The discussion was about
- Vision to think about the potential of the company
- Courage to buy the stock
- Hold on to the stock
About future potentials / theme
Sanjoy picked up the below
- Genomics and the need for resources to process the data involved
- Contract manufacturing - not only in pharma but other sectors like agro-chemicals etc
- Speciality retailing - luxury watches
Madhu Kela feels urban centric related themes will be in the lime light for next few years
Raamdeo Agarwal feels drug discovery will be a great potential
No comments:
Post a Comment