called boring, if you are from tech background. But that is the whole point. These are gems. But to mine them you need to be aware of the key data points like RoCE, EBITDA and the quality of the management.

Meticulously researched and wonderfully written book on the key public companies of India. On top of that you also get a peek into the minds evaluating these companies.