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12 May

Deepak Kapur

@tapak7

On lifetime high margins, cos r being valued at lifetime high multiples: story of many a chemical co with short term tailwinds but lacking long term barrier to entry No one can time the top, but 2021 is giving excellent exits for many of them

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Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in the corrections themselves’ – Peter Lynch We have shared our views on 'Waiting for markets to correct?' - katalystwealth.com/2021/05/11…

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