Thursday, April 30, 2009

Awesome Analysis by Parag on Crisil

I like this CRISIL a lot.
- Excellent Moat
- Great ROA
- Great ROE

Hoping the price to go down. I will keep this on my watch list. Please read the excellent analysis from Parag Fincials: Click below

http://www.ppfas.com/pdf-docs/research/research-reports/2009/credit-rating-industry-jan-ppfas.pdf

Our investment argument for the key players in this industry is easily explained through this math.
Influential Positioning
+
Excellent Business Economics
+
Entry Barriers
+
Growth Opportunities
+
Cheap Valuations

No comments: