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Good read 👍🏽. Centum booked massive gains on exit but I still think they should have kept Almasi & Nairobi bottlers as long term, high dividend yielding assets. Beyond paying down some debts, I don't think they had a good idea on how to utilize the proceeds of the exit well.

They could always partially exit down the line via an NSE listing at a higher valuation. Their entry was perfect but exit was sub optimal.

May 28
at
5:41 AM
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