At this year’s London Sohn Conference, held in person on November 16, Shashin Shah, the manager of San Francisco-based hedge fund Think Investments, took to the stage to outline his favorite investment idea.
The long/short hedge fund has a global mandate, and Shah’s idea plays on one of the next decade’s most significant potential growth themes.
Explosive Growth in the Indian Cell Phone Sector
Shah started his presentation with a basic Indian saying, roti, kapada aur makaan. Translated as food, clothing, and shelter, the saying summarizes the basic necessities of life for the average Indian.
But, as the speaker went on to explain, in recent years, the saying has changed. It has now become roti, kapda, makaan aur mobile or food, clothing, shelter, and...
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