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Karan Sharma @karansharma_09
, 4 tweets, 2 min read Read on Twitter
The following thread will contains some details on my reading of Oberoi Realty. Will be updating further details as and when they are complete. The notes are for educative purpose only. I will update different sections as and when they are complete.
Have uploaded the news section for the company & the promoters. This helps in:
- Getting an idea of the history and future plans of the company
- Understand the strategy of the promoter
- Helps in verifying past commitments
- How the company has evolved
drive.google.com/file/d/1cx_VDg…
Uploaded the concall summaries since listing of the company. I find the helpful in
- Understanding the business model of the company
- Gives an idea of the working style of the mgmt.
- Helps in getting details which are otherwise difficult
drive.google.com/file/d/1MH0Age…
Have uploaded a summary of some stuff I found important for detailed understanding or which can affect the company

drive.google.com/file/d/1DKBXiL…
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For people looking at understanding the real estate business in general and more so on how Oberoi Realty functions one can go through this concall which they have published. I am also attaching important extracts from the same
dropbox.com/s/qnr8h0o0fep9…
How they do business
Capital Allocation on projects
Read 14 tweets

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