“The basic story remains simple and never-ending. Stocks aren’t lottery tickets. There’s a company attached to every share.” —Peter Lynch 

We’ll discuss Top 5 Reasonably Valued Businesses I am studying. We’ll briefly delve into different sectors to identify reasonably valued companies. A common trait among these companies is that they’ll probably double their Net Block i.e., amount of property, plant & equipment/machinery they have. 

Along with future Capex plans through internal accruals or debt. 

We’ll also try to identify competitive advantages, i.e. majority of these companies will have ROCE >15% which ensures their ROCE is > Cost of Capital. These are some of the reasons why we’re studying these businesses.  

Timestamp

00:00 Introduction

02:00 Narayana Hrudayalaya

06:45 GPIL

09:24 Westlife

16:37 CCL Product

17:51 Equitas SFB