Omkar’s Portfolio Analysis and Discussion

Hi @Surender @Mudit.Kushalvardhan

Thanks for your note earlier. As you mentioned Abbott has done exceptionally well over last 5-7 years with hardly any incremental capital. That’s why I termed it as a “great” business in the previous post few days back

The challenge I am facing is – since most of the value created in last 5-7 years is through margin expansion and crunching working capital, how to model next 5-7 years growth in margins and cashflows? I am finding it beyond my circle of competence

If we look at history, revenue growth profile is constant and therefore if I consider low teens revenue growth – how to take any judgment on margin expansion and cashflow growth? Your inputs will be helpful