Guj Fluorochem results have been better than I expected. And in the concall management commentary comes across very strong indicating strong levers for growth. It comes across as an example of a company which can deploy huge doses of capital at incrementally higher rates of returns.
Schaeffler results have been very good and it seems to be well on the growth path. But I do not track it too closely now that I have exited. Yet to listen to concall.
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