Equity Research and Stock Selection on Learn with Akhilesh Gururani /tags/equity-research-and-stock-selection/ Recent content in Equity Research and Stock Selection on Learn with Akhilesh Gururani Learn with Akhilesh Gururani /images/papermod-cover.png /images/papermod-cover.png Hugo -- 0.147.7 en 2026 Learn with Akhilesh Gururani Sun, 07 Jun 2026 00:00:00 +0000 Beyond Dividend Yield: Using Earnings Yield for Relative Valuation /posts/investment-adviser1-s8-5-q07-earnings-yield-comparison/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s8-5-q07-earnings-yield-comparison/ Earnings yield comparison. Companion read for Section 8.5 — Equity research and stock selection. Beyond EVA: Understanding Market Value Added (MVA) for Valuation /posts/investment-adviser1-s8-5-q18-mva/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s8-5-q18-mva/ MVA. Companion read for Section 8.5 — Equity research and stock selection. Beyond Interest Rates: Navigating Fiscal Policy in Equity Research /posts/investment-adviser1-s8-5-q25-fiscal-policy/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s8-5-q25-fiscal-policy/ Fiscal policy. Companion read for Section 8.5 — Equity research and stock selection. Beyond the Balance Sheet: Asset-Based Valuation vs. DCF /posts/investment-adviser1-s8-5-q06-comparison-with-dcf/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s8-5-q06-comparison-with-dcf/ Comparison with DCF. Companion read for Section 8.5 — Equity research and stock selection. Beyond the Balance Sheet: The Hidden Traps of P/BV Ratios /posts/investment-adviser1-s8-5-q08-limitations-of-p-bv/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s8-5-q08-limitations-of-p-bv/ Limitations of P/BV. Companion read for Section 8.5 — Equity research and stock selection. Beyond the Balance Sheet: The Hidden Traps of P/BV Ratios /posts/investment-adviser1-s8-5-q23-p-bv-limitations/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s8-5-q23-p-bv-limitations/ P/BV limitations. Companion read for Section 8.5 — Equity research and stock selection. Beyond the Multiple: Interpreting P/E Ratios in Context /posts/investment-adviser1-s8-5-q02-interpreting-p-e-in-context/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s8-5-q02-interpreting-p-e-in-context/ Interpreting P/E in context. Companion read for Section 8.5 — Equity research and stock selection. Beyond the Multiple: Navigating Valuation Caveats in Equity Research /posts/investment-adviser1-s8-5-q13-valuation-caveats/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s8-5-q13-valuation-caveats/ Valuation caveats. Companion read for Section 8.5 — Equity research and stock selection. Beyond the PEG Ratio: Navigating Growth Valuation Traps /posts/investment-adviser1-s8-5-q04-limitations-of-peg/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s8-5-q04-limitations-of-peg/ Limitations of PEG. Companion read for Section 8.5 — Equity research and stock selection. Beyond the Ticker: Selecting the Right Valuation Tool /posts/investment-adviser1-s8-5-q14-valuation-methods/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s8-5-q14-valuation-methods/ Valuation methods. Companion read for Section 8.5 — Equity research and stock selection. Contextual Valuation: Tailoring Metrics to Industry Realities /posts/investment-adviser1-s8-5-q03-industry-specific-valuation/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s8-5-q03-industry-specific-valuation/ Industry-specific valuation. Companion read for Section 8.5 — Equity research and stock selection. Earnings Yield: The Intuitive Alternative to P/E Ratio Analysis /posts/investment-adviser1-s8-5-q16-using-earnings-yield/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s8-5-q16-using-earnings-yield/ Using Earnings Yield. Companion read for Section 8.5 — Equity research and stock selection. Mastering Enterprise Value: Beyond the P/E Ratio /posts/investment-adviser1-s8-5-q19-ev-ebitda-usage/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s8-5-q19-ev-ebitda-usage/ EV/EBITDA usage. Companion read for Section 8.5 — Equity research and stock selection. Mastering Offensive Strategy: Capturing Growth in Competitive Markets /posts/investment-adviser1-s8-5-q22-offensive-strategy/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s8-5-q22-offensive-strategy/ Offensive strategy. Companion read for Section 8.5 — Equity research and stock selection. Mastering the EIC Framework: A Disciplined Approach to Equity Analysis /posts/investment-adviser1-s8-5-q10-eic-framework-detail/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s8-5-q10-eic-framework-detail/ EIC framework detail. Companion read for Section 8.5 — Equity research and stock selection. Mastering the EIC Framework: Connecting Macro Trends to Stock Selection /posts/investment-adviser1-s8-5-q01-application-of-the-eic-framework/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s8-5-q01-application-of-the-eic-framework/ Application of the EIC framework. Companion read for Section 8.5 — Equity research and stock selection. Navigating Competitive Intensity: A Critical Component of Equity Valuation /posts/investment-adviser1-s8-5-q21-competition/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s8-5-q21-competition/ Competition. Companion read for Section 8.5 — Equity research and stock selection. Navigating Cyclical Industries: Analyzing Volatility and Economic Sensitivity /posts/investment-adviser1-s8-5-q12-cyclical-industries/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s8-5-q12-cyclical-industries/ Cyclical industries. Companion read for Section 8.5 — Equity research and stock selection. Navigating Inflationary Risks: Why Some Sectors Struggle to Maintain Margins /posts/investment-adviser1-s8-5-q15-industries-harmed-by-inflation/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s8-5-q15-industries-harmed-by-inflation/ Industries harmed by inflation. Companion read for Section 8.5 — Equity research and stock selection. Navigating Market Cycles: Cyclical vs. Non-Cyclical Equity Selection /posts/investment-adviser1-s8-5-q11-cyclical-vs-non-cyclical/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s8-5-q11-cyclical-vs-non-cyclical/ Cyclical vs non-cyclical. Companion read for Section 8.5 — Equity research and stock selection. Peering Behind the Accounting Curtain: Why EBITDA Matters /posts/investment-adviser1-s8-5-q09-why-ebitda-is-used/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s8-5-q09-why-ebitda-is-used/ Why EBITDA is used. Companion read for Section 8.5 — Equity research and stock selection. Strategic Moats: Moving Beyond Financial Ratios in Equity Analysis /posts/investment-adviser1-s8-5-q05-analyzing-company-strategy/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s8-5-q05-analyzing-company-strategy/ Analyzing company strategy. Companion read for Section 8.5 — Equity research and stock selection. The Valuation Gap: Why Quality Does Not Equal Profitability /posts/investment-adviser1-s8-5-q24-valuation-importance/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s8-5-q24-valuation-importance/ Valuation importance. Companion read for Section 8.5 — Equity research and stock selection. Valuing Asset-Heavy Industries: Moving Beyond Cash Flow Metrics /posts/investment-adviser1-s8-5-q17-asset-heavy-industries/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s8-5-q17-asset-heavy-industries/ Asset-heavy industries. Companion read for Section 8.5 — Equity research and stock selection. Valuing Capital-Intensive Sectors: Beyond Earnings and Accounting Noise /posts/investment-adviser1-s8-5-q20-capital-intensive-sectors/ Sun, 07 Jun 2026 00:00:00 +0000 /posts/investment-adviser1-s8-5-q20-capital-intensive-sectors/ Capital intensive sectors. Companion read for Section 8.5 — Equity research and stock selection.