I use moneycontrol. And then I verify randomly from rediff and annual reports. I spend about 30min to 45mins for verification. But it is one time only so worth it.

I don’t know where to get forward looking PE or EPS values. I do not use readily available values for these parameters. In my DCF calculation, I use my own projections for both.

Hope this helps.

Best Wishes,

If you haven’t already noticed, I like to go for consistency and sustainability. I tend to go for lower expected growths. This way I know the probability of success is much higher.

Looking for that elusive multi-bagger has less probability. And may be I am not skilled at it.

Plus, if you look at my portfolio, aren’t they multi-bagger? In my book, all on them are multi-bagger. Honestly, I just don’t know what multi-bagger really means.

Best Wishes,

Can you please let me know which site should I use to get previous 5/10 yrs data about the companies to import the data in excel file. Also if ay site provides forward PE, forward EPS values??

Regds
Naveen

I was curious about one thing: InWhen this analysis is rigorously applied to the universe of stocks, have you/do you miss out on potential multi-bagger? Sorry to be asking a Lynch-ish question to a Buffeter

Rgds,
Arun

(1) I use moneycontrol to start the data collection (and then use 50% verification at rediff and 50% verification at company annual reports. I also add new information as necessary).

(2) Honestly, I do not know why the difference. I can speculate it – may be due to different ways they calculate book values. Book values can be tangible book value or intangible book value depending upon how you calculate.

(3) Book value is not the “only” parameter I use for my fair value calculation. In my calculations, it is one parameter along with four other parameters. Therefore, it is not very very significant for me. It is important to be consistent in using same approach rather than trying to be precise. I take it from company balance sheet (if not available then use money control value).

Thanks for stopping by!

Best Wishes,