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anil's avatar

You have been generous in answering lots of my questions on growth already.. one more... What about cases where the eventual size of the opportunity is not very large, to begin with, or it is more or less fully exploited. Do you directly or indirectly think about the size of the opportunity and its penetration....[ Eg. Coca cola is great business but its sales grew only at 3% CAGR between 1997-2018 and profit at 2% CAGR]

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anil's avatar

I understood the part of not chasing growth. One question to fully understand what exactly you are trying to say. Under your process do you ask yourself whether this company can grow its EPS at the rate of 12-15% CAGR for next 10 years or not or do you only focus only extremely strong and stable business at an attractive price even if it's in the highly matured industry whether it can grow only at low single-digit growth

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