Tag: #equityresearch

US retailer with an unrivaled value proposition!

Mar 20, 2025
What is ROIC and what does ROIC breakdown tell us about a sector?

Mar 20, 2025
Want to learn some Powerplay and “Good Will” from Reliance?

Mar 20, 2025
PVR INOX Equity Research and Valuation DEMO

Mar 20, 2025
What do Airlines, Utilities, Telecom, Hotels, Resorts, Movie theaters and Technology companies have in common?

Mar 20, 2025
What do Airlines, Telecom, Hotels, Resorts, Movie theaters have in common besides Operating Leverage?

Mar 20, 2025
Interested in learning equity research and valuation step by step – through practical examples?

Mar 20, 2025
Standalone health insurer Niva Bupa IPO

Mar 20, 2025
Is the Indian stock market overvalued? Will the correction continue?

Mar 20, 2025
Unraveling GDP growth rates!

Mar 20, 2025
How to estimate market size, top-down and bottom-up?

Mar 20, 2025
How to analyze con calls?

Mar 20, 2025
What are some of the other sources of moat?

Mar 20, 2025
“Secured Lending to MSME” is an attractive industry

Mar 20, 2025
Decoding a general / non-/ property & casualty insurance business model

Mar 19, 2025
Decoding the health insurance sector in India!

Mar 19, 2025
Learn to analyze a bank in 5 mins?

Mar 19, 2025
Balance sheets are forgotten during Bull markets!

Mar 19, 2025
Equity Research | Narayana Hrudayalaya

Jul 5, 2024
Valuation and Equity Research – Interview Questions

Jul 2, 2024
Financial Statement Analysis

Jun 20, 2024
Equity Research | Agarwal Industrial Corp Ltd

Jun 20, 2024
Equity Research | Radiant Cash Management

Jun 20, 2024
Business Valuation Education Video Series

Jan 26, 2024
My notes on Rajshree Polypack, a company that makes packaging for F&B industry

Dec 21, 2023
My notes on Tinna Rubber, a company that recycles tyres

Dec 5, 2023
My notes on Macpower, a company that makes CNC Machines

Nov 24, 2023
Oriental Carbon and Chemicals – Indian company operating in an Oligopoly

Jun 30, 2023
Vardhman Textiles – playing the commodity game

May 11, 2023
FIIs raise stake in 6 Indian PSU banks for 3 straight quarters; do you own any?

Mar 15, 2023
𝗛𝗼𝘄 𝘁𝗼 𝗮𝗻𝗮𝗹𝘆𝘇𝗲 𝗻𝗼𝗻-𝗹𝗶𝗳𝗲 / 𝗴𝗲𝗻𝗲𝗿𝗮𝗹 𝗶𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀?

Mar 15, 2023
Equity Research – Star Health Insurance

Sep 4, 2022
Equity Research – Aditya Birla Sun Life (ABSL) Asset Management Company (AMC)

Aug 8, 2022
Equity Research Report – Micron Technology

Apr 17, 2022
Value in Facebook

Jan 2, 2020
Lyft IPO 2019 Valuation

Mar 9, 2019
Lyft – User Based Valuation

Nov 24, 2018