Mr. Issac scaled the company well in the initial days and Fairfax bought on that promise. However they also are known to talk big and deliver less. They have a past of poor capital allocation. Suraj Moraje brought some discipline to it. His departure because of internal conflict was a setback for me as there is a good chance for the management to go back to its previous fallacy. So, I took an exit but will continue to track the performance.
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