Hello
I dont intend to criticize but this approach seems to be more academic and more suited to a storied Uniiversity Professor who wants to convince his students he has theory with all postulates and assumptions adding up…
I prefer a little more free flowing with focus on understanding the business and understandin g management better( they have bigger stake in the Business after all) and som etimes try to understand if there is a big trigger ( positive or negative ) which will impact the business. Believe me , this can be very cerebral and does not align itself to rules or framework.
About large caps it is a misconception that large caps dont give good returns , their returns are linked to risk in the business and cyclicality in business, These companies do benefit from the big economic trends affecting the country and these companies dont face existential challenge when economy slows down. So you take your pick …
Thanks for listening
Malolan R
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