--- Invest in our Smallcase : Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com --- Buy my book: The Thoughtful Investor only from our website: www.thethoughtfulinvestor.in --- For Personal Consultation on business or finance: Please send a WhatsApp message at +91 85918 66511 or email to support[at]TheEquityDesk dot com ---
Hello sir namaste 🙏 I'm Sumit 30 year old, ask basant ka tym bada kar 50 min ya 1hr kar dijiye Kam se Kam hamko sikhna bhi jyada milega । I have 2 questions only 1 ) My portfolio is 1.5 lakh. 3 stock only 1. TATA motors DVR 35% 2. IDFC first Bank 35% 3. TATA Power 30% ( tata power me profit bada hai eps bada hai par pe nhi bada Aisa kyu ) 2) Sir if PE -18 Price to book - 9 time Roe - 31% Profit Growth - 71% But EPS - 77.80 EPS contraction ho raha hai ( one month pahle 100+ tha) Aisa kyu hua aur kya karna chahiye IT sector ka stock hai small cap Inverte karna hai
BM Sir ke business ka fundamental analysis... 1) High growth opportunity as the current subscriber base is 1.8 lacs and can grow 50x without advertisement expenses. Can be expanded globally .. 2) High ROCE, Low investment business 3) Moat- High trust in business like Titan Jewellery 4) Current business in expansion mode, PE Expansion and EPS engine will get fired in bull market 5) Ek bar customer attached hogaya tho idhar udhar jata nahi. Exposure to media and corporate leadership 6) New product line addition like Business problem solving, Carrier planning etc 7) Same business like Microsoft software services, Premium pricing & Renewal 8) Longevity in business and can grow exponentially Final verdict,100% consider karna hain aur koi class bunk nahi karni... Thanks Sir shayad aapke student kuch na kuch Sikh rahe hain..
Hello Sir, This is Shobhit. Thanks for taking my previous questions. Question from "The Thoughtful Investor" Statement: A growth stock with rising dividend payout represents a potent investing combination, as the rising yield protects the downside whereas the growth helps in generating the upside. Question: How does rising dividend yield protects the downside in a stock ?
Sir 13th time same question...BM Sir your views are wonderful...plz guide in what stocks i should invest for my kids higher education for 15years ... according to you what should be the cost of education after 15years for MBBS, engineering or MBA...
Basant Sir, Invested today Rs.5 lacs in BM Vision 2030 Smallcase. I don't know why, but I am feeling a lot of peace (Sukoon sa hai). Now I know that my money is in safe hands. I can focus on my profession. Please do not feel any pressure. I know the risks involved in stock market. We are with you in thick and thin, in good time and bad times. Secondly, I received "The Thoughtful Investor" today. This is the icing on the cake. Lots of regards, Venkat Rao
Sir , This is Ankit From Toronto. I am big fan and learned a lot from you . Can you provide your thought on SoFi, Upstart, Palantir, OPENDOOR, UIPATH,AirBnB, Roblox ?
Sir jalebi wala example se ROE bahut achha samajh me aya . Thank you sir. Invested in you vision 2030. If possible , give your views on latent view stock
Dear Basant Sir, I am thankful for your Gyan pitara. You are dronacharya for us. God bless you always. My Question is your todays video you taught about High equity means low eps & High premium and you quite hesitate about such stocks. Where is in market people went behind low debt companies. Which means high equity. Kindly ellobrate it once again.
Yes sir ,Anil singhvi ka interview jarur le ,unka way of taking awesome hai aap ki tarha ,unka finance ka bare bhi pucha kase handle karte h apna personal money.
Jai Hind Basant Sir, I am your big fan sir, you r very trustworthy person. My self Sudhir Rajawat (33yrs) from nasik. I am defence personal and doing 20K monthly SIP in stocks. Following stocks are in my long-term portfolio. Portfolio size- 30 Lakhs Time horizon- true longterm (Min 10 yrs) 1. LTIMindtree (18%) 2. LTTS (14%) 3. D-Mart(13%) 4. Naukri (15%) 5. Bajaj Finance (13%) 6. SRF (8%) 7. Dpk Nt (7%) 8. GMM Pfaudler (5%) 9. Clean Science (5%) Kindly review my portfolio sir. Thanks. 🙏
Yes sir you are absolutely correct. Anil Singhvi ji is a great guy. CNBC has lost the greatest valuable assets & can never recovered. Earlier i was only watching cnbc aawaz but now i am watching only zee business.
Dear Sir, I am Neeraj Gupta from Bangalore, I am 49 years old and can invest for the long term. It's a pleasure to hear from you everyday, I have invested in all three of your smallcases, I have the following questions related to that. 1) What % allocation shall I maintain in all these 3 smallcases? 2) I was planning to sell RIL ( Mota Hathi :) ) and move money to smallcasses. Considering recent news of RIL. Shall I hold this decision of selling RIL or go ahead and sell RIL and move money to smallcases? Regards, Neeraj
hi basantsir Sir mene aapke videos dekh k bahut knowledge liya he wo knowledge ko use karte muje 1 stock mila he jiska market cap:-147cr, PE:-23, Price to book:-2.61, EPS:- 5.69, Book Value:-50.85, Debt to Equity:- 0.09, ROE:- 11.19, Sector:- Electric Equipment, stock name:- Rexnord Electro he. please iss stock pe aapka view share kare.. Thank You
Sir i really thankfull to u sir always wanted coacher.. U r really coach for my share mkt.. I can't live without cricket and share mkt. U r my god sir..
Namaste Basant Sir. My portfolio is 84lacs. Direct stocks 51lacs Direct mf 33lacs Running SIP 24000. My target is 3.5cr to 5cr in next 12 to 15years. I m interested to invest in smallcase for batter return. I m not worried about short-term volatility. Please review my portfolio. Bajaj finance - RIL- TCS - ITC - NESTLE - TITAN- Asian paint- Pidilite - Hdfc Bank- Icici bank- Axis Bank- Gmm - ACE - RHIM- PRICOL- Jyoti Res- Raymond. My mutual fund portfolio. Large cap 50% Midcap 20% Smallcap 30%. Please guide Sir n Review my portfolio Sir 🙏 🙏🙏🙏🙏
Hello sir, Big fan of yours, discovered your channel by mistake, best mistake of my life. Meri bhi soch apke jaisi hi radical hai, but mujhe kya pata, mera stock market ka experience bass 1 saal ka hai. Mujhe small finance banks ke bare me aapke views janne the, especially Ujjivan SFB. P/E ~ 7, ROE > 30%, NPM > 30%, Profit growth in 3 years > 50%. Also please can you highlight the regulatory risks involved in the business. Thanks.
Sir, manjunath here. You are absolutely correct basant sir regd delta corp. I had been holding it since 2015 made 400% and in one lost 25% of it due to tax changes from the investor friendly govt!.Anyway got out listening to your advice and invested the same in your 2 smallcases incremental money!
sir pranaam, sir now we are prepared to learn how to use excel sheet ! next sunday ka ye plan karte hai ! also sir if i have understood right then a company with high growth and low roe has to either reduce growth or increase gross margin (productivity ) ?
Good evening sir😊 Thanks 🙏🏻 for the knowledge 17 chapters are completed of The Thoughtful investor and till now it’s been a amazing experience , trying to read as text book. Big fan of yours Saurabh Jai Hind 🇮🇳
Chalo aaj do mere favorite BM Or anil Singhvi ka ask bm m discussion ho gya plz take his interview if possible l also like his vision and his business analytics ability namaste 🙏
Can you please review Pricol? The fundamentals seem to be strong but the stock is showing technical weakness. This stock is 30% of my portfolio. Should i exit it if it falls further or continue to to hold it for long term gains? I am an academic and interested in equity markets. Have a long term view. Thanks
Sir. One question. Do you think real estate in cities like Hyderabad or Bengaluru will fade away after few years because most of the people are in IT and work from home culture is increasing now. In some cases companies are moving to Tier 2 cities due to less investment. And will real estate fade away in India after 10-15 years because most of the couples have max 1-2 kids now.
REMINDER 3 : Basant ji.....it is a real pleasure to spend an hour with you everyday ❤ I have a 3 SIP investment ideas as follows on US exchanges : 1. Global X MSCI China Consumer 2. ALIBABA 3. Cleanspark Ready for volatility & high growth, will put in lumpsums when I can. And ofcourse I will make bulk entry into BM Vision & Smallcap . Are the instruments & timing ripe at this time 🙏
Hello sir, I am Ramakant Jagtap From Nashik, a Primary Teacher. I like your videos and enjoy it. Thank you, for your valuable Advice. Please tell me how can we decide if a share is overvalued or undervalued. Also, Initially, I had 25 types of shares in my portfolio. Now I keep only seven types of shares in my portfolio. 1)Laxmi organic 2) campus shoes 3)Tracxn technology 4)Cdsl 5)Mtar 6)IRCTC 7)SBI cards Please Give Your opinion.
Hello Basant sir, love listening to your videos. Earlier I used to watch tarak Mehta, may I come in madam repeat telecast, but now just keep listening to your videos. Your videos really motivates us. Views on Arti industries if possible as it is falling continuously.
Basant sir, thank you for incredible value you are adding to investment community, much appreciated. I had a question around allocation, when Pantaloon had highest returns in your portfolio, what was its allocation in you portfolio at its highest point? Do you trim allocation when stock runs multi fold? If not, is it not very risky to have over 60% allocation in one stock?
Sir, May I have your opinion on Clean Science, Jubilant Ingrea, Sumitomo Chemicals, UPL, Amar Raja Batteries, Engineers India Ltd, Wipro, Tata Steel, HEG, Repco Homes, Graphite India, Natco Pharma, Granules India, BIOCON, Lauras labs…
Sir again refering to ur buyback question. You said company diminish the share after buying. How share can be diminished and where money used for buyback is shown in balance sheet. Plz expalin using example
Sir I have a question and an observation pls comment How to park fund when it's a very high Market and I am unable to invest waiting for some correction. Some say invest in liquid funds for that time pls explain liquid funds. My observation is that whenever in the morning or evening I listen to your videos all the emotional fluctuation of mind relating to stock price vanishes. It's an amazing soothing experience to get over the short term daily fluctuation of market listening to you. Best Regars Vineet Bothra Guwahati 🙏🙏
Namaskar Basantji..... Thank u for reminding the strategy,,,,,, that,,,,,,, SARA PAISA Hr WAQT EQUITY MAI RAHTA HAI..... my father was doing the same & made good fortune. Q: operator ka EXACTLY kya role hai? Is it legal? Or is it mandatory?
Sir you are great share market bass but simple business exploration sir 👍, retail investors and trader 25 year stock market me carrier banana I am pharmacy me hun Diploma holder hun please suggest sir
Hello Basant sir , I am big fan of you and your knowledge , bought ur book as well but getting full gyan in ur youtubes itself. I want to reduce some of stocks but confused .Plz suggest barna mai sab share bhechkar jalebi ki dukan khol lunga :-) just kidding Plz suggest which one to remove Icici, sbi,idfcbank,IOB ( 100% +profit) Amarraja,tatamotor, tatamotor DVR, Mahindra, sonacoms,mahindara ( 100% + profit) TCS,infy,RIL,dmart,tanla,happiest mind (100% + profit in first 5)
Sir please discuss on TCS and INFY, TCS rolls out salary hike and INFY defers salary hike. TCS has stated that it has taken 200 bps impact by disbursing hikes. Now, here's the interesting part. It appears that some big companies in India tend to rake in substantial profits by harnessing the talents and efforts of their dedicated employees. However, when the time comes to return the favor and reward those employees with a salary increase, they suddenly express their concerns. They claim that disbursing these higher salaries has somehow negatively affected their operating margin, the very same margin that benefits from the hard work and dedication of their employees.
Hello sir, Big fan of your knowledge and have seen almost all of your YT videos and understanding have increased a lot in Stock market. First time asking a question. I have holding in 2 small cap (Market cap below 1000Cr) of which one is Pipe company & another is NBFC Both companies have good parameters but both companie's promoters have pledged their shares(25% & 50%) Is that a red flag or should I hold it with conviction. Willing to meet you soon , I am from Mumbai.thank you
Hello sir, Ehraz Ahmed from Nilgiris,Tamilnadu. I remember watching Jaspal bhatti’s comedy episode about IPO scams in the 90s, share with us if you remember or have come across any such stories yourself back in the old days of the stock market. The stories from those days which you occasionally narrate are fascinating to hear. Thank you.
Free flow discussions from you sir is amazing When you came to Qatar for some trip Definitely would like to thank you for making me financially sound person
Hi sir i am great fan of you, how you geathered this much knowledge about market sir, every individual have to take you as inspiration about stock market knowledge sir,very nicely explained about ROE and ROCE in your recent videos, do please explain about ROA, Market cap /sales and ev/ebita with jelaibi concept.
Hi sir, It is Ashok, I recently moved to USA. I have invested in both vision and focus small case. I never missed your single video since you started this youtube journey. Even I started reading you book 2 year before. I really appreciate your wisdom and knowledge. But I have a doubt. If many guys invest in your small case with same companies list. wouldn't it impact supply and demand metrics and return. As you mentioned earlier that if everyone is buying same share, that share may not grow.
Sir please inform what parameters are there to evaluate small & micro cap. Which ratios and how much of that ratios are considered to be good. Please please take this question please
Good evening sir..apke UA-cam channel se pehle Mai apka aur Anil singhvi sir ka interview baar baar dekhta tha..please interview lijeaga sir maza a jaega.. Thank you for video😁🙏
Sir, I watch you videos daily and thanks for all the Wonderful knowledge about stock markets you are sharing. Regarding Nazara - it fell down but recovered quite well(with massive volumes of 6.533 million) closing only 2.5% down eod. FYI, I heard that Nazaras 5% business will be affected by this GST implication. But Delta was beaten badly was down more than 23%.
Hello sir namaste 🙏 I'm Sumit 30 year old, ask basant ka tym bada kar 50 min ya 1hr kar dijiye Kam se Kam hamko sikhna bhi jyada milega । I have 2 questions only 1 ) My portfolio is 1.5 lakh. 3 stock only 1. TATA motors DVR 35% 2. IDFC first Bank 35% 3. TATA Power 30% ( tata power me profit bada hai eps bada hai par pe nhi bada Aisa kyu ) 2) Sir if PE -18 Price to book - 9 time Roe - 31% Profit Growth - 71% But EPS - 77.80 EPS contraction ho raha hai ( one month pahle 100+ tha) Aisa kyu hua aur kya karna chahiye IT sector ka stock hai small cap Inverte karna hai
I'm your viewer since adani days.. kya lagta Hain wala days. It's now a daily habit to come back from office and watch your analysis. Thanks a lot sir. Could you please throw some light on shoe companies. Metro campus or relaxo. Which one is better ?
Hello Sir, I am a Professor of Physics and ex student of St. Xavier's College, Kolkata. Your Business Analysis for stock picking has been really helpful. Could you please suggest which will be best among Go Fashion, KPR Mill and Kewal Kiran? Thank you.
❤❤ aap Jaise log government ki polices ke khilaf kyu nhi aawaz uthate Rakesh ji Rk damani ji kitne powerful hai government ko pressurise kro or stock market freindly policies bnao plz
Sir, thakk chuka hu pooch pooch ke. I'm an MBA student in Mumbai. I've lost count of how many times I've asked it. I got your book a few days back and I read 4-5 pages daily and I'm loving it. How's CaplinPoint, BalajiAmines, pilaniinvestments?
I am currently working in Dubai and investing in the Indian stock market. I have made a deliberate decision to transition to microcap investing from mid, small, or large-cap stocks. I would appreciate your guidance on the appropriate approach to diversifying my portfolio when investing in microcap stocks. I have invested approximately 30 lakhs in stock market. Could you please provide me with your expert advice on this matter?, Thanks !!
Sir, i am new to your channel. Please elaborate basic terms necessary to know about how well a company. Basically i don't know anything. How to identify how good a company is?
@Baapof-wm4sd achha fraud hai ye, kaise whatsapp karne se aap paisa nahi kamaa sakte, thoda basant maheshwari ji ko sun kar invest karlo, jindgi ban jayegi. Yahan chu.... Banane se kya hoga.
sir good evening thanks for your videos i was getting lots of knowledge from your videos. i was also order your book and by next week i will get that and also i will start reading from next week. I have a question, whatever ratio your are explaining if it will explain in any balance sheet it will be more clarity on it. And can you please till me the most important ratios and parameter's except ROE & ROCE while analysis a company balance sheets.
🙏sir, aisi company batao jo 0.3 % to 0.5% oprational margin kamati hai, and company is less than 20000 cr market cap. Company 400 cr profit earn kerti hai??🙂🙂🙂
Sir mere pass motilal oswal finecial services ke stock hai 100 aapka ka views Kay rahage double hoga Kay 3 saal me Inake pass mutual fund investments business or pms and broking business bhi hai
Basant Sir, Namskar big fan of yours, ek chiz puchni thi jab koi company Naya contract win karti hai toh uska share price agle din badh jata hai, Iska matlab kya uske promoters us company ka share pehele se buy karte hai kya, please samzhaiye, Thank you.!!
Sir if market is forward looking so why market or particular stock reacts on data because Data is Statics of past and if market reacts on Data means Market reacts on past why???
--- Invest in our Smallcase : Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com --- Buy my book: The Thoughtful Investor only from our website: www.thethoughtfulinvestor.in --- For Personal Consultation on business or finance: Please send a WhatsApp message at +91 85918 66511 or email to support[at]TheEquityDesk dot com ---
NIFTY PCR
SIR I THINK U R NOT SACHIN BUT "VVS LAXMAN " OF SHARE MARKET , SUGGEST FIVE MOST IMPORTANT FACTOR TO WATCH IN ANY FUNDAMENTAL ANALYSIS.
YES PLESE SUGGEST
Hello sir namaste 🙏
I'm Sumit 30 year old, ask basant ka tym bada kar 50 min ya 1hr kar dijiye Kam se Kam hamko sikhna bhi jyada milega ।
I have 2 questions only
1 ) My portfolio is 1.5 lakh. 3 stock only
1. TATA motors DVR 35%
2. IDFC first Bank 35%
3. TATA Power 30% ( tata power me profit bada hai eps bada hai par pe nhi bada Aisa kyu )
2) Sir if
PE -18
Price to book - 9 time
Roe - 31%
Profit Growth - 71%
But EPS - 77.80
EPS contraction ho raha hai ( one month pahle 100+ tha) Aisa kyu hua aur kya karna chahiye
IT sector ka stock hai small cap
Inverte karna hai
Sir aap ki yah dress mai jach rahe ho ji❤❤❤
BM Sir ke business ka fundamental analysis...
1) High growth opportunity as the current subscriber base is 1.8 lacs and can grow 50x without advertisement expenses. Can be expanded globally ..
2) High ROCE, Low investment business
3) Moat- High trust in business like Titan Jewellery
4) Current business in expansion mode, PE Expansion and EPS engine will get fired in bull market
5) Ek bar customer attached hogaya tho idhar udhar jata nahi. Exposure to media and corporate leadership
6) New product line addition like Business problem solving, Carrier planning etc
7) Same business like Microsoft software services, Premium pricing & Renewal
8) Longevity in business and can grow exponentially
Final verdict,100% consider karna hain aur koi class bunk nahi karni... Thanks Sir shayad aapke student kuch na kuch Sikh rahe hain..
23:27 -
•Capital goods company
•Cash conversion cycle and Working capital cycle
13:50
•Market cap/Sales : For Turn around companies
•Gross margin : 45-60% means pricing power
•EV/Ebit : For comparing in the same sector.
Clean science technology ROE 33% PE 49 , Debt/ Eq= 0 , Last 5 yr sales 31% CAGR , ur view sir
Aur sir kabhi surat ana Locho khilayenge apko.
Hello Sir, This is Shobhit. Thanks for taking my previous questions.
Question from "The Thoughtful Investor"
Statement: A growth stock with rising dividend payout represents a potent investing combination, as the rising yield protects the downside whereas the growth helps in generating the upside.
Question: How does rising dividend yield protects the downside in a stock ?
Sir, You are providing so much info and solving people problem for free. That's your greatness.
Thank you very much. 😊
Hello Basantbhai, 4 baar puch Raha hoon, 1 Bajaj finance
2 Ultratech
3 ICICI bank
4 Indusind bank
5 Kpit tech
6 Dmart
7 Jsw steel
8 Elecon
9 Tata motor dvr
10 HCl tech
Invested rs. 10lacs
Please suggest how is my portfolio.😊😊
Sir 13th time same question...BM Sir your views are wonderful...plz guide in what stocks i should invest for my kids higher education for 15years ... according to you what should be the cost of education after 15years for MBBS, engineering or MBA...
ROE & ROCE. Now we understood very clear. Thanks
Basant Sir, Invested today Rs.5 lacs in BM Vision 2030 Smallcase. I don't know why, but I am feeling a lot of peace (Sukoon sa hai). Now I know that my money is in safe hands. I can focus on my profession. Please do not feel any pressure. I know the risks involved in stock market. We are with you in thick and thin, in good time and bad times. Secondly, I received "The Thoughtful Investor" today. This is the icing on the cake. Lots of regards, Venkat Rao
Sir , This is Ankit From Toronto. I am big fan and learned a lot from you . Can you provide your thought on SoFi, Upstart, Palantir, OPENDOOR, UIPATH,AirBnB, Roblox ?
Sir jalebi wala example se ROE bahut achha samajh me aya . Thank you sir. Invested in you vision 2030. If possible , give your views on latent view stock
You are really world's greatest financial mentor
Hi sir,
Please share your views on Fineorganic.
Thank you 😊
Sir hum middle class waalon ka financial advisor humara dil hi hota hai aur koi nahin...😂😂😂
Dear Basant Sir,
I am thankful for your Gyan pitara. You are dronacharya for us. God bless you always.
My Question is your todays video you taught about High equity means low eps & High premium and you quite hesitate about such stocks. Where is in market people went behind low debt companies. Which means high equity. Kindly ellobrate it once again.
आपका साफ तौर बोलना आपकी ईमानदारी की मिसाल है सादर प्रणाम
Sir Aap Ka Aur Anil Singhvi Sir Ka interview Bahut Hi Accha Tha Wealth Creation Episode On 22/3/2023.🙏👌Aap Do No Hi Sir Mere Favourite Ho…🙏❤️
Yes sir ,Anil singhvi ka interview jarur le ,unka way of taking awesome hai aap ki tarha ,unka finance ka bare bhi pucha kase handle karte h apna personal money.
Sir I'm smiling when you named Anil Singhvi. I don't why but l guessed this. What a charismatic personality he is
Sir, your thought process is very practical..... I am really impressed with this.... Grand Salute to you🙏
Sir, you please get guest on your channel and interview them like Anil Singhvi....would be amazing to hear the conversation
Hi sir, Thank you for your valuable knowledge sharing. Kindly comment on Rategain Technology stock
Jai Hind Basant Sir,
I am your big fan sir, you r very trustworthy person. My self Sudhir Rajawat (33yrs) from nasik. I am defence personal and doing 20K monthly SIP in stocks.
Following stocks are in my long-term portfolio.
Portfolio size- 30 Lakhs
Time horizon- true longterm (Min 10 yrs)
1. LTIMindtree (18%)
2. LTTS (14%)
3. D-Mart(13%)
4. Naukri (15%)
5. Bajaj Finance (13%)
6. SRF (8%)
7. Dpk Nt (7%)
8. GMM Pfaudler (5%)
9. Clean Science (5%)
Kindly review my portfolio sir.
Thanks. 🙏
@@sumonmaity2863he has selected good stocks, yours not good at all
@sumonmaity2863 your suggested stocks look good to me 😅
Yes sir you are absolutely correct. Anil Singhvi ji is a great guy. CNBC has lost the greatest valuable assets & can never recovered. Earlier i was only watching cnbc aawaz but now i am watching only zee business.
Sir 🙏Thank you very much❤ 20:56
Dear Sir,
I am Neeraj Gupta from Bangalore, I am 49 years old and can invest for the long term. It's a pleasure to hear from you everyday,
I have invested in all three of your smallcases, I have the following questions related to that.
1) What % allocation shall I maintain in all these 3 smallcases?
2) I was planning to sell RIL ( Mota Hathi :) ) and move money to smallcasses. Considering recent news of RIL. Shall I hold this decision of selling RIL or go ahead and sell RIL and move money to smallcases?
Regards,
Neeraj
hi basantsir
Sir mene aapke videos dekh k bahut knowledge liya he wo knowledge ko use karte muje 1 stock mila he jiska market cap:-147cr, PE:-23, Price to book:-2.61, EPS:- 5.69, Book Value:-50.85, Debt to Equity:- 0.09, ROE:- 11.19, Sector:- Electric Equipment, stock name:- Rexnord Electro he. please iss stock pe aapka view share kare.. Thank You
Sir i really thankfull to u sir always wanted coacher.. U r really coach for my share mkt.. I can't live without cricket and share mkt. U r my god sir..
Sir, I want to learn whatever you can make us understand about leveraging in stocks, please try to cover this someday.
Sir
I am B.J Kothari from Ahmedabad
Your presentation is awesome.
I wish Your view on Apar industries and DE Nora
Please sir
Namaste Basant Sir.
My portfolio is 84lacs.
Direct stocks 51lacs
Direct mf 33lacs
Running SIP 24000.
My target is 3.5cr to 5cr in next 12 to 15years.
I m interested to invest in smallcase for batter return.
I m not worried about short-term volatility.
Please review my portfolio.
Bajaj finance - RIL- TCS - ITC - NESTLE - TITAN- Asian paint- Pidilite - Hdfc Bank- Icici bank- Axis Bank- Gmm - ACE - RHIM- PRICOL- Jyoti Res- Raymond.
My mutual fund portfolio.
Large cap 50%
Midcap 20%
Smallcap 30%.
Please guide Sir n Review my portfolio Sir 🙏 🙏🙏🙏🙏
Kuch to bda socho. 1cr ka to already h. 15 sal m bs 2x . Hahahaah
Easily ho jayega 7-8 crore
Good morning sir, your knowledge is just like Google. Hat's off to you sir.
Hello sir, Big fan of yours, discovered your channel by mistake, best mistake of my life. Meri bhi soch apke jaisi hi radical hai, but mujhe kya pata, mera stock market ka experience bass 1 saal ka hai. Mujhe small finance banks ke bare me aapke views janne the, especially Ujjivan SFB. P/E ~ 7, ROE > 30%, NPM > 30%, Profit growth in 3 years > 50%. Also please can you highlight the regulatory risks involved in the business. Thanks.
Thank you for sharing valuable knowledge, Sir.
Sir, manjunath here.
You are absolutely correct basant sir regd delta corp. I had been holding it since 2015 made 400% and in one lost 25% of it due to tax changes from the investor friendly govt!.Anyway got out listening to your advice and invested the same in your 2 smallcases incremental money!
sir pranaam,
sir now we are prepared to learn how to use excel sheet ! next sunday ka ye plan karte hai !
also sir if i have understood right then a company with high growth and low roe has to either reduce growth or increase gross margin (productivity ) ?
Good evening sir😊
Thanks 🙏🏻 for the knowledge
17 chapters are completed of The Thoughtful investor and till now it’s been a amazing experience , trying to read as text book.
Big fan of yours
Saurabh
Jai Hind 🇮🇳
Chalo aaj do mere favorite BM Or anil Singhvi ka ask bm m discussion ho gya plz take his interview if possible l also like his vision and his business analytics ability namaste 🙏
Can you please review Pricol? The fundamentals seem to be strong but the stock is showing technical weakness. This stock is 30% of my portfolio. Should i exit it if it falls further or continue to to hold it for long term gains? I am an academic and interested in equity markets. Have a long term view. Thanks
Sir. One question. Do you think real estate in cities like Hyderabad or Bengaluru will fade away after few years because most of the people are in IT and work from home culture is increasing now. In some cases companies are moving to Tier 2 cities due to less investment. And will real estate fade away in India after 10-15 years because most of the couples have max 1-2 kids now.
REMINDER 3 : Basant ji.....it is a real pleasure to spend an hour with you everyday ❤
I have a 3 SIP investment ideas as follows on US exchanges :
1. Global X MSCI China Consumer
2. ALIBABA
3. Cleanspark
Ready for volatility & high growth, will put in lumpsums when I can.
And ofcourse I will make bulk entry into BM Vision & Smallcap .
Are the instruments & timing ripe at this time 🙏
Hello sir, I am Ramakant Jagtap From Nashik, a Primary Teacher.
I like your videos and enjoy it. Thank you, for your valuable Advice.
Please tell me how can we decide if a share is overvalued or undervalued.
Also, Initially, I had 25 types of shares in my portfolio. Now I keep only seven types of shares in my portfolio.
1)Laxmi organic
2) campus shoes
3)Tracxn technology
4)Cdsl
5)Mtar
6)IRCTC
7)SBI cards
Please Give Your opinion.
Hello Basant sir, love listening to your videos. Earlier I used to watch tarak Mehta, may I come in madam repeat telecast, but now just keep listening to your videos. Your videos really motivates us. Views on Arti industries if possible as it is falling continuously.
Basant sir, thank you for incredible value you are adding to investment community, much appreciated. I had a question around allocation, when Pantaloon had highest returns in your portfolio, what was its allocation in you portfolio at its highest point? Do you trim allocation when stock runs multi fold? If not, is it not very risky to have over 60% allocation in one stock?
Basant ji
Well said!!
You have spoken about the views of each n every investor.
R.J. had invested in Delta and Nazara.
Thank u soo much sir for answering my question.. and giving your valuable advice😊😊😊
Sir Pronab Mukhopadhya , Political science Professor " Isliye great leader of India 🇮🇳 "
Sir I have 30 lakhs to invest for long term. Which small case should I choose 2030 or focused at present market conditions?
Sir, May I have your opinion on Clean Science, Jubilant Ingrea, Sumitomo Chemicals, UPL, Amar Raja Batteries, Engineers India Ltd, Wipro, Tata Steel, HEG, Repco Homes, Graphite India, Natco Pharma, Granules India, BIOCON, Lauras labs…
Sir again refering to ur buyback question. You said company diminish the share after buying. How share can be diminished and where money used for buyback is shown in balance sheet. Plz expalin using example
Sir I have a question and an observation pls comment
How to park fund when it's a very high Market and I am unable to invest waiting for some correction. Some say invest in liquid funds for that time pls explain liquid funds.
My observation is that whenever in the morning or evening I listen to your videos all the emotional fluctuation of mind relating to stock price vanishes. It's an amazing soothing experience to get over the short term daily fluctuation of market listening to you. Best Regars Vineet Bothra Guwahati 🙏🙏
SIR PLZ IS BAAR QUESTION LE LO.. Apar Industries.. ROE 33.. ROCE 50... PE 21.. Mkt Cap 13.3K... Public Holding 15%
Super sir anil singhviji best.
Me Aaya hu share market me usnko sun kar.
Namaskar Basantji..... Thank u for reminding the strategy,,,,,, that,,,,,,, SARA PAISA Hr WAQT EQUITY MAI RAHTA HAI..... my father was doing the same & made good fortune. Q: operator ka EXACTLY kya role hai? Is it legal? Or is it mandatory?
Sir you are great share market bass but simple business exploration sir 👍, retail investors and trader 25 year stock market me carrier banana I am pharmacy me hun Diploma holder hun please suggest sir
Hello Basant sir ,
I am big fan of you and your knowledge , bought ur book as well but getting full gyan in ur youtubes itself.
I want to reduce some of stocks but confused .Plz suggest barna mai sab share bhechkar jalebi ki dukan khol lunga :-) just kidding
Plz suggest which one to remove
Icici, sbi,idfcbank,IOB ( 100% +profit)
Amarraja,tatamotor, tatamotor DVR, Mahindra, sonacoms,mahindara ( 100% + profit)
TCS,infy,RIL,dmart,tanla,happiest mind (100% + profit in first 5)
Sir please discuss on TCS and INFY, TCS rolls out salary hike and INFY defers salary hike. TCS has stated that it has taken 200 bps impact by disbursing hikes.
Now, here's the interesting part. It appears that some big companies in India tend to rake in substantial profits by harnessing the talents and efforts of their dedicated employees. However, when the time comes to return the favor and reward those employees with a salary increase, they suddenly express their concerns. They claim that disbursing these higher salaries has somehow negatively affected their operating margin, the very same margin that benefits from the hard work and dedication of their employees.
Appreciate for your frustration.
Sir pls share your views on wind sector.... recent policy change can lead to a huge traction in sector??
Hello sir, Big fan of your knowledge and have seen almost all of your YT videos and understanding have increased a lot in Stock market.
First time asking a question. I have holding in 2 small cap (Market cap below 1000Cr) of which one is Pipe company & another is NBFC
Both companies have good parameters but both companie's promoters have pledged their shares(25% & 50%)
Is that a red flag or should I hold it with conviction.
Willing to meet you soon , I am from Mumbai.thank you
Hello sir, Ehraz Ahmed from Nilgiris,Tamilnadu. I remember watching Jaspal bhatti’s comedy episode about IPO scams in the 90s, share with us if you remember or have come across any such stories yourself back in the old days of the stock market. The stories from those days which you occasionally narrate are fascinating to hear. Thank you.
Hello, from Kharagpur, West Bengal. Thank you for sharing your knowledge. Please review Caplin Point Laboratory.
Free flow discussions from you sir is amazing
When you came to Qatar for some trip
Definitely would like to thank you for making me financially sound person
Roe is net profit divided by equity.
Roce is net profit divided by equity plus debt.But u r giving a different explanation.
Hi sir i am great fan of you, how you geathered this much knowledge about market sir, every individual have to take you as inspiration about stock market knowledge sir,very nicely explained about ROE and
ROCE in your recent videos, do please explain about ROA, Market cap /sales and ev/ebita with jelaibi concept.
Hi sir,
It is Ashok, I recently moved to USA. I have invested in both vision and focus small case.
I never missed your single video since you started this youtube journey. Even I started reading you book 2 year before.
I really appreciate your wisdom and knowledge. But I have a doubt. If many guys invest in your small case with same companies list. wouldn't it impact supply and demand metrics and return.
As you mentioned earlier that if everyone is buying same share, that share may not grow.
Sir please inform what parameters are there to evaluate small & micro cap.
Which ratios and how much of that ratios are considered to be good.
Please please take this question please
Good evening sir..apke UA-cam channel se pehle Mai apka aur Anil singhvi sir ka interview baar baar dekhta tha..please interview lijeaga sir maza a jaega.. Thank you for video😁🙏
Sir, I watch you videos daily and thanks for all the Wonderful knowledge about stock markets you are sharing. Regarding Nazara - it fell down but recovered quite well(with massive volumes of 6.533 million) closing only 2.5% down eod. FYI, I heard that Nazaras 5% business will be affected by this GST implication. But Delta was beaten badly was down more than 23%.
Sir , you have explained ROCE basics very nicely, Even my taking interest in this terminology and asking me about my investment ROE and ROCE😂
Hello sir namaste 🙏
I'm Sumit 30 year old, ask basant ka tym bada kar 50 min ya 1hr kar dijiye Kam se Kam hamko sikhna bhi jyada milega ।
I have 2 questions only
1 ) My portfolio is 1.5 lakh. 3 stock only
1. TATA motors DVR 35%
2. IDFC first Bank 35%
3. TATA Power 30% ( tata power me profit bada hai eps bada hai par pe nhi bada Aisa kyu )
2) Sir if
PE -18
Price to book - 9 time
Roe - 31%
Profit Growth - 71%
But EPS - 77.80
EPS contraction ho raha hai ( one month pahle 100+ tha) Aisa kyu hua aur kya karna chahiye
IT sector ka stock hai small cap
Inverte karna hai
I'm your viewer since adani days.. kya lagta Hain wala days. It's now a daily habit to come back from office and watch your analysis. Thanks a lot sir.
Could you please throw some light on shoe companies. Metro campus or relaxo. Which one is better ?
Anil Singhvi sir is very polite person.
Thanks for giving us guidance, please share your thoughts on South Indian Bank
Hello Sir, I am a Professor of Physics and ex student of St. Xavier's College, Kolkata. Your Business Analysis for stock picking has been really helpful. Could you please suggest which will be best among Go Fashion, KPR Mill and Kewal Kiran? Thank you.
❤❤ aap Jaise log government ki polices ke khilaf kyu nhi aawaz uthate Rakesh ji Rk damani ji kitne powerful hai government ko pressurise kro or stock market freindly policies bnao plz
Sir amazing explanations of roce using our favourite halwai. ❤ thank you 🙏
Sir, thakk chuka hu pooch pooch ke. I'm an MBA student in Mumbai. I've lost count of how many times I've asked it. I got your book a few days back and I read 4-5 pages daily and I'm loving it.
How's CaplinPoint, BalajiAmines, pilaniinvestments?
I am currently working in Dubai and investing in the Indian stock market. I have made a deliberate decision to transition to microcap investing from mid, small, or large-cap stocks. I would appreciate your guidance on the appropriate approach to diversifying my portfolio when investing in microcap stocks. I have invested approximately 30 lakhs in stock market. Could you please provide me with your expert advice on this matter?, Thanks !!
You are great, but Government ka policy guessing is very tough job sir
Point noted gambhir situation great humour sir😂😂😂
Mazzza aa gya
As usual ,hats off to u sir
Sir, i am new to your channel. Please elaborate basic terms necessary to know about how well a company. Basically i don't know anything. How to identify how good a company is?
Thank you so much sir for sharing very valuable information...
Hello sir, I am a teacher I hope u take my question. I want to invest 5 lk in two stock for long term. Bhel and zomoto. Any suggestions from you sir ?
Thanks a ton for wonderful wisdom 😊😊😊😊😊
Hi Sir, Neeraj from Bangalore. Pls share your views on Marksons, Gravita, Greavescot, Sundrnfast
Basant sir, you are fabulous guide of stock market. What will be future of nazara tech. And deltacorp. Plz tell.
@Baapof-wm4sd achha fraud hai ye, kaise whatsapp karne se aap paisa nahi kamaa sakte, thoda basant maheshwari ji ko sun kar invest karlo, jindgi ban jayegi. Yahan chu.... Banane se kya hoga.
Sir app share ke nam btaiye small cap share entry r exit wo hamara risk hga please consider
sir good evening thanks for your videos i was getting lots of knowledge from your videos. i was also order your book and by next week i will get that and also i will start reading from next week.
I have a question, whatever ratio your are explaining if it will explain in any balance sheet it will be more clarity on it. And can you please till me the most important ratios and parameter's except ROE & ROCE while analysis a company balance sheets.
🙏sir, aisi company batao jo 0.3 % to 0.5% oprational margin kamati hai, and company is less than 20000 cr market cap.
Company 400 cr profit earn kerti hai??🙂🙂🙂
Sir mere pass motilal oswal finecial services ke stock hai 100 aapka ka views Kay rahage double hoga Kay 3 saal me
Inake pass mutual fund investments business or pms and broking business bhi hai
Sir what is your view on Patanjali OFS ?
Sir tell us about 2008 crash.what you felt and how you managed your portfolio
Yahi bta do..what's up kya hai.. khul ke ho jaye yahin kahani 2008 ki mere pyare Taklu😘
Very nice question 👍👌🏽
Mai bhi
Basant Sir, Namskar big fan of yours, ek chiz puchni thi jab koi company Naya contract win karti hai toh uska share price agle din badh jata hai, Iska matlab kya uske promoters us company ka share pehele se buy karte hai kya, please samzhaiye, Thank you.!!
Sir if market is forward looking so why market or particular stock reacts on data because Data is Statics of past and if market reacts on Data means Market reacts on past why???
Sir shall I sell Nestle and HUL and invest in your smallcase which performed better in past three months.
Can do