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I finally studied this sector!!
In this episode, we dive deep into India’s port industry — a toll-road style business that powers the nation’s trade and GDP. We explore how ports operate, key revenue drivers, growth trends, and strong entry barriers. We also discuss the top 2 players in the industry and what sets them apart. A must-listen for anyone looking to understand high-moat, infrastructure-driven businesses.
Published on 6 months, 3 weeks ago