Thread by @abhymurarka

One key learning from 2008 crisis is that good companies came out stronger at the end of it.

With this objective, have compiled financial and market data of 62 market leaders (>30% market share in resp. industries) for analysis. Sharing in thread.

Part 1 - Auto+anc. & alcohol

Part 2 - Consumer, consumption and FMCG

Part 3 - Chemicals, commodity, Engineering & Manufacturing, Pharma, Healthcare, Exchanges.

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Please note - Data is only a starting point for a more detailed analysis around sustenance of moat, valuations, expected returns and portfolio allocation.

Might need separate thread for proper evaluation of each company.

I will keep updating on this thread.

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Note: Will share full excel with all details if you can share some insights and data backed thoughts on any of these 62 companies here or in DM.

Let's try and do some group learning :)

Also please suggest names that can be added to this analysis.

Maybe IRCTC, Indiamart, etc..

Also would like to credit @jatin_khemani and @Tijori1. Have used a large part of starting data from their previous work.

This and the entire thread is a good addendum on how to think about the market metrics columns for the stated companies.

https://twitter.com/suru27/status/1239997578717974528?s=19