- Understand drivers of economic moat for a company
- Includes profit pools, industry attractiveness, etc, and how that can drive investment decisions.
- Straight dive into profit pools by industries.
- Understand trends in profit pools by industries, Top 100 listed companies.
- Select case studies of expanding and contracting profit pools.
- Understand how to do better bottoms up research using public databases.
- Bonus: Companies that have reported stronger results post the lockdown.
What not to expect
1. Stock tips and ideas
2. This does not entail detailed analysis of companies. That is a broader topic.
Materials For Participants
- This webinar will also have components related to Excel. Some of the Solved and Unsolved Excel Files will be provided.
- Some files may be proprietary material of the speaker - which may or may not be shared.
- Recording will be available for 3 months in the FinShiksha portal account
About the Speaker
Abhishek is a CA and an alumnus of IIM Lucknow (batch of 2016), where he was a member of the campus student fund Credence Capital.
He has worked in investment banking for 5 years and is now heading to pursue his interest in the investment space with a start-up. He actively shares his thoughts and learnings on Twitter ( @abhymurarka )