Real wealth is created when you're able to catch and ride a fast grower when it is reporting abnormal growth for a period of time. Let's understand the business model, industry structure, competitive advantage and growth prospects of a company that is not known to many in the chemical space.
Important Mental Model
Understanding Value Chain & Products
History & Everything about MCC
Competitive Landscape
Competitive Advantages & Manufacturing Process
Key Financials, Thesis Pointers & Valuations
Anti-thesis & Closing Comments
