tag:blogger.com,1999:blog-7004453.post5897009153722102995..comments2023-09-02T19:53:06.144+05:30Comments on Understanding and applying value investing principles: Quarterly result reviewRohit Chauhanhttp://www.blogger.com/profile/00356455735241398199noreply@blogger.comBlogger9125tag:blogger.com,1999:blog-7004453.post-60585981006816545422010-02-10T22:31:30.493+05:302010-02-10T22:31:30.493+05:30Hi ameet
i dont remember the books i used to learn...Hi ameet<br />i dont remember the books i used to learn how to do DCF as it has been a long time ...pre-internet days :)<br /><br />you can actually google the term and i think you will get enough free material to learn about it<br /><br />rgds<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-39950263940611298412010-02-10T22:31:28.730+05:302010-02-10T22:31:28.730+05:30Hi ameet
i dont remember the books i used to learn...Hi ameet<br />i dont remember the books i used to learn how to do DCF as it has been a long time ...pre-internet days :)<br /><br />you can actually google the term and i think you will get enough free material to learn about it<br /><br />rgds<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-23063483339818996292010-02-10T22:30:11.909+05:302010-02-10T22:30:11.909+05:30Hi lucky
yes , DCF is time consuming ..but does no...Hi lucky<br />yes , DCF is time consuming ..but does not require too much expertise ..it also forces one to think and avoid shortcuts. <br /><br />i am sorry ..my memory is weak ..can me remind me what work you are referring to ?<br /><br />rgds<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-24792309043046705422010-02-09T12:13:57.089+05:302010-02-09T12:13:57.089+05:30Hello Rohit,
Can you recommend any reading materi...Hello Rohit,<br /><br />Can you recommend any reading materials/books on how to do a DCF analysis for a company? Im a beginner in this aspect, so any other pointers/tips that you can give me would be very helpful.<br /><br />Thanks in advance,<br />AmeetAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-26256044598580525282010-02-07T14:19:48.712+05:302010-02-07T14:19:48.712+05:30The Intelligent Investor. I guess the acronym wasn...The Intelligent Investor. I guess the acronym wasn't that obvious. Or Graham is not so popular in the bull-run?<br /><br />I agree that DCF is more robust. But that is better left to the experts like you.<br /><br />BTW, you did not respond about the the work you wanted me to do. You got alternative proposals?Luckynoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-62280447711395389422010-02-07T08:55:47.629+05:302010-02-07T08:55:47.629+05:30Hi lucky
what is TII ? i think it is not mandatory...Hi lucky<br />what is TII ? i think it is not mandatory to do DCF ..other approaches are fine too ..i think DCF is a more robust approach and allows you to do scenario analysis and look at a range of values.<br /><br />no specific reason for not discussing banks or financial institutions ..i have done in the past and you can search for it on the blog ..no discussion now as i dont hold any financial instutionRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-51066640129526092492010-02-07T08:53:52.072+05:302010-02-07T08:53:52.072+05:30Hi ravi
agree there is more competiton for concor....Hi ravi<br />agree there is more competiton for concor. i think the company will still do well as its competitive advantages are still big and it is not easy for the new entrats cannot achieve the same scale easily ..CONCOR has a headstart which is not easy to overcome<br />the main issue i think in case of CONCOR is valuation ..i agree CONCOR is now fairly valued<br /><br />rgds<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-73092301975886858502010-02-05T17:55:08.598+05:302010-02-05T17:55:08.598+05:30Hi Rohit,
I hold Infosys and NIIT Tech... should ...Hi Rohit,<br /><br />I hold Infosys and NIIT Tech... should have bought Patni too :(<br /><br />I feel very same about the valuations. Have started rebalncing both (@2600, @200 respectively) though infosys is much longer term holding.<br /><br />It is surprising that I arrive to almost similar (~5% smaller) values without doing DCF calculations. Got a hint from TII :-)<br /><br />I have been wondering why you never discuss any banks or financial institutions...Luckynoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-25929659931718371182010-02-04T20:43:37.028+05:302010-02-04T20:43:37.028+05:30Hi Rohit,
Very good rational review of the result...Hi Rohit,<br /><br />Very good rational review of the results. I do hold Infy and NIIT Tech. However, I have sold CONCOR completely. My rational is that CONCOR is in a business wherein the only way to increase topline is to invest more capital which is ok. However, there are 8 more providers that are now coming into competition. They will have to match the competition in service and delivery which I am not sure how it will play out. The reason I sold was it is fairly valued based on my expectation of free cash flow in the future and thre is a significant risk of not maintaining that growth that I have projected due to increased competition as it is no more the monopoly it was before.<br /><br />Regards<br />RaviRavihttps://www.blogger.com/profile/06183858175837355905noreply@blogger.com