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Sector guides
Same ratio, different meaning — by industry.
What to measure (and ignore) in banks, IT, pharma, more.
1 published · 11 coming soon · 12 total
Lessons
What to measure (and ignore) in banks, IT, pharma, more.
- Lesson 1What to look for in banking stocksintermediateAsset quality, NIM, deposits — and what not to overweight.Open
- Lesson 2What to look for in NBFC stocksintermediateLiability mix, asset quality, and growth vs underwriting.Soon
- Lesson 3What to look for in IT stocksintermediateRevenue growth, margins, deals, currency, client concentration.Soon
- Lesson 4What to look for in pharma stocksintermediateProduct mix, regulatory risk, and pipeline realism.Soon
- Lesson 5What to look for in FMCG stocksintermediateVolume, pricing, distribution, and brand durability.Soon
- Lesson 6What to look for in auto & auto ancillary stocksintermediateCycle, mix, margins, and OEM dependence.Soon
- Lesson 7What to look for in metals & mining stocksintermediateCost curves, cycle peaks, and why cheap P/E can trap you.Soon
- Lesson 8What to look for in oil, gas & energy stocksintermediateSpreads, regulation, and commodity vs marketing businesses.Soon
- Lesson 9What to look for in capital goods stocksintermediateOrder book quality, execution, and working capital.Soon
- Lesson 10What to look for in real estate stocksintermediateLaunches, collections, leverage, and project risk.Soon
- Lesson 11What to look for in telecom stocksintermediateARPU, spectrum, competition, and cash after capex.Soon
- Lesson 12What to look for in insurance stocksadvancedEmbedded value ideas, persistency, and combined ratios (intro).Soon
| Lesson | Title | What you should be able to explain | Read |
|---|---|---|---|
| 1 | What to look for in banking stocksintermediate | Asset quality, NIM, deposits — and what not to overweight. | Open |
| 2 | What to look for in NBFC stocksintermediate | Liability mix, asset quality, and growth vs underwriting. | Soon |
| 3 | What to look for in IT stocksintermediate | Revenue growth, margins, deals, currency, client concentration. | Soon |
| 4 | What to look for in pharma stocksintermediate | Product mix, regulatory risk, and pipeline realism. | Soon |
| 5 | What to look for in FMCG stocksintermediate | Volume, pricing, distribution, and brand durability. | Soon |
| 6 | What to look for in auto & auto ancillary stocksintermediate | Cycle, mix, margins, and OEM dependence. | Soon |
| 7 | What to look for in metals & mining stocksintermediate | Cost curves, cycle peaks, and why cheap P/E can trap you. | Soon |
| 8 | What to look for in oil, gas & energy stocksintermediate | Spreads, regulation, and commodity vs marketing businesses. | Soon |
| 9 | What to look for in capital goods stocksintermediate | Order book quality, execution, and working capital. | Soon |
| 10 | What to look for in real estate stocksintermediate | Launches, collections, leverage, and project risk. | Soon |
| 11 | What to look for in telecom stocksintermediate | ARPU, spectrum, competition, and cash after capex. | Soon |
| 12 | What to look for in insurance stocksadvanced | Embedded value ideas, persistency, and combined ratios (intro). | Soon |
Lessons marked Soon have an outline. The written lesson is not on the site yet.