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Motilal Oswal Wealth Creation study Live on - https://www.motilaloswalwcs.com/live/login.aspx
Will share notes in this thread:
(1)
Will share notes in this thread:
(1)
This year the team has done study for last 25 years.
Mr. Agarwal says that he is also surprised to see the results on an expanded time frame-
Top ten Fastest wealth Creators over 25 years:
Mr. Agarwal says that he is also surprised to see the results on an expanded time frame-
Top ten Fastest wealth Creators over 25 years:
(3)
Top 10 Biggest wealth creators
Top 10 Biggest wealth creators
(4)
Consistent wealth Creators -
these companies have started small and have grown over the years -
8 out of 10 is consumer facing companies. Regulation around B2C is far better in B2B.
Consistent wealth Creators -
these companies have started small and have grown over the years -
8 out of 10 is consumer facing companies. Regulation around B2C is far better in B2B.
(5)
Mix of old and new listed companies in wealth creation-
Mix of old and new listed companies in wealth creation-
(6)
Who missed the list?
SAIL had the highest market cap in 1995 with 14000 Cr, but over the period have lost the way:
Who missed the list?
SAIL had the highest market cap in 1995 with 14000 Cr, but over the period have lost the way:
(7)
Wealth Creation by sector-
Not surprisingly Consumer & Retail has created the maximum wealth.
IT - since it started listing in 1995, so only few companies got included.
If we include the other companies after 1995, then IT will be second biggest sector
Wealth Creation by sector-
Not surprisingly Consumer & Retail has created the maximum wealth.
IT - since it started listing in 1995, so only few companies got included.
If we include the other companies after 1995, then IT will be second biggest sector
(9)
Most profitable companies-
Most profitable companies-
MONEY MACHINES -
(11)
ROE-
We have hit the bottom in corporate profitability -
ROE-
We have hit the bottom in corporate profitability -
(12)
DIVIDEND -
Surprised to see HIndustan Zinc has paid 50000 Cr as dividend
DIVIDEND -
Surprised to see HIndustan Zinc has paid 50000 Cr as dividend
(13)
Corporate Profits to GDP at all time lows and looks like has hit the bottom
Corporate Profits to GDP at all time lows and looks like has hit the bottom
(14)
Sensex EPS has been near flat for the last 5 years, and should improve from here:
Sensex EPS has been near flat for the last 5 years, and should improve from here:
(15)
Low interest rate is helping
Low interest rate is helping
(16)
Valuations hit average in march but back to all time high due to low interest rates and liquidity
Valuations hit average in march but back to all time high due to low interest rates and liquidity
(17) Market cap to GDP is all time high and so from now GDP growth is very important.
25 Stocks for next 25 years -
Interesting Observations -
Interesting Observations -
(19)
Final List -
Final List -
Importance of Checklist -
complete your homework before buying
complete your homework before buying
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looking for QGLP companies with compouding-
looking for QGLP companies with compouding-
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The QGLP Approach - Management is of utmost importance -
The QGLP Approach - Management is of utmost importance -
22 - Checklist - 5 broad parameters -
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First Question - understand about company and management
First Question - understand about company and management
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Q2 - Understand about the business cycle, one should be able to understand its future
Q2 - Understand about the business cycle, one should be able to understand its future
25
Every business is simple from the perspective of Business owner and may be complex from the view of investor
Great, good, gruesome and Emergence business
Every business is simple from the perspective of Business owner and may be complex from the view of investor
Great, good, gruesome and Emergence business
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PAT margin should not be the deciding factor.
use dupont analysis and look for roe
PAT margin should not be the deciding factor.
use dupont analysis and look for roe
