Invest and Rise
The content in this blog is primarily focused on educating students and working professionals on equity research and valuation.
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Business Valuation Education Video Series
Hello Readers, This video series is meant for students / working professionals intending to build a career in / pivot to Finance particularly Valuation or Equity Research. In this Business Valuation Education Video Series , I have explained Valuation concepts by valuing an Indian Healthcare Provider – Kovai Medical Center Hospital – as an example.…
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๐๐ผ๐ ๐๐ผ ๐ฎ๐ป๐ฎ๐น๐๐๐ฒ ๐ป๐ผ๐ป-๐น๐ถ๐ณ๐ฒ / ๐ด๐ฒ๐ป๐ฒ๐ฟ๐ฎ๐น ๐ถ๐ป๐๐๐ฟ๐ฎ๐ป๐ฐ๐ฒ ๐ฏ๐๐๐ถ๐ป๐ฒ๐๐?
I read a few Berkshire and Marcellus newsletters to deepen my understanding of non-life insurance. Below are the key factors that one should analyze. I have applied them to two listed private non-life Indian insurers: ICICI Lombard and Star Health ๐ญ. ๐๐น๐ผ๐ฎ๐ = investment assets accumulated over timeInsurers receive premiums upfront and pay claims later.…
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Equity Research | narayana Hrudayalaya
Growth drivers shaping the landscape of healthcare delivery in India: ๐๐ณ๐ช๐ท๐ข๐ต๐ฆ ๐ฉ๐ฐ๐ด๐ฑ๐ช๐ต๐ข๐ญ๐ด ๐ค๐ฐ๐ฏ๐ด๐ต๐ช๐ต๐ถ๐ต๐ฆ ~70% ๐ฐ๐ง ๐ต๐ฉ๐ฆ ๐ฉ๐ฆ๐ข๐ญ๐ต๐ฉ ๐ค๐ข๐ณ๐ฆ ๐ฅ๐ฆ๐ญ๐ช๐ท๐ฆ๐ณ๐บ ๐ฎ๐ข๐ณ๐ฌ๐ฆ๐ต ๐ฃ๐บ ๐ท๐ข๐ญ๐ถ๐ฆ (๐ถ๐ฑ ๐ง๐ณ๐ฐ๐ฎ 60% ๐ช๐ฏ 2016). ๐๐ช๐ต๐ฉ๐ช๐ฏ ๐ฑ๐ณ๐ช๐ท๐ข๐ต๐ฆ, 90% ๐ฐ๐ง ๐ฃ๐ฆ๐ฅ ๐ค๐ข๐ฑ๐ข๐ค๐ช๐ต๐บ ๐ช๐ด ๐ถ๐ฏ๐ฐ๐ณ๐จ๐ข๐ฏ๐ช๐ป๐ฆ๐ฅ. ๐๐ช๐ต๐ฉ ๐ณ๐ช๐ด๐ช๐ฏ๐จ ๐ช๐ฏ๐ค๐ฐ๐ฎ๐ฆ๐ด, ๐ต๐ฉ๐ฆ๐ณ๐ฆ ๐ช๐ด ๐ข ๐ด๐ฉ๐ช๐ง๐ต ๐ช๐ฏ ๐ต๐ฉ๐ฆ ๐ฑ๐ณ๐ฆ๐ง๐ฆ๐ณ๐ฆ๐ฏ๐ค๐ฆ ๐ฐ๐ง ๐ฑ๐ข๐ต๐ช๐ฆ๐ฏ๐ต๐ด ๐ต๐ฐ ๐ฎ๐ฐ๐ท๐ฆ ๐ง๐ณ๐ฐ๐ฎ ๐ถ๐ฏ๐ฐ๐ณ๐จ๐ข๐ฏ๐ช๐ป๐ฆ๐ฅ ๐ต๐ฐ ๐ญ๐ข๐ณ๐จ๐ฆ๐ณ/๐ข๐ค๐ค๐ณ๐ฆ๐ฅ๐ช๐ต๐ฆ๐ฅ ๐ฉ๐ฐ๐ด๐ฑ๐ช๐ต๐ข๐ญ๐ด. While private…
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valuation and Equity Research – Interview Questions
This linked document has the list of topics/questions that I have covered in my LinkedIn posts. A snapshot of the document is presented below
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Financial Statement Analysis
If you want to learn Valuation and Equity Research, please subscribe to my YT channel and follow me on LinkedIn: ย ย /ย gautamrastogi1 . Feel free to email me at gautamrastogi.investandrise@gmail.com or PM me onย linkedin This education video series has 3 videos: Understanding the three Financial Statements | How the three statements are linked? Learning Objectives: Link…
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Equity Research | Agarwal Industrial Corp Ltd
This blog post has links to my 3-video equity research series on Agarwal Industrial, an infra ancillary, which seems to be uniquely positioned to capture the road construction led bitumen import demand in India. If you want to learn Valuation and Equity Research, please subscribe to my YT channel and follow me on LinkedIn:ย ย ย /ย gautamrastogi1ย ย Feel…
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Equity Research | radiant Cash Management
This blog post has links to my 3-video equity research series on Radiant Cash Management, a valuable logistics company in India. If you want to learn Valuation and Equity Research, please subscribe to my YT channel and follow me on LinkedIn: ย ย /ย gautamrastogi1ย ย Feel free to email me at gautamrastogi.investandrise@gmail.com or PM me on linkedin Video 1…
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