Tag: #valuation

Reverse DCF is a quick and dirty way to assess if a company is over or undervalued

May 27, 2025
ICICI Lombard, HDFC Ergo Vs Star Health, Niva Bupa

May 27, 2025
𝗛𝗼𝘄 𝘁𝗼 𝗮𝗻𝗮𝗹𝘆𝘇𝗲 𝗰𝗼𝗺𝗽𝗮𝗻𝘆 𝗲𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝗰𝗼𝗻 𝗰𝗮𝗹𝗹𝘀?

May 27, 2025
How to analyze a general insurance business using Warren Buffett’s method?Learn to spot 🍋

May 27, 2025
“𝙄 𝙨𝙥𝙚𝙣𝙙 𝙢𝙤𝙧𝙚 𝙩𝙞𝙢𝙚 𝙡𝙤𝙤𝙠𝙞𝙣𝙜 𝙖𝙩 𝙗𝙖𝙡𝙖𝙣𝙘𝙚 𝙨𝙝𝙚𝙚𝙩𝙨 𝙩𝙝𝙖𝙣 𝙄 𝙙𝙤 𝙞𝙣𝙘𝙤𝙢𝙚 𝙨𝙩𝙖𝙩𝙚𝙢𝙚𝙣𝙩𝙨. 𝘼𝙣𝙙 𝙒𝙖𝙡𝙡𝙨𝙩𝙧𝙚𝙚𝙩 𝙙𝙤𝙚𝙨 𝙣𝙤𝙩 𝙧𝙚𝙖𝙡𝙡𝙮 𝙥𝙖𝙮 𝙖𝙩𝙩𝙚𝙣𝙩𝙞𝙤𝙣 𝙩𝙤 𝙗𝙖𝙡𝙖𝙣𝙘𝙚 𝙨𝙝𝙚𝙚𝙩𝙨,

May 27, 2025
𝗘𝗻𝗱 𝗼𝗳 𝗮𝗻 𝗲𝗿𝗮!

May 27, 2025
𝗪𝗵𝘆 𝗶𝘀 𝗣/𝗕 𝗮 𝗯𝗲𝘁𝘁𝗲𝗿 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 𝗺𝗲𝘁𝗿𝗶𝗰 𝘁𝗵𝗮𝗻 𝗣/𝗘 𝗳𝗼𝗿 𝗕𝗮𝗻𝗸𝘀?

May 27, 2025
Why EV and EV multiples are not a good fit for banks

May 27, 2025
𝗟𝗲𝗮𝗿𝗻 𝗾𝘂𝗶𝗰𝗸 𝗗𝗖𝗙 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 𝘂𝘀𝗶𝗻𝗴 𝗶𝗻𝗳𝗼 𝗳𝗿𝗼𝗺 𝘀𝗰𝗿𝗲𝗲𝗻𝗲𝗿.𝗶𝗻

May 27, 2025
𝗡𝗲𝘄 𝗬𝗼𝗿𝗸 🌆 𝗶𝘀 𝗼𝗳𝘁𝗲𝗻 𝗿𝗲𝗳𝗲𝗿𝗿𝗲𝗱 𝘁𝗼 𝗮𝘀 𝘁𝗵𝗲 𝗖𝗼𝗻𝗰𝗿𝗲𝘁𝗲 𝗝𝘂𝗻𝗴𝗹𝗲!

May 27, 2025
𝗛𝗼𝘄 𝘁𝗼 𝗮𝗻𝗮𝗹𝘆𝘇𝗲 𝗮 𝗗𝗔𝗜𝗥𝗬 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀?

May 27, 2025
𝗨𝗻𝗿𝗮𝘃𝗲𝗹𝗶𝗻𝗴 𝗥𝗢𝗜𝗖 (𝗥𝗲𝘁𝘂𝗿𝗻 𝗼𝗻 𝗜𝗻𝘃𝗲𝘀𝘁𝗲𝗱 𝗖𝗮𝗽𝗶𝘁𝗮l)

May 27, 2025
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
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
Equity Research – Star Health Insurance

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

Aug 8, 2022
Costco Equity Valuation

Jun 13, 2020
Value in Facebook

Jan 2, 2020
Bandhan and Gruh Merger Valuation

Dec 15, 2019
Bandhan Bank Valuation (just prior to merger with Gruh)

Dec 4, 2019
Lyft – User Based Valuation

Nov 24, 2018