@Namanpathania Quite a good writeup. Thank you for sharing the views.
Also, 100% allocation on this stock reminds me of Munger’s Tenneco investment. I hope it works out for you. And for me too (just its 10% bet in my portfolio)
I have one question on the Margin of safety point.
Current price is 62rs, PAG deal gives 30rs
For the Remaining 32Rs book value So, do you mean to say even if it goes down by half i.e. to 16rs,
overall, we still have
30rs from pag deal + 16rs = 46rs per share
Is my understanding correct?
Also, the book you mentioned, is it this one?
https://www.amazon.co.uk/Reading-Between-Lines-Understanding-Inference/dp/0863889697