The holiding company has 100 Cr of mutual funds on book as well as 100Cr of private equity (at least that’s what its valued on paper). If the holding company goes below 150 Cr I am buying, if it goes above 300 Cr, I am out of there. In between, I ll just be there for the ride.
The chemical business, at less than 500 Cr starts getting reasonably valued. Its a tiny company, so might swing a lot. Fun times!
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