You are amazing analyst and your inner wisdom and knowledge looks like a moving encyclopedia Being a soic member I am very happy with you and your course
@@SOICfinance Sir please provide a service in which you show your portfolio for this we are happy to give some fees Bec as retailer it's hard to find All details of companies reading annual report, concallsetc.
Some folks on twitter can hate you as much as they like but it's hard to find people like you - the spirit to give and share amazing knowledge...in a lighter vein, I feel like after watching your content that the mental model you are applying is "win win"....simply awesome!! More strength to you!
Get well soon, Ismohit. This is another blockbuster. Such a wonderful way to explain the business and equate it with mental models, simply outstanding. Underwear wars will be interesting.
Comparison of no of subscribers on your channel and other superficial fake investment channel on youtube actually tells us about our attitude towards learning today. People who aren't learning from you and running after shortcuts don't know what they are missing as investors. I like you mental model "Knowledge is the King". Keep up the good work Ishmohit. Thank you for helping us understand the Indian businesses. 👏
for Auto LPG stations, there is continuous fall in Auto LPG stations from 2015 to 2021 (from 681 to 651), as seen in the chart, a point to think on is despite payback period of less than 2 years and low capex, why are auto LPG stations degrowing? also looking at how Maruti and Tata have launched CNG variants, makes me more bullish on CNG than LPG.... Great work team SOIC, hope for speedy recovery of you and your family Ishmohit! :)
Cheers Ishy... " BRILLIANCE DELIVERED "yet again, as per the standards that you have set for everyone to deep dive Into intricacies of any Business to understand them better. Would love to see you dive into the tyre industry next and i have this gut feeling that it's an evergreen industry as long as civilization keeps moving and transporting , a person might even skip wearing underwear and do without it easily but he wouldn't be able to even step out without tyres on his wheels ( Unless Jet propulsion gets mainstream😋). I'm sure you would come up with pointers that may be out of one's line of thought about tyre companies.Looking forward to it asap. Keep the faith dear brother.
good video, in fact CNG stations are being slowly setu in kokkata as well, most Auto rickshaw however runs in LPG. Please cover Raj ratan global wire as tyre proxy.
Every fresher / new graduate student can have some amazing work experience by doing live projects , internships, no stipend assignments etc. I have been engaging such students for more than 10 years as of now and would request you to keep motivating such students to approach employers for such opportunities
Pls made as your video Raj rattan & comparison with others .as u made previous videos with Raj rattan having entry barrier & best in bead wire . Sir your analysis with companies awesome . Keep doing it & hatts off to you . Great .👍🏻
Hi sir, i am currently doing cfa & your videos are so inspiring for me, when you do so much indepth analysis it's just awesome to learn from you, & i would love to see a video on lux industries tracking that from a long time though whatever you make is good😅.
I am holding a huge quantity since 2017 when prices were 4.20/-. and am planning to stay invested for 10 more years. All the past guidance of the company have been met and i am optimistic about the super growth of the company.
very informative and in depth study on CNG and LPG. I hv invested in guj gas, and EKC but didnt know many things, which are visible now. Thnaks for such amazing effort
I would say this is an alternate option other than EV as they are less polluting then our current petrol & disel Cars, so i would say it is complementary industry that will grow as Ev grows though at not rate,but still.
I have heard lot of analyst speaking on stocks, but you presentation along with your detailed talk is different from others hope to become soic member at the earliest
Superb analysis of Confidence petroleum & adding value to investor community as always. Prayers for speedy recovery of you and family. Hats off to your contribution to investing community.
2 years down the line the stock has moved, Thanks to tieup with BW, but Auto LPG demand will not pick up as CNG distribution and CNG cars have picked up . Cooking LPG penetration has been achieved.
Excellent video Ishmohit. Hope to see more videos on education about individual business products and services. Mental models explanations also getting better!
Wonderful nd very informative video like always. Thank you for all the hard work u put into each video of urs. Keep up ur great work nd sharing of ur knowledge so much indepth. Praying for ur Speedy recovery along with ur family members too. Wud be waiting eagerly for ur next video on the Tyre proxies. Thank you once again nd God Bless u Always.
🙏, praying speedy recovery for you and your family. Get well soon. I prefer tyre proxy play as holding Nocil from bottom level and want more information as planning to switch from nocil to Philips carbon black.
Underwear wars pe bana do bhai , and dollar industries and sportking ka ek overview dena plz World class analysis as always One more question bhai , is IGL worth buying now ?
When privatization happen, company will have benefits as they are established player.presently due to subsidy they are not getting pace in lpg cylinder as private player.
Underwear wars for sure now.... Great Content as always. Got to know from twitter Covid has hit you too. Get well soon. Our blessings always with You...
Wao! Excellent. As I am asking from so many days, kindly do analysis on evolution of dairy sector of India and it's value added products. Like Amul hatsun dodla. As CEO of Amul said that organised dairy sector of India is arround 3l cr and next decade it will be 10l cr. What i personally believe is that regular FMCG products will loose market share to combination of value added products ( food + nutrition + sub medecine) for example you can check products of abbott Nestle. So an in-depth analysis is required from you for this dairy sector especially for listed players. Thanks.
Highly informative video as always Ishmohit! I think another company which is into manufacturing of type 4 composite cylinders is Time Technoplast. It also manufactures CNG cascades and could be a proxy play on accelerated CNG adoption in India
You are amazing analyst and your inner wisdom and knowledge looks like a moving encyclopedia
Being a soic member I am very happy with you and your course
+1
Thanks Raj for your kind words :) Hope to keep adding value in your investing journey
@SOIC Bill up vj
P
@@SOICfinance Sir please provide a service in which you show your portfolio for this we are happy to give some fees Bec as retailer it's hard to find All details of companies reading annual report, concallsetc.
Get well soon Ishmohit. Hope you and ur family doing fine. Pray for speedy recovery of you and your family.
Thank you so much for your well wishes :)
Some folks on twitter can hate you as much as they like but it's hard to find people like you - the spirit to give and share amazing knowledge...in a lighter vein, I feel like after watching your content that the mental model you are applying is "win win"....simply awesome!! More strength to you!
Thank you so much for your kind words :) My aim is to keep adding value and providing you in-depth analysis :)
Salute to the dedication of this Son Of Sardar, Awesome video release in unwell times! Take care, God Bless! Wish you speedy recovery... ❤️ You!
Thank you so much Yuvaraj for your lovely wishes :) Hope to keep adding value in your investing journey
Get well soon, Ismohit. This is another blockbuster. Such a wonderful way to explain the business and equate it with mental models, simply outstanding. Underwear wars will be interesting.
Thank you!
Brother what's your view on new Delhi policy for EV?
Will this majorly Impact IGL?
Please give us some hint or Something 🙏🙏
What is future of gas companies like IGL, MGL ? What would be the impact of renewable energies, EV on them?
Comparison of no of subscribers on your channel and other superficial fake investment channel on youtube actually tells us about our attitude towards learning today. People who aren't learning from you and running after shortcuts don't know what they are missing as investors. I like you mental model "Knowledge is the King". Keep up the good work Ishmohit. Thank you for helping us understand the Indian businesses. 👏
for Auto LPG stations, there is continuous fall in Auto LPG stations from 2015 to 2021 (from 681 to 651), as seen in the chart, a point to think on is despite payback period of less than 2 years and low capex, why are auto LPG stations degrowing? also looking at how Maruti and Tata have launched CNG variants, makes me more bullish on CNG than LPG....
Great work team SOIC, hope for speedy recovery of you and your family Ishmohit! :)
Due to this reason Confidence is entering CNG stations now. And LPG cylinder focussed business going ahead.
Cheers Ishy... " BRILLIANCE DELIVERED "yet again, as per the standards that you have set for everyone to deep dive Into intricacies of any Business to understand them better.
Would love to see you dive into the tyre industry next and i have this gut feeling that it's an evergreen industry as long as civilization keeps moving and transporting , a person might even skip wearing underwear and do without it easily but he wouldn't be able to even step out without tyres on his wheels ( Unless Jet propulsion gets mainstream😋). I'm sure you would come up with pointers that may be out of one's line of thought about tyre companies.Looking forward to it asap. Keep the faith dear brother.
Thanks for your kind words :) Sure, we will be making a video on the same next. Stay tuned
Superb analysis. Nitin kharaji is passionate about his business and wants to take it to 10000 CR mcap.
Beleive me, never ever I found in youtube, such detailed, realistic and futuristic analysis of companies. How can you manage this bro?
Thanks for your kind words. Hope to keep adding value.
Started watching your videos since yesterday, and loving them. Your analysis and explanation is excellent👏👏
Superb Analysis...Next video must be on RajRatan
Sir,I pray to God for you and your family good healthy. Your analysis is awesome, no one can do this type of analysis. I am big fans of you.
Thanks Ramasish :) Hope to keep adding value
good video, in fact CNG stations are being slowly setu in kokkata as well, most Auto rickshaw however runs in LPG.
Please cover Raj ratan global wire as tyre proxy.
This is super helpful information about Confidence Petroleum
Rupa vs lux vs page, please textile sector signing at present time so please consider above topic
Content kaafi acha hota hai apka. Precise aur clear information
Thanks for your interest. Hope to keep adding value.
Every fresher / new graduate student can have some amazing work experience by doing live projects , internships, no stipend assignments etc. I have been engaging such students for more than 10 years as of now and would request you to keep motivating such students to approach employers for such opportunities
Hats off to your dedication towards this community sir.
Wishing you a speedy recovery😀
Hi Ishmohit
Get well soon .
Wishing you and your family speedy recovery.
Take care
Pls made as your video Raj rattan & comparison with others .as u made previous videos with Raj rattan having entry barrier & best in bead wire . Sir your analysis with companies awesome . Keep doing it & hatts off to you . Great .👍🏻
Thanks for your suggestion :) Stay tuned.
Hi sir, i am currently doing cfa & your videos are so inspiring for me, when you do so much indepth analysis it's just awesome to learn from you, & i would love to see a video on lux industries tracking that from a long time though whatever you make is good😅.
All the best!! Sure will do Inner Garment companies next :)
@@SOICfinance please do intellect design arena next
lux may volume growth ka problem hai bro. valiepickr ka forum may jake discussion padho idea ajayega
Health hai to Wealth hai!
Pls take a break.. Recharge urself & come with such excellent contents.. Pls dont push urself in fever 🙏
Best part of soic membership is-
Eshmoit Arora ji.....
सर जी आपकी बात ही अलग है।। क्या बात है दोस्त।। बाकयी। हम समझ सकते हैं एक वीडियो के लिए कितनी मेहनत और तैयारी करते होगें आप।। ❤️🌹🌹🥰🥰🥰👍🙏🏽🙏🏽🙏🏽
I am holding a huge quantity since 2017 when prices were 4.20/-. and am planning to stay invested for 10 more years. All the past guidance of the company have been met and i am optimistic about the super growth of the company.
very informative and in depth study on CNG and LPG. I hv invested in guj gas, and EKC but didnt know many things, which are visible now. Thnaks for such amazing effort
Thank you IshMohit Ji for superb analysis. We want analysis on tyre industry.
Sir, try to search benefits of using PNG as a fuel it is much more useful and profitable than CNG
My question is how would this play out in competition with EVs?
I would say this is an alternate option other than EV as they are less polluting then our current petrol & disel Cars, so i would say it is complementary industry that will grow as Ev grows though at not rate,but still.
EV is going to stay terribly expensive for atleast another decade. For a price sensitive country like India, EV will take time
The largest auto seller MSIL is leaning heavily towards CnG, I guess it can be a good bet for next few years.
Rupa --> next. Thank you for this amazing insights.
Thanks for your interest.
I have heard lot of analyst speaking on stocks, but you presentation along with your detailed talk is different from others hope to become soic member at the earliest
Take care of yourself & your family.
Paaji, tainu rab rakhe.
Wish you very fast recovery from omnicrn to perform like a UNICORN!
Nice work as usual..Sir i would like to know ur view on city gas distribution companies like MNGL IGL Gujrat gas
Thanks Rushikesh :) We will soon cover it under our sectoral analysis. Stay tuned
Almost everyone on this platform like me is already invested in some related stock...I am in loss in igl ...so pls guide ...so we can take decision...
Lux , Rupa and Dollar ind comparison video please
Also on Tyre ancillary companies
Super Informative VDO. Really appreciate the way information is shared & educated us. Thank You.
Wish you get well soon!
Thanks :)
Superb analysis of Confidence petroleum & adding value to investor community as always. Prayers for speedy recovery of you and family. Hats off to your contribution to investing community.
Get well soon Isghmoit. and thanks for this video.
Brother thanks for your specious study and spreading the same...
I am invested in Likhitha- Great proxy player for CNG growth
Dear Friend, get well soon.
2 years down the line the stock has moved, Thanks to tieup with BW, but Auto LPG demand will not pick up as CNG distribution and CNG cars have picked up . Cooking LPG penetration has been achieved.
Get well soon , hope your family doing fine 🙏 for speedy recovery
I pray to God that You and your family recover speedily. Wish you good health and get well soon.
Get well soon. Excellent analytical information.
Aap ke sabhi video main dekhta hun aapki analysis Ka jawab Nahin please nocil pe video banaiye ❤️ se 🙏🙏
As always nice one,Would like to have video on phillips carbon .
Excellent video Ishmohit. Hope to see more videos on education about individual business products and services. Mental models explanations also getting better!
Wishing a speedy recovery Ishmohit. Really appreciate your efforts
Wonderful nd very informative video like always. Thank you for all the hard work u put into each video of urs. Keep up ur great work nd sharing of ur knowledge so much indepth. Praying for ur Speedy recovery along with ur family members too. Wud be waiting eagerly for ur next video on the Tyre proxies. Thank you once again nd God Bless u Always.
Pray for speedy recovery. God bless.
🙏, praying speedy recovery for you and your family. Get well soon. I prefer tyre proxy play as holding Nocil from bottom level and want more information as planning to switch from nocil to Philips carbon black.
excellent analysis…gained a lot of knowledge about Lpg and cng industry…get well soon…and my vote is tyre proxy video
Thanks ISHMOHIT & team for Wonderful indepth analysis. Please do the analysis of RAJRATAN GLOBAL and then RUPA & CO. 🙏🙏
Thanks for your suggestion. Stay tuned.
Hope to keep adding value.
NOCIL should be the next one. Superb video once again. No match. Congratulations n best wishes. Jai Hind
Thank you so much 😀
Get well soon. And as always a good sunday learning.
God bless you 🙏🙏🙏
Thanks for good wishes.
Take care.
Underwear wars pe bana do bhai , and dollar industries and sportking ka ek overview dena plz
World class analysis as always
One more question bhai , is IGL worth buying now ?
Ur mistaken on ujjvala scheme as the gov raised the gas cost ppl went back to their original ways
Lovable Lingerie instead of your selection. For tyres Philips Carbon is my choice. Second thought is Rubfila
Get well soon. As usual indepth wonderful business analysis 👏
Thank you very much 😊
Wow
Great analysis
Pls do video on Nocil
Very interesting business.. Time Technoplast also in similar business
Thanks, haven't studied Time Techno :)
Jai Hind at the end was best 🇮🇳
Page vs rupa vs lux.... Suggestion...Would be very interesting... Thanks... Amazing as usual
Thanks for your suggestion :)
Thank you Brother 🙏😇
Thank you so much for educating in cNG and LPG sector. I think i love to hear tyre proxy stocks.
Great insight sirjee..... next analysis may be from tyre proxy plays.... 🎉🎉
Thanks for your suggestion :)
Sir 😍😍😍😍😍😍😍😍😍😍😍 ye apke liye company aap bahut acche padte ho sir aap
Rupa vs lux vs page
Nice video 👍
Please make detailed video on Rajratan wire & Page Industry.
super analysis
Thanks for your feedback :)
If possible please cover PTC India in a video
Get well soon bro you are loved infinitely ☺️
Great video, and superb explanation, get well soon sir
Hi! I like your content and want to know if you have any membership to help Retail investors with their investment? Thx to reply
Get well Soon 🙏🏼 … Nice analysis of CP ..7% of my PF with 70% profit 😊
Next Bhagat....
Thanks....
Praj Industry Analysis please
When privatization happen, company will have benefits as they are established player.presently due to subsidy they are not getting pace in lpg cylinder as private player.
Underwear wars for sure now....
Great Content as always. Got to know from twitter Covid has hit you too. Get well soon. Our blessings always with You...
Pcbl seems interesting.
Awaiting your video on it
Noted. Thanks.
Get well soon....!Rajratan global wires....
bhai 5-6 years back tey were some corporate governance issue in the company ,couldn't remember what were those exactly. please look into those as well
Hydrogen fuel bhi kuch stocks bta sakte h kya ?
Philips vs Rajratan global vs
Also please make Video on Adani group stocks , why these stocks are sustaining at such a high valuation.
Thanks for your interest & suggestion. Stay tuned.
I wish to see your next video in "Under Garment War".
Thankyou now #soic reading mind too!
Your thoughts on why PNG orgs like Igl, Mgl won't disrupt the LPG business of today?
Get well soon sir
Wao! Excellent. As I am asking from so many days, kindly do analysis on evolution of dairy sector of India and it's value added products. Like Amul hatsun dodla. As CEO of Amul said that organised dairy sector of India is arround 3l cr and next decade it will be 10l cr. What i personally believe is that regular FMCG products will loose market share to combination of value added products ( food + nutrition + sub medecine) for example you can check products of abbott Nestle. So an in-depth analysis is required from you for this dairy sector especially for listed players. Thanks.
On the research desk :)
Loved the Video !!
ISMOHIT BHAI YOUR EVERY ANALYSIS IS VERY VERY GOOD
Awesome analysis thanks a lot and please take care of your health :)
Next: RajRatan please.. thanks a lot :)
Highly informative video as always Ishmohit!
I think another company which is into manufacturing of type 4 composite cylinders is Time Technoplast. It also manufactures CNG cascades and could be a proxy play on accelerated CNG adoption in India
Thanks for sharing
Wishing speedily recovery Ishmohit and ur family
Superb video....
confidence petro have advantages.. manufacturing of cylinder...
And which proxy player do u invest
Thanks for your feedback. Mentioned the name of the company in video itself :)