Abbott India: MNC pharma play on increased consumer spending

[Adwait_Deshpande]

My thesis on Abbott India Ltd. Please feel free to critique and punch holes in the reasoning.

Adwait's Investment Approach and Journey

Having laid out my investment approach in the 1st post, let me argue the case for the 1st stock in my portfolio (in alphabetical order). Abbott India Ltd At the outset you will point out that it violates pt.5 - Avoiding Unaligned Owners - MNCs (especially when they have an unlisted entity). In the case of AIL however, the evidence suggests that the consequences of this arrangment have not harmed minority shareholders (yet.) The unlisted business does not step on the toes of the listed entity …