The scary side of “Super Quality Stocks” hiding in plain sight | Monarch AIF’s stock selection
ฝัง
- เผยแพร่เมื่อ 10 ก.พ. 2025
- January 28, 2022 @ 05:30 PM IST
Speaker:
Mr. Abhisar Jain, CFA, Head & Fund Manager, Monarch AIF
Host:
Sankalpo Pal, Biz. Development, PMS AIF World
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Investments are subject to market risks. Please read all Scheme Information Documents (SID) /Key Information Memorandum (KIM), addendum issued from time to time, and other related documents carefully before investing. This video covers opinions as shared in a webinar, for general information & educational purpose and should not be construed as any kind of Advice or Recommendation. Past performance is not indicative of future returns.
It's made to counter Mukherjea Sir .
Understand this.
Good one. But one critical factor missed & that is Terminal value/period. In laymans term its longetivity. If you factor in that then Valuation outlook totally changes..
Great Session. Very Insightful.
Pe means you are simply playing on the stock price . What it doesn't include is strong management. Strong moat . Etc
Great
In fact one should now learn to analyze without PE factor! You yourself said that valuation was from euphoria or so called social media agitations and so on....Also, Indian market and its issues way different than Global examples... thats another crazy approach of comparing!...
Exactly
Junk analysis. The entire thesis of avoiding these super quality stocks was based on EBITDA and not on free cash flows.
Agree.Valuation of a company is basis future cash flows. They have not looked at it at all. Newer AIF and PMS are trying to own a contra view of Marcellus. I'm ok if logical explanation is given..but if you dont discuss cash flow at all then not convinced.
If these people are so knowledgeable then why don’t they disclose their portfolio like Marcellus and conduct webinars and give information to small retail investors like us
All these people monarch samir aroda singhania are jealous of saurabh who has grown aum to 14000crs whereas they hv got nthing..they all will loose their clients and pants as we move forward..
Iske bolne se thodi market decide karega return