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Portfolio: A 2-Bagger on [stock]


We have good news and we have bad news.

One of the stocks in our long term portfolio is down 5% today. That's the bad news.

The good news is: it is still a 100% above the price we bought it in April 2015.

The company is Sudarshan Chemicals. It makes pigments - of all sorts - and has the largest marketshare in India. We have written many times about it including in the recent follow up on

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