Varun Manmohan Kapur provides inputs on powerful investment idea

 Market Share - Simple Yet Key Factor In Investing: Varun Manmohan Kapur, Yes Bank, former president & currently an independent investor

Now market share is sticky, owing to the number of intermediaries involved and the ‘trust’ factor, once created gets difficult to displace in the short term. So large caps with large market shares in their segment’s pre-pandemic are expected to yield the benefits of such enhanced market share over the medium term. Certainty of cash flows, vendor payments, debt servicing, employee retention will all play to their benefit. These outsized market shares owing to the pandemic can throw off conventional valuation matrices like P/E, EV/EBITDA as ‘growth’ (despite their already large base) is expected to be high and disproportionate to levels of economic recovery over the medium term.

Check this article of Varun kapur Yes bank  on Investment Portfolio

Varun Kapur says that the above simple yet fundamental theory of investing in large players with high market shares in their respective product segments can continue to result in index beating equity returns over the medium term. The relative degree of safety and higher standards of governance going into these stocks also ensures that the risk taken is moderate with an additional steady income stream in the form of dividends.


 

Comments

  1. Shivi World28 July 2021 at 23:38

    I'm agreed with the Varun manmohan kapur but really its important to take analysis and comparison of big company shares also because some of big company shares are also decreasing now days.

    ReplyDelete

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