Equity Research case studies, worked step by step

Cases
100
Traced to a firm
30
Topics
12
Hard
30
Topic
All topicsStock pitch15Earnings and results9Forecasting and modelling10DCF and intrinsic value9Relative valuation7Financials6Sector economics9Forensic accounting9Industry structure and moats7Macro and commodity sensitivity7Capital allocation and corporate actions7Buy-side portfolio judgement5
Level
AnyWarm upCoreHard
Source
AnyReported at a firmStandard
Showing 1–2 of 2 · filtered from 100Clear filters
  1. 072A fund wants a Rs 150 crore position in Sahvira Microfinance, which trades Rs 8 crore a day. Buying at 20% of daily volume, how many days does it take to build, and what does that mean for sizing?Buy-side portfolio judgementWarm upLong-only asset managementBuy-side equity research
  2. 087A retailer that is a 3% position falls 18% in a day on one quarter's same-store sales miss, 2% against 7% expected. Do you add, hold or cut, and what evidence decides it?Buy-side portfolio judgementCoreMulti-manager podHedge fund long/short

Company names and figures are illustrative.