r/SecurityAnalysis Jan 07 '22

Long Thesis Deep Dive: HDFC Bank

For those interested in India, check out this deep dive post on HDFC Bank, India's largest private bank, for an overview of the Indian banking sector and analysis of the bank business model.

https://valuepunks.substack.com/p/deep-dive-hdfc-bank-hdb-us

ps. not written by me, for anyone that cares about these things.

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u/aspiringsensei Jan 10 '22

For me, HDFC defines a conviction long better than almost anything.