Ig no one on UA-cam makes such detailed videos. Maybe people just skip these video's seeing time duration but they are missing these gems. Truly one of the most underrated channel on UA-cam. Wish SOIC crosses million subscribers soon. Thankyou sir for such videos ❤️💯🙌
I cant even imagine how deep research you have done to make this kind of content. Huge respect and appreciation from my side for doing this. Thats why follow you as you are best in the industry for analyse a business. Invested in SRF already since last 1 year and this is one of the great business... keep on investing
Loved it ❤ you are a Stan lee of Business Analysis Ishmohit sir & Soic Channel is Marvel Studio of Investing world .Thanks so much sir for such kind of hard work and quality content✍️ Waiting next Sunday God bless you🙏
What an awesome analysis of the business.. you have dissect the business from top to bottom and left to right… I regret selling srf in 2012 due to some personal reasons…. But I have again invested in it 2021… it is a truly wealth creator… my conviction in this business is multiplied after watching this… thanks so much for sharing this
So much information in 1 hr. I learning something new in every video. You are special because you focus more on building blocks of business rather than surface. Thanks SOIC team.. Great video again .
Wow! Just wow! Your analysis is spot on. One of the rare youtube channels that focuses on the business and not on the "stock". Just amazing. Eagerly waiting for a video on "Syngene v/s Divi" and "how to analyze in the maangement is good". Please!
Hi ! I just have a normal question, there are so many stocks you have analyzed. There is only one general outcome which I have observed is - 1. There are lot companies which are expanding. 2. Everyone cannot invest in every stock. With so many excellent stocks in indian market, i believe overall indian markets will rise. So should we focus more on investing in a (small cap) mutual fund and acquiring more money so we can buy more units instead of playing concentrated bets on individual stocks?
That's true investing in yourself (job skills/business skills) is the best investment ever, which will give us much more cash flows for and we can invest them in MFs/ETFs/Index funds for a long period of time to create wealth.
Siddharth sir, don't look at every video as an investment advice. View it like he is educating you so that everybody can create their own watchlist and research further.
I was wondering why you weren't assessing this gem of a company. Personally have worked in it in my earlier years. Started my business in industrial fibers, they're my suppliers and have been holding good quantities of scrips since 2014. One of my 1st investments. Still my SIP stock today. Only problem... far exceeded my 10% PF limit in this stock. Lalach buri bala hai... This company is a rock in the Chemicals sector.
Loved it..... Hatsoff to your dedication.... How we met i dnt know.. but you are my lucky champ.... Please discuss about TATA-iPhone deal any share to focus or not
You are a genius and very hard worker.... Because of you toady I am able to learned so many phases, evolutions of SRF. Before seeing this video I have a straightforward Idea that fluorine related companies are manufacturer of its derivatives only. A single company can run so many businesses! I can't imagine, Superb Stock and your business analysis was excellent 🙏🙏
We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜
extremely deep analysis ! i had to watch it 2 times in 4 diff settings, still grasping concept. Honestly telling people sell such lectures but you are giving this info for free to us. Thank you sir :)
Hi Isomohit, Excellent presentation. Your efforts, harworking and knowledge always be visible in your presentation. Thanks for educating us on stocks. I watched video you did last year about top 10 internationally moated stocks. I am doing SIP in 7 out of 10 stocks, as I live in USA. Since market is corrected a lot, Can you please do another video on top 10 small cap insternational stocks? Thanks
Thanks for the wonderful video. Finally boarded the SOIC membership train. I would love to be in a position to do such an analysis on my own one day. Hoping to learn a lot from you Paji. :)
It's one among the few company which has proved their capability even when the economy is at worse. No doubt it's one of the gem to hold for next 7 years minimum.
@@abhilasha2490 bro 7 yeras ke baad kya koi downfall ayega tum itna weightage diya ho isliye pooch raha hoon.please reply mere paas Srf 12 quantity hai 2200 range se .
wow…just wow to SRF…and Wow to SOIC for the dedication in business analysis and making a video of 1 hr plus…i did my own research on SRF BUT never had so much in depth knowledge about…
We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜
just loved it man! the way u explain businesses is easy to understand and detailed at the same time. and I do appreciate ur efforts in making the vid by playing different lights for diff. ocassions. keep up the good work!
What a detailed analysis of SRF, can't make it simpler. Thanks for your service. Looking at the UA-cam tab for the video I think you have hired your New Graphic Designer, congrats on finding one 🙂 I would like to suggest a Company to you to study, though you might already would've got the suggestions from elsewhere. It is a Government owned company with zero debt. Making a 25%+ ROCE for the past 5 years, 20%+ Operating Margin for the past 6 years and a reducing Debtor Days. Name is BEL(Bharat Electronics Limited). Key Thesis pointer being they are growing their non-defensive business at a good pace. Ofcourse an Anti-thesis would be it is a Government company. But I feel it is worth a Look. I am bias as I am owning a few quantity. No reco at this level for anyone reading this comment. Business worth studying.
Fabulous insights Ishmohit bro. Wonderfully explained the industry. Surely, a majority of these inputs were collected outside the SRF disclosure. If possible, please share the references used here and also the approach undertaken to understand the industry's supply chain and history 🙌
Whether I make profits after investing in SRF is secondary. But I did learn wrt Businesses : Especially Believing in the business, Research, Planning against the odds for decades to come & Execution. Thanks SOIC for bringing this case study.
People who don't understand Hindi exist, SOIC. You should consider adding subtitles. Why did you stop using subtitles? It was incredibly beneficial. Big fan of your work.
Yet one more time...You never fail to amaze us....Really surprising how you can perform such deeper analysis on variety of sectors and companies....REALLY AMAZING...HATS OFF..
Sir I have a humble request that if u r going to recommend these types book like Dam right in ur every video at the end of the year we r setting a ensoclopidiya of investing Pls share a thought about this
One small suggestion - in the first 9 minutes you have mostly covered SRF 1.5 to 2 MINS (by when people would definitely miss out the main agenda).. I completely understand that you need to promote a few things but that can be better placed I guess (maybe after 30mins.. bacause the one who is there until 30mins are the most serious ones and they would be easily comvertible to the membership)
I have heard many online advisors including Pranjal Lamar,Rachana Ranade - This is now the best one for Intermediate and Advanced stock market players/investors.
Ig no one on UA-cam makes such detailed videos. Maybe people just skip these video's seeing time duration but they are missing these gems. Truly one of the most underrated channel on UA-cam. Wish SOIC crosses million subscribers soon. Thankyou sir for such videos ❤️💯🙌
Glad you like them!
True
Strong analysis and details are extremely important. I’m going to try and make longer videos as well.
I cant even imagine how deep research you have done to make this kind of content. Huge respect and appreciation from my side for doing this. Thats why follow you as you are best in the industry for analyse a business.
Invested in SRF already since last 1 year and this is one of the great business... keep on investing
Loved it ❤ you are a Stan lee of Business Analysis Ishmohit sir & Soic Channel is Marvel Studio of Investing world .Thanks so much sir for such kind of hard work and quality content✍️ Waiting next Sunday God bless you🙏
Thanks a ton!!
Loved it
What an awesome analysis of the business.. you have dissect the business from top to bottom and left to right… I regret selling srf in 2012 due to some personal reasons…. But I have again invested in it 2021… it is a truly wealth creator… my conviction in this business is multiplied after watching this… thanks so much for sharing this
So much information in 1 hr. I learning something new in every video. You are special because you focus more on building blocks of business rather than surface. Thanks SOIC team.. Great video again .
Wow! Just wow! Your analysis is spot on. One of the rare youtube channels that focuses on the business and not on the "stock". Just amazing. Eagerly waiting for a video on "Syngene v/s Divi" and "how to analyze in the maangement is good". Please!
Glad it was helpful!
Yes please let us know how to find if management is clean and good
Sirji god bless you one cannot imagine how much of efforts and hardwork you have done to make this video with so much of info.
Thanks a ton
HELL YES LOVED IT JAI HIND . NOBODY CAN STUDY DETAILS OF EVERY BUSINESS LIKE YOU AMAZING PATIENCE AND HARD WORK
I bought SRF just because it has best chart among chemical companies but then this vedio gave a new dimension. Thanks.
Hi ! I just have a normal question, there are so many stocks you have analyzed. There is only one general outcome which I have observed is -
1. There are lot companies which are expanding.
2. Everyone cannot invest in every stock.
With so many excellent stocks in indian market, i believe overall indian markets will rise. So should we focus more on investing in a (small cap) mutual fund and acquiring more money so we can buy more units instead of playing concentrated bets on individual stocks?
I invest strictly in ETFs and Mutual funds.
That's true investing in yourself (job skills/business skills) is the best investment ever, which will give us much more cash flows for and we can invest them in MFs/ETFs/Index funds for a long period of time to create wealth.
Siddharth sir, don't look at every video as an investment advice. View it like he is educating you so that everybody can create their own watchlist and research further.
Sir... SOIC is Wikipedia of Indian Share market investment and not stock recommendations agency.
We do not order every dish on menu card !
Outstanding analysis as always, Red light in anti thesis is classical. 👌👌👌👍
That's what makes Ishmohit & team so exceptional 👍
Glad you liked it
I was wondering why you weren't assessing this gem of a company.
Personally have worked in it in my earlier years. Started my business in industrial fibers, they're my suppliers and have been holding good quantities of scrips since 2014. One of my 1st investments. Still my SIP stock today. Only problem... far exceeded my 10% PF limit in this stock. Lalach buri bala hai...
This company is a rock in the Chemicals sector.
I like how you change the background color to green when discussing thesis pointers, and then to red when discussing anti-thesis pointers 🙂
great in dept presentation !!! research on company is humungous !!! no doubt SRF is the Du-Pont of India
Green on thesis and Red on antithesis... hats off to your dedication...
-An SOIC member
So much in details of each and every vertical of SRF dealing in…Fantastic 💐
Glad you liked it
Sardar Ji, I have only one thing to say --- Tussii great ho paaji. Lots of Love and respect for you brother. Keep up the good work .
Loved it..... Hatsoff to your dedication.... How we met i dnt know.. but you are my lucky champ.... Please discuss about TATA-iPhone deal any share to focus or not
You are a genius and very hard worker.... Because of you toady I am able to learned so many phases, evolutions of SRF. Before seeing this video I have a straightforward Idea that fluorine related companies are manufacturer of its derivatives only. A single company can run so many businesses! I can't imagine, Superb Stock and your business analysis was excellent 🙏🙏
Presently entire AC industry has shifted to R32 and SRF has an almost monopoly in that.
Agreed!
Can you elaborate that .r32 kya hai
Loved it..your hardwork shows invyour presentatiin, this the moat of SOIC..listened without a break..many thanks
Very High quality business analyst,, so many thanks.
Superb analysis. The background setting is amazing🤩
Thank God, finally I found this gem.
We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜
extremely deep analysis ! i had to watch it 2 times in 4 diff settings, still grasping concept. Honestly telling people sell such lectures but you are giving this info for free to us. Thank you sir :)
Glad it was helpful!
Hats off to the amount of research done towards this video. Thank you so much 🙏
Glad it was helpful!
Great sir tusi kamal ka kam kr rhe hai retail investors k liye...
Hi Isomohit, Excellent presentation. Your efforts, harworking and knowledge always be visible in your presentation. Thanks for educating us on stocks. I watched video you did last year about top 10 internationally moated stocks. I am doing SIP in 7 out of 10 stocks, as I live in USA. Since market is corrected a lot, Can you please do another video on top 10 small cap insternational stocks? Thanks
Many thanks! Soon!!
Thanks for considering my request. Look forward for requested video. Have a great time..
U provided a holistic information regarding the company , sector nd all the allied businesses. Thank you SOIC
really loved the content and way of explaining the segments of the company.. Great job ishmohit .
Daar ji...this is 4 th video where I am watching u....want to join you...
Really very hard work done by SOIC. Very good effort. Complements.
Top notch as always.
A business described in this much detail and depth is heart fully appreciable.
You explain in very descriptive, sequential & interesting manner, gives us feel of Netflix.
Its humble request Kindle make video on valuations too.
Ek number video banai hai sir apne 💯, there can not be a video more detailed than this.
Thanks for the wonderful video. Finally boarded the SOIC membership train. I would love to be in a position to do such an analysis on my own one day. Hoping to learn a lot from you Paji. :)
Glad it was helpful!
I already have 50 shares of srf
Will be reaching 75 shares within next 3 months.
Holding 8% of srf in my portfolio.
May i know your buy rate?
Bro aanewale 20 saal ye business sustain kar payega.
It's one among the few company which has proved their capability even when the economy is at worse.
No doubt it's one of the gem to hold for next 7 years minimum.
@@abhilasha2490 bro 7 yeras ke baad kya koi downfall ayega tum itna weightage diya ho isliye pooch raha hoon.please reply mere paas Srf 12 quantity hai 2200 range se .
wow…just wow to SRF…and Wow to SOIC for the dedication in business analysis and making a video of 1 hr plus…i did my own research on SRF BUT never had so much in depth knowledge about…
Which is best for 20 years srf or pidilite , although pidilite is a good company but I need high cagr so can you tell me .
We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜
Loved it!!!
My first. Comment to #SOIC
HELL YES😊😊😊😊
Superb effort by you. with your deep analysis on SRF it is benefecial tome.
ਦਿਲ ਖੁਸ਼ ਕੀਤਾ ਜੱਟਾ.....ਖਿੱਚ ਕੇ ਰੱਖ ਕੰਮ।
So much details man! Wonderful deep analysis. Keep the good work Ishmohit !
just loved it man! the way u explain businesses is easy to understand and detailed at the same time. and I do appreciate ur efforts in making the vid by playing different lights for diff. ocassions. keep up the good work!
What a detailed analysis of SRF, can't make it simpler. Thanks for your service. Looking at the UA-cam tab for the video I think you have hired your New Graphic Designer, congrats on finding one 🙂
I would like to suggest a Company to you to study, though you might already would've got the suggestions from elsewhere. It is a Government owned company with zero debt. Making a 25%+ ROCE for the past 5 years, 20%+ Operating Margin for the past 6 years and a reducing Debtor Days. Name is BEL(Bharat Electronics Limited). Key Thesis pointer being they are growing their non-defensive business at a good pace. Ofcourse an Anti-thesis would be it is a Government company. But I feel it is worth a Look. I am bias as I am owning a few quantity. No reco at this level for anyone reading this comment. Business worth studying.
Was waiting for your analysis on SRF from long .thank you. A request. Want an analysis from SOIC on Paushak in future anytime
Loved very much
JUST TOO GOOD… Ishmohit. Kudos to your ‘compartmentalisation’ of a subject…♥️
Loved it sir. Ur effort is like any thing
SOIC.... Wikipedia of Indian share market investment.
One of the best stock session in YT.,🙏
Arshdeep Singh bowling bhi karta hai or investing bhi. Kaafi talented ladka hai
Worth watching singh saab
Fabulous insights Ishmohit bro. Wonderfully explained the industry. Surely, a majority of these inputs were collected outside the SRF disclosure. If possible, please share the references used here and also the approach undertaken to understand the industry's supply chain and history 🙌
Whether I make profits after investing in SRF is secondary.
But I did learn wrt Businesses : Especially Believing in the business, Research, Planning against the odds for decades to come & Execution.
Thanks SOIC for bringing this case study.
Wow !! You have gone through the details of almost all aspects of business.... Amazing analysis !! Kudos to you and rest of SOIC team.. 👏👍
Ishmohit u r uncomparable so much hard work u do to mk us understand so much details.. God blessu hw to go for ur SOUC membership
People who don't understand Hindi exist, SOIC. You should consider adding subtitles. Why did you stop using subtitles? It was incredibly beneficial. Big fan of your work.
Not able to find a good subtitle write, Takes 5 days to write for one video.
Yes we like this video...very nice expalation deeply analyse by all aspects of SRF......Keep add on.........Thnx
Awaiting since long
❤❤❤
Loved it!
Every second of video is informative Thank you
Loved it SOIC and its great analysis. Lots of informative about the company future plan.
loved it definitely
Reliance industries..... The real Berkshire Hathway of India.
Why do you think so
Loved it! Top notch analysis as usual.
Yet one more time...You never fail to amaze us....Really surprising how you can perform such deeper analysis on variety of sectors and companies....REALLY AMAZING...HATS OFF..
Thanks ISHMOHIT for SRF study.it is EXCELLENT. I think it is very USEFUL
Loved it sir
Looks like Srf might demerge itself for value unlocking as it has many verticals
Sir I have a humble request that if u r going to recommend these types book like Dam right in ur every video at the end of the year we r setting a ensoclopidiya of investing
Pls share a thought about this
Loved the video
Great video as always. Loved the background lighting colour change in sync with pros and cons 😎
Glad you liked it!!
Sunday a Funday with SOIC analysis video!!
Hats off to you Ishmohit bhai for your in depth analysis 🙏🙏🙏🙏
Loved it.. detailed, eye catching presentation with comprehensive analysis
One small suggestion - in the first 9 minutes you have mostly covered SRF 1.5 to 2 MINS (by when people would definitely miss out the main agenda).. I completely understand that you need to promote a few things but that can be better placed I guess (maybe after 30mins.. bacause the one who is there until 30mins are the most serious ones and they would be easily comvertible to the membership)
Loved it
Great sir.
Loved it
Upper left side small statue, is it you? (middle one is WB, right one is Buddha).😇
Love from AP...♥️♥️♥️
From Kakinada
@@ramuvoleti me Yeleswaram...😮
wonderful video as always from SOIC team. Kudos.
Superb analysis bhai👌👌
Loved it.. in-depth analysis is the key to success.. great going Ishmohit & team.. top class research .. thank you:)
Thanks a ton
Love it Dear .
God bless you.
Jai Hind 🙏
Dear SOIC,
Biologics and Biosimilars industry deserves a 2 hour long video.🎬
Biosimilars economics is impaired, not worth the time :)
Why did Lux industries fell so much ? What's wrong with it ? Corporate governance issue ?
Sir, Thanks for such a detailed Deep Analysis of SRF. This is helping a lot to me in understanding such a big Company.
Loved it. Thank you for the analysis Sir !
Glad you liked it!
I have heard many online advisors including Pranjal Lamar,Rachana Ranade - This is now the best one for Intermediate and Advanced stock market players/investors.
Loved it
Just loved it
Much appreciated sir.... You make the best detailed analysis vedios...
Please make a video on carbon credit business, as it is a sunrise industries, and many investors are not aware how it works. Ex EKI Energy. Thanks.
You gain vast knowledge before making videos.
Thank you for making such videos
great video thanks!
Really detailed analysis 👍💯 very impressive
Your research and analysis is spot on.
Loved it.. itni sari information hats off to you 😘😘😘
Wonderful video.... Thanks Ish Mohit and Team.... Keep it up 👏👏👏👏👏👍👍👍👍👍💐💐💐💐💐
Loved it, detailing is great
It took me 3 hrs to complete the video as i was trying to understand the technicalities.