The Unusual Billionaires

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Penguin UK, Aug 17, 2016 - Biography & Autobiography - 454 pages
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What makes a company truly outstanding? What is the secret sauce of delivering successful results over multiple decades? What is common to Asian Paints, HDFC Bank, Axis Bank, Marico, Berger Paints, Page Industries and Astral Poly? They are Unusual Companies, built by Unusual Billionaires. This book tells the story of these seven companies, handpicked out of 5000 listed on the stock exchange. Built by visionary business leaders, they have delivered outstanding results for a decade and more. How did these companies do it? Why couldn’t this be replicated by other companies? What are they doing differently? Saurabh Mukherjea, bestselling author of Gurus of Chaos, delivers an exceptional book with lessons to learn from these seven businesses. Mukherjea tells you why focusing on the core business is central to corporate success and how a promoter giving up control to the top management could be a boon. He also explains how investors can generate market-beating investment returns from identifying companies such as these using a simple set of metrics. Packed with these learnings are riveting corporate stories of how Hindustan Unilever made an aggressive bid to buy Harsh Mariwala’s business, but had to sell a business to him in a few years, or how Page Industries found an innovative way to stop unionization at their manufacturing units. Other stories include the turnaround of Axis Bank and the boardroom coup that led to its chairman’s exit and how Vijay Mallya sold Berger Paints to the Dhingra brothers. This book is mandatory reading for anyone who wants to understand how business is done successfully in India.
 

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Good Job , however we need a advice on when to buy the stock and what value ??
Not every price is good to buy . So buying range prediction for next 2-3 years is good advice

Contents

Foreword
Searching for Greatness
Seven Decades of Excellence
250 Years in the Making
3
From a Commodity Trader to an FMCG Giant
4
Jockeying from Manila to Bengaluru
5
Confounding the Sceptics Repeatedly
6
The Power of Textbook Execution
7
A Checklist for Longterm Investors
10
John Kays IBAS Framework
21
The Detailed Coffee Can Portfolios Appendix 3 The Case against Churning Footnotes 1 Searching for Greatness 2 Asian Paints Seven Decades of Exc...
30
Jockeying from Manila to Bengaluru
56
Confounding the Sceptics Repeatedly
78
To the Brink and Back
98
Greatness Is Not Everyones Cup of
98
A Checklist for Longterm Investors
101

To the Brink and Back
8
Greatness Is Not Everyones Cup of
9
Acknowledgements Follow Penguin Copyright
209

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About the author (2016)

Saurabh Mukherjea is the CEO of institutional equities at Ambit Capital, an Indian investment bank. In 2014 and 2015, he was rated as the leading equity strategist in India by the Asiamoney polls. Mukherjea has spent most of the past decade trying to construct and implement systematic methods for analysing Indian companies in the midst of the chaos that surrounds the Indian stock market. A London School of Economics alumnus, Mukherjea is also a CFA charter holder. He lives in Mumbai with his wife and two children.

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