i randomly browse all screener results. NPST stood out there this quarter when they declared Q2 results. Growth creates value. Competitive advantages create value. Once we understand value creation, then we can do valuation.
pretty high. Ive been told by the moderators that discussing xirr on forum is akin to advertising so ive been told not to do so so i have stopped doing so
Might do something soon. I am weighing the pros & cons of doing it.
^ these were the results but please be ware that **people can say anything on twitter polls, it would be unthoughtful to extrapolate that to real life.
In reality this number might be in single digits only.
Everything. Screener, valuepickr, twitter, contacts, randomly browsing results on screener.
Process:
- Idea comes
- I evaluate the financials. If the financials are healthy i proceed to step 3.
- I try to understand why are financials healthy & is the strength of the growth & business (moats, management) captured in the existing valuations or not. A company at 80 pe which is growing 500% is not overvalued provided we have data backed rational confidence in its growth. 9/10 companies in such a universe would slowdown in growth & that destroys shareholder value, but we need to find the 1 which wont slowdown by digging deeper. But the setup is definitely attractive. The rest of process (scuttlebutt, reading) is to figure out whether the numbers are sustainable or not.
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