Invest in our Smallcase: Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com --- Buy my book: The Thoughtful Investor only from our website www.thethoughtfulinvestor.in --- For BM Meets (Personal Consultation on business or finance). Please send a WhatsApp message at +91 85918 66511 or email to support@basantmaheshwariinvesting.com ---
Please make a video and explain reasons why you are bearish for renewable sector when there is so much of push from govt and companies are also earning good revenue and profit.
Sir, Please Take my Qustion... My Porfolio structure is 10 Stock having Avg. PE of 70 and Avg. ROE of 22, Beta is 1. NO PSU , NO INFRA, NO Renewable energy, NO adani Group, No CEMENT and Steel Share..please give your advise..
Sir , i will take the challenge, i will pass your interview for sure 😊, will you take the challenge!? Hum agar aapke pannel mein shamil ho gaye toh apka smallcase aut bhi jor se chalega
Sir, aap jab Ravi Shastri ki taang khichate ho, bada hi sukoon milata hai. Is aadami ne mera bhi bachpan kharaab kiya hai. Especially jab Shastri aur Manoj Prabhakar opening ke liye aate the. Humne 28 overs aur 37 runs ka score dekha hai. Tab selection committee me jack laga ke koi bhi ghus jaata tha.
Hello sir Good Evening, i am subscriber of vision 2030. it's very touch to control your greed by not doing Future n option although i have never tried trading, i am blessed i got you at very beginning of my investing journey, have no word to explain how much i have learned with your videos, without your guidance it's like imposible to make such profit with patience, always pray for your good health. thankyou
I am Dr Saurabh Professor at MBA institute .I wanted to take a moment to express my sincere gratitude for the incredible content you are creating .Your videos have been a tremendous help in preparing lectures for my class. The clarity and depth of your explanations have made complex topics much more easy and engaging for my students.Thanks Basant Sir
'my FAVOURITE TEACHER' Hello Sir, This is Ahmad from Ankleshwar(Gujrat). Your voice becomes my companion these days and it pumps smartness for work and good human in life🤩. Thanks for being with me. Lot of respect. Sir😍😍😍
Thank for the content!!! All we need is the right advice on how to invest in crypto and we will be set for life , made $24k from trading last month and so happy about it.
I will advise you stop investing on your own and seek for guidance from a professional, I don't invest on my own anymore, I always required help and assistance
After many years waiting my financial advicer's ( helping me in filing taxes )buying price came back in Reliance power, that also 34 lakhs holding value.. He is only advisor just for tax related purpose only. To guage him i always used to ask ye share kaisa hey? Konsa share acha hey?? You are my real financial advisor!! ❤
Hi Sir, Thanks for your awesome knowledge. I am your BM Focused Small Cap Subscriber. I have 2 questions sir 1) Most of the stocks in the Focused Small Cap is at 30% profit and I wanted to invest more money. Should I wait for some dip before investing? 2) My father has a long term holding of PowerGrid. Should we sell this or is it a good company to keep in portfolio? Thank you sir.
Greetings Sir, It’s my birthday today and I turned 37. I have been your regular follower and we met for BM Meets this January, I hope you remember. 😊 Please give me some market/life advice that I should remember for the years to come. Thanks in advance 😊🙏
Second attempt - Hello Basantji, You say that sectors that are impacted by interest rates are cyclical; in that case, can we say banking and NBFC stocks are also cyclical? I generally don't like Indian banks and don't have any in my portfolio. I never liked PSU banks and never had them in my portfolio. I used to have HDFC Bank and ICICI Bank, but after COVID recovery, I came out from those two banks, too. I only have Bajaj Finance, and I like that stock in NBFC. I don't like insurance stocks. I like Aditya Birla Money, Motilal Oswal, Share India, and IIFL Sec more than any Indian bank stocks. Even in the US, I prefer Visa Stock to Bank of America. Pls, let me know your view on this. I am in stock market since 2005
Sir I know you don't believe in Index investing, but would you mind commenting on investing in Nifty 50 vs Nifty 50 Value 20 index. I have started investing and want to make a big corpus for my retirement my age is 30+. Salary approx 75K .
नमस्कार बसंतजी, आपने पेज 169 पे लिखा है, A company faces challenges when it tries to acquire expensive assets in developed world as the markets there are more saturated when compared to the home country of the acquire. Crompton Greves Ltd ने यह गलती 2005 में की थी, Pauwles Belgium को खरीदके, 2005 से 2017 तक कभिभी pauwels profit बना ही नहीं पाई, उल्टा भारतीय operations से कैश वहा डालना पड़ा. आखिर में Crompton खुद ही फस गया, इतना की NCLT में गया.
Basantji always good to hear from you. Received your book. Started reading. I have found 30 yr old 50 MrPl debenture certificate please suggest what should be done
Sir, Please Take my Qustion... My Porfolio structure is 10 Stock having Avg. PE of 70 and Avg. ROE of 22, Beta is 1. NO PSU , NO INFRA, NO Renewable energy, NO adani Group, No CEMENT and Steel Share..please give your advise..
Sir, what a coincidence. Yesterday only watched Naseeb movie as my 10 yrs old son having chaska for old movies. Kabhi kabhi लगता है भगवान - आपको हमारे लॉटरी टिकट बना के भेजे हैं बस देखना है कि यह लॉटरी हमें कब लगती है … हम भी 5-10 करोड़ से ऊपर corpus बना पाते हैं John- Johnny - Jitendra (X-Chola)
Hi BM sir. On what parameters should we analyse US tech stocks when there is still ambiguity on ROI from AI and its infrastructure? Would it be better to just invest in tech stocks ETF? Thank you ❤️ Love from Australia 🇦🇺
Sir Mtulfund se portfolio 30/ lac ho gaya he... Ab aage monthly 30000/thousand bach rahe he to Kaya ab me kudh se investment suru karu ya mtulfund funds se he karu... aap ne video suru kiya tha meri journey bi vaha se suru Hui thi... Investment ke liyo 15 years or he... Aaj jo bi he sir aap ke vajhse he... Thank u sir.... Aap ki kaha ni me jo 2 name he vahi name hamare he... Kuldip and Sonu.. Aap ke liye likhe ne ke liye aur bahut he sir... Thank u sir...
आदरणीय बसंत सर .. आप न्यूज लेटर का हिंदी अनुवाद किसी प्रोफेशनल ट्रांसलेटर से करवाते हैं या किसी एप के माध्यम से अनुवाद करने के बाद फाइनल टच देकर भेजते हैं? एक अनुवादक होने के नाते उत्सुकतावश पूछ रहा हूं। सादर 🙏
Hello Sir, I am a practising CA and met you in BM meets at Calcutta when you came for voting. Also a smallcase subscriber. We discussed opening office at Mumbai. Some developments took place last week and I was offered by a senior lawyer to work as AR on his behalf at SAT with a condition that I should have a correspondence address at Mumbai. I need to be at Mumbai for 7-10 days in a month and can do my professional work independently. I have few options (1) take a small office on rent, monthly exp. 50K (2) Get associated with someone having office - do NCLT work on assignment basis and carry own practice too, monthly exp. NIL (3) go for table space - cost 20k approx. please guide. Thanks
Basant Sir, I am Yogish a big fan of your videos. Now that Bajaj Housing Finance has got listed on exchanges - will it qualify to be included in Nifty Next 50 / Nifty Financial Services / MSCI or Nifty in near future? or will the company's low float prevent this from happening?
Good evening sir, Last week Gujarati news paper "Gujarat samachar" me front page per headline tha ki desh me samany jeevan jine k liye Gujarat me monthly 46000k rs chahiye or iske sath ranking me Gujarat no.1 he, Kiya saving kare or kiya kamae
Sir you have said China is growing at different pace in technology sector. I had also informed you earlier on how Xiaomi is assembling cars in 72 second. Can I take a contrarian view on Chinese stock market and start investing in hang sang tech index 5k a month for 15 plus years. Note: 5k is not a huge amount for me and I'm ok if I lose this money aswell. Please take my question sir and thanks in advance
Sir aadhar housing finance vs bajaj housing finance vs Samman capital vs Altus value ..please explain their fundamental value and business model..which one will be the next lion king like bajaj finance
Sir, what's the impact of bajaj housing finance IPO on Bajaj Finance stock. The parent company has received 3k crores from the subsidiary stock listing. Will it not be added to its 1 book value or asset? Should not this decrease its total cost of borrowing?
While going through fundamentals of Zomato I saw few things..Other Income component has increased significantly in last 3 years. Also R&S have increased dramatically in last 3 years considering that operating profit plus other income is not even 20 pc in total since they turned positive,compared to latest R&S... How do I understand this? Thanks and regards
my stock picks for next 5 years , IDFC bank as robust guidance with superb management , aditya birla fashion limited as negative PE but positive cash flow , bajaj finance , indraprasth medical corporation. although i am an engineer but would u know your comments for my picks.... kya meri picks taay taay fish hey sir ji???? plz rate my picks out of 10. lots of love and regards from gujarat.❤❤.
Sir Bajaj housing finance ki listing se kya Bajaj finance negatively impacts nahi hoga? Kya Bajaj finance ki growth number kum nahi honge jo number pehle Bajaj finance ke result me contribute karte the ab vo independent report honge pls ans
Hello Sir, this is Anoop Pillai from Mumbai . Salute from a Big Fan & Well Wisher , Sir I have a question about foreign reserves reaching close to 690 Billion Dollars. Why doesn't the government form a sovereign fund like Norway to grow their money instead of keeping it idle . Best Wishes Sir.
Sir hope you are doing well specially this ‘Change’ from two videos to one would not have been easy but I am happy for you. I am your small case subscriber and I have invested 10 lakh in it and have planned to invest more in staggering manner. At the same time I have invested around 10 lakh in Godhvari power which I have invested for 3-5 years time period. I have invested in it at 1010 price and CMP is around 940. Your views on both investments and strategy if to be modified please.
Hello Basant sir, Please take my question. What is a convertible senior offering? I am hearing a lot of US companies do that. Please explain the process for debt and equity for future years. If you just give a hint about stock UPST (upstart) in US without naming the stocks. Just a brief about stock will help. Please take my question please sir. Thank you
Sir is it good or bad for a company to raise through QIP. Like spicejet is raising funds through this route. Is it not bad for retail investor. Why don't they rather bring OFS.
Hi Basant Sir ,Asking this question for the 5th time. Hi Basant Sir, My Name is Ripan Paul.I am a subscriber of BM Vision & BM Smallcap.I think I have seen all of your videos till today . Hope you are doing well. Based on the teachings you provided us, can you please suggest regarding the below stock ? I am not taking the name of the stock since it has a small market cap. But below is the statistics . Market CAP-1700 CR ,ROE-50 % ,ROCE-65% ,PE-25 ,PEG-0.25 .No FII or DII shareholding .Public to Promoter holding around 50 -50 . The company is supposed to grow around 25 to 30 % in the next 3 years. No Debt .What can go wrong in such companies ? All the data looks to be picture perfect. Can investment be made on this company ? Do you think there is any downside of investing in this company ?
I'm holding it It's a adhesive sailing company I have bet of my 33% of portfolio I think It is on all time low valuation Much Much worth to hold in this High valuation market
Sir ji mera ek sawal hai Ek etf hai MON100 motilal ka nasdaq wala uska movement phele hi ho jata hai Indian market timing meh Par zada tar us ki market bhi ussi tarah perform karti hai Toh kya yeah koi predicted movement hoti hai ya kuch aur kese ek etf hone wali market ko capture karta hai ??
Hello sir ji, Me ek stock buy karna chahta hu Market cap-09 cr PE - 23 Debt- 0 CF operations - 0.46 cr ROCE- 10.64 ROA- 7.38 EPS - 1.22 Consumer sector food related stock he sur plz advice kare.
Sir, BajajHF ne aaj upper circuit hit kiya.. as of 2pm there are more than 4+ cr buy orders pending. Which means kal bhi upper circuit hit ho sakta hai.. ye kab tak chalega? Also aapke suggestion pe kuch logo ne 155 aaj bhech diya.. vo log to nakhush hone bahut.. FYI, mujhe 1 hi lot mila hai, soch raha hu kal-parso bhech dunga. Thank for all your hard work.
Mat bech bhai 200 tak ja sakta h ye share 1 mahine ke andar phir bech dena, 4 crore order pending the aaj buy m, Kal bhi upper circuit lag sakta h, jab market girega to ye share gir sakta h zyada nahi to 200 tak koi dikkat nahi h
Sir some Companies pay Dividend like Re 1 per share..etc i e very immaterial amount....why do they do that, what value or difference will it make to shareholders instead they need not pay at all...Namaste Sir and thanks for knowledge sharing
Pla take my question - 1. I got ipo of Bajaj housing...If I have extreme long view should it matter if it performs not for 2-3 years considering it's a great company...your view pls 2. Dixon tech I sold around 10k..now trading around 14k... isn't there pagalpanti bcz with 4-5% margin it's trading at 194 PE?
Respected air Fmcg me pearl Globle dekh sakte hai Maine apki soch jaise research karna try kiya hai Mai kaha galat sahi hu? Agar batayenge to kuch sikhane ko milega
Good afternoon sir I am Vipin Sharma I am your daily program listener. Sir sometime I have doubt that FII is real FII or it's our money routed through FII because sometime they invest in such type of stock that forces one to think which creat confusion. Please enlighten us about this.
Sir, where can I buy a digital version of your book? I have a problem in my eye. I can read only font size 16 and above, so I will take print. I think it is not available on Kindle as yet.
Guru Ji Pranam, 31th times HDFC Bank having leverage 8 and Kotak only 5...plz explain...is HDFC taking higher risk with high leverage.... Bank/NBFC ka jayada leverage good h ya bad!!
Hi sir... Good morning Although, I'm watching your channel since adani saga, this is my first comment. Will be more than happy if you take it. Sir, earlier, everyday we use to listen to about Bitcoin, Nasdaq and Tesla. Nowadays, no update on Tesla, although lot of happening there, like FSD & ASS, biggest data centre, cybertruck park assistance, main stream media increasing target etc. If you kindly make at least one line comment on TESLA daily it will do a lot help. On a lighter note, I have a thesis that YOU ARE VISITING NORWAY TO WITNESS THE MARKET DOMINANCE OF TESLA THERE.😅 Btw, I am Subrata Dey form Vizag. Originally fron Bardhaman, West Bengal. Getting a lot of knowledge from you on a daily basis. Thanks a lot.
Sir, I've allocated around 60% in BM Vision (only non banking stocks) and around 40% is in 4 different mutual fund from last 5 years. I want to move it from mutual fund to smallcase or few selected stocks. Should I move it to your smallcap small case? and what about the timing?
kya ak commodity Trading ( *like- Metal trading* ) mei *High Inventory trun over, Bellow 20 Working capital days, stable low EBITDA Margin with 30 % ROC and 'Cash and Carry' business model* karke business ko Sustainable bana payunga? Or apke hisab se kya kya or chis karne se is business sustainable ban sakhta hei?
Dear Basant Sir: thank you for all your efforts to educate India! Request you to share Happiest Minds analysis and if its worth holding for long term! 🙏🏻
In ur Video series, u said, pharma will enter the bull run when it crosses the 2015 highs..It has happened and now may stocks like Sun, Lupin and many more are above these levels. Can we get multibaggers in Pharma now?
Sir, please take my Question 🙏🙏🙏🙏🙏 kya ak commodity Trading ( *like- Metal trading* ) mei *High Inventory trun over, Bellow 20 Working capital days, stable low EBITDA Margin with 30 % ROC and 'Cash and Carry' business model* karke business ko Sustainable bana payunga? Or apke hisab se kya kya or chis karne se is business sustainable ban sakhta hei?
Hello Sir, Please take my question Despite having high ROCE of 30%, why can't PSUs like NMDC grow more than 12%? Dividend payout is only 38%. If they reinvest the profits, it should at least grow by 18% in long term.
Respected sir How to check the cash flow statement like 1. cash flow from operating activities 2. cash flow from investing activities 3. cash flow from finacing activities And last net cash flow For the purpose of analyse the stock
Namaste basant sir, I'm vision & focussed smallcap subscriber. Learning a lot from you since watching you for 8-10 years. God bless u. Sold 3 lot of bajaj housing @159. My age is 36. Planning to start sip in smallcase monthly Rs 50k. A Pls advise
Sir Aapne AU small finance and Dmart listing day par liye the. How different is Bajaj Housing finance company scenario considering listing and what's left on the table for future as housing finance companies turning into flavor in wake of rate cut
Basanta sir Aaj TV wala bhaiya Bajaj ipo ke listing se just pahle apka Tata technology ka example de rahe the mai samajh gya ye aapka video dekh ke tv par aa rahe hai. Original to Original hai hota hai. Sir regards.
Sir, Sbloge bajaj housing finance me lge the maine Kross ltd. 235 k bhav pr buy kr liya. kya maine thik purchase kiya ya nhi? Stock ka name na lena sir. Abhi maine half quantity liya h 200 tk aayega to mai aur quantity add kr skta hu kya waise itna niche aayega nhi ye stock
Sir, aap bahot countries gaye, from your experience which forex card is best, or how do you spend your money abroad...plus your opinion on taxing spend above 7lcs plz... thank you
Sir, BajajFinance holds signiricant chunk of BajajHousing. Inspite of re-rating (doubled valuation) at of BajajHousing at listing today, why is BajajFinance still stuck at its current valuation ? Your thoughts would help.
Invest in our Smallcase: Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com
---
Buy my book: The Thoughtful Investor only from our website www.thethoughtfulinvestor.in
---
For BM Meets (Personal Consultation on business or finance). Please send a WhatsApp message at +91 85918 66511 or email to support@basantmaheshwariinvesting.com
---
Sir , meri age 22 saal hai
M long term investment dekhu ya
Trading kru
Value 10 L
Good morning sir, sir aapke small cap , jo fee aap charge karte h vo monthly aapko payment karna h ??
Please make a video and explain reasons why you are bearish for renewable sector when there is so much of push from govt and companies are also earning good revenue and profit.
Sir, Please Take my Qustion...
My Porfolio structure is 10 Stock having Avg. PE of 70 and Avg. ROE of 22, Beta is 1. NO PSU , NO INFRA, NO Renewable energy, NO adani Group, No CEMENT and Steel Share..please give your advise..
Sir , i will take the challenge, i will pass your interview for sure 😊, will you take the challenge!?
Hum agar aapke pannel mein shamil ho gaye toh apka smallcase aut bhi jor se chalega
Sir, aap jab Ravi Shastri ki taang khichate ho, bada hi sukoon milata hai. Is aadami ne mera bhi bachpan kharaab kiya hai. Especially jab Shastri aur Manoj Prabhakar opening ke liye aate the. Humne 28 overs aur 37 runs ka score dekha hai. Tab selection committee me jack laga ke koi bhi ghus jaata tha.
Hello sir Good Evening, i am subscriber of vision 2030. it's very touch to control your greed by not doing Future n option although i have never tried trading, i am blessed i got you at very beginning of my investing journey, have no word to explain how much i have learned with your videos, without your guidance it's like imposible to make such profit with patience, always pray for your good health. thankyou
I am Dr Saurabh Professor at MBA institute .I wanted to take a moment to express my sincere gratitude for the incredible content you are creating .Your videos have been a tremendous help in preparing lectures for my class. The clarity and depth of your explanations have made complex topics much more easy and engaging for my students.Thanks Basant Sir
'my FAVOURITE TEACHER'
Hello Sir,
This is Ahmad from Ankleshwar(Gujrat).
Your voice becomes my companion these days and it pumps smartness for work and good human in life🤩.
Thanks for being with me.
Lot of respect. Sir😍😍😍
Sir, i am getting addicted to your daily talks. Your voice gives a very good vibes to me.
Same here
Sir this sunday news letter was very informative, thank you.
Thanks Basant Sir for ur unmatched Aura, energy and knowledge
Thank for the content!!! All we need is the right advice on how to invest in crypto and we will be set for life , made $24k from trading last month and so happy about it.
How? I know it's possible, I would appreciate if you show me how to go about it
I will advise you stop investing on your own and seek for guidance from a professional, I don't invest on my own anymore, I always required help and assistance
from my personal Financial advisor
YES! that's exactly her name (Julia Rosa) I watched her interview on CNN News and so many people recommended highly about her and her trading skills.❤
She's really good in studying the market and making a strategy and i am learning so much from her already....
After many years waiting my financial advicer's ( helping me in filing taxes )buying price came back in Reliance power, that also 34 lakhs holding value..
He is only advisor just for tax related purpose only. To guage him i always used to ask ye share kaisa hey? Konsa share acha hey?? You are my real financial advisor!! ❤
I'm from Bangalore. I know Hindi pretty well, but it has improved a lot after I started your videos daily.
Watch Videos in Kannada only.
Sirji
Please take my question
Nasdeq 100 ka jo india mey etf hai us mey sip sahi rahegi for long term ya fir lumpsum sahi rahega ?
Hi Sir,
Thanks for your awesome knowledge. I am your BM Focused Small Cap Subscriber.
I have 2 questions sir
1) Most of the stocks in the Focused Small Cap is at 30% profit and I wanted to invest more money. Should I wait for some dip before investing?
2) My father has a long term holding of PowerGrid. Should we sell this or is it a good company to keep in portfolio?
Thank you sir.
Greetings Sir,
It’s my birthday today and I turned 37. I have been your regular follower and we met for BM Meets this January, I hope you remember. 😊
Please give me some market/life advice that I should remember for the years to come. Thanks in advance 😊🙏
Hello BM sir
U r great teacher
Aapka profit growth kya h?
Agar 30% se jada h to
Why not you reduce small cash charges.
If possible please reduce sir
Second attempt - Hello Basantji, You say that sectors that are impacted by interest rates are cyclical; in that case, can we say banking and NBFC stocks are also cyclical? I generally don't like Indian banks and don't have any in my portfolio. I never liked PSU banks and never had them in my portfolio. I used to have HDFC Bank and ICICI Bank, but after COVID recovery, I came out from those two banks, too. I only have Bajaj Finance, and I like that stock in NBFC. I don't like insurance stocks. I like Aditya Birla Money, Motilal Oswal, Share India, and IIFL Sec more than any Indian bank stocks. Even in the US, I prefer Visa Stock to Bank of America. Pls, let me know your view on this. I am in stock market since 2005
Sir I know you don't believe in Index investing, but would you mind commenting on investing in Nifty 50 vs Nifty 50 Value 20 index. I have started investing and want to make a big corpus for my retirement my age is 30+. Salary approx 75K .
नमस्कार बसंतजी,
आपने पेज 169 पे लिखा है, A company faces challenges when it tries to acquire expensive assets in developed world as the markets there are more saturated when compared to the home country of the acquire.
Crompton Greves Ltd ने यह गलती 2005 में की थी, Pauwles Belgium को खरीदके, 2005 से 2017 तक कभिभी pauwels profit बना ही नहीं पाई, उल्टा भारतीय operations से कैश वहा डालना पड़ा. आखिर में Crompton खुद ही फस गया, इतना की NCLT में गया.
But after CG Power acquired by Murugappa group it’s became multi bagger…. 22 to >700.
Good evening sir . What about tvs motor and bajaj auto. Which one is better. How to analyze these auto companies.
Hold kiya hua share chahe 10x ho jaaye but kisi popular IPO k allotment ki khushi alag hi hoti hai.
Basantji always good to hear from you. Received your book. Started reading.
I have found 30 yr old 50 MrPl debenture certificate please suggest what should be done
Sir, Please Take my Qustion...
My Porfolio structure is 10 Stock having Avg. PE of 70 and Avg. ROE of 22, Beta is 1. NO PSU , NO INFRA, NO Renewable energy, NO adani Group, No CEMENT and Steel Share..please give your advise..
Sir, what a coincidence. Yesterday only watched Naseeb movie as my 10 yrs old son having chaska for old movies. Kabhi kabhi लगता है भगवान - आपको हमारे लॉटरी टिकट बना के भेजे हैं बस देखना है कि यह लॉटरी हमें कब लगती है … हम भी 5-10 करोड़ से ऊपर corpus बना पाते हैं
John- Johnny - Jitendra (X-Chola)
Hi BM sir. On what parameters should we analyse US tech stocks when there is still ambiguity on ROI from AI and its infrastructure? Would it be better to just invest in tech stocks ETF? Thank you ❤️ Love from Australia 🇦🇺
Sir
Mtulfund se portfolio 30/ lac ho gaya he...
Ab aage monthly 30000/thousand bach rahe he to Kaya ab me kudh se investment suru karu ya mtulfund funds se he karu...
aap ne video suru kiya tha meri journey bi vaha se suru Hui thi...
Investment ke liyo 15 years or he...
Aaj jo bi he sir aap ke vajhse he...
Thank u sir....
Aap ki kaha ni me jo 2 name he vahi name hamare he...
Kuldip and Sonu..
Aap ke liye likhe ne ke liye aur bahut he sir...
Thank u sir...
आदरणीय बसंत सर .. आप न्यूज लेटर का हिंदी अनुवाद किसी प्रोफेशनल ट्रांसलेटर से करवाते हैं या किसी एप के माध्यम से अनुवाद करने के बाद फाइनल टच देकर भेजते हैं? एक अनुवादक होने के नाते उत्सुकतावश पूछ रहा हूं। सादर 🙏
need your views HUDCO. why it is falling continously...... abi kharidna sahi h kya??
Hello Sir, I am a practising CA and met you in BM meets at Calcutta when you came for voting. Also a smallcase subscriber. We discussed opening office at Mumbai. Some developments took place last week and I was offered by a senior lawyer to work as AR on his behalf at SAT with a condition that I should have a correspondence address at Mumbai. I need to be at Mumbai for 7-10 days in a month and can do my professional work independently. I have few options (1) take a small office on rent, monthly exp. 50K (2) Get associated with someone having office - do NCLT work on assignment basis and carry own practice too, monthly exp. NIL (3) go for table space - cost 20k approx. please guide. Thanks
Basant Sir, I am Yogish a big fan of your videos. Now that Bajaj Housing Finance has got listed on exchanges - will it qualify to be included in Nifty Next 50 / Nifty Financial Services / MSCI or Nifty in near future? or will the company's low float prevent this from happening?
Good evening sir,
Last week Gujarati news paper "Gujarat samachar" me front page per headline tha ki desh me samany jeevan jine k liye Gujarat me monthly 46000k rs chahiye or iske sath ranking me Gujarat no.1 he,
Kiya saving kare or kiya kamae
Sir you have said China is growing at different pace in technology sector. I had also informed you earlier on how Xiaomi is assembling cars in 72 second. Can I take a contrarian view on Chinese stock market and start investing in hang sang tech index 5k a month for 15 plus years. Note: 5k is not a huge amount for me and I'm ok if I lose this money aswell. Please take my question sir and thanks in advance
I regularly watch your videos. It is very informative and insightful. Please share your views about Cipla. Thank You.
Sir aadhar housing finance vs bajaj housing finance vs Samman capital vs Altus value ..please explain their fundamental value and business model..which one will be the next lion king like bajaj finance
SIR EK REQUEST HAI, Stock Portfolio ka Alpha, Beta, PE, Sharpe Ratio and Standard deviations kaise nikal hai is ek video banaye.
Sir, what's the impact of bajaj housing finance IPO on Bajaj Finance stock. The parent company has received 3k crores from the subsidiary stock listing. Will it not be added to its 1 book value or asset? Should not this decrease its total cost of borrowing?
Sir PNB housing finance vs Bajaj housing finance, Growth at any price or No growth at low price
Sir please take my q.
Fiis holding came down 5% from 22%. Diis and public holding increased. What can it interpret? Stock name - Mahindra logistics
Very nicely explained
Thank you
While going through fundamentals of Zomato I saw few things..Other Income component has increased significantly in last 3 years. Also R&S have increased dramatically in last 3 years considering that operating profit plus other income is not even 20 pc in total since they turned positive,compared to latest R&S... How do I understand this? Thanks and regards
Sir, when do you do more research? During market hours or after market hours?
You are right person to teach us on Stock Market.
my stock picks for next 5 years , IDFC bank as robust guidance with superb management , aditya birla fashion limited as negative PE but positive cash flow , bajaj finance , indraprasth medical corporation. although i am an engineer but would u know your comments for my picks.... kya meri picks taay taay fish hey sir ji???? plz rate my picks out of 10. lots of love and regards from gujarat.❤❤.
Sir Bajaj housing finance ki listing se kya Bajaj finance negatively impacts nahi hoga?
Kya Bajaj finance ki growth number kum nahi honge jo number pehle Bajaj finance ke result me contribute karte the ab vo independent report honge pls ans
Hello Sir, this is Anoop Pillai from Mumbai . Salute from a Big Fan & Well Wisher , Sir I have a question about foreign reserves reaching close to 690 Billion Dollars. Why doesn't the government form a sovereign fund like Norway to grow their money instead of keeping it idle . Best Wishes Sir.
Sir hope you are doing well specially this ‘Change’ from two videos to one would not have been easy but I am happy for you. I am your small case subscriber and I have invested 10 lakh in it and have planned to invest more in staggering manner. At the same time I have invested around 10 lakh in Godhvari power which I have invested for 3-5 years time period. I have invested in it at 1010 price and CMP is around 940.
Your views on both investments and strategy if to be modified please.
Hello Basant sir,
Please take my question.
What is a convertible senior offering? I am hearing a lot of US companies do that. Please explain the process for debt and equity for future years.
If you just give a hint about stock UPST (upstart) in US without naming the stocks. Just a brief about stock will help. Please take my question please sir. Thank you
Sir is it good or bad for a company to raise through QIP. Like spicejet is raising funds through this route. Is it not bad for retail investor. Why don't they rather bring OFS.
Respected sir
Just for entertainment…….
On a bad day or week
Bajaj housing finance ka price bucket list mai kya hona chahiye sir
Regards
Hi sir, if I bought a stock and it became double in very short period,do I have to fear? Do I have to book partial profit?
Sir…Is the stock market the next best thing to Running a Business?
Hi Basant Sir ,Asking this question for the 5th time.
Hi Basant Sir, My Name is Ripan Paul.I am a subscriber of BM Vision & BM Smallcap.I think I have seen all of your videos till today . Hope you are doing well. Based on the teachings you provided us, can you please suggest regarding the below stock ? I am not taking the name of the stock since it has a small market cap. But below is the statistics . Market CAP-1700 CR ,ROE-50 % ,ROCE-65% ,PE-25 ,PEG-0.25 .No FII or DII shareholding .Public to Promoter holding around 50 -50 . The company is supposed to grow around 25 to 30 % in the next 3 years. No Debt .What can go wrong in such companies ? All the data looks to be picture perfect. Can investment be made on this company ? Do you think there is any downside of investing in this company ?
I'm holding it
It's a adhesive sailing company
I have bet of my 33% of portfolio
I think It is on all time low valuation
Much Much worth to hold in this High valuation market
Sir ji mera ek sawal hai
Ek etf hai MON100 motilal ka nasdaq wala uska movement phele hi ho jata hai Indian market timing meh
Par zada tar us ki market bhi ussi tarah perform karti hai
Toh kya yeah koi predicted movement hoti hai ya kuch aur kese ek etf hone wali market ko capture karta hai ??
Sir my portfolio mai hul marico godrej con zydus iex indusbank Bajaj finance kya sahi hai portfolio
Hello sir ji,
Me ek stock buy karna chahta hu
Market cap-09 cr
PE - 23
Debt- 0
CF operations - 0.46 cr
ROCE- 10.64
ROA- 7.38
EPS - 1.22
Consumer sector food related stock he sur plz advice kare.
Stock name please?
Sir, BajajHF ne aaj upper circuit hit kiya.. as of 2pm there are more than 4+ cr buy orders pending. Which means kal bhi upper circuit hit ho sakta hai.. ye kab tak chalega? Also aapke suggestion pe kuch logo ne 155 aaj bhech diya.. vo log to nakhush hone bahut..
FYI, mujhe 1 hi lot mila hai, soch raha hu kal-parso bhech dunga. Thank for all your hard work.
Mat bech bhai 200 tak ja sakta h ye share 1 mahine ke andar phir bech dena, 4 crore order pending the aaj buy m, Kal bhi upper circuit lag sakta h, jab market girega to ye share gir sakta h zyada nahi to 200 tak koi dikkat nahi h
Sir Dixon 46 times PB,hai is it right time to invest for 5 years for semi conductor and electronics goods them?
One day it will create history
Dear Basant Sir, I am a regular follower of your videos and thanks for being a great educator. Can you please do 2 min analysis on VA tech Wabag
Sir, share ko aage rakhana chahiye ya nhi?
Sir some Companies pay Dividend like Re 1 per share..etc i e very immaterial amount....why do they do that, what value or difference will it make to shareholders instead they need not pay at all...Namaste Sir and thanks for knowledge sharing
Pla take my question - 1. I got ipo of Bajaj housing...If I have extreme long view should it matter if it performs not for 2-3 years considering it's a great company...your view pls
2. Dixon tech I sold around 10k..now trading around 14k... isn't there pagalpanti bcz with 4-5% margin it's trading at 194 PE?
Respected air
Fmcg me
pearl Globle dekh sakte hai
Maine apki soch jaise research karna try kiya hai
Mai kaha galat sahi hu? Agar batayenge to kuch sikhane ko milega
Good afternoon sir
I am Vipin Sharma
I am your daily program listener.
Sir sometime I have doubt that FII is real FII or it's our money routed through FII because sometime they invest in such type of stock that forces one to think which creat confusion. Please enlighten us about this.
Sir, where can I buy a digital version of your book? I have a problem in my eye. I can read only font size 16 and above, so I will take print. I think it is not available on Kindle as yet.
Very nice Analysis.Thanks Sirji.
Guru Ji Pranam,
31th times
HDFC Bank having leverage 8 and Kotak only 5...plz explain...is HDFC taking higher risk with high leverage....
Bank/NBFC ka jayada leverage good h ya bad!!
Hi sir... Good morning
Although, I'm watching your channel since adani saga, this is my first comment. Will be more than happy if you take it.
Sir, earlier, everyday we use to listen to about Bitcoin, Nasdaq and Tesla. Nowadays, no update on Tesla, although lot of happening there, like FSD & ASS, biggest data centre, cybertruck park assistance, main stream media increasing target etc.
If you kindly make at least one line comment on TESLA daily it will do a lot help.
On a lighter note, I have a thesis that YOU ARE VISITING NORWAY TO WITNESS THE MARKET DOMINANCE OF TESLA THERE.😅
Btw, I am Subrata Dey form Vizag. Originally fron Bardhaman, West Bengal. Getting a lot of knowledge from you on a daily basis. Thanks a lot.
Sir, I've allocated around 60% in BM Vision (only non banking stocks) and around 40% is in 4 different mutual fund from last 5 years. I want to move it from mutual fund to smallcase or few selected stocks.
Should I move it to your smallcap small case? and what about the timing?
kya ak commodity Trading ( *like- Metal trading* ) mei *High Inventory trun over, Bellow 20 Working capital days, stable low EBITDA Margin with 30 % ROC and 'Cash and Carry' business model* karke business ko Sustainable bana payunga?
Or apke hisab se kya kya or chis karne se is business sustainable ban sakhta hei?
Thank you so much sir for the guidance on Bajaj Housing Finance
BM Vision 2030 small case rebalance ? when this will happen ? Should we consider investing more in finance and IT ?
Thanks for the valuable information.
So jaise.khulte hi bech de sir woh toh batao ya invested rahein
Dear Basant Sir: thank you for all your efforts to educate India! Request you to share Happiest Minds analysis and if its worth holding for long term! 🙏🏻
Namaste boss, nice to listen u in every morning thanks for ur knowledge, I want know ur views on subex ltd more than 97 percent in public
In ur Video series, u said, pharma will enter the bull run when it crosses the 2015 highs..It has happened and now may stocks like Sun, Lupin and many more are above these levels. Can we get multibaggers in Pharma now?
Sir, please take my Question 🙏🙏🙏🙏🙏
kya ak commodity Trading ( *like- Metal trading* ) mei *High Inventory trun over, Bellow 20 Working capital days, stable low EBITDA Margin with 30 % ROC and 'Cash and Carry' business model* karke business ko Sustainable bana payunga?
Or apke hisab se kya kya or chis karne se is business sustainable ban sakhta hei?
Hello BM Sir, what should be the ideal levarage for a private bank stock? How to filter private bank stocks??
Abhi agar apke small case main fresh entry karni hain to kab tak wait karna hain Basant Sir ?
If bajaj finance housing falls 40-50% will you include it in your PMS or smallcase ?
🤣🤣
Ram Ram Guru ji
Guru ji how to check whether the loan book is backed by real hard assets or just by the promise to pay.
Its also a wonderful knowledge class 🎉
Hello Sir, Please take my question
Despite having high ROCE of 30%, why can't PSUs like NMDC grow more than 12%? Dividend payout is only 38%. If they reinvest the profits, it should at least grow by 18% in long term.
Pranam Guruji ❤
Dhanyawad sirji ❤
Respected sir
How to check the cash flow statement like
1. cash flow from operating activities
2. cash flow from investing activities
3. cash flow from finacing activities
And last net cash flow
For the purpose of analyse the stock
Namaste basant sir, I'm vision & focussed smallcap subscriber. Learning a lot from you since watching you for 8-10 years. God bless u. Sold 3 lot of bajaj housing @159. My age is 36. Planning to start sip in smallcase monthly Rs 50k. A Pls advise
Sip of 75k?
How much do you earn man?
Great....
Sir
Aapne AU small finance and Dmart listing day par liye the.
How different is Bajaj Housing finance company scenario considering listing and what's left on the table for future as housing finance companies turning into flavor in wake of rate cut
Guruji protidin ekti vedio khub effective. Proti Sunday apnr book theke ekti chapter explain korle amader moto layman ra khubi upokrito Hobe. Agami Sunday khata pen niye apnar apexa korbo. God bless you 🙏
Sir should the company pe be close to sector PE?? Please explain should we always compare with sector PE?
Sector wise diversified portfolio
Manufacturing,green power, hydrogen, battery,solar, consumer durable,rail,infra, reality
Good morning sir
Can I entry in 150 per share or just wait.
Buy at 150+140
Basanta sir Aaj TV wala bhaiya Bajaj ipo ke listing se just pahle apka Tata technology ka example de rahe the mai samajh gya ye aapka video dekh ke tv par aa rahe hai. Original to Original hai hota hai. Sir regards.
Maine vi emotion ko thoda control karke Tata Tech ko 1100 pe liya tha naki ipo list hote hi liya tha. Love you sir
Sir, Sbloge bajaj housing finance me lge the maine Kross ltd. 235 k bhav pr buy kr liya. kya maine thik purchase kiya ya nhi? Stock ka name na lena sir. Abhi maine half quantity liya h 200 tk aayega to mai aur quantity add kr skta hu kya waise itna niche aayega nhi ye stock
Sir, aap bahot countries gaye, from your experience which forex card is best, or how do you spend your money abroad...plus your opinion on taxing spend above 7lcs plz... thank you
Sir, BajajFinance holds signiricant chunk of BajajHousing. Inspite of re-rating (doubled valuation) at of BajajHousing at listing today, why is BajajFinance still stuck at its current valuation ? Your thoughts would help.
Guruji one question please.
Granules dekh sakte hain ya nahi?
23% gir chuka top se.
Basant sir I really miss the evening videos… you were my go to with my cup of coffee in the evening..😢
Sir FMCG company ka kitna book value Tak Lena thik hoga
Aur book value kese dekhna chahiye plz discuss
Sir pls take my question, how to know when to exit the stock eg how to know the valuation has become unsustainable.?