Deep-Dive Stock Analysis with Rohit Chowdhury

Rohit Chowdhury

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Deep-Dive Stock Analysis

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799
60 mins

About this session

Want to properly understand a company rather than just look at a few ratios?

In this 60-minute session, we'll break down a company from the ground up and try to understand what actually makes the business attractive — or not.

We'll typically cover:

1. The Business

What does the company actually do? How does it make money?

2. Industry & Growth

What drives the industry? What's the opportunity and how sustainable is the growth?

3. Financials

Revenue, margins, earnings, cash flows, debt and returns on capital.

4. Growth & Future Outlook

What needs to happen for the company to continue growing?

5. Valuation

What is the market pricing in, and what assumptions are behind the valuation?

6. Risks

What could go wrong? What would make us change our view?

This isn't a stock-tip session. It's about learning how to think through a business and build a better investment thesis.

If there's a particular company you want to understand, mention it when booking.