This guy is like an underdog KZitemr . He makes best videos on investing but very few people know about him. Let’s make him famous. Let’s share , comment and like his videos so that he gets his due.
@shankarnath
Жыл бұрын
Glad you like my work 🙌
@itskb5956
6 ай бұрын
Let's not
@veletiraghunathsharma7038
5 ай бұрын
Speed to be controlled
@IndusBee
26 күн бұрын
😂 Shady subscribers ...
@maulik2500
26 күн бұрын
@@IndusBee is copy paste kinda creator. Such a loser .
@shritejkz
Жыл бұрын
I dont think anybody can ever explain such a complicated concept in literally 17-18 mins. Kudos Shankar sir!
@shankarnath
Жыл бұрын
Thank you very much 🙌 I'm glad you found it useful & were able to relate to all the steps.
@dhavalpandya2971
Жыл бұрын
@@shankarnathawesome information sir you are doing very hardwork for us thanks 🙏🙏😊
@deepakjohsh7748
9 ай бұрын
Information which 90% of so called stock advisors on youtube can never talk about. Brilliant content!! your Intrinsic value of subscribers is definitely in Millions, The day will come!
@shankarnath
9 ай бұрын
Thank you very much for the vote of confidence, Deepak ji. I'm glad you like my work
@Abhaykk1994
Жыл бұрын
Amazing Shankar. Not even my finance prof had explained this to me so clearly. Great job and this is possibly the best video on intrinsic value calculation.
@shankarnath
Жыл бұрын
Thank you, glad you liked it and found it useful
@shritejkz
Жыл бұрын
100% agree. As a PGDM (Securities Markets specialization) student , i can definitely say this was better than any proff
@rajeevkumria
Жыл бұрын
You are brilliant Shankar. In fact this is a great learning for people who are in valuation and m&a stream.
@shankarnath
Жыл бұрын
Thank you very much, Rajeev. Much appreciated! 🙌
@DineshNarayana
Жыл бұрын
Excellent explanation for a Financial Dud like me..!! I have repeatedly heard it. Thank you Sir..!!
@shankarnath
Жыл бұрын
You're most welcome. Glad you like it
@DineshNarayana
Жыл бұрын
Just to not patronize, yet state the truth, I have been watching your videos (and taking notes) ever since you were on ETMoney..!! And a lot of my learnings are attributed to these videos. Many thanks. :D
@zenobiasanchawalla4339
Жыл бұрын
Great research and content is in a very easy to understand language
@shankarnath
Жыл бұрын
Thank you very much
@anandvipr
5 ай бұрын
This is one of the best videos of Stock valuation that i have come across. It takes Warren buffett's methodology (DCF) and puts it in a way where a layman investor like me can understand.
@shankarnath
5 ай бұрын
Thank you very much 🙌
@ashwinisudan6462
Жыл бұрын
Awesome.Will need to see it a few times more before i get a grasp.I intend practicing it,let's hope I finally do manage to work it out.Thanks.Grateful.Very educative.
@shankarnath
Жыл бұрын
Most welcome. Glad you found it informative!
@bharanikumar9511
Ай бұрын
Very clear explanation.very few are there in KZitem with such basic knowledge of share market.
@shankarnath
Ай бұрын
Glad to hear that
@DIVIDEND-RETIREMENT
Жыл бұрын
Appreciate for your hard work. Very informative and knowledgeable video. Learn lots of things. Thank you❤
@shankarnath
Жыл бұрын
Most welcome. I'm glad you liked it
@meetmanas
2 ай бұрын
I recently did my MBA from a top rung B school and Shankar Nath nailed it (by miles) and explained the concept of intrinsic value beautifully 🖖
@shankarnath
2 ай бұрын
Glad to hear that!
@meetmanas
2 ай бұрын
@@shankarnath meant every word as you earned it:)
@edwininnocent6408
8 ай бұрын
This method of finding the intrinsic value of a stock sounds like the method used by Warren Buffett. If we analyze stocks like him and act like him we can earn huge profits. Great analysis. Thank you very much.
@shankarnath
8 ай бұрын
Glad you like the video & found it informative!
@gkswamy2889
Жыл бұрын
Fantastic video. Most difficult subject exceptionally made simple. Too good to be true. Thanks ❤
@shankarnath
Жыл бұрын
My pleasure 😊 .. please do put it to use. It's a bit tough initially but once one gets used to the process, it offers a big layer of comfort before investing
@sandipghiya3493
Жыл бұрын
I always appreciate videos primarily because it’s data driven. Good job ✅
@shankarnath
Жыл бұрын
Thank you 🙌
@naveenkumarkaranam2799
Жыл бұрын
Thanks once again for this crisp stuff. Will try out on the stocks in my portfolio and see if I have made the buyings at right price.
@shankarnath
Жыл бұрын
Most welcome. Yes, please do .. it would give more clarity & reaffirm your investment thesis
@hemanthkaja
Жыл бұрын
nice video Shankar ji. I always have a little confusion in my head with respect to DCF but you explained it in a simplified manner. Thanks😀
@shankarnath
Жыл бұрын
My pleasure. Glad you found it helpful!
@sguchait
Жыл бұрын
So important for any investor to understand this. Thanks Shanker
@shankarnath
Жыл бұрын
My pleasure!
@mayurmore7936
Жыл бұрын
Supremely quality content, i never thought a stock can be valued in such a way, kudos shankar
@shankarnath
Жыл бұрын
Thanks, glad you found it informative
@lakskanth
Жыл бұрын
As always, your content is awesome & simple to understand. Thankyou
@shankarnath
Жыл бұрын
My pleasure! Glad you found it useful and easy to comprehend
@MrSachin1087
10 ай бұрын
As always, excellent video Shankar. Clear, concise and very helpful. Thank you for sharing your knowledge.
@shankarnath
10 ай бұрын
My pleasure. Thank you very much 🙌
@human_oid9994
Жыл бұрын
The Best video on valuation ❤
@shankarnath
Жыл бұрын
Wow, thank you! 🙌
@sokat36
6 ай бұрын
What an excellent vedio on Instrinsic value, Superb!
@shankarnath
6 ай бұрын
Glad it was helpful!
@akhaleefa
Жыл бұрын
Your are one of the best in making such amazing videos. Thanks.
@shankarnath
Жыл бұрын
Wow, thank you! 🙌
@SSB2706
Жыл бұрын
Fully loaded with information, thank you
@shankarnath
Жыл бұрын
Glad it was helpful!
@lalalali9767
Жыл бұрын
Others are influencers but you are a real teacher sir thankyou very very much sir. But sir can you please make a detailed video on economic moats and how to find companies with very big economic moats
@shankarnath
Жыл бұрын
Thank you for your suggestion. What all would you like to understand with regards to moats?
@jesin1993
2 ай бұрын
Nobody in youtube explains it simpler than you do Shankar
@shankarnath
2 ай бұрын
Thanks for the suggestion
@prasadrayannavar9117
Жыл бұрын
Thank you for valuable information sir 🙏🙏🙏
@shankarnath
Жыл бұрын
Most welcome 🙌
@VIJAYKUMAR-vg7xr
Жыл бұрын
Thank u Shankar nath sir ❤
@shankarnath
Жыл бұрын
Most welcome 🙌
@chuttiarivu
Жыл бұрын
Thanks a lot, easy to understand by the common man, great work.
@shankarnath
Жыл бұрын
Glad it helped! You're most welcome
@narendranath3529
7 ай бұрын
I felt like learning from warren Buffett himself, such an ease in explaining difficult topics 🙏🙏
@shankarnath
7 ай бұрын
Glad to hear that. Thank you for the vote of confidence
@MurtuzaZabuawala-e3h
Жыл бұрын
Great content & learning!
@shankarnath
Жыл бұрын
Glad to hear that! Thx!
@singaramsingaram2075
Жыл бұрын
I was thinking about today’s video and got a pop-up. Thanks, as always, Shankar 😊
@shankarnath
Жыл бұрын
My pleasure!
@mdrafeek786
Жыл бұрын
So complex math 😅. Never realised this calculation behind scene 😂. Thank you Shankar
@shankarnath
Жыл бұрын
Most welcome 😊 .. the process is nothing but how we think - in reverse. Look at it this way, we buy a house at say, 50 lakhs .. and the assumption is that in 5 years, this will be worth a crore. DCF just reverses this thought i.e. OK, this company will deliver 1 crore after 5 years, what is it worth today? That's it, it's that simple!
@mdrafeek786
Жыл бұрын
@@shankarnath feel great today after your reply
@sunithanair8216
5 ай бұрын
A truly enlightening experience Sir thank you
@shankarnath
5 ай бұрын
My pleasure 🙌
@mevikki4u
Жыл бұрын
@Shakar - I have been trying to learn how to calculate Intrinsic value. Followed the dean of valuation - Prof. Damodaran also. It's a fancy concept and unlike many other financial ratios and numbers, it's quite complicated and has lots of subjectivity to it. In your video you have explained it with a great ease. Thank you so much. I have a question though on Infosys' intrinsic value. Infosys traded at 854 in Covid times (Jun'20). It will need to shed 40% to get back to that. Also, it's imp to note - Infosys is trading at historically lower than five-year median PE. So this gets confusing. As per Intrinsic value - Infosys is not a good buy. However, as per latest IT sector down trend and low PE - Infosys is a good buy. What am I missing?
@shankarnath
Жыл бұрын
Thank you very much. This intrinsic value calculations are based on my assumptions. Owners earning growth rate, terminal value multiplier, discount rate and the margin of safety were all crucial assumptions. Understandably, on an excel sheet, it is easy to show that even 2000 rupees is a steal for Infosys. Now it's upto you and what you believe it. The point on Infosys trading at historically lower than the 5-year median PE is an interesting point you raise. Many investors will say "Oh wow! It's low" but over time, I've forced myself to ask "Why is it low? Is it because the growth rate has stalled? Are there headwinds? What is the management saying? etc."
@kaumallose6198
5 ай бұрын
Thanks for valuable lesson
@shankarnath
5 ай бұрын
You are welcome
@mohammedshahid8937
Жыл бұрын
Buffettology in less than 20 min...Great!!!
@shankarnath
Жыл бұрын
Thanks
@gopikannans9246
Жыл бұрын
An excellent session Shankar Ji. You had put things in a easy way to understand it.
@shankarnath
Жыл бұрын
Thanks a lot. Glad you liked it
@Sundarperunarkilli
Жыл бұрын
As usual woww ! Great video Shankar , at some places sounded like listening to Einstein relativity theory .But it's so good .will try to do the same calculation for Wipro !
@shankarnath
Жыл бұрын
Thanks a ton. Please share your results (intrinsic value) on Wipro for the benefit of the larger group.
@anondodasgupta5275
Жыл бұрын
This is the simplest and most effective explanation of DCF. In the oast I followed the EV/EBITDA, P/E and P/B models, especially the first one. Never tried the DCF as I felt it too complicated. I agree with you on the DDM. Not a bog fan of it though. Of late, I am not doing much valuation as I am predominantly a momentim investor. But, looking to do valuations again for a few stocks. This video will definitely help me.
@shankarnath
Жыл бұрын
Glad it helped!
@RamakrishnaJK
3 ай бұрын
Excellent Sir.🙏
@shankarnath
3 ай бұрын
Thank you!
@ajaysundaramurthy338
Жыл бұрын
It is very nicely presented and the content is very well defined. Thank you for this information.
@shankarnath
Жыл бұрын
You are most welcome 🙌
@revanthgowd5744
Жыл бұрын
Thank you very well explained & presented ❤
@shankarnath
Жыл бұрын
You’re welcome 😊
@jav1wx
Жыл бұрын
Great content as usual. Will try the spreadsheet and give comments.
@shankarnath
Жыл бұрын
Awesome, thank you!
@baibhavRishu
Жыл бұрын
As always amazing sir 😁
@shankarnath
Жыл бұрын
Thank you so much 😀
@narendragautam1457
7 ай бұрын
Excellant Shankarnath ji keep it up
@shankarnath
7 ай бұрын
Thanks a lot
@RitikGangwar
11 ай бұрын
Hi sir! I just came across ur videos they r amazing... Keep up the good work 🙌🙌
@shankarnath
11 ай бұрын
Thanks and welcome
@shubhampatil3798
Жыл бұрын
Sir can you make a video on reverse dcf on tijori finance
@shankarnath
Жыл бұрын
Thanks for the suggestion
@drthiruna
10 ай бұрын
Great effort. Really worth watching
@shankarnath
10 ай бұрын
Thanks a ton, glad you liked it
@eskay1959
Жыл бұрын
Very nice presentation. Easy to understand
@shankarnath
Жыл бұрын
Thank you very much!
@se56789
Ай бұрын
we can't include reinvested earnings for the NPV.. owners earnings is not used for this
@hirendesai5724
Жыл бұрын
Awesome stuff to introduce someone to valuations. Please make video on reverse DCF
@shankarnath
Жыл бұрын
Thanks for the appreciation and suggestion
@amittiwari7400
Жыл бұрын
Bhai u are a champ , was looking for this...
@wisdomhatchwithsuresh
Жыл бұрын
Wonderful is the Word I would say for this Presentation by Shankar Anna ❤
@shankarnath
Жыл бұрын
Thank you very much 🙌
@advmpschauhan3834
6 ай бұрын
You earned my subscription bro..
@shankarnath
6 ай бұрын
Welcome aboard!
@goalsignited3474
Ай бұрын
Very helpful. Thank you Sir
@shankarnath
Ай бұрын
You are welcome. Glad you liked it 🙌
@PremRaj-p4y
Жыл бұрын
Excellent. Thanks for your efforts
@shankarnath
Жыл бұрын
My pleasure
@krushnadeshmukh2489
4 ай бұрын
More conceptual video like this on investing
@nabeelyahiya
Жыл бұрын
Thank you for informative video
@shankarnath
Жыл бұрын
My pleasure. Glad you found it useful
@Vinod-ws1sm
Жыл бұрын
Very good job sir, God bless u 🎉
@shankarnath
Жыл бұрын
Thanks a lot 🙌
@rohitshrivastava792
6 ай бұрын
watching it today when wipro is at rs.513 with a PE of 24.5
@jeetendradhawde6232
11 ай бұрын
Sir... thankyou for the Excel sheet
@shankarnath
11 ай бұрын
Most welcome
@akshaypatyal3228
Жыл бұрын
Your presentation skills are top knotch❤❤❤❤❤❤❤😍👌
@shankarnath
Жыл бұрын
Thanks 🙌
@Husain_bohra
5 ай бұрын
This is Quality.
@nakulvavale3009
Жыл бұрын
Thank you so much for the amazing video buddy! Hope you would keep bringing such more content. Kudos to you!!🎉
@shankarnath
Жыл бұрын
Most welcome 🙌
@shiv1pl
Жыл бұрын
Hi from Muscat Oman.. I am totally impressed with your clarity in presentation. Would like to Seek your service in managing portfolio. How to Reach you?
@shankarnath
Жыл бұрын
Thank you very much for your kind appreciation 🙌 . Apologies, I'm not into fund management nor into advisory for now. I'm keen on focussing on education; that's where I am at peace and I think its something I can do well at. If I were to pick up 1-on-1 consultations in the future, then I'll certainly keep my community informed through a community post.
@satanite13
5 ай бұрын
Q: Where did you get the historical data for market cap?
@mozo199
Жыл бұрын
06:57 should we not consider net cfo which includes tax?
@shankarnath
Жыл бұрын
There is no firm rule around it. You can use gross or net per your comfort.
@mozo199
Жыл бұрын
@@shankarnath Thank you, i'm loving your videos and would love to learn lot more from you.
@mozo199
Жыл бұрын
for the terminal value I would also recommend Gordon's terminal valuation model.
@Sanctimonious007
Ай бұрын
Pretty neat. Kudos. 👍
@shankarnath
Ай бұрын
Thanks!
@hareeshmuthu5412
9 ай бұрын
Nice easy way of Explanation. But i have a difference of opinion in Discounted Cash Flow Analysis in your excel, if possible we can discus.
@shankarnath
9 ай бұрын
Thanks. Sure, we can connect over email. I'm at hello@beginnersbuck.com
@ashishasati
5 ай бұрын
Sir sorry delay..your presentation awsome
@shankarnath
5 ай бұрын
Thanks!
@gauravrace
9 ай бұрын
Awesome presentation.
@shankarnath
8 ай бұрын
Thank you!
@rajneeshplp
9 ай бұрын
Hi shankar. Assuming all assumttions of CF growth, terminal value multiplier turn out to be correct and assune you baught at the price available by DCF method ( without margin of safety) and you hold for 10 years. What return will you earn - CF growth %age? Or Discount rate-12% or something entirely different. ( I'm trying to understand what's the benefit of doing all this future guessing exercise)
@hareshdesai3966
Жыл бұрын
Excellent presentation
@shankarnath
Жыл бұрын
Thanks 🙌
@TheSigmaEmpire
11 ай бұрын
Wow amazing content..!
@shankarnath
11 ай бұрын
Thank you very much
@gauravgokzz
Жыл бұрын
Good work. Explained in best way. But please tell me how to get mcap data from 5yr .
@shankarnath
Жыл бұрын
Thanks. A rough and dirty way of doing it is to take the current mcap and dividing it by the 5 year price returns. For example - if a company X is at 10000 crore mcap today and over the last 5 years, it has given a share price return of 20% per year. Then --- 10000 divided by (1+20%) raised to the power 5. This will come to 4,018 crores
@gagansingh-kb6gu
11 ай бұрын
Good , need more on valuation of stocks
@shankarnath
11 ай бұрын
Thanks for the suggestion
@arvindgandhi1007
Жыл бұрын
Thank you very much.
@shankarnath
Жыл бұрын
You are welcome!
@mrm-mo7qt
6 ай бұрын
Why don't you take avarage of previous year cashflows?
@ishanpandya_
4 ай бұрын
Because that will only give the cashflow for only one year ahead of the present year so that is why we calculated the FCF on the basis of the assumed growth rate.
@SuperDry_
Жыл бұрын
Thank you for this video. Request you to please answer my question, 2 companies of the same sector, similar PE, ROCE, PEG, Promoter holding etc. BUT the 1st company has FV of 10 and the 2nd has FV of 1. Which one would you choose?
@shankarnath
Жыл бұрын
I will be indifferent to it. Out of curiousity - why did you ask this question?
@SuperDry_
Жыл бұрын
@@shankarnath I thought you would be the right person to ask considering your acumen. Had this query in my mind for some time. Thank you once again for the reply and always look forward to your videos 👍
@avgang99
Жыл бұрын
Great video Sir !!! Also could you emphasize more on your checklist in another video ???
@shankarnath
Жыл бұрын
Thanks for the suggestion
@vinaytejagunnam8508
Жыл бұрын
thumbnail ❤
@anoopg95
Жыл бұрын
It got changed ?
@vinaytejagunnam8508
Жыл бұрын
@@anoopg95 yes
@Narayanmbadree
Жыл бұрын
extremely careful method
@naveenkumar-ts6oj
Жыл бұрын
Dear Sir, Thank you for providing valuable information that makes us think out of the box. Your insights are very helpful for investors who want to diversify their portfolio and achieve long-term growth. I am interested in investing in mid cap index funds for wealth creation only. I have learnt from you that there are different options available in the market, such as Midcap 150, Midcap 150 Quality 50, and Midcap 150 Momentum 50. I would like to know your opinion on which index or indices to go with, based on your experience and expertise. What are the advantages and disadvantages of each index? How do they compare in terms of risk, return, volatility, and diversification? How much should I allocate to each index, if I want to invest in more than one? I appreciate your guidance and support. Please reply at your earliest convenience. Sincerely, An aspiring investor
@shankarnath
Жыл бұрын
Thank you very much for your kind words. I haven't analysed the different types of passively managed midcap funds so I won't be able to proffer an opinion. May I circle back once I am more prepared?
@ske1899
Жыл бұрын
Hey Shankar, Nicely explained!! Appreciate your efforts. Wondering if you have any plans of doing a video on Aswath Damodaran's way of finding an Intrinsic Value of a Stock ??
@shankarnath
Жыл бұрын
Thank you. I have no plans presently
@RecitationBangla
Жыл бұрын
I really like your videos!!
@shankarnath
Жыл бұрын
Thank you so much!
@CredenceFinancialKnowledge
7 ай бұрын
Sir, I seek clarification regarding the Cash Flow Discounted method. Some experts deduct after-tax operating cash and then subtract capital expenditure. In your calculation, you consider pre-tax cash for evaluation. Which method do you find more appropriate? Thank you.
@shankarnath
7 ай бұрын
I have seen people using either of the approaches. I find the pre-tax part better although over long periods, it shouldnt matter asmuch
@CredenceFinancialKnowledge
7 ай бұрын
@@shankarnath Thank you so much Sir.
@vinothraj7617
Ай бұрын
Your video is thoughtful and learned something new . But i dont see market capitalization data for pharma sector on their annual report. How to find it?
@shankarnath
Ай бұрын
Thanks. Market capitalisation is as on date, it changes every day & minute. Can you pls clarify what specific information you are seeking?
@vinothraj7617
Ай бұрын
@@shankarnath I am using your excel sheet for DCF model which you explains infosys so i tried to do same for natco pharma. But i don't see market capitalization details in annual report which is given in infosys report.
@shankarnath
Ай бұрын
@@vinothraj7617 Maybe you can connect with the Investor Relations team at Natco Pharma (details are available in company website) for the same. This takes time so personally, I pull out the no. of shares data as on 31st of March of different years (available in annual report) and multiply it with share price on that day (available on screener.in)
@mann-k-bol
Жыл бұрын
Hoping for your and myself best..❤
@prasadghagare7241
7 ай бұрын
What I wonder regarding financial statements, can't they be standardized? Can Sebi not enforce a schema on companies to put these number into, this way it would be trivial for computing the indicators for retail investors? May be it's already happening, just trying to understand if such things exist already.
@shankarnath
7 ай бұрын
Good thought. Pls pull out a few annual reports to check on the standardization bit
@faheemhasan3902
Жыл бұрын
Superb content
@shankarnath
Жыл бұрын
Thanks
@debusukla
Жыл бұрын
Excellent explanation
@shankarnath
Жыл бұрын
Thanks
@benengel-k7u
3 ай бұрын
Be like a good value growth company, keep up, keep your Moat, be steady and go over your value price, currently undervalued
@Sandeesh_Srikantam
6 ай бұрын
Which Method should to used for banking stocks in India ?please reply
@shankarnath
6 ай бұрын
Please watch my video on how to analyse banks -- kzitem.info/news/bejne/zpqJmqJmi2WkY4o
@dr.anishagarwal7499
Жыл бұрын
Awesome
@shankarnath
Жыл бұрын
Thanks! 🙌
@pies333
Жыл бұрын
Based on intrinsic valuation always need to wait for 15-20% correction to buy a stock
@vamsikrishna24
Жыл бұрын
Hi Shankar. If you are computing Enterprise Value (Value available to both the debt and equity holders of the company) using the DCF and thus discounting it by the WACC (weighted cost of capital for both debt and equity holders) then in in the final step shouldnt you deduct debt as well in arriving at the equity value? Enterprise value + Cash/Marketable securities - Debt = Equity value
@shankarnath
Жыл бұрын
Yes, you are right. Since Infosys barely has debts & what is has is lease obligations, I ignored it. Perhaps I should have taken a different example and clarified the difference between levered and unlevered DCF. So what I did was to find the enterprise value. From here, the debt gets deducted to arrive at the equity value which is then matched with the market cap. So in this case, it will be 5,12,000 crores minus 8,300 crores giving us 5,03,700 crores or 1,202 rupees per share
@jisartjolly714
17 күн бұрын
Just teach CAPM or MFM... that's the best way to discount everything back and to get an overall idea about the share price of the company
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