Operating Leverage - A low risk way of alpha generation
Автор: Congruence Advisers
Загружено: 2026-01-26
Просмотров: 38
Описание:
Operating leverage is one of our preferred themes in equity investing. When done well, this can generate significant alpha with low downside risk and clearly defined exit criteria
In this session we delver deeper into these aspects
00:00 Intro
06:45 Basics - The margin bridge
11:36 Sources of operating leverage
21:08 Precursor to operating leverage - a bad business cycle
26:54 Why do we like this theme?
42:35 Indicators to track to play the theme right
53:31 Case studies - Syrma SGS, Greenply Industries, Indigo Paints
01:19:16 Final thoughts on how to execute the approach well
Please note that examples are for learning alone, not recommendations though we have detailed coverage on the stocks
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