This guy is like an underdog KZreadr . 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

9 ай бұрын

Glad you like my work 🙌

@itskb5956

2 ай бұрын

Let's not

@veletiraghunathsharma7038

2 ай бұрын

Speed to be controlled

I dont think anybody can ever explain such a complicated concept in literally 17-18 mins. Kudos Shankar sir!

@shankarnath

9 ай бұрын

Thank you very much 🙌 I'm glad you found it useful & were able to relate to all the steps.

@dhavalpandya2971

9 ай бұрын

​@@shankarnathawesome information sir you are doing very hardwork for us thanks 🙏🙏😊

You are brilliant Shankar. In fact this is a great learning for people who are in valuation and m&a stream.

@shankarnath

9 ай бұрын

Thank you very much, Rajeev. Much appreciated! 🙌

Great content which we cannot get from other finance experts

@shankarnath

9 ай бұрын

Good to know. Thanks!

Bhai u are a champ , was looking for this...

Great research and content is in a very easy to understand language

@shankarnath

9 ай бұрын

Thank you very much

I always appreciate videos primarily because it’s data driven. Good job ✅

@shankarnath

9 ай бұрын

Thank you 🙌

As always, your content is awesome & simple to understand. Thankyou

@shankarnath

9 ай бұрын

My pleasure! Glad you found it useful and easy to comprehend

The Best video on valuation ❤

@shankarnath

9 ай бұрын

Wow, thank you! 🙌

Great content & learning!

@shankarnath

9 ай бұрын

Glad to hear that! Thx!

Supremely quality content, i never thought a stock can be valued in such a way, kudos shankar

@shankarnath

9 ай бұрын

Thanks, glad you found it informative

Your are one of the best in making such amazing videos. Thanks.

@shankarnath

9 ай бұрын

Wow, thank you! 🙌

Excellent explanation for a Financial Dud like me..!! I have repeatedly heard it. Thank you Sir..!!

@shankarnath

9 ай бұрын

You're most welcome. Glad you like it

@DineshNarayana

9 ай 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

Fantastic video. Most difficult subject exceptionally made simple. Too good to be true. Thanks ❤

@shankarnath

9 ай 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

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

9 ай бұрын

Most welcome. Glad you found it informative!

I was thinking about today’s video and got a pop-up. Thanks, as always, Shankar 😊

@shankarnath

9 ай бұрын

My pleasure!

Thank you for valuable information sir 🙏🙏🙏

@shankarnath

9 ай бұрын

Most welcome 🙌

As always, excellent video Shankar. Clear, concise and very helpful. Thank you for sharing your knowledge.

@shankarnath

6 ай бұрын

My pleasure. Thank you very much 🙌

Appreciate for your hard work. Very informative and knowledgeable video. Learn lots of things. Thank you❤

@shankarnath

9 ай бұрын

Most welcome. I'm glad you liked it

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

9 ай бұрын

Thank you, glad you liked it and found it useful

@shritejkz

9 ай бұрын

100% agree. As a PGDM (Securities Markets specialization) student , i can definitely say this was better than any proff

So important for any investor to understand this. Thanks Shanker

@shankarnath

9 ай бұрын

My pleasure!

Thanks a lot, easy to understand by the common man, great work.

@shankarnath

9 ай бұрын

Glad it helped! You're most welcome

Thank you very well explained & presented ❤

@shankarnath

9 ай бұрын

You’re welcome 😊

As always amazing sir 😁

@shankarnath

9 ай бұрын

Thank you so much 😀

Very nice presentation. Easy to understand

@shankarnath

9 ай бұрын

Thank you very much!

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

Ай бұрын

Thank you very much 🙌

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

9 ай бұрын

Most welcome. Yes, please do .. it would give more clarity & reaffirm your investment thesis

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

9 ай бұрын

My pleasure. Glad you found it helpful!

Excellent presentation

@shankarnath

9 ай бұрын

Thanks 🙌

Great effort. Really worth watching

@shankarnath

6 ай бұрын

Thanks a ton, glad you liked it

This is Quality.

An excellent session Shankar Ji. You had put things in a easy way to understand it.

@shankarnath

9 ай бұрын

Thanks a lot. Glad you liked it

A truly enlightening experience Sir thank you

@shankarnath

Ай бұрын

My pleasure 🙌

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

5 ай бұрын

Thank you very much for the vote of confidence, Deepak ji. I'm glad you like my work

Very good job sir, God bless u 🎉

@shankarnath

9 ай бұрын

Thanks a lot 🙌

What an excellent vedio on Instrinsic value, Superb!

@shankarnath

2 ай бұрын

Glad it was helpful!

Thank you so much for the amazing video buddy! Hope you would keep bringing such more content. Kudos to you!!🎉

@shankarnath

8 ай бұрын

Most welcome 🙌

Excellent. Thanks for your efforts

@shankarnath

9 ай бұрын

My pleasure

Excellant Shankarnath ji keep it up

@shankarnath

3 ай бұрын

Thanks a lot

Fully loaded with information, thank you

@shankarnath

8 ай бұрын

Glad it was helpful!

Thank you for informative video

@shankarnath

9 ай бұрын

My pleasure. Glad you found it useful

Your presentation skills are top knotch❤❤❤❤❤❤❤😍👌

@shankarnath

9 ай бұрын

Thanks 🙌

Thank u Shankar nath sir ❤

@shankarnath

9 ай бұрын

Most welcome 🙌

It is very nicely presented and the content is very well defined. Thank you for this information.

@shankarnath

9 ай бұрын

You are most welcome 🙌

More conceptual video like this on investing

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

9 ай бұрын

Thanks a ton. Please share your results (intrinsic value) on Wipro for the benefit of the larger group.

Hi sir! I just came across ur videos they r amazing... Keep up the good work 🙌🙌

@shankarnath

7 ай бұрын

Thanks and welcome

Awesome presentation.

@shankarnath

5 ай бұрын

Thank you!

Excellent Sir.🙏

@shankarnath

22 сағат бұрын

Thank you!

Awesome stuff to introduce someone to valuations. Please make video on reverse DCF

@shankarnath

9 ай бұрын

Thanks for the appreciation and suggestion

Thanks for valuable lesson

@shankarnath

Ай бұрын

You are welcome

Great content as usual. Will try the spreadsheet and give comments.

@shankarnath

8 ай бұрын

Awesome, thank you!

You earned my subscription bro..

@shankarnath

2 ай бұрын

Welcome aboard!

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

8 ай бұрын

Glad it helped!

Wow amazing content..!

@shankarnath

7 ай бұрын

Thank you very much

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

4 ай бұрын

Glad you like the video & found it informative!

I really like your videos!!

@shankarnath

9 ай бұрын

Thank you so much!

Superb content

@shankarnath

9 ай бұрын

Thanks

extremely careful method

Excellent explanation

@shankarnath

9 ай бұрын

Thanks

Thank you very much.

@shankarnath

9 ай бұрын

You are welcome!

Buffettology in less than 20 min...Great!!!

@shankarnath

9 ай бұрын

Thanks

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

9 ай бұрын

Thank you for your suggestion. What all would you like to understand with regards to moats?

Hoping for your and myself best..❤

Interesting

@shankarnath

9 ай бұрын

Cool 🙌

So complex math 😅. Never realised this calculation behind scene 😂. Thank you Shankar

@shankarnath

9 ай 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

9 ай бұрын

@@shankarnath feel great today after your reply

Sir... thankyou for the Excel sheet

@shankarnath

7 ай бұрын

Most welcome

Awesome

@shankarnath

9 ай бұрын

Thanks! 🙌

Wonderful

@shankarnath

9 ай бұрын

Thank you

Wonderful is the Word I would say for this Presentation by Shankar Anna ❤

@shankarnath

9 ай бұрын

Thank you very much 🙌

I felt like learning from warren Buffett himself, such an ease in explaining difficult topics 🙏🙏

@shankarnath

3 ай бұрын

Glad to hear that. Thank you for the vote of confidence

Love your videos Shankar. Can you make a similar video on how to identify multibaggers?

@shankarnath

2 ай бұрын

Thank you. Kindly type 'shankar nath multibaggers' in the YT search bar, I'm sure a few options will pop up.

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)

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

5 ай бұрын

Thanks. Sure, we can connect over email. I'm at hello@beginnersbuck.com

Good , need more on valuation of stocks

@shankarnath

7 ай бұрын

Thanks for the suggestion

Thank you

@shankarnath

9 ай бұрын

Welcome!

@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

9 ай 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."

Great

Great video Sir !!! Also could you emphasize more on your checklist in another video ???

@shankarnath

9 ай бұрын

Thanks for the suggestion

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

8 ай бұрын

Thank you. I have no plans presently

Sir sorry delay..your presentation awsome

@shankarnath

2 ай бұрын

Thanks!

Good work. Explained in best way. But please tell me how to get mcap data from 5yr .

@shankarnath

9 ай 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

Amazing

@shankarnath

7 ай бұрын

Great to hear

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

9 ай бұрын

I will be indifferent to it. Out of curiousity - why did you ask this question?

@SuperDry_

9 ай 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 👍

Sir can you make a video on reverse dcf on tijori finance

@shankarnath

9 ай бұрын

Thanks for the suggestion

Any idea what approach screener uses to show the intrisniy value?

@shankarnath

9 ай бұрын

Hi. Have you seen a screener which shows intrinsic value? If yes, pls share. I haven't seen one yet

Q: Where did you get the historical data for market cap?

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

4 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

4 ай бұрын

@@shankarnath Thank you so much Sir.

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

9 ай 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

❤❤❤

Risk hai toh ishq hai

thumbnail ❤

@anoopg95

9 ай бұрын

It got changed ?

@vinaytejagunnam8508

9 ай бұрын

@@anoopg95 yes

Hi Shankar, tried following this with few stocks, but did not get expected output. What happens if the profit growth rate is more than the discount rate in the denominator for Divident Discount Model (like in case of HDFC Bank)? Similarly, what happens if a company is not generating significant cash, like Avenue Supermart? How would cash flow analysis work for such companies?

@shankarnath

2 ай бұрын

Hello Manish: 1. The dividend discount model has its cons. Please read this document at leisure for more insights on it: pages.stern.nyu.edu/~adamodar/pdfiles/valn2ed/ch13.pdf 2. I think you mean free cash flow because DMart does have growing & positive operating cash flows but since they are growing, they spend a lot on growth & working capex. In scenarios of you projecting negative FCF (or negative cashflow in other firms) in the future, the result of the DCF would be a negative total present value. You have two options - a) project the FCF in the future such that they eventually turn positive. This will happen at some point for Dmart also and as an analyst, you have determine when b) discard DCF for evaluating Dmart (the same hammer can't be used to shape an ivory statuette and for breaking a mountain)

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

9 ай 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.

Soon you will be famous mark my words 👍

Which Method should to used for banking stocks in India ?please reply

@shankarnath

2 ай бұрын

Please watch my video on how to analyse banks -- kzread.info/dash/bejne/n5iHltBpgpbZYLg.html

👍

sir can we consider as discount cash flow method is more reliable than relative and dividend discount model? from your pov please guide me. 😅

@shankarnath

9 ай бұрын

Hello. Yes, I prefer DCF over the other two methods.

Why don't you take avarage of previous year cashflows?

@ishanpandya_

29 күн 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.

Hi Shankar, I'm new to investing.Could you tell me which platform did you use for getting last 10 yrs market cap data?

@shankarnath

8 ай бұрын

Hi. I don't use a platform .. I do it manually i.e. pull out the number of outstanding equity shares as of March 31 of that financial year and multiply it with the share price on that date. I also adjust it for bonus or splits.

@YogeshRathod2303

4 ай бұрын

@@shankarnath Where can I find no of outstanding equity shares.