Business Eval

In post 11, we identified the first three avenues of growth for companies: 1) Inflation driven growth 2) Commodity price driven growth 3) Consumption driven growth The above types of growth are more a function of external drivers rather than Company specific achievement. Many a times, the entire sector benefit or suffers due to impact of […]

Once the quality of business is established, the second most important criteria to select an investment is its growth history & potential. Growth is critical for sustenance. However, not all growth are good for the business, especially when it comes at the cost of margins. Any analyst report you pick, you will find that future

This is the first of three blog posts in which I explain the criteria we look for when considering a company for long term investment:  (Do note that for disciplined yearly investments, we follow the Expectations Value Model) 1. Business Quality 2. Business Growth 3. Business Valuation As investors we are always looking for high quality