📔100 Baggers Book Review: Indian Case studies (Navin, Kotak, etc.)
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- Опубліковано 26 лип 2024
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This book is about 100-baggers. These are stocks that return $100 for every $1 invested. That means a $10,000 investment turns into $1 million. Chris Mayer can help you find them. It sounds like an outrageous quest with a wildly improbable chance of success.
Time Stamps:
📖 Introduction: (0:00)
📖 Framework (Three Legged Stool): (0:48)
📖 Book Review (7 important Lessons): (5:06)
📖 Incremental returns on Capital: (5:59)
📖 Drivers of Earnings Growth: (7:30)
📖 What is Capital Allocation? Along with Case Studies: (12:30)
📖 Two engines of 100 Baggers: (18:34)
📖 Importance of studying Value Chain (IEX, Alkyl Amines, CCL Products, etc.): (23:20)
📖 Agent Management vs Owner Operator: (29:06)
📖 Sources of Risk: (33:44)
📖 Different Sources of Competitive Advantage: (35:57)
📖 Common Elements for 100 Baggers: (38:34)
📖 Future Opportunities in India: (40:22)
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Hindi me sir
Is offline video available
Outstanding video
Sir please check fundamental Review.....Vivo Biotech
सर विडियो ठीक हैं लेकिन ये इंग्लिश, पंजाबी और हिंदी फेट कर समझाते हो बिल्कुल समझ नहीं आता है। एक प्रयास या एक बार सिर्फ हिन्दी में समझाओ तो अच्छा होता। आपका चैनल का ग्रोथ रेट भी ठीक-ठीक हो जाता और हमारा दिमाग भी शेयर बाजार के लिए ग्रोथ कर जाता। विडियो ठीक हैं विडियो क्वॉलिटी ठीक है विडियो का कंटेंट भी बहुत अच्छा है लेकिन ये हिंदी इंग्लिश और पंजाबी भाषा को फेट कर जो केमिस्ट निकलती है समझ से परे हैं। एक बार विचार विमर्श करे। 🙏
You are freak in terms of knowledge. Probably the best content on UA-cam in Indian contexts. You deserve much more views and subscribers honestly. Keep going paaji!
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Timeless learning compressed in 45 minutes. It is amazing that the person bringing out the priceless learning is a young man , probably below 30. Keep up the good work , Sardarji 👍
Thanks so much Uttam for your kind words :)
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Many people want to make money without having patience ,example is that they don't even watch a 10 min video, just listen the name of the company & run away. U have patience to teach people patience by posting a long video with great zeal. Thank u kake !
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I don't usually comment, but this is a tremendous learning video. Keep it up man!
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Hi just discovered your channel....your content is absolutely amazing and in-depth....keep uploading such great videos!
Wow, excellent learning! Good encapsulation of the book and its interpolation to the Indian context. Very interesting video as usual. You and your SOITC platform are doing a great job.
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Your content have QUALITY.It has much learning for New investors.Fundamental anylisis.
Thanks for your kind words :)
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As I said it before SOIC is the best of best when it comes to finance and chemical. In the world of you tube channel... keep it up...proud to be your follower....
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never seen this much informative video in my life keep doing this work
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Hello,
I find your insights far better than the paid contents out there. Thank you for sharing your knowledge and hope you will produce great case studies and analysis to understand Indian (also global) companies better.
Thank you again from Kerala
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Awesome knowledge . Videos are a powerhouse of learning. Treasure to view your videos. At a young age , I appreciate the knowledge n wisdom you have gained 👍👍👍
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Awesome presentation and excellent analysis of Indian businesses and examples reflecting the context. Am very interested in future learning opportunities your team would provide. Will keep a watch on all learning offerings. Thanks much to you and your team!!
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Sequent was always on my mind. Great to be spot on as always. More faith in your analysis.
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Are mera bhai teri hi talas thi aab sari video dekhunga. Thanks
Deep research as always. Please keep suggesting some smallcap on these theories.
I will suggest small cap,it's paid service
Every new video of yours is full of new learning for me, thank you so much !!
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One of the few high quality presentations. Keep it up!!
Thank you for watching our video! @Raghav Prasad 😁
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You are so good my whole perception has changed about investing after hearing your videos. God bless you
Please start making videos on successful investor like ramdeo Aggarwal, Mohnish pantai,Joel greenbelt, Saurabh Mukherjee, prashant jain,and there philosophies 🙏 and one more thing the content is just amazing ❤️
Thanks Arvind :) Sure, stay tuned. Do have a look on this- soic.in/blog-description/samit-vartak-interview
Excellent, very clear pronunciation,very well explained ,very clear voice, master of subject
Hats off to you sir
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This is such a quality video 1 like is insufficient.It commands 10 likes from each viewer.hats off Sir....
Thank you for your praise @Debadutta Das!
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Understanding the needs (or desire) of investors and putting it through simple words.... Excellent video ! Thanks for the video with so much wisdom, even incorporating two to three pearls of wisdom will definitely improve my (or for that matter anyone's) investment process..
You cleared up my doubt regarding Avanti feeds...
All the best for future videos ..
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KEEP It UP ISHMOHIT.Great Job. SAT SRI AAKAL. BHAGWAAN aapko aisa hi gyaan de.
Bro..there's no doubt ur videos are best on youtube..so , much detailed explanation of industry..keep growing:)
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Amazing, keep it up, I listened the entire video and subscribed to your channel. Looking forward to the Webinar too.
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Saw this channel for the first time and mighty impressed with the content. I went through 100 Baggers book review by " The Swedish Invertor" then went through your review . The way you presented the book review in the Indian context with case studies, it stands out in comparison with plain monotonous vanilla review by others. Excellent work. 👍
Thank you so much for your kind words and appreciation! It means a lot to us to know that our hard work is being noticed and valued. We hope to continue adding value to your investing journey. 🤝
Thanks for making financial education more smoother
Very well covered session - upcoming opportunities - well captured. If one has patience, builds portfolio & as you mentioned, concentrate on businesses, one should build wealth over 5 years+
So much of hardwork that you are doing .. youngsters should be inspired from you 🌹🌹🌹 I am old 😭
Great Videos , Always waiting for your videos. You are the best analyst I find in the stock market.
I feel you should have coverage on Business channels also.
Thanks a lot.
So impressed by your right knowledge, explained precisely meticulously and neatly. Salute you for kindness and sharing nature. Wish to connect with you, learn a lot from you for my financial literacy and freedom
Hi Manoj! 😃 Thank you for watching our video! We're glad you found it comprehensive and relevant. 🙏 We are grateful for your kind words of acknowledgement and encouragement. 🙏💯
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Great service you are providing to the investor community...Keep up the good work !!
Thank you for your kind words :)
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Great examples and coverage of these great minds who have proven themselves in the market
P.S. - I also work in the same industry (Equity research and done CFA) and find your videos really amazing in terms of depth and technical knowledge of the content
Thanks :)
Very well sequenced and articulated crisply with good examples!
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Very clear thought process and deep knowledge but very simple to understand.
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I have never liked or posted any comment on youtube videos. But the quality of your videos compelled me to comment on them. Thanks for sharing your knowledge with public. Hope you will keep these videos public for ever.
Hope to add more and more videos for years to come :)
Yor are just awesome. Your videos are so engaging that even a 45 min video I cannot skip 10 seconds. Ismohit bhai I wat to know how to identify sectors having tailwind for a decade.
Additionally i request you to tell the book names which should one read to learn to gain knowledge 1/100 of you. Thanks for making the video and enriching the way you think about a business.
Truly informative 👏 keep it up Bro..
Very informative and very in depth video. Learnt a lot thank you👍
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Great job, deep analysis of fundamentals unlike elsewhere
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SOIC is such a gem for investors thank you so much for your review
Thanks for your kind words :)
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Marvel presentation Dear👌Keep your spirit up!! Thankew😊
Very detailed analysis of the book. Thank for making n posting.
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i know sounds a liitle weird but can you do a quiz every month on your content to figure out your most ardent followers and one two can be given free entry into webinars ??
Bht acha video bnaya h aapne. Very informative
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Great video sir!! Today finished the book and this video is helping me revise again😊. Thanks!!
Another key learning which I learned from the book is "Never
take an investment action for a non-investment reason.” Some of these “non-investment reasons” include these:
1. My stock is “too high.”
2. I need the realized capital gain to offset realized capital losses
for tax purposes.
3. My stock is not moving. Others are.
Excellent presentation..learning a lot from your channel.thank you for your giving valuable wisdom
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@@SOICfinance ok
Very detailed information.. thanks a lot guys👍
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I JUST LOVE YOUR PRESENTATION&RESEARCH
Hi Vashdev!😁 Thanks for watching our video.
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We hope you continue to learn along with us! 😁
Really a great video. Summed up the book in 45 min.
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Excellent Video .. I am big fan of yours
Excited for next chemical webinar...
Thanks Vicky :) Will send the link prior 2 days of the event. For more information o business & industry analysis, kindly visit- www.soic.in/blogs
Best UA-cam channel for Stock Market
Thanks Mangesh :)
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The Quality of Content is Awesome & Interesting too
Saw the whole video
And loved it 👌
Have you done chemical engineering? Most of the videos are related to chemical industry.btw good videos
I was thinking the same 😂 and he has very deep knowledge in chemical field
Tailwind
Because Chemical Is the new Booming sector
Sir the quality and standards of your channel 👍
Hi Chirag! 😁 Thanks for watching our video.
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@@SOICfinance Sir your channel was recommended to me by share academy !
Money bee , soic and share academy are the best cannel for India stock market if anyone is really serious about compounding .
Keep up the efforts 😉
wonderful Video Article and very impressive. Please keep up the good work
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Never seen such detailed analysis anywhere....Good Going bhai👍
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Laurus labs fits in many of your points cannot know what happens in future but have to follow the growth and management every qtr
Dude... Super se bhi uper wala explanation..... Want to buy your chemical industry web video..... But being a first timer .. can't pay that much... Can you provide some discount..??? Will help a lot
Thanks for the review. In the Future Opportunities section, we have not included the Electric Vehicles sector. Is it that you have considered this sector as a part of Chemical Industry? In future, can you make an analysis video of EV sector? Thanks.
U have good skill to present such complex topics
Thank you for watching our video @Vaishali Shere 😀
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Sir appreciate your hard work and efforts for such long and knowledge video for mankind
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Awesome and genuine content Thank You for all the HardWork ❤️❤️ ,Love from Share Academy
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Excellent knowledge being shared love you bhai🔥🔥 The content is also very sensible....👍👍
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So from what I understood what the book is saying - "You have to bet on a very fast racing horse and you either have to hope that horse will keep running at that pace or have to keep your eyes on the speedometer". That sounds exactly like speculative fiction.
Bro your content and knowledge of explaining is superb and no competitor on UA-cam... thanks
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Ishmit bro Pls provide examples for future of opportunities.
I know a few from your videos
Chemical- deepak nitrite
Energy exchange- IEX
Pharma - seven, jublinegrea , syngene
Fineorg , divis , neualand
Animal health - sequent , nglfine
Banks - HDFC ICICI
Building material - pipes - astral ashirwad Supreme finolex
Pls correct if I'm wrong
Excellent review of the 100X in Indian context.
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Excellent video.. after watching the video i became a fan of your channel ❤️
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Great.. keep it up. You will go a long way
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Brilliantly Awesome , keep it going , thanks
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Such indepth research. Thanks for sharing 👍
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Paaaji Hats Off to you!! Such a great content. though I am not a investor I am businessman trying to build a company. Loving Your content!!
Excellent knowledge for us
Thank you
God bless you
Thanks for your kind words :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Excellent way of teaching 👌👌
Thanks for your kind words :)
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Loved it.!! I thank you alot for the knowledge you share ❣️.
Hi Surendra! 😃 Thanks for watching our video. 👍
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Dear Sir, Thank you very much for your analysis. It helped me to learn about the book which I was not aware of. I am professor of Management and I wish to share your video to all my students. Do you have a special price for students? Grateful to you.
Top Class as always from @SOIC. What comprises Platform & Exchange category in your view here ? Do you mean IEX, BSE, NSE, CDSL type companies ? Or tech companies could also be included ?
Thank you so much for your honest efforts. You have share it a very difficult info in a smooth way. Keep sharing such Videos.
Thanks 🙏🙏
You have quality Content.You should have More Subscribers.Thank You.
I liked the future opportunities sector mentioned in video. However I think AMC business is also a great future opportunity as interest rates are at record lows.
AMC profit and growth are not heavily impacted by interest rates
You have done an amazing work for this video 👌👌
Thank you for your kind words :) Hope to keep adding value in your investing journey
Awesome and genuine content ❤️❤️ ,Love from Share Academy
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All your videos are Great.
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Hai Ishmohit , u know right what I am gonna say . ITS AWESOME !!!! GOS BLESS . KEEP ROCKING ❤️
Thanks Arun for your kind words :)
Outstanding video! Awesome!!!
Thanks Mahesh for your kind words :)
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First time on your chAanel...quite interesting...good way....good ...
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Excellent content. Thanks a lot ❤️👍🏻
Thanks Bipin for your kind words :)
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Excellent explanations and deep knowledge
Thanks for your kind words :)
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Sir as usual amazing video. Clear throw light companies
Thanks for your kind words :)
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Thank you Very much bro,for sharing such an Awesome knowledge.
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Amazing insights sir!
Would request you to cover Valiant Organics next!
Thanks Kevin. Sure, coming soon :)
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Very nice analysis in the indian stock market context. Thank for your hard work sir. Can you make video on specific next 100x indian stocks.From my analysis HDFC AMC, deepak nitrite could be next 100x stocks.