How Does Value Fragmentation Impact Terminal Value Investing? | Masterclass with Utpal Seth Ep 7

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In the Season 2 finale of Masterclass with Utpal Seth, we explore value fragmentation and concentration, focusing on winner-takes-all scenarios and terminal value investing. Utpal Seth and Nikunj Dalmia delve into how value migrates and concentrates, using examples like Nvidia and the Indian telecom sector to illustrate these concepts.

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Thank you Utpal Sir, I am reading the books recommended by you.

sureshlalwani