Playback speed×Share postShare post at current timeShare from 0:000:00/0:00Paid episodeThe full episode is only available to paid subscribers of Antifragile ThinkingSubscribe to watchThe Lethal Mix: Leverage, Cycles, and Market Crises (Valuation Masterclass Series)Sajal KapoorNov 23, 2025∙ Paid1012ShareListen to this episode with a 7-day free trialSubscribe to Antifragile Thinking to listen to this post and get 7 days of free access to the full post archives.Start trialAlready a paid subscriber? Sign inAntifragile Thinking PodcastSajal Kapoor's SubstackAuthor of 'Framing Business Uncertainty'Twitter @unseenvalueSajal Kapoor's Substack Author of 'Framing Business Uncertainty' Twitter @unseenvalueSubscribeListen onSubstack AppRSS FeedAppears in episodeSajal KapoorRecent EpisodesDeepak Nitrite, Aether Industries, Ingrevia, Acutaas Chemicals and Hurricane!Nov 21 • Sajal KapoorRunning the CDMO Race: SeQuent-Viyash MergerNov 18 • Sajal KapoorEureka Forbes: Driving Growth with Innovation and Record ProfitsNov 15 • Sajal KapoorThe Never-Performers: Hikal and KopranNov 14 • Sajal KapoorAntifragility in Action: KOEL’s Strategic EvolutionNov 13 • Sajal KapoorDigesting Advanced Enzymes’ H1 FY26 PerformanceNov 12 • Sajal KapoorAarti Pharma Labs: Don’t miss the climax !Nov 12 • Sajal Kapoor