I Found 6 Unique Businesses in India (Here's the Framework)

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00:00 – Introduction
00:56 – Session Overview
01:32 – Auto & CV Cycle Framework
04:28 – Business 1: Auto Ancillary Sector
10:47 – Business 2: Specialty Chemicals Sector
17:30 – How to Identify Unique Businesses
21:46 – Business 3: CDMO Pharma Sector
28:59 – CDMO Sector Risks
31:38 – Business 4: Specialty Fats Sector
38:37 – Specialty Fats Sector Risks
40:12 – Semiconductor & AI Capex Theme
43:54 – Business 5: Semiconductor Packaging Sector
45:03 – Semiconductor Equipment Sector
50:24 – Business 6: Refurbished Electronics Sector
52:45 – Final Investing Framework

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