Power of Focus-Investing

Fundamental Analysis
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Power of Focus in Investing- By Ramdeo Aggarwal

Credits : Motilal Oswal

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Power of compounding

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3

Power of quality

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4

power of price

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@sudheer_kumar, hey you could maybe gist out the points and write down the key takeaways from the above 2 videos?

Maybe more people would start discussing then.

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There are total of 4 videos in the series with interlocking concepts.

  1. Power of Focus
  2. Power of Compounding
  3. Power of Quality
  4. Power of Price

Key message is - Focus on a portofolio of 15 stocks only. One should go deep in the study for these stocks only, Chase Value and not the price. This comes only from studying these stocks.

Power of Compounding is most important thing. The numbers gets compounded and creates value for shareholders.

Quality is defined in terms of Quality of Business and Quality of Management. Quality of business in non negotiable and the first starting point.

Quality of business is reflected in ROE, ROCE, Debtor Days (ability to collect money), Cash Flow & Growth (company and Industry).

Examples of good quality business are - HDFC Bank, Maruti, Eicher Motors, Asian Paints (Study last 15/20 years of the companies).

He also tells - good companies should be bought at reasonable price. Thats the 4th Video.

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