Invest in our Smallcase: Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com --- Buy my book: The Thoughtful Investor only from our website www.thethoughtfulinvestor.in --- For BM Meets (Personal Consultation on business or finance). Please send a WhatsApp message on +91 85918 66511 OR +918928286940 OR email to support@theequitydesk.com
क्या FIIs सेल ऑर्डर DIIs को दिखाता है क्या? पिछले 6 महीने के बाय सेल डेटा दिखाता है जिस दिन buy sell by FIIs and DIIs almost matching। DIIs वही खरीद रहे हैं जो FIIs बेच रहे है। दूसरे स्टॉक तुच्छ भी नहीं कर रहे है। HDFC PE 19 par trade ho raha hsi jabki SBI, union bank, pnb, bank of baroda 6 par trade ho raha hai। यह stock 30% करेक्ट हो गए और hdfc वही है 18 पर ट्रेड हो रहा है
Sir woh B2B jewelry company ka naam hain Sky Gold. They design and make low ticket price jewelries as sell it to organized and unorganized players. Ashish Kacholia had some exposure in it.
Politicians are very smart : They know that profit margin and ROCE ( to their own pocket not to state or country ) is very high in express way, coastal roads, highways, and bridges hence they build these white elephants. Hence they don't build schools, colleges and hospitals etc. I am not sure when this corruption will decrease in our country. Saw in the Maharashtra elections that almost every politicians wealth has more than doubled in the last 5 years - that's higher than the Index CAGR return of 14% - I think we should securitize politicians - Zero risk and Index Returns.
Ekdum gurji.. u always bang on . Kya prediction tha..still i remember u told once that we might be growing at 4-5% pace of GDP 😅 Nd finnally govt ka @ 4:50 'dhakkad' GDP growth bhi slow hua . INDIA GDP QUARTERLY (YOY) (Q2) ACTUAL: 5.4% VS 6.7% PREVIOUS; EST 6.5% So now can we expect some rate cut/GST cut? Please take my question, Pranam neben 🙏🏻
Sirji namaste. Ek prashn tha,,US Govt ka debt ithna Adhik ho gaya hai ki kahin koi naya "lehmann crisis " hogaya tho kaunse sector worst hit hoga ? Maine yahi kaaran se it sector ka exposure reduce karna shuru kiya hai. Aap is bare me kya sochthe hai?
Sir am sure 99% are well wishers sir you don’t have enemies I feel? Why would u have enemies please explain? You are very kind when you are addressing the trollers also! I have noticed you don’t get agitated easily! You are an accomplished person so you remain calm and answer the trollers questions also diplomatically 🎉 moreover you are doing a great service to the Aam jantha ❤🎉
Sir ji, I am your BM focus small case subcriber and consistant follower. Please do 2 minute analysis on Shakti-pumps. Thanks for your Knowledge sharing.
I know one brokerage house recommending buying of Coal India some years ago but same brokerage house selling Coal India from their PMS at the same time
You work for 40yrs to have $1M in your retirement, meanwhile some people are putting just $10K in a meme coin from just a few months ago and now they are multimillionaires.
Basant Sir, GDP figure announced @ 5.4% - But actual GDP could be below 2% (considering corporate results). Stock markets will trend lower in coming days due to lack of trigger, consistent FII selling and year end considerations. Govt will have to fund the freebies and no possibility of lowering GST or any other taxes. Markets will test the patience of investors.
Sir, you will be glad to know eastern & Western peripheral around NCR has this concept of big truck signage with lights to depict danger or diversion in well adavance
Sir over the time of last 3 to 6 month, You have became so conservative not speaking freely seems you have been under pressure from internal external forces, Used to love how freely you use to speak
Good Evening Pls don't take my name My question: Company: Seshasayee paper Market cap: 1900 cr Reserve plus surplus = 1900 cr Does it means company is free Where this 1900 cr in company account, how we will analyse such company. This is my second question in last 2 yrs I hope u will take my basic question I am Engr , working in Gulf. Best regards to u and ur team
Basant Sir Good evening ...Please talk about how you keep your life disciplined and what is your method of scanning companies, keeping track of it and waiting patiently when stocks are going up.
You have shared some really interesting insights of your journey and knowledge on equitydesk, can you guide how do we go through them and please share more details about the journey. Why you started, what were your learnings? how people came to know about it?
Sir in your book u said that 1)sector should not have entry barriers then how can a Company in that sector have moat and 2)how can the market share of a company be greater than the size of its sector...Namaste & thanks
Guruji Pranam, Aapne bohot sahi shabo me bola. Sabhi neta log apne apne dharam ke gulamo ko mukt nahi karna chahate. Kisi neta ko education health n public growth ki nahi padi hai. Sab lage hai apne jat pat dharam majhab ko khatre me bolkar apni apni dukan chalate hai. Shayad aap mera comment nahi lenge but unfortunately yahi sach hai.
Sir can you please give your thoughts about current valuation of Adani Ports and Tata Motors. Both are available at relatively lowerP/E and present valuation seem reasonable for long term investors 🙏🏻
Hi Sir According to you what are the necessary changes need to be done from govt side to become India a developed country? And how public should think to change themselves rather than depending on free bees?
Adani shares have shown a great upward trajectory since the last few days and have been able to recover to a great extent despite so much bad commentaries from many sides.
Not many commentators are speaking the truth. My questions is, 10-12 years back everyone was saying India need double digit GDP growth to become developed nation. Why we are content with 7 odd percent of GDP growth now? Is 7+% is enough for India?
How much interest India pays on debt? The interest pay-out for FY24 is projected to be Rs 10.80 lakh crore, or about 24% of the budgeted expenditure for the financial year. In the pre-Covid FY20, interest payment at Rs 6.12 lakh crore had accounted for 22.8% of the total expenditure.2 Jan 2024
Dont know about other country's inflation data but i think our inflation data is useless to gauge situation on ground. School fees, cost of white goods, cost of medicines/hospitalisation, entertainment, vehicles everything is increasing in access of 10%. But the salaries are not increasing that much. Our growth should be more than 10-15% so that in real sense economy grows. Governments are not taking drastic steps to speed it up.
Sir do talk about importance of discipline in the investing journey ..I think that is one part taken very lightly but very important to keep scanning keep looking for better and better opportunity.
Sir i want to know that during the past crash what were the sector pe during that crash eg during covid crash what was the pe of consumption sector,it , finance,paint sector
Invest in our Smallcase: Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com
---
Buy my book: The Thoughtful Investor only from our website www.thethoughtfulinvestor.in
---
For BM Meets (Personal Consultation on business or finance). Please send a WhatsApp message on +91 85918 66511 OR +918928286940 OR email to support@theequitydesk.com
Sir
Please avoid duplication of stocks between your various smallcase.
क्या FIIs सेल ऑर्डर DIIs को दिखाता है क्या? पिछले 6 महीने के बाय सेल डेटा दिखाता है जिस दिन buy sell by FIIs and DIIs almost matching। DIIs वही खरीद रहे हैं जो FIIs बेच रहे है। दूसरे स्टॉक तुच्छ भी नहीं कर रहे है। HDFC PE 19 par trade ho raha hsi jabki SBI, union bank, pnb, bank of baroda 6 par trade ho raha hai। यह stock 30% करेक्ट हो गए और hdfc वही है 18 पर ट्रेड हो रहा है
Pls take my question 2 min analysis on tanla platform and kpit. Thanks
One correction. He will recommend shares only if you pay money and not for free.
Sir, 2 minute analysis of axis bank ?
NAMASKAR SIR
SIR, ANIL SINGHVI SIR BHI AAPKI TARAH BAHUT GIANI HEIN, WOH COMPANIES KI MANAGEMENT KI INTERVIEW BADI ZABARDAST LETE HEIN
Sir log apako itna pyaar karte hai aur video itna dhyaan se dekhte hain ek dum se edit pakad lete hain.
Sir you are the genius
Gdp 7.2 se seeda 5.4
Tain tain fiss
Election khatam
Khela khatam 😂
That means data is correct.
Sir woh B2B jewelry company ka naam hain Sky Gold. They design and make low ticket price jewelries as sell it to organized and unorganized players. Ashish Kacholia had some exposure in it.
Politicians are very smart : They know that profit margin and ROCE ( to their own pocket not to state or country ) is very high in express way, coastal roads, highways, and bridges hence they build these white elephants. Hence they don't build schools, colleges and hospitals etc. I am not sure when this corruption will decrease in our country. Saw in the Maharashtra elections that almost every politicians wealth has more than doubled in the last 5 years - that's higher than the Index CAGR return of 14% - I think we should securitize politicians - Zero risk and Index Returns.
You are very good commentator
Thanks for sharing your valuable experiences
Seedhi baat no bakwas Obsolute right sir reality of indian market
एकदम झकास टी शर्ट गुरुवर , प्रणाम आपको 👍
प्यारे बसंत साहब जी को शाम का नमस्कार 🙏😊❤️
Good evening sir thank you so much 🙏
Sir Just like Musk in USA , india Govt especially Punjab Delhi Karnataka should appoint you as DOGE chief of these states
Sir, jai Hind and namaste sada vatsale matrubhumi.
You have used the right word Wasteful expenditure cutting cost is an other way of increasing profit.
Guruji pranam ❤
I have been watching your videos since the beginning.
The effect of your video is that GDP has reached 5.4.
real GDP number now comes out 7.2 to 5.2. analysis is 100% correct
i dont think its 5.2 it will 0.2 or in negative.
Sir ji 🙏aap jab bhi India ghoomne niklein, kabhi bhi programme disclose na karein, day to day programme dene se kabhi problem ho sakta hai 🙏
Ekdum gurji.. u always bang on . Kya prediction tha..still i remember u told once that we might be growing at 4-5% pace of GDP 😅
Nd finnally govt ka @ 4:50 'dhakkad' GDP growth bhi slow hua .
INDIA GDP QUARTERLY (YOY) (Q2) ACTUAL: 5.4% VS 6.7% PREVIOUS; EST 6.5%
So now can we expect some rate cut/GST cut?
Please take my question,
Pranam neben 🙏🏻
Namaste Sir Jai Shree Krishna. God bless you ❤. Good vibes after listening to you.
Sir, you speak with heart. Please keep it up
Sirji namaste. Ek prashn tha,,US Govt ka debt ithna Adhik ho gaya hai ki kahin koi naya "lehmann crisis " hogaya tho kaunse sector worst hit hoga ? Maine yahi kaaran se it sector ka exposure reduce karna shuru kiya hai. Aap is bare me kya sochthe hai?
Yes, We want detailed video on derivatives.
Good Evening, Sirji🙏🌷
Sir kya home loan leke , invest kr deya jaye yan abhi patience rakhne ka time ?
Sir am sure 99% are well wishers sir you don’t have enemies I feel? Why would u have enemies please explain? You are very kind when you are addressing the trollers also! I have noticed you don’t get agitated easily! You are an accomplished person so you remain calm and answer the trollers questions also diplomatically 🎉 moreover you are doing a great service to the Aam jantha ❤🎉
Sir ji, I am your BM focus small case subcriber and consistant follower. Please do 2 minute analysis on Shakti-pumps. Thanks for your Knowledge sharing.
Yes sir please
SIR, you are greate.debasis tarakeshwar.
Thanks a lot for your love and hearts on my comments...Viru❤❤❤
Thank you Sir
Enjoy your Weekend
Cheers!
Nice video analysis accurate analysis.
Finally GDP left it's magical 7.2 constant growth. It's nearing its reality
Ab kya government change ho gayi jo GDP ka number kam dikhaya gaya?
Abhi bhi jada hai usse bhi kam hai 😅
The new number might still be exaggerated 😊
5.2
Gurudev ❤❤❤ Take care ❤❤❤
Good evening guruji 😊😊😊
I know one brokerage house recommending buying of Coal India some years ago but same brokerage house selling Coal India from their PMS at the same time
2:59 sir GDP rate gir gaya hai. Monday market me dhulayi higa
You work for 40yrs to have $1M in your
retirement, meanwhile some people are putting just $10K in a meme coin from just a few months ago and now they are multimillionaires.
imagine invsting in Btcoin earlier.... You could have been a multi millionaire precently
Assets that can make you rich
FX
Btcoin
Stocks
Gold
Real estate
You're right but a lot of people remain poor due to ignorance
Not because of ignorance, it's because of the high rate of unprofessionalism in the cypto market
I'm new to cypto trading, feels overwhelming but I won't give up on learning this. Thanks for your clear explanation from the very beginning!
Sir Goldiam International (B2B) fine jewellery company has entered into retail business, is it good time to buy?
Magin will hike
@MukeshKumar-tx6tl thanks
Yes sir I also noticed 🎉😊 video changeover edit
Good evening BM sir.
Basant Sir, GDP figure announced @ 5.4% - But actual GDP could be below 2% (considering corporate results). Stock markets will trend lower in coming days due to lack of trigger, consistent FII selling and year end considerations. Govt will have to fund the freebies and no possibility of lowering GST or any other taxes. Markets will test the patience of investors.
Sir stock me profit book krna chaiya y hold krna chahiy.... Jb profit ghatta hie to bhit pura lgata hie.... To kiya kre sir...
Good evening sir ❤
10 December को Bombay आ रहा हूँ, आपकी किताब पे signature और एक photo लेने office आ सकता हूँ ?
Good Evening Basant ji❤
Dhanyavad,sir.
Hi Sir. This is a big ask - Can your team make a new playlist for all the BM Meets videos please?
Thank You!!
Sir karo aap video on derivatives trapping on data ...kaise clients faste hain....this will be eye opener
Hi Basntji , Upendra Dwivedi from Ahmedabad Nov. 2024 GDP forcast 6.5 actual 5.4 inflation also high what reactions in bazar
Sir, you will be glad to know eastern & Western peripheral around NCR has this concept of big truck signage with lights to depict danger or diversion in well adavance
great video keep it up
Sir Namaskar, Sir Sunday ka video to aapko banana chaiye wo bahut insiring hota hai, plz start sunday video again
Sir over the time of last 3 to 6 month,
You have became so conservative not speaking freely seems you have been under pressure from internal external forces,
Used to love how freely you use to speak
Sirji aapki harek bat me sachhai dikhti he.goverment ladla bhai ladla bahen ki tarah ladla invester ki bhi scim nikalni chahye.
Very nice sar ji❤❤
Good Evening
Pls don't take my name
My question:
Company: Seshasayee paper
Market cap: 1900 cr
Reserve plus surplus = 1900 cr
Does it means company is free
Where this 1900 cr in company account, how we will analyse such company.
This is my second question in last 2 yrs
I hope u will take my basic question
I am Engr , working in Gulf.
Best regards to u and ur team
You are absolutely right sir
Basant Sir Good evening ...Please talk about how you keep your life disciplined and what is your method of scanning companies, keeping track of it and waiting patiently when stocks are going up.
Namaste guruji 🎉
Namaskar SirG Aaj kaal bht channel dekhta hai jahn share market ka astrological predictions hota kya yeh sahi hai?
You have shared some really interesting insights of your journey and knowledge on equitydesk, can you guide how do we go through them and please share more details about the journey. Why you started, what were your learnings? how people came to know about it?
Good Evening Sir 🙏
Sir in your book u said that 1)sector should not have entry barriers then how can a Company in that sector have moat and 2)how can the market share of a company be greater than the size of its sector...Namaste & thanks
❤❤ Good night sir ji ❤❤
Sir please make a video on what are the most important point to look at on balance sheet....Thanx in advance sir❤
Booked profits in Aeroflex and CG power 20% n 13% respectively 😂😂😊
And added Tube investments today
Yes sir I also noticed 🎉😊
सर आपका कटाक्ष मारने का स्टाइल बोहोत मस्त है!
Good evening BM
Hum hans rahe hai
Badhiya smile hai apki
Guruji Pranam,
Aapne bohot sahi shabo me bola.
Sabhi neta log apne apne dharam ke gulamo ko mukt nahi karna chahate.
Kisi neta ko education health n public growth ki nahi padi hai.
Sab lage hai apne jat pat dharam majhab ko khatre me bolkar apni apni dukan chalate hai.
Shayad aap mera comment nahi lenge but unfortunately yahi sach hai.
Sir, 10acount se ipo apply shnii , 15% cagr mil sakte hai?
Sir can you please give your thoughts about current valuation of Adani Ports and Tata Motors. Both are available at relatively lowerP/E and present valuation seem reasonable for long term investors 🙏🏻
Basant sir,govt agar incometax slab kam kare tab b kya retail mkt mei buying aayegi?
Pranam Guruji ❤
Sir please analysis of indusind bank for longterm investment.
Hi Sir
According to you what are the necessary changes need to be done from govt side to become India a developed country? And how public should think to change themselves rather than depending on free bees?
Adani shares have shown a great upward trajectory since the last few days and have been able to recover to a great extent despite so much bad commentaries from many sides.
Not many commentators are speaking the truth. My questions is, 10-12 years back everyone was saying India need double digit GDP growth to become developed nation. Why we are content with 7 odd percent of GDP growth now? Is 7+% is enough for India?
Guruji, Thanks.
❤❤ Pranam BM sir ❤
From Biyani S lal ❤
Gdp falling with inflation higher than growth . Actually much higher. Is it early sign of stagflation or we are in it. Sir please share your view
Basant Sir Ye Cost of capital kya hota hy? Chat gpt pe search kiya toh ajeeb sa formula dene lag gaya.
Namaste sir 🎉🎉🎉
Big B Tussi great ho... Tohfa kabul karo❤🙏
How much interest India pays on debt?
The interest pay-out for FY24 is projected to be Rs 10.80 lakh crore, or about 24% of the budgeted expenditure for the financial year. In the pre-Covid FY20, interest payment at Rs 6.12 lakh crore had accounted for 22.8% of the total expenditure.2 Jan 2024
Sir finally the GDP number at 5.4 % is reflecting ground reality it is coming down in line with corporate results
sir this time is good for video
Sir Nestle ke jagah Britannia liya ja sakta h kya?
Dont know about other country's inflation data but i think our inflation data is useless to gauge situation on ground. School fees, cost of white goods, cost of medicines/hospitalisation, entertainment, vehicles everything is increasing in access of 10%. But the salaries are not increasing that much.
Our growth should be more than 10-15% so that in real sense economy grows. Governments are not taking drastic steps to speed it up.
most of us , usually follow a lead vehicle in fog its a safe practice
Sir, pls share bm meets discussions in videos. Missing the discussions and learnings from those meetings
Sir please we need morning video and US market commentary .
Good Evening Sir
Sir pranam mera nam yogendra h, mere pass abhi 1.5o lakh h me kya intraday kru ya investment....plzz plzz bataye sir me confuse hun.❤
Investment karo
BM sir yahi kahengae, go for 2-3 stocks, khoob dhapa dhap uppar neechcae, take risk , khonae ko bahut nahi hai...chala gaya to fir bana Logae.
Sir do talk about importance of discipline in the investing journey ..I think that is one part taken very lightly but very important to keep scanning keep looking for better and better opportunity.
Jai Shree Ram Guru Ji
Thanks sir 👍🙏
Sir will nifty under perform to nasdaq due to subsidy offered by politicians?
India’s GDP slips to seven-quarter low of 5.4% in Q2
Sir i want to know that during the past crash what were the sector pe during that crash eg during covid crash what was the pe of consumption sector,it , finance,paint sector