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Business Analysis - Privi Speciality Chemicals Ltd
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SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582.
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Greetings from SOIC!

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.
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Time Stamps
Mental Model Occam’s Razor: (0:00)
Industry Analysis, Applications & Value Chain: (2:44)
Types of Competitive Advantages: (7:00)
Sales & Segmental Break Up: (13:11)
SOIC Accelerator Pitch: (15:45)
Growth Triggers: (19:22)
Privi vs Oriental Aromatics: (21:38)
Valuations & Anti-thesis Pointers: (23:15)

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