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StocksDB › StocksDB › AAA Model Portfolios › Mid-Cap Marvels Stock Picks By Edelweiss
Tagged: Edelweiss, Midcap Marvels
Opportunity size
– How big the sector can grow (3x, 4x, 5x)
Moat around the business
– Differentiated business Model
– Sustainable competitive advantage
– High barriers to entry
Corporate Governance
– Management back ground
– Accounting policies
– Corporate policies
– Business with Related Parties
Strong Management Credentials
– Professional management
– 2nd level of management
– One person dependency
– Track record of past decisions
– Comments v/s deliverable
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