Ion Exchange (India) Limited

[spatel]

Presentation that I did at recent VP Chintan Baithak 2019. Linking it here for us all to continue stock specific discussion in this thread.

ValuePickr - Chintan Baithak 2019

Super experience and pleasure again this year. Thanks to guru, seniors and young turks for accelerated learning. Hiren Ved’s session will linger in mind for long. Generous sharing. Practial gyan shared in straightforward and humble way. Will share my notes (incremental) in next couple of days. Presented a stock idea where I ventured out of my comfort zone. A sector that is new to me. A business that probably has no moat, no competitive edge, no uniqueness; but is about to enter and/or in middl…