Скачать или смотреть High P/E Is Still CHEAP: P/E vs EPS Glide (Titan, DMart, PI)

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🔍 High P/E ≠ Mehenga!
Learn P/E vs EPS Glide—kab high P/E bhi sasta ho sakta hai.
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Video Timeline: P/E vs. EPS Glide
Time Topic
[00:00] Introduction: How high P/E stocks can be cheap and managing risk/reward for expensive, high-growth companies.
[00:54] Timeless Reminders (Quotes from Terry Smith & Warren Buffett) and the role of Durable Growth.
[03:43] Why Low P/E is Not Always Cheap: The dangers of Value Traps and the importance of EPS Growth as the engine.
[04:46] Key Concepts Explained: Understanding P/E, EPS Glide (steady multi-year compounding), Re-rating & De-rating, and the PEG Ratio.
[08:49] Common Valuation Mistakes: Avoiding low P/E traps, mechanical use of PEG, anchoring to old prices, and comparing P/E across different industries.
[11:28] Total Return Composition: EPS Growth + P/E Expansion/Contraction + Dividend Yield.
[15:15] The Three Tests for Valuation: Quality, Durability, and Runway (long-term growth opportunity).
[17:08] Six-Step Valuation Framework: Steps for quality scan, modeling EPS glide, setting exit bands, executing, and entry discipline.
[21:45] Scenario Valuation Table: Calculating potential returns in Bear, Base, and Bull cases based on EPS growth and exit P/E.
[24:08] Growth Plus Scoreboard: A framework for scoring a company on Market Share, Sales/Profit Growth, Profitability Ratios, Debt, and Pricing Power.
[27:43] Case Study 1: Titan Company — Analyzing its long-term history, P/E expansion, and heavy lifting by EPS.
[30:46] Case Study 2: DMart — Analyzing its high P/E, unit economics, and growth driven by store expansion.
[33:12] Case Study 3: PI Industries — Analyzing its steady growth, stable P/E, and the role of its order book.
[35:15] Investor Playbook: Actionable steps to build a watch list, define buy bands, and set disciplined exit triggers.
[36:08] Q&A on Common Concerns


Disclaimer
Education-only. Not investment advice. Figures may be illustrative; verify with company filings.

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