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StocksDB › StocksDB › AAA Model Portfolios › Top Stock Picks By Edelweiss For February 2015
Tagged: Edelweiss, Model Portfolio
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
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