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a company that owns a land parcel outside of a major Indian city

— position long Jon Friedland

Thesis

The company is developing a land parcel into residential and commercial space, and it has an asset value substantially greater than its current market value. However, there are concerns about whether this asset value will be realized for minority investors.

Did it work?

Not yet analyzed

No outcome has been scored for this pitch yet, so there's no verdict to show.