Scalable businesses - Identifying the next multi-bagger
FOF is now simulcast every month in Bengaluru, New Delhi and Pune too. Visit this link to know more about FOF, and subscribe...https://ppfas.com/subscribe-for-fof/
Rajeev Thakkar talks about Scalable businesses - Identifying the next multi-bagger
The presentation can be downloaded here for your reference.
http://ppfas.com/pdf-docs/b-finance/growth-and-scalability.pdf
It is always a debate whether to buy a business with high growth or a business with high growth at cheap value. As per Buffet buying a value business will include intrinsic growth as the company would have a margin of safety and much below the intrinsic value.
This means that in the process of value investing, a business that an investor does consider buying will factor in growh. It is often a challenge to identify high growth businesses' but at times it is apparent when there is a paradigm shift occuring.
Take for example, a digital cameras vs old fashioned cameras with rolls.
There was a paradigm shift and it was evident that Kodak would run out of marketshare and profits unless it innovated. Digital cameras became a scalable business. The point is that one can identify trends which supersede government policy as well as other macro factors and one looks at sheer business model and Buffet's checklist, it is possible to identify business which may grow multi-fold over a few years.
To conclude, it is always hard to find a business with high growth and scabable business at a cheap price. One should be aware of trends, paradigm shifts and changes in business enviornment and follow the Buffet checklist.
Видео Scalable businesses - Identifying the next multi-bagger канала PPFAS Mutual Fund
Rajeev Thakkar talks about Scalable businesses - Identifying the next multi-bagger
The presentation can be downloaded here for your reference.
http://ppfas.com/pdf-docs/b-finance/growth-and-scalability.pdf
It is always a debate whether to buy a business with high growth or a business with high growth at cheap value. As per Buffet buying a value business will include intrinsic growth as the company would have a margin of safety and much below the intrinsic value.
This means that in the process of value investing, a business that an investor does consider buying will factor in growh. It is often a challenge to identify high growth businesses' but at times it is apparent when there is a paradigm shift occuring.
Take for example, a digital cameras vs old fashioned cameras with rolls.
There was a paradigm shift and it was evident that Kodak would run out of marketshare and profits unless it innovated. Digital cameras became a scalable business. The point is that one can identify trends which supersede government policy as well as other macro factors and one looks at sheer business model and Buffet's checklist, it is possible to identify business which may grow multi-fold over a few years.
To conclude, it is always hard to find a business with high growth and scabable business at a cheap price. One should be aware of trends, paradigm shifts and changes in business enviornment and follow the Buffet checklist.
Видео Scalable businesses - Identifying the next multi-bagger канала PPFAS Mutual Fund
Показать
Комментарии отсутствуют
Информация о видео
Другие видео канала
![Multibagger or Falling Knife - Presentation by Rajeev Thakkar](https://i.ytimg.com/vi/sJeOPA1mGcw/default.jpg)
![Mr. Rajeev Thakkar explains how to Understand Financial Statements.](https://i.ytimg.com/vi/hwsZ4Uq1AgU/default.jpg)
![“I don’t know” - Investing for “I don’t know” dummies](https://i.ytimg.com/vi/6c4QJERueU8/default.jpg)
![Renewable energy and electric cars: The way forward](https://i.ytimg.com/vi/gt_SHouAKKA/default.jpg)
![Platform Companies or Modern Monopolies?](https://i.ytimg.com/vi/Cdc0_aAWjAs/default.jpg)
![Part I: Mr. Rajeev Thakkar talks about "Cigar-butt Investing"](https://i.ytimg.com/vi/09xgAWFHJ9I/default.jpg)
![](https://i.ytimg.com/vi/D6loAND2LpA/default.jpg)
![Episode 08 : Building a System and Process Driven Organization | Business Solutions Capsule](https://i.ytimg.com/vi/5D621MsGOA8/default.jpg)
![The boy who cried wolf!!! 😮](https://i.ytimg.com/vi/wEmTcU00yI4/default.jpg)
![What can value investors learn from quants?](https://i.ytimg.com/vi/LAZ7jpNPcw4/default.jpg)
![Understanding the Diagnostics Lab Business](https://i.ytimg.com/vi/nzNHOP5GONU/default.jpg)
![Rajeev Thakkar on 'keeping cool'](https://i.ytimg.com/vi/x9f8QRk1e-I/default.jpg)
![Rajeev Thakkar speaks on Predictable Surprises in Investing](https://i.ytimg.com/vi/Al-tGEv1GFs/default.jpg)
![Semiconductor Business Connect 2021 - 27 Jul](https://i.ytimg.com/vi/4vMKJkxbqo4/default.jpg)
![Return of the boy who cried wolf](https://i.ytimg.com/vi/AmnDmnR12zU/default.jpg)
![How to Build a Scalable Company - Part 1 of 4](https://i.ytimg.com/vi/l4J0ebhdBSE/default.jpg)
![SCALABILTY Of Business | Meaning SCALABILITY | SCALABILITY Definition Explanation (Animated Video )](https://i.ytimg.com/vi/cIVMFS_GFzg/default.jpg)
![Rajeev Thakkar discusses the business aspects of Asset Management](https://i.ytimg.com/vi/gj1FwsH_Db8/default.jpg)
![Top 5 Service Business Ideas 2020 || Commission Based Business Ideas || Small Business Ideas 2020](https://i.ytimg.com/vi/cOwIWBm94ws/default.jpg)
![Mental Accounting](https://i.ytimg.com/vi/niRBV7hDTh4/default.jpg)