Hello Harsh… Would you be able to advise on the rationale for Godfrey Phillips?
I was earlier invested in this company for their 24/7 convenience stores which could be a big thing…
However when I learn about the management and the absconding Nirav Modi and family were promoters, I sold it entirely.
I would like to know how much wieghtage would you put on management and governance?
Also would appreciate the rationale for Jagran Prakashan, my understanding is that its a dying business and its terminal value is something I cannot evaluate…
Thanks in advance
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