Thank you for the learning shared today. My key learnings: 1. Identifying reason/opportunity to scale and if it can scale to a point or keep scaling 2. Key factors that can stop or change the need to scale.
SOIC has been a great educator for retail investors. We should learn rather than following random stocks. It’s great to see you back in IEX - which I thought you sold out because of overvaluation.
@@AADIL133 *for your kind information* I m here for learning, not for 💪💪 or popularity. Anything I m writing here (about ishmohit & his team's), comes from "Dil se" not for show off. By d way I m talking about UA-cam ads....may be u r not regular viewer of soic....if u see videos repeatedly or many more reasons ( I m not a technical expert).... then u didn't comment.
After watching the video I realised that SOIC team is in blitzscaling mode and I am confident that they will scale up quarter to quarter forever. I like the dominance of Domino's over the years. Also, how a simple solution of cork can disrupt the industry. Well done, Ismohit.
Dentistry - prevest denpro Natural capsules - fermentation api V belt - pix, Theo engineering ( not sure) Transient companies CNG capex proxy play Kirloskar pneumatic Ekc International business ( scaling business) Evolution gaming Task us
I have been investing for last 3 years, watching many youtube channels, but this channel is the best. It surpassed all so called pundits over tv and social media.
I used to avoid this channel due to the length of the content. But I was so bored today and ended up watching this video fully. I'm gonna binge watch every single video from this channel now.
A great vidieo giving full classroom education on 39 minutes vidieo...so nicely u explained the concept and application of scalability by putting national and international stocks...!! Case study of Dominos & Astral scability is really eyeopener...!!
It takes lot of hard work and struggle to get into these details and you are giving this for free. Great respect to you and your team. May you reach every retail investor.
You nailed it lognathan. It is happening in front of the eyes. If u are able to find out, you are the winner, but u have to catch it early and stay invested(that is difficult,when u see the profit going up and when u book profit, it goes 10x, then u wait to come down, it never comes down it happened to several times last year)
Thank you for your feedback. 😃 Glad to know our content is informative and relevant for you. 😃 Hope to continue adding vale to your knowledge and investing journey. 😃🙏
Content, knowledge, explanation, presentation, info graphics and above all are pure & honest intention to teach are all top - notch, world-class and way ahead in UA-cam crowd. U are going to make history on UA-cam & Indian investment landscape very soon. U r truly India's Warren Buffet, Charlie Munger, Peter Lynch, Philip Fisher, et al put together. U r the sensation & leading light for common retail investors. Epitome of ocean of Knowledge & humility personified. Hats off to u. Keep enlightening us as always. Thanks a lot for great efforts, dedication, humility & sincerity..
True Educator...... Sirji,your membership fee is beyond most small investor..... For increasing Economies of Scale....Reduce fee and your membership no. Shoot like a rocket...👍👍
I am in Frankfurt for sometime as a tourist, and can relate to this video. Germany has many natural gas issues, and it is interesting time to invest in natural gases stocks. Linde plc seems interesting but overprice from the last 6 months stock performance.
Haven't got to watch the complete videos of yours recently... but since this is an annual video I would like to say that wish I could own a part of equity in SOIC rather than finding all these 100's of baggers for Heavens sake ! As good as the baggers and as safe and cost & time saving as an Nifty ETF !!! Keep up the good work and looking for 2022 SOIC team !!!
Great video yet again. Don't know about the scalability of companies but this channel and SOIC would continue to scale for many years to come. If only SOIC were listed, would have been a proud investor :P
lucky i found this channel when it had 5k Subscribers and have watched all its video..... i swear i have learned a lot. lot more than what i have learned in 8 years of investing
Amazing video.Gr8 Insights on to what are transient growth and structural growth. What actually the scalability means like volume expansion or change in product mix etc.
The concept of scalability in an industry and the players in it itself is new for me.. And the concept of transient and structural multibaggers is very insightful.. Tq SOIC team for great work👍🏻👍🏻
Masters of colonialism used to accompany Anthropologists, historians to geographies they went to conquer. They helped study the culture, environment, economy, etc but more imp was to study How natives behaved to change. This perspective is relevant even today. How ppl react to change in their surroundings reflects in the business world.
my key take ways: Two types of Margin of safety: 1. lies in the Valuation that you pay for a business. 2. lies in fast earnings growth trend. Long term valuation ----------------------- Sales Sales Sales Sales and Sales------ industry growth opportunity Multibaggers can 2 types. 1.Transient ( temporary demand and supply changes) ------ So continuous Tracking of business is important 2. Structural ( Strong competitive advantage + continuous gaining of market share) --------- if find this kind, simply forget about selling these business.
You should write a book. For the Indian market there are very very few people, who have relevant up to date knowledge. I also believe as the Indian market grows and foreign participation increases further. Your book will become a key reference point.
Jubiliant foodworks, is one of the best businesses, a strong strong process with complete control on its supply chain and logistics, strong operations as well, did'nt take much hit even during covid timesl....thanks for the video, valuable insights :)
I disagree. The moat is gone for Jubilant. Dominos in India no doubt had a control on the supply chain but it was dominating because of the specialization in the home delivery. Now we have Swiggy and Zomato which makes it easier for other stores to deliver their products to the customer with the same delivery expertise which will definitely eat into dominos market share. To be honest, in the last 3 years I have not ordered even a single dominos pizza because there are better alternative available which are now just a click of a button away.
Jubilant foodworks doesnt have a moat and with the advent of cloud kitchens and all other qsr chains raiaing tons of money through ipos the competition is going to intensify in qsr sector Plus there is no margin of safety in jf valuations which means if you go wrong there isnt enough downside protection
@aaditya Jubilant have already added more products to their business portfolio, they're not only dependent on Domino's Pizza, also they are expanding in abroad like Srilanka, Nepal etc.
I don't know about the valuations of Dominoes, nor do I own, but the fact that it doesn't rely on Swiggy and Zomato for deliveries, has such strong pricing power and is still able to grow despite its size with good margins is admirable !! Also metro cities have alternatives to Dominoes, in smaller cities and Towns, pizza means Dominoes
@@yogirawat1925 I doubt Srilanka or Nepal market is as big as India. Again the other products are sub standard. You never buy from them for taste, you just buy for convenience. Now you have better options with more affordable prices.
@@SOICfinance Hi Team and Ishmit...There is a small cap IT company named Saksoft, mgmt looks good to me..They have vision to double their revenue by 2025...focused on growing US and UK biz. Can you please analyse that company.
Excellent vedio.so nicely explained about scalability Formula.The way you study and explain has no words Feeling to listen to again... keep going.Thanks to Aayan brother for introducing SOIC.U TUBE CHANNEL.ISHMOHAN IS AS GREAT AS YOU ARE.
Good points fir learning...identify current stage of maturity of business..ability to scale means to find more customers or make existing customers spend more.this is not so salable..the value prop to customers should be such that it is not easy for others to replicate..example pizza hut versus domino..in US pizza hut had great reputation but domino provide 30 minute delivery with hot pizza..slowly Pizza hut got devalued neither could attract dine in customers not delivery customers...
Hi... another great content..congratulations Ishmohit and team. Couldn't get the name of the co manufacturing synthetic corks for wine bottles. Want to study further in this niche segment
Hii Ish, hats off to ur Presentation.. One, small query Dentistry - Prevest Denpro V belt - Pix?? Correct if wrong. And one suggestion as you have made in depth insight in EV theme. Can you please give insights in CNG theme too.
@@jaisharma777 okk. Went thru yr channel. Is dr sagar rv still making videos? Indian context he used to make excellent content. Suddenly he's nowhere. Any idea?
Yes Correct :) No Recommendations, only meant for education purpose and do check Anti-thesis pointers Sure, noted your suggestion. Video on the same coming soon. Stay tuned :)
I know Soic dont give recommendations but deeply I have ine suggestion for you to consider a small case too.. As many people don't have time to track business and find new Ooourtunities. I guarantee your PF have beat leading Fund managers and PMS easily.
Investing frm past few years but never knw to that deep analytical concept in investing,hats off to u man,now by your grace i can able to think out of the context as previously thinks like a novice investor
Thank you for the learning shared today. My key learnings: 1. Identifying reason/opportunity to scale and if it can scale to a point or keep scaling 2. Key factors that can stop or change the need to scale.
Thanks for sharing your learnings with the community :) Hope to keep adding value in your investing journey
SOIC has been a great educator for retail investors. We should learn rather than following random stocks. It’s great to see you back in IEX - which I thought you sold out because of overvaluation.
0
A1
0pppPppp
Ĺ
I Never skip any ad on soic videos. May be this is
Maximum respect from my side for ishmohit & his team's hard work.
Qqq
Same here
Infact there are no ads in Ishmohit Sir you tube channel for your kind information
@@AADIL133 *for your kind information* I m here for learning, not for 💪💪 or popularity. Anything I m writing here (about ishmohit & his team's), comes from "Dil se" not for show off.
By d way I m talking about UA-cam ads....may be u r not regular viewer of soic....if u see videos repeatedly or many more reasons ( I m not a technical expert).... then u didn't comment.
@@harshitsingh-sy1ng
Dear Harshit
I am an SOIC Member
After watching the video I realised that SOIC team is in blitzscaling mode and I am confident that they will scale up quarter to quarter forever. I like the dominance of Domino's over the years. Also, how a simple solution of cork can disrupt the industry. Well done, Ismohit.
It's an appreciation post for SOIC. Bro, the quality you are providing is top notch. May God bless you with lots of the success and good health!
Thank you so much for your kind words :)
Many unanswered questions have been answered. experiencing gratitude..thank you so much.
Dentistry - prevest denpro
Natural capsules - fermentation api
V belt - pix, Theo engineering ( not sure)
Transient companies
CNG capex proxy play
Kirloskar pneumatic
Ekc
International business ( scaling business)
Evolution gaming
Task us
I have been investing for last 3 years, watching many youtube channels, but this channel is the best. It surpassed all so called pundits over tv and social media.
After Learning from you, now i understand that you will have monolopy in UA-cam in some months for your real genuine content. 😃
Thanks Dhrumil for your kind word and well wishes :)
Shuru ke 5 minute me laga pata nahi kya bol raha hain. Par jab patiently suna tab samaj me aaya kya hi bol gaya. Sukhriya Bhai 🔥. Earned a subscriber.
I used to avoid this channel due to the length of the content. But I was so bored today and ended up watching this video fully. I'm gonna binge watch every single video from this channel now.
A great vidieo giving full classroom education on 39 minutes vidieo...so nicely u explained the concept and application of scalability by putting national and international stocks...!! Case study of Dominos & Astral scability is really eyeopener...!!
It takes lot of hard work and struggle to get into these details and you are giving this for free. Great respect to you and your team. May you reach every retail investor.
Domino's & the last Cork Example....Man!!! Amazing...It shows your impeccable study... keep it up SOIC..
Identifying 100 bagger is not that easy man. What he suggested was little thing. Actual 100 baggers are from
Turnaround story.
"Turnaround story" is the most poisonous word in investing world... It's only fool innocent nd greedy investors.
You nailed it lognathan. It is happening in front of the eyes. If u are able to find out, you are the winner, but u have to catch it early and stay invested(that is difficult,when u see the profit going up and when u book profit, it goes 10x, then u wait to come down, it never comes down it happened to several times last year)
Hat's off to SOIC superb analysis to scalability and structural multi baggers & transient multi baggers.
Thanks Koshy :)
U r truly a trustworthy man who gives in-depth analysis of business
I am a software professional. Really like the presentation along with stats. All the very best wishes.
Very educative and helpful in looking at a business more analytically.👍👍
Glad you liked it Sanjay :) Hope to keep adding value
Pure gold, it's like listening to bed rime story.
Again a a wonderful video with lots of insights, difficult to pick the best part of the video, has everything was worth its weight in gold !
Thank you so much for your kind words :)
The topic explanatory ability of ishmohit sir is awesome..thanks a lot
Thanks for your kind words Manan :) Hope to keep adding value :)
Thank you for the most valuable information. First time read about structural vs transient.you video really helped me a lot to grow
Thank you for your feedback. 😃 Glad to know our content is informative and relevant for you. 😃 Hope to continue adding vale to your knowledge and investing journey. 😃🙏
I am very impressed with the depth and quality of your knowledge. Excellent work.
Content, knowledge, explanation, presentation, info graphics and above all are pure & honest intention to teach are all top - notch, world-class and way ahead in UA-cam crowd. U are going to make history on UA-cam & Indian investment landscape very soon.
U r truly India's Warren Buffet, Charlie Munger, Peter Lynch, Philip Fisher, et al put together.
U r the sensation & leading light for common retail investors.
Epitome of ocean of Knowledge & humility personified. Hats off to u.
Keep enlightening us as always.
Thanks a lot for great efforts, dedication, humility & sincerity..
Most underrated channel on indian stock market. I don't understand why people aren't seeing these videos. Top notch stuff here
Simply brilliant as always
Thanks Nandlal :)
Excellent , no words for this type of effects, thank you so much
Incredible man. U have an ocean of knowledge. Soic is Netflix for us
It provides knowledge & to be listened repeatedly.
True Educator......
Sirji,your membership fee is beyond most small investor..... For increasing Economies of Scale....Reduce fee and your membership no. Shoot like a rocket...👍👍
Your are truly awesome...thanks for another concept clarification.
I am in Frankfurt for sometime as a tourist, and can relate to this video. Germany has many natural gas issues, and it is interesting time to invest in natural gases stocks. Linde plc seems interesting but overprice from the last 6 months stock performance.
Haven't got to watch the complete videos of yours recently... but since this is an annual video I would like to say that wish I could own a part of equity in SOIC rather than finding all these 100's of baggers for Heavens sake ! As good as the baggers and as safe and cost & time saving as an Nifty ETF !!! Keep up the good work and looking for 2022 SOIC team !!!
u've opened my eyes, wonderful ! thank you Ish ... cheers !
Great to see you grow.... You've been professional and never compromised on the quality of the videos since the start.
Congrats.
Great video yet again. Don't know about the scalability of companies but this channel and SOIC would continue to scale for many years to come. If only SOIC were listed, would have been a proud investor :P
BEING A FRESHER IN STOCK MARKET, I GRASPED THE KNOWLEDGE THAT BUY THAT STOCK WHOSE EPS AND OPM IS CONSTANTLY GROWING. THANKS SIR.
Veey well explained Ishmohit and SOIC team. You and team really deserve Pats on back. Thank you.
Already liked before starting your video .. Always will
Thanks Apoorv :)
I love to hear ur videos... they r full of knowledge.. keep going... u r very young to me but u r much mature than me in finances.. kudos to you
lucky i found this channel when it had 5k Subscribers and have watched all its video..... i swear i have learned a lot. lot more than what i have learned in 8 years of investing
really good video on number of learnings,
Thanks for your feedback :)
Amazing video.Gr8 Insights on to what are transient growth and structural growth. What actually the scalability means like volume expansion or change in product mix etc.
Sir Apake Jaisa pure UA-cam me koi nahi hai.
You teach like teacher
The concept of scalability in an industry and the players in it itself is new for me..
And the concept of transient and structural multibaggers is very insightful.. Tq SOIC team for great work👍🏻👍🏻
Koti koti naman sr aaplogo se milne ke bad business ki matlab samgh aaya ki scalability kya hota hai nice video 🙏🙏🙏🙏🙏
Thanks :) Hope to keep adding value
As always, I love your analysis , keep it up, Sardar !!!!
Masters of colonialism used to accompany Anthropologists, historians to geographies they went to conquer.
They helped study the culture, environment, economy, etc but more imp was to study How natives behaved to change. This perspective is relevant even today. How ppl react to change in their surroundings reflects in the business world.
A deep insight , thank you for this addon
my key take ways:
Two types of Margin of safety:
1. lies in the Valuation that you pay for a business.
2. lies in fast earnings growth trend.
Long term valuation ----------------------- Sales Sales Sales Sales and Sales------ industry growth opportunity
Multibaggers can 2 types.
1.Transient ( temporary demand and supply changes) ------ So continuous Tracking of business is important
2. Structural ( Strong competitive advantage + continuous gaining of market share) --------- if find this kind, simply forget about selling these business.
Yes, these are 2 very important learning :)
You should write a book. For the Indian market there are very very few people, who have relevant up to date knowledge. I also believe as the Indian market grows and foreign participation increases further. Your book will become a key reference point.
Brilliant insights.Loved it
Thanks Rajiv :) Hope to keep adding value in your investing journey
This is shown in book Lear to Earn by Peter Lynch
Excellent video once again Team SOIC. Got my thinking process to rerate ... Just like a PE multiple .... 😊
Thanks lot for your subtitles
My new year resolution never miss any video of "Team SOIC" and thanks once again
Hii 8:29 is varun beverages also slow scaler???
10:22 temporary creation borosil renuwabls??margin 50%
Thank for this educational video. I subscribed to Tijori as per your recommendation and the content in the website is simply fantastic.
Very interesting learning. Ek bar me samajh me hi nahi aati. Bar bar dekhta hu. Thanks for giving precious information and knowledge
Mindbogling guruji dimag khulgaya mara guruji konsi book study karu asi analysis karna kiliya 🙏🙏🙏
ua-cam.com/video/0lp6Fy_zskM/v-deo.html
You will love this video :)
Thanks for Info again. Good to know different types of multibaggers. happy new year.
Thank you for ur valuable teaching.
Sir u r the young warren buffet of india....thanks a lot for ur learning....keep it up...god bless u sir
Which chemical company is manufacturing synthetic corks ? Any guesses!
Jubiliant foodworks, is one of the best businesses, a strong strong process with complete control on its supply chain and logistics, strong operations as well, did'nt take much hit even during covid timesl....thanks for the video, valuable insights :)
I disagree. The moat is gone for Jubilant. Dominos in India no doubt had a control on the supply chain but it was dominating because of the specialization in the home delivery. Now we have Swiggy and Zomato which makes it easier for other stores to deliver their products to the customer with the same delivery expertise which will definitely eat into dominos market share. To be honest, in the last 3 years I have not ordered even a single dominos pizza because there are better alternative available which are now just a click of a button away.
Jubilant foodworks doesnt have a moat and with the advent of cloud kitchens and all other qsr chains raiaing tons of money through ipos the competition is going to intensify in qsr sector
Plus there is no margin of safety in jf valuations which means if you go wrong there isnt enough downside protection
@aaditya Jubilant have already added more products to their business portfolio, they're not only dependent on Domino's Pizza, also they are expanding in abroad like Srilanka, Nepal etc.
I don't know about the valuations of Dominoes, nor do I own, but the fact that it doesn't rely on Swiggy and Zomato for deliveries, has such strong pricing power and is still able to grow despite its size with good margins is admirable !! Also metro cities have alternatives to Dominoes, in smaller cities and Towns, pizza means Dominoes
@@yogirawat1925 I doubt Srilanka or Nepal market is as big as India. Again the other products are sub standard. You never buy from them for taste, you just buy for convenience. Now you have better options with more affordable prices.
Wishing you a very Happy New year,god bless you for good work for educating your followers.
Same to you Rakesh :) Thanks for your kind words
@@SOICfinance Hi Team and Ishmit...There is a small cap IT company named Saksoft, mgmt looks good to me..They have vision to double their revenue by 2025...focused on growing US and UK biz. Can you please analyse that company.
i love all your videos,waiting eagerly for your upcoming video, full of tremendous knowledge,hats off to you and your team.
Excellent vedio.so nicely explained about scalability Formula.The way you study and explain has no words Feeling to listen to again... keep going.Thanks to Aayan brother for introducing SOIC.U TUBE CHANNEL.ISHMOHAN IS AS GREAT AS YOU ARE.
Simply great sir.. thanks God bless you
Good points fir learning...identify current stage of maturity of business..ability to scale means to find more customers or make existing customers spend more.this is not so salable..the value prop to customers should be such that it is not easy for others to replicate..example pizza hut versus domino..in US pizza hut had great reputation but domino provide 30 minute delivery with hot pizza..slowly Pizza hut got devalued neither could attract dine in customers not delivery customers...
As usual, a super informative session. Quite analytical
Great knowledge sir. Proud to be part of soic member
Fantastic presentation....very informative and insightful. Best case study of Evolution.
Thank you soic
Excellent video as always.
Very informative ☺
Thanks for sharing 🙏
Thanks for the insight on this very interesting topic, that should be checked while studying a business.
Glad you liked it :)
Happy new year to SOIC team. Best UA-cam channel.
Hello, it would be great if you can share your tijori screeners..
Love the knowledge you share, hats off... 🙏🙏
One question. How many times have u scaled ur portfolio?? IMO, it's huge. 😊
Great video ishmit
Thanks Mahendra :) Hope to keep adding value
Can cdsl,zerodha, insurance and amc business be called scalable business in india given very low penetration?
Maza aaa gaya bro .. ⛷️⛷️
Thanks Faizan :)
Scalability sunrise industries
1 Saregama
2 Tata power
3 Deepak nitrate
4 PEL
5 Map my India
6 Affle
7 CAMS
8 CDSL
9 Devyani
10 Jubilant foods
1 Evaluation gaming
2
International Business
Evoluation gaming
amazing brother u rock it....every time u give somethg new......great teaching n a smile word .....hope to see some more nice videos ......love it
I think this channel will bring value investing back in fashion 😅
Great concepts - great examples - immersive video - lastly conclusion 👌
Perfect...🤗 Hats off 👏👏👏👏👏
Thanks Shubham :) Hope to keep adding value in your investing journey
@@SOICfinance sir you mentioned a dental company in today presentation. Is it a Jammu based company listed in last year ??
Happy new year 🌷
Excellent session 👏 thanks a ton
Thanks Saroj :)
Hi... another great content..congratulations Ishmohit and team. Couldn't get the name of the co manufacturing synthetic corks for wine bottles. Want to study further in this niche segment
Hii Ish, hats off to ur Presentation.. One, small query
Dentistry - Prevest Denpro
V belt - Pix??
Correct if wrong.
And one suggestion as you have made in depth insight in EV theme. Can you please give insights in CNG theme too.
prevest Denpro is correct i think so
@@jaisharma777 okk. Went thru yr channel. Is dr sagar rv still making videos? Indian context he used to make excellent content. Suddenly he's nowhere. Any idea?
Yes Correct :) No Recommendations, only meant for education purpose and do check Anti-thesis pointers
Sure, noted your suggestion. Video on the same coming soon. Stay tuned :)
I know Soic dont give recommendations but deeply I have ine suggestion for you to consider a small case too.. As many people don't have time to track business and find new Ooourtunities. I guarantee your PF have beat leading Fund managers and PMS easily.
Mind boggling insightful video
Thanks,learning a lot from your content.
Investing frm past few years but never knw to that deep analytical concept in investing,hats off to u man,now by your grace i can able to think out of the context as previously thinks like a novice investor
Absolute class..you r really dedicated in ur study nd guidance
Thanks Ismohit for this lovely video. My conviction with my hIghest allocation bet is increased now. Thanks again. Keep doing good work.
Thanks for the wonderful video… best decision taken last yr to become a tribe member 🙏🏼
Very exotic video. Learnt lot from your detailed video. Kudos 👍👌
Salute to your great knowledge 🙏
Hats off to you sir.. Excellent