Donald,
Can’t agree with you more on the approach to learning the art of analyzing a company. Identifying a high conviction stock, analyzing it thread bare will be like doing a Project Work ( like we did at school or college). I have been having this idea since long but, after reading your post, I plan to embark on one.
Lloyd Electric remains my high conviction pick. Invested from 33 levels. Now average price of holding is 90. Anyway, thanks a lot for your post. …..Mohan
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