Understanding the Banking Sector by Ashish Kila (CIO, Perfect Research) at Best Ideas 2019 (MOI Global) TIA Chennai 20-20 Ideas meet presentation - Capacity to Suffer Framework why standard valuation matrix is not the best way to value great businesses 4 C's of Investment Process - Cloning, Checklist, Capital Allocation, Checkout Role of management in long term investments Delisting - An Unfair Binary Game Delisting Ideas - How to evaluate them