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Vallum Capital has an investment philosophy focused on value investing, taking time risk over price risk, and targeting businesses with sustainable competitive advantages. They analyze metrics like ROCE, ROE, and management quality. The note discusses Aarti Industries, an Indian chemicals company, as a potential investment opportunity. Key points are its diversified revenue, lower raw material costs through strong supplier relationships, and ongoing capacity expansion providing economies of scale. The chemi

Author

adhirajr

Language

EN