Analysing this Long Term Company for 10+ Years

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  • Опубліковано 21 лис 2024

КОМЕНТАРІ • 319

  • @ShashankUdupa1
    @ShashankUdupa1  29 днів тому +9

    To Join my community for deep insights click here - ua-cam.com/channels/dUEJABvX8XKu3HyDSczqhA.htmljoin
    If you want to check my Verified PnL here it is - console.zerodha.com/verified/5b5b6b8f

  • @rohitashjikumawat
    @rohitashjikumawat 7 днів тому +4

    As per my experience one should not believe on anyone's conviction until they show their own portfolio with same stocks🤔 So Sashank please arrange one video with your portfolio showing these 3 bets, thanks.

  • @IroncutCasper-ro8oy
    @IroncutCasper-ro8oy 29 днів тому +28

    We want this series to be continued once every quarter if possible 🥳

  • @beyousuraj
    @beyousuraj 29 днів тому +53

    Basically the open offer price of SG Mart was not 450; after a 1:20 share split, the acquisition price was approximately 22.50. Following the acquisition at 22.50, the stock surged to 12,000 before undergoing the share split.

    • @RohanBarua
      @RohanBarua 28 днів тому

      Yes ,this stock used upper circuit daily I had invested 10k as gamble at 3,000 made good amount of money the mentioned website before used to show irrigation projects but not any further detail ,before by the name was kintech renewable even if you google Khushboo Singhal u find anything . Stay away from this company

    • @muralimohan9837
      @muralimohan9837 28 днів тому

      yes,that's right in October 2023 this group acquired each share at 305 rs and later in Feb 2024 this stock went to stock split and bonus i.e 1 stock to 20 stocks, So what Shashank said about the acquired price might not be correct. Please correct if I am wrong @ShashankUdupa1

    • @shantanumg2902
      @shantanumg2902 28 днів тому +5

      Same doubt, seems like the stock has already given 20X returns and run up a lottt

    • @ksolai8888
      @ksolai8888 День тому +1

      It’s funny to think how the research was very shallow yet he is talking about investing 15 lakhs 😂

  • @HARISHDP-c7b
    @HARISHDP-c7b 28 днів тому +7

    ಶಶಾಂಕ್ ತುಂಬಾ ಚೆನ್ನಾಗಿ ವಿವರಿಸಿದ್ದೀರ ಗುಡ್ ಸ್ಟಾಕ್ ಸೆಲೆಕ್ಷನ್.

  • @deepakrana7949
    @deepakrana7949 28 днів тому +138

    You were bullish on Happiest mind once upon time but when the stock is consolidating for long time there is no commentary from your side.

    • @trendstox-bot
      @trendstox-bot 23 дні тому +22

      these gen z are smarter in making videos and promoting themselves in a better and brighter way to attract clients to their products

    • @gowrisankarkailasam1375
      @gowrisankarkailasam1375 21 день тому +5

      He is not god don't believe anyone

    • @thelordoflowkey
      @thelordoflowkey 19 днів тому

      @@trendstox-botbro, happiest mind made huge upward movement from its ipo price, still ipo investors sitting with huge profits, see any stock which mages 3x 4x for short time it consolidate for sometime
      Its basic cycle in stock market irrespective of bear/bull market on individual stock level

    • @rahulbhardwaj1481
      @rahulbhardwaj1481 17 днів тому +3

      I don’t think the company has changed just bc of the stock price consolidation

    • @Heman11-2
      @Heman11-2 3 години тому

      Why sholud he comment when stock is consolidating.He always says it is not and investing advice.
      And i think u are an impatient investor.Is happiest mind company shutoff.No then have patience and watch the results..

  • @baranikumarmahadevan782
    @baranikumarmahadevan782 28 днів тому +11

    NPST - after seeing this video I briefly studied the details. Growth is good. Agreed. My discomfort is present PE levels which is high despite recent correction. Perhaps future growth is discounted well in advance. Normally we consider future FY26 forward PEs or maximum FY 27 forward PE. Another point that I noticed is shareholding, under the title "KEY MANAGERIAL PERSONNEL" the shareholding is reduced from 1.39% in March 2024 to 0.20% in Sept. Key managerial people are also important even if they are not promoters because they hold vital positions and know about company operations. I think one should wait.

    • @mohansivadhas
      @mohansivadhas 17 днів тому

      where did u find this info, i cant see it in screener

    • @baranikumarmahadevan782
      @baranikumarmahadevan782 17 днів тому

      B​@@mohansivadhasi don't remember now. I think I posted this few days back. I think I might have cross checked with exchange filings and company website. Maybe screener also.

  • @ngneerin
    @ngneerin 28 днів тому +37

    Max india is in spaces where margins are low (retail) or future of the businesses is bleak (oldage facilities)
    NPST is software play, can be easily replaced
    SG Mart is copy paste business, can't do well. Originals learn solutioning, copy pasters don't.

    • @naman1508
      @naman1508 28 днів тому +15

      Copy paste nothing bro.. zomato was last but biggest them all… its execution that matters

    • @satyendraprasad5700
      @satyendraprasad5700 15 днів тому +1

      NPST & SGMART are very good. Note down it's price to see after 2 years.

  • @martandgupta2341
    @martandgupta2341 14 днів тому +6

    SG MART Promotor holding decreased 30 % from 75% to 40% in a year .. isn't this a red flag ??

  • @Nidhi.pranchal
    @Nidhi.pranchal 28 днів тому +6

    Please analysis video on sun Pharma vs cipla vs torrent pharma vs mankind vs Dr. Reddy ? Which is best for portfolio as pharma share?

  • @panduiitk
    @panduiitk 6 днів тому

    Hi Brother
    First I'm watching your video!
    It's indeed one of the best and most appreciated by your approach!

  • @riteshchore9214
    @riteshchore9214 28 днів тому +8

    If Investment for 10+ years then Consider CDSL also & review…Any thoughts??

    • @Vilas685
      @Vilas685 28 днів тому +3

      Tejas networks
      Himadri speciality chemicals
      Misthan foods

    • @lucifer7073
      @lucifer7073 25 днів тому +1

      Wht if NSDL listed in Nxt year? What about CDSL?🤷

    • @AdityaSingh-fx6wh
      @AdityaSingh-fx6wh 2 дні тому

      @@lucifer7073NSDL market share is less and mostly full service broker open account in NSDL and discount broker open account CDSL
      Also CDSL has better technology and user friendly than CDSL

  • @reezcoolriz
    @reezcoolriz 28 днів тому +17

    Please share the list of all 15 companies (8 confirmed, 2 under considerations & 5 watch list)

  • @Shawarmadeath
    @Shawarmadeath 28 днів тому +4

    Shashank, man your videos are spot on. And whatever you said is like digital gold.

  • @vinay_0267
    @vinay_0267 14 днів тому +2

    what is your views on CMS info system.? it looks easy cash making company to me.

  • @abhishekrao6075
    @abhishekrao6075 28 днів тому +26

    I brought this stock because Ashish Kacholia brought it at 440. There was no personal research involved. Blind trust if Kacholia invested, i should too. Then i digged deeper, and found out about their business. This video by you was a gods sign that I didnt make a mistake 😂😁

    • @akshatabalve
      @akshatabalve 28 днів тому

      😂😂😂😂

    • @keshavabhargav1852
      @keshavabhargav1852 28 днів тому +1

      Whch stock ur talking about

    • @SrikanthS-v7k
      @SrikanthS-v7k 28 днів тому

      This stock? Which stock?

    • @abhishekrao6075
      @abhishekrao6075 28 днів тому

      ​​@@keshavabhargav1852 SG Mart

    • @ShashankUdupa1
      @ShashankUdupa1  28 днів тому +5

      @@abhishekrao6075 Yes, the business is good + cash rich today + good management. Thats enough for me. now its only a game of execution

  • @gasrinivasan2919
    @gasrinivasan2919 29 днів тому +12

    Great work Shashank, the only factor that needs to be taken into consideration is these platform service providers are dependent on steel providers like jsw steel and few others...so if raw material costs spike for these behemoths, the profitablity for these b2b providers may take a hit..but still futuristic long term vision...hope as an investor i too reap the benefits...

    • @Rachit_rwt
      @Rachit_rwt 28 днів тому +5

      i didn't get it if jsw increases steel price for them they'll not pay from their own pocket they will also increase the price

    • @ShashankUdupa1
      @ShashankUdupa1  28 днів тому +5

      Nope, so this is the beauty, SG mart has no raw material price risk. They work on negative working capital, and their inventory days are 30-45 days. So whatever they pick up from tata and jsw is sold off in 30-45 days. Thus reducing risk of inventory by a huge way

    • @gasrinivasan2919
      @gasrinivasan2919 27 днів тому

      ​@@ShashankUdupa1Makes sense.. Thanks for the clarification

    • @sahildesai6572
      @sahildesai6572 21 день тому

      @shashankudupa1
      When are you coming up video with rest stocks u talked about??

  • @ShaishavVora
    @ShaishavVora 13 днів тому

    Great Analysis Shashank . Looks really promising. Looking forward to your other analysis. I too am a fundamnetal investor & a CA by profession managing funds of some of my clients. Woukd love to connect with you.

  • @bhargavpandya9189
    @bhargavpandya9189 24 дні тому +2

    this was amazing Shashank! I love your fundamental analysis of companies.. !

  • @071harshitkhadka3
    @071harshitkhadka3 28 днів тому +2

    I just have one concern regarding SG Mart, the Gupta duo gradually decreased their shareholding over the past few quarters

  • @mohammedzulfikar2109
    @mohammedzulfikar2109 12 днів тому +1

    Hi, you are not accurate on SG Mart statement saying open offer of 450rs was made my meenashi grp.. and now the price is less so it might be good value consideration.
    This 450 Rs was before the split and bonus .. the price reached around 11000 Rs since then and after split n bonus it is back to below 450.
    When the prices reached 11000, promoters already made huge profits and have also diluted thr holdings. ( total holding after adjustment doesn’t match)
    Please validate. Thankyou

  • @rpase-pm3in
    @rpase-pm3in 13 днів тому

    i have just joined and and very attracted to your commentary on 2 shares for long term bet. (Max and SG mart) and will invest. would like to know more about Small and mid cap which can turn into multi bagger. i have good inv. in Lcap.

  • @ashwinigurung7716
    @ashwinigurung7716 23 дні тому +1

    That's why long term investing is the best!

  • @rajendrapoojary8327
    @rajendrapoojary8327 18 днів тому +1

    SG mart and Max are really good 👍👍.. NPST also good but valuation is concern..

  • @driyagon
    @driyagon 28 днів тому

    Great video! Learnt some ideas on how to think about smaller mkcp companies

  • @sanjayrastogi-z3r
    @sanjayrastogi-z3r 16 днів тому

    Dear Shashank and have seen your video for first time
    I liked it .
    Keep up the good work

  • @_sunilvh
    @_sunilvh 29 днів тому +1

    Do you think any large companies would also foray into reaching sme businesses directly..? Can you also talk about risks associated with these companies.. i understand the long term horizon.

    • @ShashankUdupa1
      @ShashankUdupa1  28 днів тому

      Yes, there are 2-3 players in the space, i would say Apollo + Havells is the large player today, but youl never know, tomorrow tata jsw can do it directly nothing stopping them

  • @AstroAshish-y8k
    @AstroAshish-y8k 29 днів тому +75

    Max india is not a good idea better invest in max healthcare

    • @deepeshsao1008
      @deepeshsao1008 28 днів тому +4

      Why exactly? What's your rationale? Max India plans to encash on the old and rich of future and it seems to be quite a reasonable bet.

    • @ipsofactoraj
      @ipsofactoraj 28 днів тому +7

      😂 Max India is a very good investment for the long term. I am already sitting on 50 percent profits and have been investing on dips

    • @Sp-A101
      @Sp-A101 28 днів тому

      Max healthcare promoter holding is low

    • @ololo940
      @ololo940 28 днів тому

      It's a hospitality business, never big. Hard to run.

    • @deepeshsao1008
      @deepeshsao1008 28 днів тому

      @@ololo940 Good point but can't be seen as the only factor here. They are creating old age societies and the flats are sold out with safe gated environment. All west based ESG norms are well fulfilled by such companies. So they over a period attract a lot of big investors. One had to indeed hold for atleast a decade though but you are getting it for a good value as of now too.

  • @adityaalmighty1
    @adityaalmighty1 28 днів тому

    That Network People company is really good! Great find :)

  • @anjaneyaprasad1546
    @anjaneyaprasad1546 8 днів тому

    Very impressive analysis..thanks

  • @ridewithaj7655
    @ridewithaj7655 26 днів тому +1

    Awesome analysis and stock selection..keep it up!

  • @livinglifemyway4963
    @livinglifemyway4963 28 днів тому +10

    What about happiestminds. I bought it when u recommended it @1450 now it is @762 . Should i keep it, buy more or sell it?

    • @kishorekumar624
      @kishorekumar624 26 днів тому

      wow you managed to buy it at the very top. good luck.

    • @vijaynakkina
      @vijaynakkina 19 днів тому

      Don’t buy based on others recommendations, Do your own research

  • @tspkrishna
    @tspkrishna 27 днів тому

    Excellent analysis.... Superb.. 🎉🎉🎉. Sg mart... 20x in 5 to 10 years.... ❤❤❤

  • @nasdoc1
    @nasdoc1 18 днів тому +2

    Max India is very risky right now. It's too long a bet.
    SG mart looks very good.

  • @koshyjoseph2605
    @koshyjoseph2605 28 днів тому

    Add value to long-term wealth creation. Hat's Off!

  • @lokeshp6576
    @lokeshp6576 23 дні тому

    Hi Shashank bro, Thank you for your insights. I recently examined the chart of Aarti Drugs Limited, and it caught my interest. The stock appears to follow a pattern, consolidating every five years and then delivering returns of 600-700%. As we approach the fifth year of consolidation in 2024, could this be the starting point for another uptrend of 6x to 7x returns ? I would appreciate your thoughts on this. Thank you.

  • @srihari_views
    @srihari_views 29 днів тому +2

    Love this kind of research.

  • @faysalezaz6317
    @faysalezaz6317 29 днів тому +2

    Any insights into Tata Motors?

  • @martandgupta2341
    @martandgupta2341 14 днів тому +1

    BIG QUESTION
    FOR 20 YEAR PERIOD IF I DO A LUMP SUM OF 1L ON A MID CAP MF AND ASSUME A 13% Return yearly that would also be 10X.
    around 12 Lakh

  • @abhishekv8093
    @abhishekv8093 26 днів тому +2

    Hey Shashank promoter holding is decreased in SG Mart. What is ur views on it.

    • @kumarashutosh6402
      @kumarashutosh6402 18 днів тому

      That is just shares family adjustment,You can look public section on screener

  • @AllOutCricket23.7
    @AllOutCricket23.7 28 днів тому +6

    I will invest only in PP Waterballs, not these small companies like RIL, Adani etc. 😆

    • @zalap.1244
      @zalap.1244 28 днів тому +1

      Tu Puri Zindagi PP Waterballs Ka Kaam Hi Karega 😂

    • @xiangziification
      @xiangziification 27 днів тому

      😂😂

    • @msanzz
      @msanzz 11 днів тому

      Those who understood, understood :P ;) In collaboration with Red Lion in England... :)

  • @deepakbahrani8934
    @deepakbahrani8934 28 днів тому +1

    Bro oxyzo charges 15% roi and 1% proc fee it is an nbfc and it is almost impossible for any nbfc to operate at 7/8/9% roi

  • @satyadharma257
    @satyadharma257 28 днів тому +6

    Darling - where are you getting so much money?? Do u have a printing machine 😃

    • @lsraj1
      @lsraj1 26 днів тому

      🤣😂

  • @ashwinm5557
    @ashwinm5557 28 днів тому +1

    What about companies like Pennar Industries which manufacters entire building in their factory and transport it. Are such companies not going to do well as the country grows?

  • @salmanfaris3751
    @salmanfaris3751 24 дні тому +1

    How you reach the peer off business.
    What is the keyword search to get into that info

  • @dharmiksanghvi6810
    @dharmiksanghvi6810 28 днів тому

    youre doing a great job man

  • @anagh3223
    @anagh3223 28 днів тому

    Ur reasearch is amazing 🎉

  • @Weatherornot-q5r
    @Weatherornot-q5r 28 днів тому

    Markets are falling daily what should we do right now if you have no money to avg

  • @YourBigBrotherr
    @YourBigBrotherr 28 днів тому

    Shashank, man your videos are gem

  • @ripshivraj
    @ripshivraj 28 днів тому +4

    faar optimism. please do your research guys, no trading business can trade at 50/70 multiples the only reason SG mart is trading at those multiple is because of the management's long term guidance though it will be a multi bagger but 15/20x in 3/4 years is no brainer

    • @ShashankUdupa1
      @ShashankUdupa1  28 днів тому +3

      I'm not looking for 15x in 3 years that's impossible. I going for 10x in 10 years.

    • @ripshivraj
      @ripshivraj 28 днів тому +2

      @@ShashankUdupa1 makes more sense bhai👍

    • @martandgupta2341
      @martandgupta2341 14 днів тому

      ​@@ShashankUdupa1BUT THAT CAN BE ACHIEVED BY A MID CAP MF ASSUMING 13 % RETURN YOY ..THOUGHTS?
      1 LAKH TODAY 20 U
      YEARS WILL BE 12 LAKH

  • @ChiragPatel-ou3mx
    @ChiragPatel-ou3mx 28 днів тому +3

    Sir jsw steel also started online selling of steel .

  • @bishnoib
    @bishnoib 28 днів тому +1

    After 10 years, none of these companies you will find in the market....

  • @nikhilrana5660
    @nikhilrana5660 13 днів тому

    Stocks which are in everyone's pocket will never make you rich

  • @HustleWithShubham01
    @HustleWithShubham01 29 днів тому +3

    thanks a lot for making this videos how to find a highly profitable multibagger stocks please bring next vidoen this sir

  • @MrSumedh12
    @MrSumedh12 28 днів тому +2

    Great video Shashank! As always ur technical analysis is plumb. Wats ur take on parameters for when to exit an ipo following listing(if allotted😅)

    • @ShashankUdupa1
      @ShashankUdupa1  28 днів тому

      Haha i dont play that game at all. I dont like it 1 bit.

    • @sambasiva8868
      @sambasiva8868 19 днів тому

      @@ShashankUdupa1 Why so?

  • @bhavikdesai6986
    @bhavikdesai6986 18 днів тому

    can u provide your view currently on Pricol?

  • @APSingh2028
    @APSingh2028 28 днів тому

    Need more in depth analysis like this btw informative content of this video is class apart 👌

  • @cgkarumbia3047
    @cgkarumbia3047 22 дні тому

    Are the shares available ?

  • @dharmiksanghvi6810
    @dharmiksanghvi6810 28 днів тому

    salute to your research shashank great man

  • @rakeshrajb
    @rakeshrajb 28 днів тому

    Shashank... please let me know about Cochin Shipyard as a longer term investment

  • @sapnasamal3680
    @sapnasamal3680 28 днів тому

    Great picks
    Great research

  • @jaishankar143
    @jaishankar143 28 днів тому

    Thank you Shashank it will help..v.nice research ..done.

  • @abperson20
    @abperson20 25 днів тому

    Max India -they were the old owners of Ranbaxy ( Analjit singh) and company and Ranbaxy had a lot of corporate governance issues which the new owners form Japan had yo deal with. Have to be very carefull of this management.

  • @nagendersinghshekhawat8821
    @nagendersinghshekhawat8821 19 днів тому

    Sashank Sir < ONe question how do you get to Know about these companies i have heard name of these company.

  • @cheerstolife4821
    @cheerstolife4821 28 днів тому

    Thanks for the research Shashank 👌🏻👌🏻

  • @swapnilp5823
    @swapnilp5823 28 днів тому

    For 10+ years horizon, ETF is best option. No one can predict 5+ years ahead of any company.

    • @jatinkapoor3930
      @jatinkapoor3930 27 днів тому

      I dnt hv any knowledge abt etfs can u suggest me something abt etfs and I can invest for long term I cn take risk fully

  • @sujathas7953
    @sujathas7953 7 годин тому

    Can u share the watchlist shashank ?

  • @Sivaganeshg5
    @Sivaganeshg5 28 днів тому +4

    A point to note is that the revenue per customer is more for SG mart compared to Ofbusiness

    • @ShashankUdupa1
      @ShashankUdupa1  28 днів тому

      I believe SG mart hasnt started ops at a proper scale yet. They are still getting things ready. When it starts they will take off

  • @Karnatakayaatra
    @Karnatakayaatra 28 днів тому +2

    Do one video on how to pick and analyse the stock
    1 ) What are point we consider while analysing a stock
    2) Tools are analysing a stock

  • @ShaishavVora
    @ShaishavVora 29 днів тому +1

    SG Mart appears to have very exciting prospectd

  • @NVgkbtt
    @NVgkbtt 28 днів тому

    Can you do analysis of Hindustan food . I think it will be the next one for your 10 years 10x

  • @rameshn8492
    @rameshn8492 29 днів тому +1

    Thank you, Nice video

  • @zalap.1244
    @zalap.1244 28 днів тому

    Fortis Malar Also Can Give 5-6 Times Return in Long Term Now its Market Cap is Around 100cr. Only..😊

  • @krishnareddy8308
    @krishnareddy8308 29 днів тому

    Thank you for update ❤

  • @rithikgujar1494
    @rithikgujar1494 29 днів тому +5

    Crazy Analysis, love your video!

  • @rajanmoses
    @rajanmoses 19 днів тому

    I just have one word for this video. Wow.

  • @surajnegi6326
    @surajnegi6326 12 днів тому

    E2E Networks Ltd share price increased by 900% in a year🚀

  • @bb-yb7we
    @bb-yb7we 17 днів тому

    OLA ELECTRIC view for future?

  • @Krupa24
    @Krupa24 28 днів тому

    Can u suggest a good longterm mutual funds sir

  • @mukundkini8701
    @mukundkini8701 28 днів тому

    Amazing insights Shashank , keep sharing your other bets as well 😁

  • @cheytanarora
    @cheytanarora 29 днів тому +11

    Please also share your views on KPIT Tech, am sure lot of people are looking to hear from you on that

    • @rohitkhandelwal2894
      @rohitkhandelwal2894 29 днів тому

      He had already shared about it in a video

    • @cheytanarora
      @cheytanarora 29 днів тому

      @@rohitkhandelwal2894 oh
      Can you share the video link pls?

    • @Mithu_ms07
      @Mithu_ms07 28 днів тому

      Yeah same here

    • @ShashankUdupa1
      @ShashankUdupa1  28 днів тому +3

      Here is a link to read - forum.valuepickr.com/t/kpit-case-connected-autonomous-shared-electric-focused-automotive-play/289/355
      In short - EV slowdown in the world, mainly from EU players. KPIT revenue was mainly from EU. So there have reduced their guidance which indicates a slowdown. Its a cycle.

    • @drjofin
      @drjofin 28 днів тому

      ​@@Mithu_ms07 aa

  • @venniv.krishna3594
    @venniv.krishna3594 28 днів тому

    Shashank you are fantastic guy yaar....

  • @mdaatif1998
    @mdaatif1998 28 днів тому +3

    Would you make video if you change your mind about these stocks in journey ahead??

    • @ShashankUdupa1
      @ShashankUdupa1  28 днів тому +8

      Yes I would be

    • @mdaatif1998
      @mdaatif1998 28 днів тому +1

      @@ShashankUdupa1 Thanks and your views about kpit tech

  • @anil-kumar75
    @anil-kumar75 29 днів тому +2

    Some Commentary post about KPIT please

    • @ShashankUdupa1
      @ShashankUdupa1  29 днів тому

      forum.valuepickr.com/t/kpit-case-connected-autonomous-shared-electric-focused-automotive-play/289

  • @GaneshBaddi-f8i
    @GaneshBaddi-f8i 28 днів тому

    Hey bro what your view on Sealmatic India

  • @MrKanna55
    @MrKanna55 28 днів тому

    Hi Shashank good evening
    I have doubt
    Are you betting
    Max india Both in yours and your sons long term investment

    • @ShashankUdupa1
      @ShashankUdupa1  28 днів тому +1

      Yes that is correct

    • @niharcse
      @niharcse 28 днів тому

      @@ShashankUdupa1what is the-food based company that you invested in your son portrolio last time you mentioned in one video

    • @ShashankUdupa1
      @ShashankUdupa1  28 днів тому

      @@niharcse Zomato bro. still have it, His PF has not changed much

    • @MrKanna55
      @MrKanna55 27 днів тому

      @@ShashankUdupa1 as you were mention since long back Nifty almost reached 24000
      Is there any Growth Triggers or we witness further 2-3% Corrections

    • @bb-yb7we
      @bb-yb7we 8 днів тому

      Max India & SG mart are the only average company. Still these companies are not performed during 13:23 this bull run!

  • @arpit22392
    @arpit22392 29 днів тому

    shashank this is gold. thank you :)

  • @NityamMehrotra
    @NityamMehrotra 5 днів тому

    Hi Shashank. As a learner and long term small cap growth investor I came across your channel today and watched through this video as the first one. Simply l oved it. Now comes the question when you say you have invested X lakhs in Y company then you share proof of investment as well or it's just by the words? Please don't take me wrong UA-cam and social media community now barely has 1% people who are genuine so being 99% SCAMMERS I openly ask questions to cross-verify if the person is walking the talk or just talking? I would run through some more of your videos now, hope I find the answer to the question or you can simply reply too. If it's just words and no investment proof I will be happy to pass your UA-cam channel. It won't make difference to you but will certainly make it to me. I hope you understand and respect my concern. Thank you for wonderful in between. #LoveRespectFromKanpur

  • @prathammittal1959
    @prathammittal1959 28 днів тому

    Shashank I have seen some stocks like gennex laboratories, bliss pharma, par drugs, Vasundhara rasanyans, axtel Industries which are doing fairly well and at low valuations

  • @rupamsardar1179
    @rupamsardar1179 28 днів тому

    ACE IS A GEM❤ DO CONSIDER BUYING IT 1ST🎉

  • @karanjasani3168
    @karanjasani3168 28 днів тому

    SG Mart excellent find Sir. Gonna start investing in SG Mart right away

  • @technological1401
    @technological1401 28 днів тому +1

    NPST looks like a great bet but the PE is outrageously high. Unfortunately I thought same thing about KPIT but it kept growing with the high PE and I could never convice myself to buy, hence this time I'll take a bit of risk and start buying NPST.

    • @ShashankUdupa1
      @ShashankUdupa1  28 днів тому

      Well NPST has a risk to it, its got a high pe because its growing at 100% yoy, and the guidance given for this year is also 100%. But 1 bad quarter and this stock will get punished. thats the problem with high PE stocks - Same thing happened with KPIT. But if you play the longer game 5-10y, then nothing matters much apart from fundamentals. PE is not relevant anymore

  • @shubhambarolia8220
    @shubhambarolia8220 28 днів тому

    People from Karnataka mostly has different style of English communication.
    To me I can understand Better though it seems always different than any other states

  • @kvafsu225
    @kvafsu225 28 днів тому

    Very insightful

  • @pranilkumar7645
    @pranilkumar7645 29 днів тому +4

    Omg not SG MART, I DIDMT WANT ANYONE TALKING ABOUT THIS FOR IDK TILL NEXT YEAR OR SO.

    • @ShashankUdupa1
      @ShashankUdupa1  29 днів тому +1

      Hehe

    • @_Aarim
      @_Aarim 28 днів тому +1

      Isn't IndiaMart an already established player? how's this concept new

    • @ShashankUdupa1
      @ShashankUdupa1  28 днів тому +1

      @@_Aarim India mart is like amazon just a marketplace, SG and OFbiz procure the material, handle shipping, inspection and provide loans

    • @saqueebalikhan9181
      @saqueebalikhan9181 28 днів тому

      I have invested in Indiamart. Recently crashed a little. What was the reason and I am holding it for 10 to 15 years. Should I worry about this? Please reply ​@@ShashankUdupa1

    • @jatinkapoor3930
      @jatinkapoor3930 27 днів тому

      Sg mart ki holding mai mja nhi aaya bilkul bhi ​@@ShashankUdupa1

  • @gasrinivasan2919
    @gasrinivasan2919 29 днів тому +6

    On Max india i have a slightly different view though ill be investing since its backed by Axis and Max healthcare...its another way of coining ' old age home '.. i suppose max india could be building these homes for premium segment of population and the future of this company could depend largely on family set up , independent private life , social stigma etc... Wait and watch approach here

    • @ShashankUdupa1
      @ShashankUdupa1  28 днів тому +2

      So yes you are right,. How I saw it was - More nuclear families today, Next gen less willing to keep parents in their home, MAX dehradun property is luxurious and more coming up. Also there is a personal angle to it, my own grandmom is currently in an old age home and they charge 1L a month. Thats when i started researching the space. Btw they operate at full capacity, not maxindia but some local old age home

    • @pakkibans881
      @pakkibans881 28 днів тому +3

      ​@@ShashankUdupa1why don't you people look after your grandma, why she should stay in a old age home.

    • @ShashankUdupa1
      @ShashankUdupa1  28 днів тому +3

      @@pakkibans881 she's been diagnosed with schizophrenia and doctors advised to keep her there under medical care vs home as it was dangerous

    • @pakkibans881
      @pakkibans881 28 днів тому +2

      @@ShashankUdupa1 I'm so sorry to hear that, hope she recovers soon.

    • @gasrinivasan2919
      @gasrinivasan2919 27 днів тому

      Many thanks for your response​@@ShashankUdupa1

  • @pranjalsingh7683
    @pranjalsingh7683 29 днів тому

    Network People's PE is very high given its in I.T industry

  • @_Aarim
    @_Aarim 28 днів тому

    Isn't IndiaMart an already established player? What's the difference b/w SG mart & India Mart

    • @SubscriptionMail-z2e
      @SubscriptionMail-z2e 28 днів тому

      I think Indiamart is a portal like amazon and may not be directly involved in procuring materials like Ofbusiness and SG Mart. Kindly check.

    • @ShashankUdupa1
      @ShashankUdupa1  28 днів тому

      Indiamart is more like an ecommerce player where you can list stuff, like olx. Ofbusiness and SG mart help in buying shipping lending etc

  • @msworldvlogs4924
    @msworldvlogs4924 25 днів тому

    It was good insight

  • @adarshpratapsinghd072
    @adarshpratapsinghd072 28 днів тому

    Bataye hue koi bhi share buy karne layak nhhi haii abhi ..sab abhhi neeche ja Rhee haii wait perfect time to come buy.....😊😊😊