Kernex Microsystems: The Trade That Played Out Exactly as Planned, and Why We Walked Away Near The Top
Occasionally, there comes a situation where a company is offered an opportunity which may be quite obvious to spot, but the market’s perception of the opportunity may be flawed. Kernex Microsystems (India) Ltd. was one such example. The firm is engaged in the railway safety systems market of India, especially in Kavach, India’s homegrown Automatic […]