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What follows is a collection of excerpts from our letters and writings over the years. If you'd like to receive our regular quarterly updates, including performance, current positions, and thoughts on the state of India, then please email us at and say hello. We will add you to our distribution list.

Our goal is to simply articulate our thought process - nothing said on this site should be construed as investment advice. Any investments discussed carry risk of permanent loss, may not be suitable to your specific investment situation and our views are subject to change without notice.
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