Discover and read the best of Twitter Threads about #stockvaluation

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#Stockcentricthreads - #Pidilite Analysis and valuations. This is my thread on business analysis, #stockvaluation of a flagship Indian business.

Disclaimer - I'm a fan of this brand - From advertising to its management philosophy and vision - Quality is nondebatable!
Let's look at the business first to see the segments contribution to revenue and brands established

Consumer bazaar's Adhesives & Sealants contribute to 56% of revenue - MSeal & Fevicol. The 2 legendary brands
A recurring, repeating product which is a favorite among the consumers & carpenters of India - No 2 ways on growth ahead! So let's see how much of future growth has the market embedded in the stock CMP. I use forward EPS model for this
Read 6 tweets
My thread on #Bajajfinance stock - Company analysis, Segments, Valuation by inbuilt Growth vs RoR and Intrinsic valuation by Excess returns model. This involves a lot of assumptions and rationale (I may be wrong in my assumptions) #Stockanalysis #Stockvaluation
This is for academic purpose and not a recommendation, Purpose to share and highlight how to go about analysing and valuing a NBFC. I have not used the traditional DCF model because its not recommended to value Banks/NBFCs through DCF model
Business analysis - Below are the business segments of Bajaj Finance and classification of what these segments do?
Read 8 tweets

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