For long-term investors: A moat of a different kind; 5 large-cap stocks with an upside potential of up to 38%

In 1992, when the Indian market witnessed its first bull run, some interesting investment principles were discussed on the street. They were then forgotten. Today, probably, it is time to re-look at some of them because, in 34 years of liberalization, India Inc is at a level where some big players have achieved a unique status. Just to put this in perspective: The east coast can only have X number of ports. Now, one company has already established 70% of them. Would it be easy for any other player to enter the picture? Does it even make economic sense for anyone to do so? So, what does it mean for companies that have become a sort of quasi monopoly? It means a certain amount of growth under most conditions.