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What’s common between shows on Indian television, Equity Markets and a prominent investor Chamath Palihapitiya who for the very good part of the year in 2020 and 2021 claimed that he is better than Warren Buffet! The common element is the surprising and unexpected turn of events twisting the complete plot of the story. Remember the three-time dialogues in Ekta Kapoor serials “Kya, Kya, Kya?” Just when you are extremely sure, even more than god, about the future, the reverse h

In this Post our focus will be on understanding the issues with extracting right estimates of historical Industry sizes & growth. As an analyst needs to take a judgement of future opportunity size while he analyzes a business it becomes extremely important than first to get the right estimates of current & historical industry size and past growth rates. Sounds so simple right open an Annual report - management would have served industry size data on a platter to you. It's a b

Revenue is income/ sales/ turnover of a company, generated from its business operations during the year. It’s the topline of the company (also known as Total Income)  which drives profit after deducting all the expenses. Companies earn revenue in return for the supply of goods/ services. It's the only sustainable source for the company to generate cash to fuel the growth & survival of the business. The most common technique at which the companies are valued is the discounted