My Best Pick 2015

Saurabh Mukherjea

Ambit Capital's institutional equities CEO on why the market is missing the big picture with Coal India

Published 7 years ago on Jan 09, 2015 6 minutes Read
Soumik Kar

I like companies that have overwhelming sustainable competitive advantages — so strong that you can almost reach out and feel them — and yet are underappreciated by the market. While there is always a risk that such competitive advantages will forever be undervalued by investors, I believe that in situations like these, the odds are loaded in my favour, as borne out in my pick of the year — Coal India (CIL).