Hi Akash!😁 Thanks for watching our video. We appreciate your kind words. 💯 We hope you continue to learn along with us! 📌Watch our analysis on Tata Elxsi on Sunday at 11 a.m!📌 If you'd like, you could do the following: ➡️ Subscribe to our channel! ⬅️ (if you haven’t) ✅ Keep yourself updated by checking our UA-cam community page! ✅ 💡Our published presentations on the videos here: www.soic.in/visualization 💡 🆕 Check out our latest blog on ‘Deepak Nitrite: Results of Q4FY21’ soic.in/blog-description/deepaknitriteq4fy21 🆕
I Couldn’t resist to watch your videos as soon as they came up...beautiful analysis as usual starts with mental model and that keeps us engaging throughout the video..Pure education. I vote for Garware for next analysis.
Amazing unbiased deep analysis that is God sent for retail investors. Finally some analysis that goes beyond ratios and balance sheet. Please Please keep up the good work and dont get lured to the other side ...time and time again we have seen indian market players getting lured to the other side leading retail investors like pied pipers....resist all temptations : )
Undoubtedly the best channel giving wide and deep insight in to not only individual companies but the industries which they belong to. Wish I had come across SOIC earlier and used their wisdom in identifying companies with potential to grow instead of investing based on half-cooked information. I am sure the subscriber numbers would grow soon as more and more long-term investors discover SOIC. Please keep up the good work. Wishing you every success in your endeavour to guide investors and also earn fabulous returns for yourself also in the process. Best wishes.
You are king in making in depth analysis of both the processes and business models of chemical and pharmaceutical companies. No one comes nearer to you. Please keep it up.There is need for analysing the company’s management and resources put in sister companies/ subsidiary companies, I mean related company transactions etc. A little of forensic accounting audit also may be necessary before jumping into long term investments.
We do go through each and every line item in the Annual reports. Mafatlal is a very clean group in terms of corporate governance, Cfo/Pat questions fail to appreciate how a business works. If there was no cash flow, how would the business keep paying dividends and become debt free and fund the entire upcoming capex from internal accruals? same questions come in other export oriented businesses. Will make a video soon on how cash flow works :)
Am cursing myself, why did I watch this video now & not earlier :(. That aside, gem of an analysis. So much of research has gone into this session. In fact all your videos are master class. Thank you so very much. All the very best in your endeavours. May be one day you could do a joint session with Sajal Kapoor
Thanks for your kind words :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Greatly explained...it made me watch all your previous videos, and I can't judge which one of these videos is the best one. You explained things in such a lucid way that even a beginner can understand, how good or how bad a company is.
Excellent report , Two years back , I have purchased this share without much knowledge on business strategy of this company .. Now , I feel for the same ,, I will try buy at next available opportunity for long term holding basis
We're glad that you're taking time out to learn with us. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝
Sir, as usual indepth analysis. And the way you explain the company business is absolutely mind blowing. Now I am always awaiting our videos. I saw lot of videos but no one is near to you. Sir where I can able to view valuations of navin fluorine
Thank you for watching our video! 😁 @Lakhvinder Singh We hope you continue to learn along with us! Do subscribe to our channel for more educational content! Check out latest blogs here: soic.in/blog-description/starbucks
Buddy this is the excellent analysis I have avert watched on Business models and its detailed analysis... Keep up the good work... You are going up like Navin
@@SOICfinance Sure brother, will read them all 👍🏼.. You always have our blessings for the help you are providing to Retail investors by Sharing your real knowledge in such a structured manner.
Thank you. You are cutting short our hours of and hours reading into annual reports and going through various various sources to understand the business into 30 min which is not a small help. Thanks again
Ishmohit - Thanks for such a detailed analysis of the company. Your team and you do a great job and present all key matters in a simple yet comprehensive manner. Provides a good foundation for furthering study into interested cos. Loving your other videos as well. Kudos
Paji..ur's analysis is so clear and best... for lond term investment which one will u suggest... "Indiamart or Deepak nitrate or Navin flouri..or Suven pharma or Aarti drugs".. please let me asvise.. I will be waiting for your reply..👍
As usually ur explanation superb with technical aspects that's the more ipmortat to diggest the bussiness in better way of understanding.....keep continue ur journey by adding value addition to ur viewers
Great Info! have been following you over a month. one request - It is good that a great deal of information regarding chemical sector is already present ( in each stock analysis), can you have an exclusive video on the sector as a whole and where all these companies fit it etc? More like an overview.
Thank you for your video on NFL, it is very interesting I just one question cPAT Vs cCFO for the last 10 years it is weak, any explanation on that. why it is not able to collect cash, is it a red flag.
Good analysis of navinflourine. Although if we observe globally the flourine players has grown to a certain level and the growth has slowed down for them. So what is your take this?
Hi Snories Abraham!😁 Thanks for watching our video. We’re glad our content was interesting for you. We hope you continue to learn along with us! 👍 📌We look forward to your feedback on our upcoming analysis of Saregama on Sunday at 11 a.m. 📌📣
Would you care to comment why Gujarat Fluoro chemicals was not considered as a competitor ? They seem to have a similar legacy and speciality business.
Excellent analysis as usual. Well done. Perhaps you could look at another speciality chemicals business with strong promoters and moats, Valiant Organics
Thanks Vidur :) Sure, stay tuned. We are also coming up with a webinar on Speciality Chemical sector where we would be covering entire sector along with companies- rzp.io/l/GNK2hQKTMV
Great analyis till date for the company business and fundamentals. I really request you to please do in detail analysis on ATUL CHEMICALS which has diversified set of chemical range, so in details analysis will be really appreciate and make easy for long term investors like us. Thank you.🙌
Hi. I checked your report on Navin Flourine. Apologies for a potentially naive question, but by valuation you mean fair value of its share price? If so, I presume your estimated discount rate means CAGR growth of the share price in the next 4 years? Thanks and, as always, love your content :)
Hi Chetan, We would suggest to read the following 3 books to understand mental models: 1) Poor Charlie's Almanack 2) Seeking wisdom by Peter Bevlin 3) All I need to know is where I am going to die by Peter Bevlin Happy reading !
Thanks Abdul :) We are also coming up with a webinar on the Speciality Chemical sector where we would be covering the entire sector along with companies- rzp.io/l/GNK2hQKTMV
I usually do not comment on videos , but your videos do force me to appreciate the efforts you put in!
Thanks :)
Sir i Dont think any youtuber
Has tht much knowledge tht you have 😉
You are god to retailers 🙏
Hi Akash!😁 Thanks for watching our video.
We appreciate your kind words. 💯
We hope you continue to learn along with us!
📌Watch our analysis on Tata Elxsi on Sunday at 11 a.m!📌
If you'd like, you could do the following:
➡️ Subscribe to our channel! ⬅️ (if you haven’t)
✅ Keep yourself updated by checking our UA-cam community page! ✅
💡Our published presentations on the videos here: www.soic.in/visualization 💡
🆕 Check out our latest blog on ‘Deepak Nitrite: Results of Q4FY21’ soic.in/blog-description/deepaknitriteq4fy21 🆕
Excellent analysis, next proposal is for HDFC life
Thanks Utpal :)
Sure, stay tuned. Kindly visit- www.soic.in/blogs
Nice analysis.i think navi fluorine target for long term 3500-5000
I Couldn’t resist to watch your videos as soon as they came up...beautiful analysis as usual starts with mental model and that keeps us engaging throughout the video..Pure education. I vote for Garware for next analysis.
ua-cam.com/video/H7g9gXOGQs0/v-deo.html
Amazing unbiased deep analysis that is God sent for retail investors. Finally some analysis that goes beyond ratios and balance sheet. Please Please keep up the good work and dont get lured to the other side ...time and time again we have seen indian market players getting lured to the other side leading retail investors like pied pipers....resist all temptations : )
Thanks Hitesh :)
Sure, we will not. For more details, kindly visit- www.soic.in
Undoubtedly the best channel giving wide and deep insight in to not only individual companies but the industries which they belong to. Wish I had come across SOIC earlier and used their wisdom in identifying companies with potential to grow instead of investing based on half-cooked information. I am sure the subscriber numbers would grow soon as more and more long-term investors discover SOIC. Please keep up the good work. Wishing you every success in your endeavour to guide investors and also earn fabulous returns for yourself also in the process. Best wishes.
Thanks Ramesh for your kind words :) For more insights on business & industries, kindly visit- www.soic.in/blogs
You are king in making in depth analysis of both the processes and business models of chemical and pharmaceutical companies. No one comes nearer to you. Please keep it up.There is need for analysing the company’s management and resources put in sister companies/ subsidiary companies, I mean related company transactions etc. A little of forensic accounting audit also may be necessary before jumping into long term investments.
We do go through each and every line item in the Annual reports. Mafatlal is a very clean group in terms of corporate governance, Cfo/Pat questions fail to appreciate how a business works. If there was no cash flow, how would the business keep paying dividends and become debt free and fund the entire upcoming capex from internal accruals? same questions come in other export oriented businesses. Will make a video soon on how cash flow works :)
Am cursing myself, why did I watch this video now & not earlier :(. That aside, gem of an analysis. So much of research has gone into this session. In fact all your videos are master class. Thank you so very much. All the very best in your endeavours. May be one day you could do a joint session with Sajal Kapoor
Thanks for your kind words :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Revisiting this again. What an informative journey it has been with you. Thank you!
Greatly explained...it made me watch all your previous videos, and I can't judge which one of these videos is the best one. You explained things in such a lucid way that even a beginner can understand, how good or how bad a company is.
Thanks Sandeep :)
You can read blogs through this link- www.soic.in/blogs
The best ever Business analysis. Thanks to SOIC Team. Hats Off
Excellent report ,
Two years back , I have purchased this share without much knowledge on business strategy of this company ..
Now , I feel for the same ,,
I will try buy at next available opportunity for long term holding basis
Thanks for your kind words :)
To read our blogs, kindly visit- www.soic.in/blogs
Watching this after significant correction in oct 23. Great content as always!
We're glad that you're taking time out to learn with us. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝
Sir, as usual indepth analysis. And the way you explain the company business is absolutely mind blowing. Now I am always awaiting our videos. I saw lot of videos but no one is near to you. Sir where I can able to view valuations of navin fluorine
Sir
Please continue making such videos
I am sure you are going to grow very big
Nobody makes such indepth videos.....
Thank you.....
Thanks Satish for your well wishes :)
To read our blogs, kindly visit- www.soic.in/blogs
Excellent analysis sir..one of very few channel wch gives in depth analysis
Loved ur content
Thanks for your kind words :)
To read our blogs, kindly visit- www.soic.in/blogs
hats off to the Tremendous effort in educating the retail investors..
Excellent,veer ji I haven’t seen anyone the way you explain it’s more than excellent.....keep it up veere
Thank you for watching our video! 😁 @Lakhvinder Singh
We hope you continue to learn along with us!
Do subscribe to our channel for more educational content!
Check out latest blogs here: soic.in/blog-description/starbucks
Great video 👍 I appreciate your efforts to educate people it’s Tak’s lot of research, time
Thanks 🙏
Thanks Manish for your kind words :)
To read our blogs, kindly visit- www.soic.in/blogs
Buddy this is the excellent analysis I have avert watched on Business models and its detailed analysis... Keep up the good work... You are going up like Navin
Thanks Harsh for your kind words :)
Do read our blogs also- www.soic.in/blogs
@@SOICfinance Sure brother, will read them all 👍🏼.. You always have our blessings for the help you are providing to Retail investors by Sharing your real knowledge in such a structured manner.
Thank you. You are cutting short our hours of and hours reading into annual reports and going through various various sources to understand the business into 30 min which is not a small help. Thanks again
Glad it was helpful!
Ishmohit - Thanks for such a detailed analysis of the company. Your team and you do a great job and present all key matters in a simple yet comprehensive manner. Provides a good foundation for furthering study into interested cos. Loving your other videos as well. Kudos
Thanks Jasminder :)
To read our blogs, kindly visit- www.soic.in/blogs
Awesome video analysis
Your way of explaining is far better than others.
Thanks Hemant for your kind words :) For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
@@SOICfinance
Sure
Kindly tell us some tailwinds in some other sectors rather than chemical or pharma
So that we can also invest there
Keep up the good work brother. You have very good knowledge on Chemical,Pharma and Agro sector. 😊
Thanks Praveen for your kind words :)
To read blogs, kindly visit- www.soic.in/blogs
Through analysis...Great...
Thanks :) Hope to keep adding value
Excellent analysis. Recent days why it is getting fluctuations in stock price.
Very good analysis backed with data.
Your linkedin link given in description is lending to some others page.
Thank you for letting us know :) We have updated the link to our LinkdIn Page. www.linkedin.com/company/intrinsic-compounding
Good analysis of Navin fluorine!
Apl Apollo seems interesting stock!
ua-cam.com/video/FPYr-QSW-JY/v-deo.html&t
excellent detailed analysis
Thanks :)
Superb Analysis ... Amazing ...
Excellent in-depth analysis. Thank a lot for your efforts to educate layman retail investors like me....Keep it up
Thanks Rajesh :)
Paji..ur's analysis is so clear and best... for lond term investment which one will u suggest...
"Indiamart or Deepak nitrate or Navin flouri..or Suven pharma or Aarti drugs".. please let me asvise.. I will be waiting for your reply..👍
Thanks Vasu :)
Sorry, we do not provide any buy/sell recommendations. For more details, kindly visit- www.soic.in
As usually ur explanation superb with technical aspects that's the more ipmortat to diggest the bussiness in better way of understanding.....keep continue ur journey by adding value addition to ur viewers
Thanks Kiran :)
To read our blogs also, kindly visit- www.soic.in/blogs
Simply superb analysis. You are a gem sir. Can you please analyze ABB Power products, I feel its futuristic business model.
Thanks Santosh :)
Sure, stay tuned. To read our blogs, kindly visit- www.soic.in/blogs
Can u do a detailed analysis of associated alcohol?I feel it is a very underrated company with lots of potential to grow in the next 10 years
Will cover alcohol companies soon :)
Simply marvellous. Thank you!
Thanks Devraj :)
You can read blogs through this link- www.soic.in/blogs
Great Info! have been following you over a month. one request - It is good that a great deal of information regarding chemical sector is already present ( in each stock analysis), can you have an exclusive video on the sector as a whole and where all these companies fit it etc? More like an overview.
Sure Vamsi. It will be covered in our upcoming webinar on Chemical sector- rzp.io/l/GNK2hQKTMV
Brilliant analysis.. All your videos offer unique learning elements.. Thanks .
Most welcome!
Thank you for your video on NFL, it is very interesting I just one question cPAT Vs cCFO for the last 10 years it is weak, any explanation on that.
why it is not able to collect cash, is it a red flag.
Excellent analysis, keep up the good work, very informative!👍
Thanks Raj :) For more information on business & industry analysis, kindly visit- www.soic.in/blogs
Great Analysis... Both APL and Garware... But if to choose one then APL
APL Apollo- ua-cam.com/video/FPYr-QSW-JY/v-deo.html&t
Garware- ua-cam.com/video/H7g9gXOGQs0/v-deo.html
*Anyone opinion plz- If I have to choose between PI industries & Navin Fluorine, which would be better*
PI industries
A very well executed analysis of Navin Fluorine stock. Could you cover Venus Remedies as well?
Thanks Pankaj for your kind words :)
Sure, stay tuned. To read our blogs also, kindly visit- www.soic.in/blogs
very good analysis i salute you
Good analysis of navinflourine. Although if we observe globally the flourine players has grown to a certain level and the growth has slowed down for them. So what is your take this?
Size of opportunity is still huge
Excellent analysis. Please also include management analysis and valuation analysis to help in decision making.
Noted your suggestion :)
You can read blogs through this link- www.soic.in/blogs
Goo analysis. Thank you. Please do complete video in English. Mixing hindi makes it difficult to understand at some point.
We are adding subtitles :)
Extra ordinary analysis Sir , kepp it up. Next video should be on Garware TF
Thanks Suraj :)
Garware- ua-cam.com/video/H7g9gXOGQs0/v-deo.html
Superb analysis.how much impact will A.I. have on the revenue model
Thanks Devendra :)
Sir, pls do company analysis of honeywell automation..
Sure, stay tuned :)
To read our blogs, kindly visit- www.soic.in/blogs
Lovely and structured video. Keep up the good work. Please try to consider Garware Tech or Apl Apollo tubes as next video.
Thanks for your kind words :)
APL Apollo- ua-cam.com/video/FPYr-QSW-JY/v-deo.html&t
Garware Technical Fibre- ua-cam.com/video/H7g9gXOGQs0/v-deo.html
Great work... really appreciate your efforts and hard work.
Thanks Mayank :)
Do check our blog section also- www.soic.in/blogs
Well presented. I suggest Garware technical for your next video.
Thanks :)
Video on Garware- ua-cam.com/video/H7g9gXOGQs0/v-deo.html
Such a nice presentation
Hi Snories Abraham!😁 Thanks for watching our video.
We’re glad our content was interesting for you.
We hope you continue to learn along with us! 👍
📌We look forward to your feedback on our upcoming analysis of Saregama on Sunday at 11 a.m. 📌📣
Where I found company valuetion
Thanks for all the previous videos and this one. Keep doing the great work 👍👍
Thanks Abhishek :)
To read our blogs, kindly visit- www.soic.in/blogs
Very well organized info, it would be helpful if you can pick pidelite for upcoming video
Thanks Adarsh :)
Sure, stay tuned. Kindly visit- www.soic.in/blogs
Very good analysis 👍👍👍
Make comparable analysis for amines like alkylamine BALAJI amines and dyamines
Thanks Hanumandas for your kind words :)
To read our blogs, kindly visit- www.soic.in/blogs
Sure, we would be writing a detailed blog on the comparison- www.soic.in.blogs
Would you care to comment why Gujarat Fluoro chemicals was not considered as a competitor ? They seem to have a similar legacy and speciality business.
Excellent detailed analysis, thanks for sharing. If possible please make a video on Alkem Laboratories.
Thanks for your kind words :)
Sure, stay tuned. Also, do check our blogs also- www.soic.in/blogs
Thanks for stock analysis. I learnt many things from it. Not able to find valuation analysis in comment section or description box.
We will include it shortly :)
Do read our blog, kindly visit- www.soic.in/blogs
@@SOICfinance thank you!
Was waiting for this 😍
Next APL pls
ua-cam.com/video/FPYr-QSW-JY/v-deo.html&t
Excellent analysis as usual. Well done.
Perhaps you could look at another speciality chemicals business with strong promoters and moats, Valiant Organics
Thanks Vidur :)
Sure, stay tuned. We are also coming up with a webinar on Speciality Chemical sector where we would be covering entire sector along with companies- rzp.io/l/GNK2hQKTMV
Superb Analysis...could you do the stock analysis of an insurance company....Thank You.
Thanks Sanket :)
Sure, stay tuned :) Also, do read blogs- www.soic.in/blogs
Good analysis. Keep going. I vote for garware
ua-cam.com/video/H7g9gXOGQs0/v-deo.html
Excellent Analysis sir
Thanks Utsav Shah :)
To read blogs, kindly visit- www.soic.in/blogs
This is how you explain 👏🏻
Thanks Devraj :)
You can read blogs through this link- www.soic.in/blogs
Awesome video as always
Thanks Raj for your kind words :)
To read our blogs, kindly visit- www.soic.in/blogs
Superb analysis of the company. Can you shed more light on bromination business - Neogen Chemicals ?
Will make a video in April :)
very good research report , what is view after demerge tata consumer & tata chem
Thanks Mukesh :)
Sure, we will cover our thoughts on this through video or blogs- For blogs, do visit- www.soic.in/blogs
Great analyis till date for the company business and fundamentals.
I really request you to please do in detail analysis on ATUL CHEMICALS which has diversified set of chemical range, so in details analysis will be really appreciate and make easy for long term investors like us.
Thank you.🙌
We are conducting a webinar on 27th December where we will be covering atul ltd also. Kindly check- rzp.io/l/GNK2hQKTMV
Fabulous content! Please analyze Aarti drugs next!
Thanks Atreya :)
Sure, stay tuned. You can read blogs through this link- www.soic.in/blogs
Hi. I checked your report on Navin Flourine. Apologies for a potentially naive question, but by valuation you mean fair value of its share price? If so, I presume your estimated discount rate means CAGR growth of the share price in the next 4 years? Thanks and, as always, love your content :)
Deep analysis, keep it up
Thanks Omprakash :)
To read our blogs also, kindly visit- www.soic.in/blogs
Excellent Analysis!!
Please review the garware if possible.
Thanks and best of luck! :)
Thanks Govil :)
Garware Technical- ua-cam.com/video/H7g9gXOGQs0/v-deo.html
Why are promoters pledging the shares ?
Excellent analysis as usual!
Much appreciated!
I wish I had discovered your channel earlier.
Sir right now its on correction mode what shoud we do ??? Please give cool hint 🧱🧱😇
As usual Excellent analysis.. would like to see Banking and insurance sectro analysis
Thanks Arjeet :)
We covered entire Banking sector in our webinar- rzp.io/l/HXLUHDa6b0
Excellent analysis. Could you please cover SRF limited?
Soon :)
Nice Analysis sir
Any source to read about mental models and how to use them
Hi Chetan,
We would suggest to read the following 3 books to understand mental models:
1) Poor Charlie's Almanack
2) Seeking wisdom by Peter Bevlin
3) All I need to know is where I am going to die by Peter Bevlin
Happy reading !
Balle Balle, Maza aa gaya..
Thank you ! PLEASE make analysis on titan
Glad you liked it Mayur :) Sure, stay tuned. For more insights on business & industries, kindly visit- www.soic.in/blogs
Excellent. Plz plz do annual report analysis of laurus labs
We have done a full stock analysis on Laurus Labs- ua-cam.com/video/yTlFqdlNG7U/v-deo.html
You can read blogs through this link- www.soic.in/blogs
Buddy you are doing a great job. #Respect for the way U discuss concept threadbare. Simply superb.
Thanks a ton!
Superb Video. Plz do analysis on Dixon Technologies.
Thanks Rohit :)
Sure, stay tuned. To read our blogs also, kindly visit- www.soic.in/blogs
Very nice detailed analysis. Can you please make video on Sumitomo Chemicals and Godrej Agrovet.
Thanks Rohit :)
Sure, stay tuned. To read our blogs, kindly visit- www.soic.in/blogs
Sat Sri Akaal paaji, great analysis
Please do on Apl Apollo
ua-cam.com/video/FPYr-QSW-JY/v-deo.html&t
Very nice ,to explain ,in depth ! Thnx!!
Thanks :)
Also analyse SRF LTD ALSO
Sir want a detailed analysis on Dixon Tech
Request for analysis of Dixon technology
Sure, stay tuned.
Also, read our blogs- www.soic.in/blogs
Excellent Analysis. Neogen chemical Pls
Thanks Abdul :)
We are also coming up with a webinar on the Speciality Chemical sector where we would be covering the entire sector along with companies- rzp.io/l/GNK2hQKTMV
Good one Api Appollo
Thanks Srinivas :)
Sure, stay tuned.
You can read blogs through this link- www.soic.in/blogs
@ SOIC I have a daikon AC which uses R32
Bro, please share analysis of Amber Enterprises.
Sure, stay tuned :)
large,mid cap company analysis may give you more views
but also do small cap analysis
Great video with deep information
Well done sir
Please make a video on mangalam organics
Thanks Chirag. Sure, stay tuned :)