Exactly my point. If we combine the capacity of alkyl and balaji and then if we consider this dumping by chinese then there is hardly and scope for a long term story. And Kirit Patel has said that these kind of situation do come for 2-3 years for every decade. Its very difficlut to find a multibagger or a consistent compounder in such kind of sector with such nature of business…Or am I reading this all wrong? I would like to be in such companies where I can stay invested for a very long time without worrying about market size and growth of my investee companies…It may be inappropriate but with this background requirements, how would you judge Deepak Nitrite or SRF and P.I. Industries?
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