Dinesh Sairam's Portfolio: Requesting Feedback

I recently presented on the topic “The Intrinsic Value Puzzle: Components and Case Studies” on a SEBI-sponsored investor awareness meeting of the Tamilnadu Investors Association (TIA).

Not really sure where to put it, so I’m posting it here for now. Mods, if you think this is not the right thread, kindly point me to the correct one.

Presentation and Notes: https://www.dropbox.com/sh/1l2m5krl41ny8p6/AADk2H4yOC2P2662DQPL3flya?dl=0

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