Alpha Moguls With Vijay Kedia
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- Опубліковано 9 вер 2020
- Has the "new normal" prompted Vijay Kedia to rethink his bets in the mid-and small-cap space? #BQLive
Read more from this conversation here: bit.ly/2RyvkqK
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In short -
- fully invested as of 11/9/20
- was 5% cash in march fall
added:
1. Neuland laboratories - holding pre covid
2. Zee Entertainment - new holding, OTT play, debt free
3. Tejas Network (1.52%) - telecom play, 5g revolution, very cheap valuation compared to ATH
4. Repro India -
5. Ramco systems - bought after 5 years of observing it, Waited for the right price
Sold -
1. Kukoyo Camlin - lofty valuations, incorrect entry
2. JMC project - at a huge haircut, was wrong on the Infra theme, too much depended on government
thank you
Thank you
no body is going to watch TV going forward. only Netflix.amazon prime,you tube, will lead the media markets.people already lost interest in biased media/news and contents in TV's,films. zee entertainment is bad decision now to buy.
did anybody checked the fundamentals of these companies. i felt there are better companies . why did sir choose these companies
@@prateekgoud3648 True.
Person with a golden heart..Mr. Kedia..
They sud Keep interviewing kedia
Vijay kedia's simplicity in stock market gives confidence to a small investor like me .
Down to earth, honest, frank, speaking and singing his heart all the time. He is a rare among all the so called expert. He is my ideal while I am looking for someone for the answer in volatile market. Interview is well conducted which has brought the real self of Vijay Kedia. Only a serious note in lighter vein: Dear Neeraj you are quite young and smart and I am following you since a decade. Better dye your hair or let them pure white with a bit longer length
The thing I like about mr. Vijay kedia is that , he is very transperant and clear .
S small in size
M medium in experience
L Large in aspiration
E Extra large in potential
I kaha hai
MI = Medium In experience
we can keep on listening when kedia ji talks.love him so much.god bless him.
Learnt a lot of things from Vijay sir. Thank you sir.
Thanks to Neeraj sir too.
Thank you niraj sir for hosting this webinar with vijay kedia sir...it is really informative and intresting to hear and gave me a couple of ideas..
This guy never speaks like "I know it all" expert. Its hard to believe that he is a star investor when you hear him. He doesn;t use any jargons.
He comes across so genuine. So humble, humorous and full of simplicity. One of the best talks I have seen. Many things to learn not only for investment but also for life. Thanks a lot and best wishes.
Vijay Kedia is having a good sense of humor. I love that part.
That is not what you are supposed to look for in him.
@@hrshl4644 you have a good sense of humor to succeed in life. It not only helps you in the market but in your relationship and every where you can think of.
Very sensible n humble person.
I had a quality time
Tnks BQ..
Wonderful interview. Learned a lot. Loved Vijay Kedia's simplicity.
Beautiful interview. Neeraj directed the interview well, and we all learnt alot from this exchange with Vijay. Made my day👍
The danger with everyone talking about a sector is because it definitely, more often than not, becomes overvalued very quickly
Straight from the heart sir .....take a bow Vijay sir 🙏
Very humble and simple person.
Very interesting and different perception you have. I heard many experts but Vijay kedia is very different from them and his conviction is what I liked the most. ❤
Excellent interview. It's a pleasure to listen to Mr.Kedia and the interviewer is asking right questions 👍
Such a nice interview.. thanks to both of you ...you enlighten us....
Liked it before watching the video, have learnt so much from Kedia ji
Everytime I listen to Vijay sir, a sense of calm prevails and has a soothing impact.
So humble. Vijay sir. ❤❤❤ from Malaysia
Love hearing this man! Such a humble guy despite the success he has.
What a brilliant interview!! So much respect for Vijay Sir!❤️🙌
Very good interview whenever u listen to Shri Vijay Kedia u always get to learn many things he's a marvelous individual and very sincere honest .
Thank you so much.. please keep sharing the info
Thank You, Vijay and Niraj. 🙌👏
Excellent Excellent conversation, Niraj U R fabulous. I have started tracking ur interview n just Superb
Thanks Mihir.... we try our best :)
Thanks Bloomberg
Thanks Vijay sir for sharing such wonderful life learning experience in stock market 🙏🙏
Awesome guy. Great learnings from him
Simplicity and honesty. A perfect inspiration 🙏
Hats off to You Mr. Vijay Kedia for Your sincere explanation, also thanks a lot Mr. Niraj Shah to conduct this valuable video. Really enjoyed entire video. 👍👍
Amazing clarity of thought 👌🏻🙏🏼
very practical man i like his thoughts
Amazing session and interview!
DOWN TO EARTH PERSON. MY MOTIVATOR AND ROLE MODEL IN INVESTING IN STOCK MARKET. HE IS ALWAYS IN SMILE AS LIKE AS HIS CONCEPT "SMILE". GOD BLESS.
The disclaimers upfront are necessary. Great format
Vijay kediya ser is right every answer in bhagvet Geeta thaink you ser 🙏🙏
Great man; great investor; more than that, a very simple person with no ego.
Vijay ji you have proved that knowledge is a vast ocean..🌞
We want more interviews from this guy.
great ...interview !!
Soo much learning in just 1 hour of video💯👌🏼thank you sir
Thanks Bloomberg for this interview 👍🙏
Great growing our investing portfolio management buisness over 40% with these learnings love from India🇮🇳
Good interview Thanks to your team for your great work! Thanks to Mr vijay Kedia for sharing his knowledge
Mai toh Gita pada hu, fantastic Sir, Salute to you
Thank you Sir🙏🙏🙏
Great to listen to Mr kedia...Down to earth person
Great learning..thank you so much
humble guy and a lot to learn from thank you Mr vijay Sir
Love this man..big fan of vijay kedia sir
Absolutely great lessons for small investors, thanks😊
Vijay hi aap ke man ki baat sunkar bahut hi accha laga,very clear view how to get rid of volatile stock market and never regret on any moment that be past jab jago tab savera.🌹👌💐
Superb episode 👌👌👌👌
Vijay Kedia is an encyclopedia in himself. Always glad to here him.
Wonderful
Thank you Vijay sir.
Good Humour & Good Learning, both are great human being & investment expert
Good 1. Lot of learning
i like his simple philosophy of investment. really great
Nice video providing Great knowledge
2020 is bad for all investors those who were holding from 2017 and good for who had cash in hand in 2020
Chal chutiye...
Bas kr pagle, tell me something I don't know😁😁
@@krnagrl Bad only if you sell. Good if you keep holding
Great learning
Very informative and great learning
LEARENED A LOT THANK YOU SIR
Fantastic interview. Vijay Kedia is one of the most relevant investors of our time. Thanks a lot!
Vijay Kedia is man of his creativity calculations with good examples.🤙
Such humility and modesty is rare.
liked the interview
Thanks
Great conversation 🐱
As always briliant sir
Last points are awesome 👌
Fan of both of you sirs
Vijay Kedia's SMILE principle: 📉 Small in size, 📊 Medium in experience, 🚀 Large in aspirations, and 🌐 Extra large in market potential! 😃📈💼🌟
Vijay end words are very encouraging
The best part is u can listen to him all day
बहुत बढ़िया जानकारी दी, काश कि पता चलता "बगुला, मछली कौन सी पकडेगा "?
Wow Sirs , you both are great...
amazing !!!
Excellent conversation! Vijay Kadia very humble and rich in knowledge of market
Whenever I go through his videos I always find new inspiration to invest into the Indian Stock Market.
Vijay Sir interview makes me more motivated.
Great Video....
Good and relevant questions. I request to bring Mr.Porinju Veliyath also for interview please...
One genuine person I can find in market
Guruji 🙏🙏
Both of you fabulous...
What a simple person... Very frank..
Fabulous...
sir aapke example se ki mcap kam ho par par market potential jyada ho... to iska matlab abhi aapke hisab se tejas networks ka mcap kam hai par market potential bahot jyada hai??? am i correct???
Excellent idea 👌👍
Both of you sir great
Why i like him because he is simple, humble human being and he looks like normal person like us.... After seeing him i have confident that a common man can also be succeed in stock market..
Vijaysir, tejas network trade receivable you see? How many days? It's too much months. Cash flow is also not good.
What a genuine person Vijay Kedia has been.