The Ambit Report-Ambit Strategy: Cusp of Greatness may be of topical interest to all fellow-learners as Ambit applies these principles in what they call the STAR framework - to Marico, Page, BKT, Astral, V Guard, E-Clerx and Mayur Uniquoters (These qualify to be on the cusp of greatness as per Ambit).
Appreciating and Valuing the Intangibles may become a little more clearer?
You may like to write to the author for a copy of the report
Saurabh Mukherjea, CFA
saurabhmukherjea@ambitcapital.com
Tel: +91 99877 85848