BC VALUATION

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$Fundamental Investor \u2122 \U0001f1ee\U0001f1f3$

Fundamental Investor ™ 🇮🇳
@FI_InvestIndia 5 years ago 609 views

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While Financially Analyzing Businesses (esp Small Leaders), this is THE Order:

- Cash Flow Statement (Focus on Operating Cash)
- Cash Position

- Balance Sheet Strength
- Never Miss Receivables

- P&L

Cash >> Balance Sheet >> Finally P&L

#FI

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pranav mandora
@pranavmandora

@soicfinance @suru27 Indeed. For later, industry/sector has to be within your circle of competence to judge the turnaround correctly.

Because according to Warren Buffett
"Both our operating and investment experience cause us to conclude that turnarounds seldom turn"

D.Muthukrishnan
@dmuthuk

Good time to buy is when a theme or segment is ignored by the market and not when it is popular.

When you buy what is popular when it is popular, need to forego returns for few years.

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Joe Frankenfield
@SagaPartners

"I think you can predict the future in a few places best if you understand a few basic ideas that come from a good general education"

I love Munger's speech "Practical Thought About Practical Thought?" where he breaks down his $KO analysis.

https://t.co/1Hmzryb3vl

Touching on part of the IV analysis, TAM analysis is often considered nonsensical in certain value investing circles

Yes, TAM can be twisted around to make any investing thesis look better or worse, just like any DCF, but I found it instructive how Munger thinks thru $KO's TAM

V Karthikeyan
@chytak

@Dinesh_Sairam @_CreatingWealth @suru27 But I guess Kovai caters to the lower end of the spectrum so it's impact is much limited and perhaps be a beneficiary.

SKJ
@skj_102

If the Adani stocks trading at more than 50x sales are able to sustain for next 3 years, we will enter a new era of valuation.

And we have never entered in the new era of valuation before.

There was only one since the beginning.

If you know, you know.

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Jaya_Upadhyaya
@Jayalko1

SRI MOOKAMBIKA DEVI, KOLLUR (KAR)

There was an Asura, Kaumasura, who was doing penance to please Shiva and get a boon. To prevent him from asking for a boon, Devi Saraswati made him dumb (hence called Mookasur)
Later, Adi Parashakti slayed him and came to be called Mookambika.

It is said that Adi Shankaracharya had a vision in which Devi agreed to follow him provided he did not look back. He kept walking and was assured of her presence due to the sound of anklets. When he reached here in Kollur, he turned back as the sound of anklets had stopped.

So Devi stayed here and merged with the lingam. The place came to be called Mookambika Kshetram.
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Adi Shankaracharya installed the Sri Chakra in front of Devi and also composed the Soundarya Lahiri here.

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Richard James
@RJSHutton

I think a plausible explanation is that whatever Corbyn says or does, his critics will denounce - no matter how much hypocrisy it necessitates.

One of the oddest features of the Labour tax row is how raising allowances, which the media allowed the LDs to describe as progressive (in spite of evidence to contrary) through the coalition years, is now seen by everyone as very right wing
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Corbyn opposes the exploitation of foreign sweatshop-workers - Labour MPs complain he's like Nigel

He speaks up in defence of migrants - Labour MPs whinge that he's not listening to the public's very real concerns about immigration:

He's wrong to prioritise Labour Party members over the public:

He's wrong to prioritise the public over Labour Party

Conviction | Patience
@unseenvalue

H was always unseen in S2NL :)

Those who exited at 1500 needed money. They can always come back near 969. Those who exited at 230 also needed money. They can come back near 95.

Those who sold L @ 660 can always come back at 360. Those who sold S last week can be back @ 301

Sir, Log yahan.. 13 days patience nhi rakh sakte aur aap 2013 ki baat kar rahe ho. Even Aap Ready made portfolio banakar bhi de do to bhi wo 1 month me hi EXIT kar denge \U0001f602

Neuland 2700 se 1500 & Sequent 330 to 230 kya huwa.. 99% retailers/investors twitter par charcha n EXIT\U0001f602
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Jig's Patel
@jigspatel1988

How to trade on Expiry day with Nifty straddle?
(System trading on Expiry)

Triple straddle is one of the best and accurate methods for expiry day

If nifty trading at 15720 then will sell three straddles above 50 points from ATM, below 50 points and ATM.

Ex.
Sell straddle 15700(ATM), 15650(ATM-50), 15750 (ATM+50)

Stoploss of 80% on every leg and run your trade till 3 PM

Once SL hit in any Leg just keep holding other leg till expiry with SL (Never or less chance to hit both SL on expiry day)

Trading timing at 9:20 the Morning