- Introduction & Very Important Book
- SOIC Portfolio Allocation Approach
- Return on Asset Tree & Key Terms
- Important Leavers for Re-rating in Banks
- Warren Buffett 3 Criteria To Invest in Bank
- The next HDFC Bank? Changes going on
- Change of Management & 4 Cultural Changes
- Key Changes in Strategy & reflecting in numbers
- Thesis Pointers & Valuations
- Conclusions
