New Mutual Fund by A Super Investor 🤓 Old Bridge Mutual Fund Strategy Decoded!
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- Опубліковано 28 лют 2024
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Old Bridge Mutual Fund Strategy Decoded!
Old Bridge Focused Equity Fund
Waiting for SOIC FOCUSED FUND !!! 🎉🎉🎉
Finally found an Investor who actually made real money by identifying & buying Asian paints early in its life unlike bookish investor SM who has oversold this stock like crazy and made poor retailers get trapped in it with no returns in last 3 yrs ...
Who is SM
@@anikettiwari6885 Saurav Mukherjee
saurabh mukherjea Marcellus
Great SM stocks.. Asian paints, Amrutanjan, Relaxo, Divis Lab, Alkyl Amines, Lalpath labs.. no returns
@@fitnessenthu85 Relaxo, he bought at very less rate & still holding. rest of the holdings I think have not given much returns.
Waiting for samir Arora's Video as well
Balance Sheet player impressed me a lot as it was a new angle to me. Will study my portfolio on these lines too as I'm looking to trim down my portfolio. Might add one or two on deleveraged business
@soic - Thanks for the video, Can you please review the SBI Contra fund.
Please launch focused SOIC smallcase…
The best is to buy beaten-down stocks. And Balance sheet approach.
One thing you forgot to mention- he kept more than 46% of AUM as cash right now.
Fund is 1 month old so its not a suprise
can you please share what is the performance of his PMS until now because many PMS funds have not performed well recently.
Quant mutual fund.(Flexicap/momentum)
Thank You Ishmohit ji.. Very Interesting one
Thanks SOIC.personally I am holding IDFC tax advantage fund since last 8 years..
Loved the analysis and examples of railway sector, hindalco and birla in paints business.
Please discuss Quant midcap mutual fund next time
Looked at all contra funds. None have investments in logistics, chemicals or bottom of pyramid consumption
Quant mutual fund (flexi cap maybe)
Expense ratio of this fund is extremely high compared to other direct MFs
Newly launched, low size of the fund affects this, as the investment increases the expense ratio will come down.
I think expense ratio shouldn't matter until returns are good.
Once the fund crosses 1000 cr AUM automatically expense ratio willl go down below 1%
I have 2 stocks from this portfolio HCLTECH and GAEL and both were in my watchlist after SOIC made a video on them.
One is 50% plus and second is 40% plus.
Thanks SOIC. ❤
Make a video on analysis various smart beta funds of NSE and their comparison with normal indexes
Thank you
Nifty 200 Momentum 30 Index funds analysis plz.
expected to give good returns over nifty 50
Thanks team SOIC
Thank you for your continued support. We're glad to add value to your investing journey and hope you keep learning with SOIC. 😃🤝
How did you calculate industry profit pool ?
Sirji, will you please make video on real estate sector.🙏🙏
Goan here, the "e"'s silent when you pronounce Andrade
Very good analysis.. look forward to more videos from you
We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃
Thank you for watching our analysis videos & your support.
Thank you !
Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃
Awesome class
Helios Flexi cap
Thx ❤
Next analysis of Helios flexicap
Very Nice, detailed and useful Analysis 🙏
Thank you for your suggestion & trust in us. 😃Our team at SOIC is passionate about providing informative and engaging educational resources, and we can't wait to continue supporting your investment journey. 🤝
Please analyse : invesco india focused 20 equity fund.
Great analysis Mohit bhai, insights were not something to be public knowledge. Next AMC i suggest is JM Finance AMC, management change in 2021 had generated good risk adjusted returns. Would like to know in detail their strategy.
Thank you for your suggestion & trust in us. 😃Our team at SOIC is passionate about providing informative and engaging educational resources, and we can't wait to continue supporting your investment journey. 🤝
This country needs at least 100 listed AMC s 🙌🏼
Pranam sir 🙏
Can’t find this fund on et money
Thank you so much sir
thx
00:05 Introduction to Mr. Kane and Radhe's new mutual fund
02:05 Kenneth And Raney recently started Old
06:02 Businesses go through cyclical capital cycles affecting RO and competition.
08:17 Cyclical nature of different sectors impacting growth rates
12:09 Investing in consumer companies and their trading patterns
14:02 RO formula is EBIT upon capital employed, emphasizing on company's profitability & balance sheet strength.
17:55 Investors tend to overvalue businesses at peak order books.
19:41 Emphasis on balance sheet analysis for investment decisions.
23:15 New mutual fund by a super investor with a unique investment philosophy.
Pls analyse Quant mututal fund which made excellent decisions in investments.
Done already :)
Sir please make more make this type of videos superstars investors like madhusudan kela sir, Ashish kacholia sir, Vijay Kedia sir, Girish gulati sir, mukul Agarwal sir, Ashish Dhawan sir,vanaja iyer sir, Ajay upadhyay sir and all big investors investing philosophy ❤
Ishmohit - Have you invested in this mutual fund? Please confirm.
Thank you very much.
Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃
Good research
We're happy to hear that our content is helping you learn. We appreciate you viewing our videos. 😃 We wish to keep enriching your investing experience. 🤝
hi ishmohit , I had one doubt and this would be very helpful if you can answer. I watched your videos related to dcf calculation and they were very helpful. But I had one doubt suppose I projected the next 15 year's sales and profit data and have calculated the present value for dcf but in terminal value can I take the present value of the expected market cap that the company can have in the 15th year instead of the perpetuity method?
Yes, but terminal value cash flow you need to discount by 15 to get it to present value and not 10 in that case
@@SOICfinance thanks 👍 got it
Please analyseQuant Mutual Funds the next. As they are unique in nature when the churning comes.
❤❤❤pls analyse Grauer and Weil ltd a micro cap company
SBI contra fund please
Mohit bhai inhone toh apna fund start kar dia, aap kam se kam apna smallcase he launch kar do😅
Soon
Please analyse Motilal oswal large and mid cap fund.
Thank you for your suggestion & trust in us. 😃Our team at SOIC is passionate about providing informative and engaging educational resources, and we can't wait to continue supporting your investment journey. 🤝
Please do a review for HDFC Flexi Cap Fund
Please make a video where in you figure out best 2 mutual funds from every single category.
Like top 3 elss funds,
Top 3 flexi cap funds
Top 3 Index funds
Top 3 small cap
Top 3 mid cap funds etc.
Capital Employed= Total assets - current liabilities but you said capital Employed is debt+equity correct me if I'm wrong
Debt+Equity is what we use..This is correct
Nice video. Please analyze some ELSS FUNDS.
Thank you for your suggestions.😃 We wish to keep enhancing your investing experience. 🤞
It would be great to have your thoughts on the Helios Mutual Fund
We appreciate your suggestions. We'll keep them in mind for our future content. 😃 We hope to continue adding value to your investing journey. 🤞
Helios capital
Ye data Excel mein dikhane ki bajae pie chart mein dikhana chahiye..
Superb analysis
Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝
Helios flaxicap fund
We appreciate your suggestions. We'll keep them in mind for our future content. 😃 We hope to continue adding value to your investing journey. 🤞
Great Knowledge..
We're glad to know you find value in our content. Our team at SOIC is committed to adding value to your investing journey, and we look forward to providing you with more educational resources in the future. 🤜
Pls analyse SBI Energy opportunities fund which was launched this week
Thank you for your suggestions.😃 We wish to keep enhancing your investing experience. 🤞
if possible plzz make video on national peroxide company (new name "naperol"}
Hell yess
Great analysis bro pls make a video of sbi focused fund thanks
We're happy to hear that our content is helping you learn. Thank you for your suggestion & trust in us. 😃Our team at SOIC is passionate about providing informative and engaging educational resources, and we can't wait to continue supporting your investment journey. 🤝
Next MF Analysis: ICICI Prudential US Bluechip Equity Fund please.
Nai banegi
Awesome
Fantastic analysis! Can you please provide similar analysis for the newly launched SBI Energy mutual fund.. would be helpful to understand your take on Energy sector specially with general elections round the corner.
Thank you for your suggestion & trust in us. 😃Our team at SOIC is passionate about providing informative and engaging educational resources, and we can't wait to continue supporting your investment journey. 🤝
Hdfc midcap opportunity fund
Invest karna sahi hoga sujjest sir
Thank you for your trust in us & our educational videos. We hope they are informative. Kindly read our disclaimer, we are an educational organisation and don't give any buy/sell/hold investment advice, suggestions, or recommendations. 😃🙏 We encourage you to do your own research.
Does anybody know from where to get finanical results data of last 20 years?
Ace Equity
Expense ratio of 1.44 is too high
🎉please analyze HDFC Defence Fund. Regards .
Thank you for your suggestions.😃 We wish to keep enhancing your investing experience. 🤞
Please analyse Helios Flexicap Fund
We appreciate your suggestions. We'll keep them in mind for our future content. 😃 We hope to continue adding value to your investing journey. 🤞
First one
All industries sre cyclical
Nifty200momentum 30
Nice one.....
Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝
Shukra huzur ❤
Hell yes❤
Great
Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃
❤
Indag rubber
Jai Hind!!!
Gem video ❣️
We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃
Paaji Superb....Please if you can compare with Peer Mutual Funds
Thank you for your suggestions and watching our videos.😃 We wish to keep enhancing your investing experience. 🤞
Hell yes
🙏💯
Sir
Kotak small cap & kotak ELSS please
Thanks for the suggestions.😃 We aspire to keep enriching your investing experience. 🤞
Where to apply for this fund? Not avl on Upstox
Iti and Mahindra manulife
🙏❤
Super 🎉
Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃
wow
Whoever is famous among retailers will help you to get mediocre returns to no returns
Obviously there are exceptions
PARAG PARIKH MULTI CAL
Hi guys I have 20k to invest after giving up the hopes of getting an allotment for IPO 😅.
Which sector has growth potential in 1-2 years (that's my long term vision😁)
varun Beverage kharido..avg krte rho dip mai aur bhul jao
@@meghadutta9399 PE is 90, missed EPS estimates for 3 quarters🙄
Yehh bro it's overvalued @@kartikeyaR
@@meghadutta9399 VBL is definitely not cheap for a fresh entry
@@kartikeyaRJcah....buy 3x in one year...
Rip for saurabh m
😂
Its paid video i think?🤔
We don't do any paid videos. Kindly avoid such comments.
Quality is way more than any paid course or video. But it is free.
TAKE AN INTERVIEW WITH BASANT MAHESHWARI .🎉🎉🎉🎉 PLEASE
Ppfas flexi cap
Already there
👍👍🔥🔥