The SOIC Podcast

GFL—I Found A Green Energy Mutlibagger | An Integrated Player


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“We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful.” —Warren Buffett

Businesses that are less dependent on outside factors are likely to do much better over a long course of time compared to businesses that get temporary benefits and fall to their frailties eventually. This is an analysis of one such business that is fully integrated and is becoming totally self-reliant.

Gujarat Fluorochemicals Ltd. is one the Top 3 Fluorine experts in India. Under these adverse times for chemical companies, fluorine players have shown consistency and have even outperformed their previous performances. In today’s video we will learn about Over-Earning vs Under-Earning Mental Model, Company History, Complete Value Chain Analysis, Future Plans, Product Mix Analysis, P2P Analysis and most importantly Thesis & Antithesis with Risks.

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The SOIC PodcastBy SOIC: School of Intrinsic Compounding


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