Rarely do you see an investor explaining about financial businesses with such ease & clarity and yet in a simple way like Rajeev ji has done in this podcast of Kushal.
Rather than wasting time on hot tips, watch this & learn.
@rajeev_agr @kushallodha548
"Indian businesses providing more than 15% ROE can be considered good businesses; it demonstrates their ability to survive.”
“The real reason for 15% is that our real GDP growth is 6–7% and inflation is 4%. So, nominal GDP growth is 11%. If ROE is 15% and the business grows at