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Unable to update the sheet as it’s view only but interested in the next VP Meet.

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IDFC First Bank to report Q2 results today. Here’s what to expect →

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Sundaram Finance Holding – Like a mutual fund of top notch TVS group auto ancilliary companies
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Pix Transmission – low profile smallcap company
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IRCTC: a necessity, a monopoly
Market less than 10% down from the top, but Deepak Shenoy has started buying select stocks

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