India’s Market Leaders: My 10 Key Observations
Posted by Jatin Khemani | Food for thought, Indian Markets, Industries, Investing Framework, Investment Gurus, Stocks | No CommentsMy March’19 column written for Safal Niveshak’s ‘Outside the box’ newsletter One common advice I find veteran investors passing on to next-generation investors is to look for companies dominating their industry and enjoying entry barriers ensuring their profit pool share is protected. Now, ideally, we may think that the top 3-4 players by market share in any category should be qualified as ‘dominant players’ even if their respective market share is in single digit. However, for the purpose of this research, I have restricted my analysis to only those companies that enjoy at least a 35% share in their respective categories. You must be thinking that it is quite a stringent filter and there would only be a handful of companies that will make it to the list – after all, …
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