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?