How to analyze small stocks

By Morningstar |  06-09-22 | 
 

The month of the annual Morningstar Investment Conference (MIC) is upon us.

Our last two conferences were held online due to the pandemic. This time, we are delighted to host an in-person event and meet all of you personally. On the evening of the first day, we will host our traditional dinner.

Besides the obvious networking possibilities that an on-ground summit offers, the Morningstar Investment Conference is known for its contribution to empower investor success. It brings together some of the industry's most dynamic and engaging speakers to discuss investment developments.

Panel Discussion: Small Companies, Big Returns

When investing in smaller companies, it is imperative to comprehend the CEO’s strategy and vision, and witness the execution of it. Understanding how management allocates capital to expand the business, their prowess to use equity and debt, ability to service debt throughout the investment cycle, cyclicality of cash flows, and the potential to sustain high organic growth rates are also essential factors to be considered.

Since long operating histories are absent, investing in smaller companies are fraught with uncertainty. What do investors in smaller fare look for before placing a bet? What are the red flags?

Madhusudan Kela talks to fund managers who specialise in this skill.

Don't miss the conference!

We have been hosting this conference for 11 years, making it the premier investment event in the country. In terms of design, content and attendance, it stands head and shoulders above others.

Do join us for the 12th Morningstar Investment Conference in Mumbai on September 20-21, 2022:

Hotel Sahara Star

Registration

Agenda

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