Abstract from “Value Investing, the Sanjay Bakshi Way” by Safal Niveshak Let’s look at this hypothetical stock.
As many of you already know – I am now part of the Dr Wealth team as an Equity Investment Analyst (for about nearly 3 months now).
“One tiny drop changes everything.” That was the tagline for the now-defunct health-tech firm that claimed to have revolutionized blood testing – testing for over 200 diseases and viruses using a single fingerprick of blood.
Over the last couple of months, I have been trying to study the methods in identifying stocks that go on to become big winners in their industry.
In my time doing stock research and analysis (albeit a relatively short time I have to admit – as compared to other analysts), I’ve come to realize that “culture” has been heavily downplayed in favor of more tangible metrics such as ROIC or debt levels.
I’ve been writing a number of articles on cryptocurrencies and Bitcoin since July this year when it was still at 8000 -9000-ish.
A couple of days ago, I was screening for potential stocks to add to my shopping list when I chanced across Red Hat (NYSE: RHT).
We all know Warren Buffett subscribes to the concept of Intrinsic Value – but one key factor is that valuations to him are only taken with a pinch of salt.