A couple of weeks ago, Akhilesh Tilotia invited me to make a presentation at Kotak’s Global Investor Conference (organised by Kotak Institutional Equities). They shot a video of the presentation which I’m sharing here. My presentation is followed by an awesome Q&A enabled by one of my favorite moderators and dear friend Suresh Venkat!!
I confess – this was one of the toughest PPTs I’ve ever made! I spent 10+ hours doing research and putting the content together. I hope it you find it interesting and useful. Do share your insights in the comments – it always helps!
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