Top Stock Picks By Edelweiss For February 2015

Tagged: Edelweiss, Model Portfolio

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February 6, 2015 at 10:11 pm #1703

Vidhi Khanna
Keymaster

Our Core Investment Philosophy:
Opportunity Size

How big the sector can be (3x, 4x….)
Is there a saturation in the Industry

Moat Around Business

How different is the company
Edge, Entry barrier, competition etc

Strong Earnings Visibility

Can we predict earnings for next 2-3 years
Revenue growth, RoE, RoCE
Cash flow, Du-Pont

Edelweiss_Top_Picks_Feb_2015
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