Shree Cement Case Study: How a "Boring" Cement Stock Became 100x скачать в хорошем качестве

Shree Cement Case Study: How a "Boring" Cement Stock Became 100x

If I tell you that one of the India's biggest 100x wealth creators didn't make software, didn't build social media, but sold cement... would you believe me? That company is Shree Cement. In a sector most investors call cyclical, capital-intensive, and commodity, Shree quietly became one of the most rewarding stocks in the Indian stock market. So, the question is how did a cement stock go 100x? What did Shree do differently? and how can a investor spot this kind of opportunity before anyone else? In this video, we will break down the Shree Cement's story and then will put out a framework you can use to analyse any cyclical business. 🔍 What you’ll learn: Why cement is usually a bad business: cyclicality, capex and price wars How Shree Cement built a structural cost advantage How that advantage shows up in margins and ROCE vs other cement companies A simple framework to analyse any commodity or cyclical stock as a value investor. ⚠️ Disclaimer: This video is for education purpose only and is not an investment advice or a stock recommendation. Please do your own research or consult a registered advisor before making any investment decisions. 🔔 Subscribe for more deep-dive investment case studies from India and around the world. This channel is built to be your long-term training ground for thinking clearly about businesses, risk and return. #shreecement #valueinvesting #casestudy