How to evaluate a stock? Discount Cash Flow Model (தமிழ்)

[@InvestmentInsightsTamil]

Related Videos: Compounding in Business: kzbin.info/www/bejne/oGLUYmZjgLOfha8 Opportunity Cost: kzbin.info/www/bejne/qKm8d2yOq5Vki7c Financial Statement Analysis: kzbin.info/www/bejne/qYrbeGdqaZhkp7M Stock Screener: kzbin.info/www/bejne/aZy6ZHaPdsyjisU Equity Portfolio: kzbin.info/www/bejne/gZWmpGZ7jKx9rLM Index Fund Investing: kzbin.info/www/bejne/iJ-loYNjoa2Bndk Risks in Index fund investing: kzbin.info/www/bejne/a2SsYYtqaLWijbM Calculating Returns: kzbin.info/www/bejne/monTenijrpqMoa8

[@ramkumarv1756]

Is this what they call it as "technicals" Of a stock?

[@InvestmentInsightsTamil]

No. This comes under fundamentals. Technicals will involve reading stock price charts.

[@srivikarthik]

Sir, For Nvidia, you said the current year is 2024. :)

[@InvestmentInsightsTamil]

@srivikarthik Nvidia's fiscal year is bit different. Their last quarter result was for Q3 2024.

[@vc8172]

One of the best videos on YT to understand DCF. You're a great teacher. Thank you for taking the time to make this video.

[@InvestmentInsightsTamil]

Glad it was helpful!

[@JV_In]

One of the simplest explanation of DCF method. You're genius!

[@analyzeUser]

Thala ..neenga supera solli tharinga.!! Neatly explained with a good example .!!

[@Kannanv-p7o]

At last I understood the dcf model.. Beautifully explained!!!! Subscribed!!!!

[@nishokcp]

The way you teach us excellent short and sweet, im an aduditing student you perception and content is perfect ❤

[@japsltd]

No one teaching finance has said , investment strategy is according to yout nature and type. That is called personal finance nu orutharum sollala. Mathavanga idhu tha sari nu solluvaanga. Neenga tha namma natute ku thagundha maari risk edukkalaam. Equity mela irukara bayathai pokiyadhu enaku therinju neenga mattu thaa... Teacher aairunga sir ❤🎉🙏

[@smiledanvishnu6224]

Need this type for videos for our better stock picking by ourself

[@ArockiaPraveen-p9j]

simple ah sollitanga sir DCF pathi,please endha valuation series continue pannunga.

[@vishwanathan1982]

Great video. Keep sharing more business financial concepts like these...!

[@karols5873]

Super Sir 👌 Romba naala ipdi oru video va dhan thedittu irunden. Arumai arumai 🫡 Vilakam arumai. Eduthukonda analogy innum sirapu 🤝

[@parimaladeepak4339]

Best video Mr. Vijay.

[@adithyab2746]

Hi sir ..I am having problem in finding present value,discount factor you mentioned for example Discount factor=1/(1+Discount Rate)^period at 3:49 is the one you mentioned the result you got is 0.82 but when i do the same calculation i got the discount factor to be 1/512=0.001953125 I dont know why the calculation doesnt work for me

[@InvestmentInsightsTamil]

You need to use 7% (0.07). That would be 1/(1.07)^3 = 0.816

[@Motherland.123]

சூப்பர் சார்.... Thank you sir...

[@yuvarajmohanperumal9472]

You are a great teacher sir…!! You should be in academics.. many students would have benefited. Thanks for this video and please continue doing this. After Money Pechu Anand sir, you have inspired me a lot to do value investing. I wish your channel also grow in millions.

[@sudharsang58]

Vijay sir.. really enjoyed this video. Nice initiative to include the financial concepts in your videos. With your way of teaching, I hope to learn a lot more.. Thank you !! Keep them coming .

[@satheeshmohanm]

Super sir! Need to practice with some more examples.

[@japsltd]

I mostly download and listen twice ❤🎉

[@vasanthakumarnagaraj308]

Arumai ayya... this DCF model i have seen in english only

[@sriramsekar8251]

I encourage you to do such videos. You made it better. Good work.

[@just_uriht]

Superb and clean explanation sir!!

[@jawahharj1]

Sirappana explanations, Vijay ❤

[@jayapriyaharish800]

Introducing EXCELLENT

[@azara7798]

Great video 🎉

[@sankardevarajan6489]

Excellent explanation sir. Please make a similar series of other models & ratios :)

[@ajayalphius4877]

Excellent topic

[@mahimainathansowrirajan2551]

Hello Sir, Evening big boss viewers can learn this topic simply with this video.

[@avatarkutti1525]

Thanks for teaching DCF sir ❤

[@Dharam322]

Excellent

[@nellaimurugan369]

Good morning sir 🎉

[@vasudevansivalingam8494]

Very useful post. Thanks Vijay.

[@personaluse1000]

Good One.

[@sathyanarayanan7717]

Excellent explanation sir. I can image how much of ground work would have been done to make this calculator and video ready.

[@thatsoneminuteCUT]

Thanks

[@rahulbala9]

Nice video sir, next time explain with Indian stock as an example .

[@ksenthilkmr]

going to watch this! haha

[@ksenthilkmr]

thanks, informative as usual!

[@prajan5971]

Thank you Vijay 😊

[@dkkalai223]

இது எனக்கு புரியுதா,இல்ல புரியலையா என்பதே எனக்கு புரியலையே😊😊😊

[@InvestmentInsightsTamil]

🤣

[@thangarajs9591]

Super sir

[@kamalrajan1990]

Please analyse indian stocks as example for better understanding. Thanks for sharing your knowledge dor free.

[@DINESHELANGOVAN]

Good morning sir... எது சிறந்தது stocks or etf Pls share your experience

[@InvestmentInsightsTamil]

Stocks Portfolio: kzbin.info/www/bejne/gZWmpGZ7jKx9rLM

[@lakshmikrishnan5295]

super fastaa irruku, Oru rendu thadava kekuran , puriuthanu pakalam

[@rajeshkumarm5610]

Thalaivar ehh netprofit and net cash flow are different thaana en nenga same ahh assume pannerukinga ?

[@InvestmentInsightsTamil]

Yeah, totally different. Naan samenu assume pannala. Just used net income for simplicity sake. But you are right. I should have used free cash flow, which is $7B for Nvidia. Good catch. 👏🏽

[@rajeshkumarm5610]

@@InvestmentInsightsTamil❤️

[@senthilkumarsubramani9223]

Its would be great if u can also explain the math and assumptions made after the valuation calculation explained here.Example like, Why pick amd over nvidia , walmart over amazon. Things like that would give perspective for stock picking.

[@Dinesh-KumaranK]

Same as ever book by Morgan Housel is fantastic. You should read it.

[@InvestmentInsightsTamil]

It is in my list. Thanks for the recommendation.

[@Dinesh-KumaranK]

​@@InvestmentInsightsTamil I am right now reading this book, blown away by the chapter wild numbers. The book is straight to the meat.

[@vipinp5377]

Nice concept,very well explained. I have doubts on its applicability in valuing an equity.. 1.what are some common values of % to be used to evaluate stocks? 2.Is it something which big HNIs follows for valuation? 3.Do you personally use it somewhere? Thanks!

[@prabagaran.s1285]

nice one

[@G-Balajivadhyar]

Sir " you are really awesome Sample ku ore category 5 company's eduthu idhu numbers eduthu valuation pannina Market jaambavaangal evalo growth irunda evalo varaikum kondu povaanga Growth koranja evalo kizha adipaanga nu therinjaka mudiyum

[@a.sathishplk]

Sir, you should be a maths teacher, Super sir congrats...

[@chitrakumar4275]

Sir is 321 buydown mortgage is good? Planning to buy a house .. confused whether to go for traditional mortgage or buydown mortgage? Can you please put a video on buy down mortgage?

[@peakyblinderzz]

❤

[@soniyasrinivasan3067]

Hi Sir, This is not regarding any topics. Just to get a basic knowledge of how stock prices increasing and decreasing every day. If company is generating profits every year they may or may not give profit to their shareholders as dividends. but how every day price is moving as far we know it is because demand and supply. please explain that in practical day. how company's financials affect price during annual report time. generally , wanted to know relation ship between share price , company and share holders. Thank you in advance.

[@ajithkumarannnadurai5374]

Hello sir I am very new to this I am learning only After you explain about risk.you said 12% as discount based on risk before that already 7% discount was there basked return yearly basis (assumption) So it supposed to be 19% when it come together or 5% based on risk right?

[@kaydhareswaran9322]

Thank you so much, If i want to read these topics in a book what would you suggest?

[@InvestmentInsightsTamil]

Benjamin Graham's Intelligent Investor and Security Analysis.

[@ArunKumar-tj8gl]

👌

[@jayanthinathanmohanrajan713]

Vijay Mohan sir.. discount rate calculation thappa varudhe sir...for the 1st year "1/(1+7)^1"...so 1/8 = 0.125 dhana varudhu? Ungaluku epdi 0.93 varudhu?? Am I doing anything wrong here?

[@InvestmentInsightsTamil]

7%. You need to use 0.07 in your formula.

[@jayanthinathanmohanrajan713]

@InvestmentInsightsTamil Thank you, sir. School la padicha maths marandhruchu. Thanks for all your efforts. You are the only reason behind my investing. I'm looking for more such videos sir, especially on fundamental analysis. Your explanation with simple examples are crystal clear.

[@boomakarthikeyan9292]

My v3 ads company scam padrangala anna explain panunga pleeeeéase anna. I'm waiting for ur reply anna.

[@sunderpp6280]

puriyirathuku enaku romba kastama iruku. hope watching multiple times can help

[@InvestmentInsightsTamil]

Yeah, konjam kastamaana topic. Athu thaan "yellow" category. Thirumba paathum follow panrathuku kastama irukkuthuna, entha edathula stuck aahureenga nu sollunga. That will help me to make it better next time.

[@sivakumar6810]

@@InvestmentInsightsTamilwe are getting stuck after starting terminal growth rate Sir. Otherwise a very useful video. Expecting a valuation series from you Sir. Thanks a lot!

[@saravananpanneerselvam1115]

Kindly explain how to calculate discount factor in detail sir@@InvestmentInsightsTamil

[@ramakrishnanp7195]

​@@InvestmentInsightsTamilTerminal value sir

[@karols5873]

Yes, Sir. A valuation series will be great. For people getting struck with calculation, I did the below: 1. Follow the video and do the calculation along with the video in an excel. Helps to deep learn and establish good understanding 2. Use the chatgpt or bard, to get the insights on the significance of terms like terminal value, discount factor to get more clarity.

[@suriyar8135]

Appo NVDA vangalamunu solringa?

[@InvestmentInsightsTamil]

Decision making tools kodukurathu thaan en velai. Decision edukurathu unga velai. 😜

[@snsramkumar]

Can we use this valuation method to value Real Estate?

[@InvestmentInsightsTamil]

Only if it has a cash flow like rent.

[@theVinoth]

Sir... Could u pick a company's financial sheet and create a video on how to do fundamental analysis? and talk about all basic to advanced concepts

[@InvestmentInsightsTamil]

Check the description. Link for financial statement analysis is already there.

[@senthilkumarsubramani9223]

Thanks for the crystal-clear explanation. Hoping to learn more. May I know how did u arrive at 36B as cash flow? As I see it to be around ~27B in Google Finance.

[@vasanthakumarnagaraj308]

Assuming 4* latest quarter earnings

[@InvestmentInsightsTamil]

I used the 9B net profit from current quarter * 4 for simplicity sake. But yeah, using FCF is the right thing to do.

[@kandasamybalan992]

Puriura marium irukku... Puriyatha maarium irukku.. Ore kolappama irukku... Ana nalla irukku anne

[@InvestmentInsightsTamil]

🤣

[@IdealInvestIN]

Sir based on your recent video on discount cash flow. i wish to evaluate for my house bought in loan using this method, 7% (home loan interest rate 8.7%-20% of 8.7%) where 20% is assumed tax bracket is discount rate, growth arte 3.5% & perpetual growth rate kept constant.DCF valuation 54 lakhs but bank valuation 47 lakhs, Here the tax bracket is key, those who enjoy income tax deduction are at profit, rest all real estate is not worth the invetsment, atleast in my town, because house valuation comes down to 36 lakhs without income tax deduction enjoyment.

[@neverbackdown643]

Wait a minute what is big boss

[@InvestmentInsightsTamil]

🤣

[@PushpaPurusan-k7f]

Sathiya ma puriyala sir

[@InvestmentInsightsTamil]

Sari choicela vidunga. Adutha episodela paathukalaam.

[@PushpaPurusan-k7f]

@@InvestmentInsightsTamil ungakitta pesanum sir pls reply pannuga .. linkedin msg panniruken

[@Keeptendvir]

Heard that financial influencers get paid the highest! Why don’t you talk about how much KZbinrs make

[@kenasprabhukenasprabhu9781]

Vannakkam Sir Please give some investing book list Money related book Financial behavior book Stock market book Economic book Foreign & India authors Thankyou Sir

[@tamilselvan-tq3nk]

Yes Enakum Ithea Doubts than

[@ksrengaram]

Psychology Of The Money should be the good start recommended by Vijay.

[@loveanimals-0197]

30% FCF Growth Rate, lol.

[@hariprasath6120]

Enna Vijay Maya hater polayae..

[@InvestmentInsightsTamil]

Athu yaaru? Big boss charactera?

[@hariprasath6120]

@@InvestmentInsightsTamil yes yes. Maths varathu nu sonnavanga. Atha reference kudukareenga nu nenacha 😂

[@Arjun1197]

Big boss pathu gaandagi tha inga vantha😂

[@thangadurait1709]

Kamal Mari puriyamale pesura

[@vijaybalaji7290]

thanks