Varun Manmohan Kapur

These outsized market shares owing to the pandemic can throw off conventional valuation matrices like P/E, EV/EBITDA as ‘growth’ (despite their already large base) is expected to be high and disproportionate to levels of economic recovery over the medium term.

Varun Manmohan Kapur says that the above simple yet fundamental theory of investing in large players with high market shares in their respective product segments can continue to result in index beating equity returns over the medium term. The relative degree of safety and higher standards of governance going into these stocks also ensures that the risk taken is moderate with an additional steady income stream in the form of dividends.

So before taking new bets in equities, consider this simplified theory requiring way lesser analysis, diligence and risk taking.

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