📕 Capital Returns Book Review: Key learnings in the Indian context (Banks, NBFC's, Moats, HEG, etc.)

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Time Stamps:
❑ Introduction: (0:00)
❑ First Key Lesson: Supply Side: (5:55)
❑ Second Key Lesson: Defying Mean Reversion: (10:15)
❑ Third Key Lesson: Problems in Family led Businesses: (17:45)
❑ 7 Sins of Banking: (24:26)
❑ Similarities between Indian and Chineses PSUs: (31:50)
❑ Summary: (35:05)

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