Atul Auto: A bet on Bharat’s economic growth

Last year in 2012, I invested about 10% of my personal portfolio in Atul Auto. This decision was backed by certain ideas which are outlined in the following investment theses.  Additionally, an addendum is also given outlining the valuation and capital considerations.

Link of the theses is here and link of the addendum

I would be obliged if you acknowledge the source.

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