When ICE Dies: These Companies Get Stronger!

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Presentation:

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00:00 – Product Mix Change Explained
03:31 – How These Businesses Were Found
03:45 – SOIC Framework (S O I C)
06:18 – Sansera Engineering: Discovery & Thesis
07:41 – Shriram Pistons: Discovery & Thesis
11:53 – Sansera Engineering: Deep Dive
23:43 – Shriram Pistons: Deep Dive
31:21 – Key Growth Triggers & Risks
33:36 – Final Summary & Mental Model

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