Why did super investors buy this?
Update: 2025-09-07
Description
In this episode of SOIC, we simplify the powerful SOTP (Sum of the Parts) valuation framework, a method to value complex businesses with multiple segments. Using easy analogies like the cake example and real-world case studies, you’ll learn how to apply Conglomerate Discount and Holding Company Discount, and see step by step how Edelweiss can be valued by breaking down its 7 business units—Asset Management, NBFC, Mutual Funds, Insurance, Housing Finance, and ARC. By the end, We also discuss future triggers like IPOs, demergers, and business break-evens, giving you the same lens that smart investors use to track opportunities.
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
