--- Invest in our Smallcase : Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com ----- Buy my book: The Thoughtful Investor only from our website: www.thethoughtfulinvestor.in/buy-thebook.php --- For Personal Consultation on business or finance: Please send a WhatsApp message at +91 85918 66511 or email to support[at]TheEquityDesk dot com ---
I'm CFA level 3, and I must say aapka knowledge Kamal ka hai. What you said about Dividend payout ratio eating away growth and reducing ROE is absolutely accurate. It's called Dividend Displacement of earnings. I've read your book but watching your videos is like reading new chapters of your book everyday. All the best for BM top 10
Sir Dharma mehta from rajkot..sir best line of this video is... OPORTUNITY KAHI MiSS ho jaati NHI HE..BAS DIFFER HO JAATI HE!! kya baat he sir...kitni badhiya baat boli aapne !! Thanks n smiling when i listen those lines told by you!!
Mujhe pata hai aap sebi ke karan seedhe nahi bologe...lekin hame idea lag gaya sir.. ab agle 6 mah mai polycab me sip karunga ....Kamlesh Kumar Meena, Jaipur
Sir, My name is R Neel ( a homemaker). I am a great fan of you. I have invested in BM Vision 2030 with your earlier percentage based subscription charge. Now you have made a provision of the annual subscription of the same smallcase.Seeing my invested value the charges that I am paying is double the new subscription charge. When I contacted your team they are suggesting that I have to unsubscribe the smallcase first then re-subscribe it to avail the lower subscription charge. The new smallcase will not show the invested shares in the older smallcase with the same name. Thus you are depriving your earlier subscribers and compelling them to pay higher. I think you should make some way out to change subscription charges only not the smallcase. Regards
Pranaam Gurujii.... Ashwani here.... Happy Lohri to you and your family..... I also thought of saying so many things when I saw you in BM meets..... But believe me I couldn't stop myself saying "aap to bahut lambe hain"..... I can totally relate to this emotion and impression...... Stay healthy.... Stay blessed..... 😊
Dear Sir I. Am subscriber your BM FOCUS small cap...❤ mile to aap sapne me the jarur nahi to me question nahi likhta sir namskar likhta hu bus 8 mahine se... Thanks for collecting my question 👏👏
Sir Thanks for bringing BM top 10 ,,I had subscribed , Earlier BM top 20 and focused small cap suscribed but I didn't invested in BM top 20 ,because top 20 didn't appealed me , focused giving excellent returns, BM TOP 10 SMall case will ROCK ,MANY MANY INVESTOR LIKE ME WAITING FOR 10 SHARES PORT FOLIO it's excellent for senior citizens like me , Ramesh Meena from Delhi
बसंत सर नमस्ते. आपके बारे में आदर और सम्मान, respect, विश्वास, trust दिन बदिन बढ़ रहा हैं मेरा और मुझको लगता हैं बहुत सारे लोगोंका कहना भी मेरे जैसा ही रहेंगा.
With due regard to Basant sir, my personal experience yahin hai ki... Inka jo knowledge hai wahan se sikh lijiye..inka lecture hamare liye kind of pravachan hai.... Lekin khud sochiye, study karie phir apna paisa ko apne hisab se invest karie.. Kyun ki waqt k sath sath hum sab apne hisab se badalte hain.. So sir bhi badalte hain badlenge..
Sir Thank you for Sharing your time and knowledge with us. Sir apko bhot dino se follow karta hu. mai Commerce Post Graduate hu .apke lectures sun kar fundamental Analysis bhot had tak Clear ho chuka hai .
I have a pretty diversified portfolio and am almost 100 percent sure that I have all shares in this top 10..but million dollar question is weightage..its the weightage of your experience that gives your choice depth
Sir, I am a big Fan. I rarely write comments but your sense of humor is Great. One of my Bosses have said that "Good sense of humor comes with excellent Knowledge". Thanks Sir
Hello sir. Picked up lot of pearls of wisdom from your rich experience! Economy Question: I have serious doubts about continuation of this bull run for following reasons: 1. Inflation may stay elevated betn 3-4% like in 70s due to exponentially high M2 supply in US market and heavy reliance on Services (80 percent contributed ) of US GDP leading to no meaningful rate cuts; 2. US Market already priced in rate cuts and trading at 175% of US GDP which is near its 2001 highs; 3. Recession may lag come in 2024 instead of 2023 as interest rates work with lag . I am in cash so my views may be biased.
Basant ji, I respect you for having made your mark in your life. Please come and visit arunachal pradesh when ever you want to. I will love to be your host. Of course my place is far removed from the world you keep touring. Keep doing the good work.
Hope you will take this fundamental question. Sale reduces qoq by 14% but EBITDA & PAT increase by 13% how to interpret. As sale is less so why more tax and Ebita?? Ebita margin 24%... ...Dr Tushar
Sir, 12th time. Fundamental analysis of Titan..... company has a moat of not getting effected of Gold price fluctuations......but still it's profit is supported by rising Gold price .... If gold price become stagnant kya Titan bhi fans jayegaa for many year's?.... 25% CAGR main se 10% Gold price ka hai...15% hi volume growth hai
Your views on undergarments industry. I see margins improve and de-stocking issue vanishing going forward. Also are Lux Industries brothers still fighting for a split of the company?
Your description of different types of Hathi is very entertaining and drives home its point. Consider making a chronological order of its characteristics. Very entertaining. Thanks
Sir Mai apko ek suggestion dena chahta hu Agar apko koi question nahi lena ya apko nahi pasand aata to aap usko dislike kr de taki humne ye pta chal jaye ki ye question aap nahi lenge hum kuch alag puche. Abhi aisa lagta hai ki sayd apne padha nahi hoga isley nahi lia ya aapse miss hogya hga itne comments aate hai. To vo confusion khatam ho jayga humara .
Sir aapne mujhe pehle bola tha ki gaon me rhe k bhi bada Paisa baan sakta h kyuki aapke paas distraction nahi hai, Phir aap aaj Work ke liye Mumbai kyu choose kiye ? Aaj kal toh sab digital ho gya hai Jai shree krishna 🙏🏻
Guruji ROE aur Growth ka to hum ne kaafi discussion kar liya but uske sath dividend payout ratio aapne shayad hum sab ko kabhi bataya nahi. Shayad Sir. Thoda prakaash daal denge to achha hoga Sir
Sir mujhe tho lag raha hai ki ..jaise bull market mein ipo aatey hai with highest valuation jaise aap bhi apna small case launch kartey ja rahe ho. Bull market mein sab acha chal raha hai .. 3-4 saal bad pata chalega asli performance when market down trend mean jayega
Thanks for the learning you share with us it's priceless. It feels like someone is guiding in a right way for long term views and proper selection of stocks in portfolio. I would like to request you to release your book in audio platform too for better reach to new generation and for people who can't read but can listen.
Sir, revert means 'return to the previous state' & does not mean 'reply', though it is widely used in India incorrectly. Also, in the usage revert back, 'back' is superfluous.
Sir, Rights issue kya hota hai? When and why do companies do rights issue corporate action? Lakkhi halwai ke example se explain kar do. Should investors take it as positive or negative action?
Sir what a smooth killer you are. To the point, accurate, full view of around, in simple statements. I love your demeanours. Mike na hilaya karo, je hil jaye, bola na karo. Let it be.
Hello sirr.. Mai ek collage student hu .. cash trading karta hu .. capital 2lakhs ka hai Iss saal 30% or more p close karunga .. any life suggestions for me .. and Mera question ye hai ki "Agar aap investor nahi hote and koi business run kar rahe hote toh vo kaun si industry m hota??"
Sir aapki book padh raha hoon.. bohot easy language me samjhaya hai sab kuchh... Mujhe debtor days aur creditor days samajh nahi aa raha hai.. kya aap ek baar in dono ke formulas ko samjha sakte hai?
Sir namaste polycap mai Jo hua h usko sab bhul jayege kyuki Nestle ka esa hi case 8-10 saal phle hua tha us time Nestle 5000 tha please take my question
Surya roshni Electrosteel casting Maiden Forging Tarachand universal cable Lykis Bizotec Bajaj consumer snowman logistic Ajmera Agarwal industries all are undervalued and has scope of eps growth and pe expansion ......potential multibaggers
if fees are a little reasonable..many average ppl can take advantage,, and money can also be made by reaching more people.. many wish to subscribe but cannot looking at the charges,,, anyways it's your product, and you are the boss..
Hi sir , I have been your avid viewer since last 3 months. I always look forward to both your videos. They help to understand the larger prospective. My question is : 1. Your vision 2030 is a flexi cap fund. So will you shift major concentration to largecaps going forward in 2024 in BM Vision fund. And if yes will those stock be same as BM top 10 fund. 2. So in my view BM Vision 2030 will enjoy best of all categories and is the best schemes among the 3 . Please guide I want to invest .Thanks in advance Regards
Sir apne ek vidio me bola tha ki promoter koy vi company me 0%hai to vi thik hai.. lekin recent videos me bol rahe promoter ka degree dekhna hoga. Agar promoter hoding 0% hai to ..Kiya jarurat hai dekhne ke liye..Kiya micro and small cap company promoter 0% holding hai to Kiya thik hai ..eya 50% se Jada holding hona chahiye..
--- Invest in our Smallcase : Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com ----- Buy my book: The Thoughtful Investor only from our website: www.thethoughtfulinvestor.in/buy-thebook.php --- For Personal Consultation on business or finance: Please send a WhatsApp message at +91 85918 66511 or email to support[at]TheEquityDesk dot com ---
Sir good evening
Sir plz polycab bare me kuch bata sakate he exit kar sakate he..
How to ask questions on this platform for sir to read out?
Do we post a comment or is there a live chat or something? Please guide
Sir your view on Polycabe
Sell
Video mai 11mintue 30 sec pe answer de rakha ha
Sell
11:30
Hold on bro ..
I'm CFA level 3, and I must say aapka knowledge Kamal ka hai. What you said about Dividend payout ratio eating away growth and reducing ROE is absolutely accurate. It's called Dividend Displacement of earnings. I've read your book but watching your videos is like reading new chapters of your book everyday. All the best for BM top 10
Sir Dharma mehta from rajkot..sir best line of this video is... OPORTUNITY KAHI MiSS ho jaati NHI HE..BAS DIFFER HO JAATI HE!! kya baat he sir...kitni badhiya baat boli aapne !! Thanks n smiling when i listen those lines told by you!!
ROE & Growth(Ram & Laxman) aur Growth & Dividend(Ram aur Rawan) waha...
Sir ji kya samjhaya hai maza agaya
Sir, please give your view on Polycab. So many people want to know about Polycab, please let us know what should one do in such a situation.
Mujhe pata hai aap sebi ke karan seedhe nahi bologe...lekin hame idea lag gaya sir.. ab agle 6 mah mai polycab me sip karunga ....Kamlesh Kumar Meena, Jaipur
Sir, My name is R Neel ( a homemaker). I am a great fan of you.
I have invested in BM Vision 2030 with your earlier percentage based subscription charge.
Now you have made a provision of the annual subscription of the same smallcase.Seeing my invested value the charges that I am paying is double the new subscription charge.
When I contacted your team they are suggesting that I have to unsubscribe the smallcase first then re-subscribe it to avail the lower subscription charge. The new smallcase will not show the invested shares in the older smallcase with the same name. Thus you are depriving your earlier subscribers and compelling them to pay higher. I think you should make some way out to change subscription charges only not the smallcase. Regards
Polycab ka kya kiya
Pranaam Gurujii....
Ashwani here.... Happy Lohri to you and your family.....
I also thought of saying so many things when I saw you in BM meets..... But believe me I couldn't stop myself saying "aap to bahut lambe hain".....
I can totally relate to this emotion and impression......
Stay healthy....
Stay blessed..... 😊
Dear Sir I. Am subscriber your BM FOCUS small cap...❤
mile to aap sapne me the jarur nahi to me question nahi likhta sir namskar likhta hu bus 8 mahine se...
Thanks for collecting my question 👏👏
Hello Basant ji, please share your views on Polycab issue? It seems to be a temporary issue but happy for you to elaborate
सर आप बहुत इमानदार हो और सीधे-सीधे हो | इसलिये टिकाकारों से मत डरिये । ❤❤
Sir Thanks for bringing BM top 10 ,,I had subscribed , Earlier BM top 20 and focused small cap suscribed but I didn't invested in BM top 20 ,because top 20 didn't appealed me , focused giving excellent returns, BM TOP 10 SMall case will ROCK ,MANY MANY INVESTOR LIKE ME WAITING FOR 10 SHARES PORT FOLIO it's excellent for senior citizens like me , Ramesh Meena from Delhi
❤
Sir can I get your details
Want to meet I am also from delhi
बसंत सर नमस्ते. आपके बारे में आदर और सम्मान, respect, विश्वास, trust दिन बदिन बढ़ रहा हैं मेरा और मुझको लगता हैं बहुत सारे लोगोंका कहना भी मेरे जैसा ही रहेंगा.
Yes, IT RAID on Polycab par vdo banayiye , kya Polycab mei continue karna chahiye ya nahi
Thank you for sharing your knowledge
With due regard to Basant sir, my personal experience yahin hai ki... Inka jo knowledge hai wahan se sikh lijiye..inka lecture hamare liye kind of pravachan hai.... Lekin khud sochiye, study karie phir apna paisa ko apne hisab se invest karie.. Kyun ki waqt k sath sath hum sab apne hisab se badalte hain.. So sir bhi badalte hain badlenge..
Sir
One Stock Up 12x in last 15 Month's.
But company EPS is Same from last 12 Years.
PE 150+
ROE 6
Revenue Growth Guidence is 45%
Sir Thank you for Sharing your time and knowledge with us. Sir apko bhot dino se follow karta hu. mai Commerce Post Graduate hu .apke lectures sun kar fundamental Analysis bhot had tak Clear ho chuka hai .
I have a pretty diversified portfolio and am almost 100 percent sure that I have all shares in this top 10..but million dollar question is weightage..its the weightage of your experience that gives your choice depth
Thanks Boss Great to See you 🇮🇳♥️🙏🏻
Sir, I am a big Fan. I rarely write comments but your sense of humor is Great. One of my Bosses have said that "Good sense of humor comes with excellent Knowledge".
Thanks Sir
Polycab incident k bare me kuch bataye
Your wisdom helps us very much.what is your view on polycab recent developments
Sir polycab k bare me bataiye please...
Hello sir. Picked up lot of pearls of wisdom from your rich experience!
Economy Question: I have serious doubts about continuation of this bull run for following reasons: 1. Inflation may stay elevated betn 3-4% like in 70s due to exponentially high M2 supply in US market and heavy reliance on Services (80 percent contributed ) of US GDP leading to no meaningful rate cuts; 2. US Market already priced in rate cuts and trading at 175% of US GDP which is near its 2001 highs; 3. Recession may lag come in 2024 instead of 2023 as interest rates work with lag . I am in cash so my views may be biased.
Basant ji, I respect you for having made your mark in your life.
Please come and visit arunachal pradesh when ever you want to. I will love to be your host. Of course my place is far removed from the world you keep touring. Keep doing the good work.
Hope you will take this fundamental question.
Sale reduces qoq by 14% but EBITDA & PAT increase by 13% how to interpret.
As sale is less so why more tax and Ebita??
Ebita margin 24%...
...Dr Tushar
सर, मुझे समज नाही राहा था क्या पूछे आपसे.
पर आपने आज खुद्द से सवाल निकाला और उसका बहोत अच्छा जवाब भी दिया.
धन्यवाद ❤ 26:41
Thank you sir
Thank you
Sir, 12th time.
Fundamental analysis of Titan..... company has a moat of not getting effected of Gold price fluctuations......but still it's profit is supported by rising Gold price ....
If gold price become stagnant kya Titan bhi fans jayegaa for many year's?....
25% CAGR main se 10% Gold price ka hai...15% hi volume growth hai
Your view on polycab post this issue basant ji
Sir, what are your views on polycab? IT fraud, and share price fall?
Good evening Excellent commentary sir
Your views on undergarments industry. I see margins improve and de-stocking issue vanishing going forward. Also are Lux Industries brothers still fighting for a split of the company?
Gurudev ❤ take care
RIL is the leader of Bada paisa rally… hope its in ur new BM top 10
Your description of different types of Hathi is very entertaining and drives home its point.
Consider making a chronological order of its characteristics.
Very entertaining. Thanks
Sir
Mai apko ek suggestion dena chahta hu
Agar apko koi question nahi lena ya apko nahi pasand aata to aap usko dislike kr de taki humne ye pta chal jaye ki ye question aap nahi lenge hum kuch alag puche.
Abhi aisa lagta hai ki sayd apne padha nahi hoga isley nahi lia ya aapse miss hogya hga itne comments aate hai. To vo confusion khatam ho jayga humara .
Sir BM top 10 will be - Tatamoters, kotak bank, bajfin, hcl, icicibank, indusindbank, infy, mnm.
Pls take my name if I am right.
Take care Basant sir ❤
sir , 5000 crore mcap ke baat ke aapne for FII money, hamara vision bhee to fit hae is hisab se..
Good evening Sir ❤
What happen with polycab. If all unudited Sales taken into books it will increase EPS.
Sir please discuss polycab
Sir aapne mujhe pehle bola tha ki gaon me rhe k bhi bada Paisa baan sakta h kyuki aapke paas distraction nahi hai,
Phir aap aaj Work ke liye Mumbai kyu choose kiye ?
Aaj kal toh sab digital ho gya hai
Jai shree krishna 🙏🏻
Guruji ROE aur Growth ka to hum ne kaafi discussion kar liya but uske sath dividend payout ratio aapne shayad hum sab ko kabhi bataya nahi. Shayad Sir.
Thoda prakaash daal denge to achha hoga Sir
Sir mujhe tho lag raha hai ki ..jaise bull market mein ipo aatey hai with highest valuation jaise aap bhi apna small case launch kartey ja rahe ho. Bull market mein sab acha chal raha hai .. 3-4 saal bad pata chalega asli performance when market down trend mean jayega
Thanks for the learning you share with us it's priceless. It feels like someone is guiding in a right way for long term views and proper selection of stocks in portfolio.
I would like to request you to release your book in audio platform too for better reach to new generation and for people who can't read but can listen.
Guruji Pranam ❤
❤ pranam guruji
Ek aur smallcase launch karo sir
Dhruba from Guwahati
Learning a lot from you sirji
Sir polycab view plz
' Thanks icon' besides your share icon. Is it genuine? Will the amount reach you'll??
Good evening sir. Please VP Singh and Mandal Commission pe baat Puri kre..humme sikhne ko millegaThank you for video sir 😁🙏
Sir , Apple PE is 30 and ROE 160 % , Tesla PE is 73 and ROE is 21.78 % , then still why Tesla is better than Apple..
Yes sir just give ur view on polycab. It’s sort of panic situation for retail investors.
Sir polycab me kya lagta hai
Its also a wonderful knowledge class 🎉
Today's session was funsir ❤❤
Sir namaskar from Ahmedabad
Sir, revert means 'return to the previous state' & does not mean 'reply', though it is widely used in India incorrectly. Also, in the usage revert back, 'back' is superfluous.
Which one is better.... Hero or Eicher
Sir
Two stocks. D Mart. Tata chemicals. which one you choose
Thanku sir for reply
Superb wisdom Guruji 😊
Pranam gurudev..
Thank you for sharing your knowledge sir 🙏🏻
Polycab bhi Mota haathi hai.... was at absurd valuation....
Sir, Rights issue kya hota hai? When and why do companies do rights issue corporate action? Lakkhi halwai ke example se explain kar do. Should investors take it as positive or negative action?
Namaskar Gurudev🙏
Namaste Basant sir,
Kya SBI mota haathi hai ya thaka huwa haathi hai?
Please give your views
I am subscribed one of your small case. My only query is how many banking and NBFC shares ln BM Top10. Because I don't invest in banking shares.
Dear Sir,
Can I ignore high PEG ratio if PE ratio is low?
Thank you Sir
Namaskar 🙏 🙏 Sir
इस वीडियो का थम्बनेल बहुत अच्छा है।
Sir your view on easemytrip. I am holding it since last one year in heavy losses but price has started moving. Should I average this stock
aap ka thumblin me aap ka photo rhne de sath me aacha lagta hai.
Thanks Sir
Thanks Sir 🙏
Polycab ko to Jo hua so hua, KEI kyun gira.. is it a tax raid on a company or on the sector?
sector ki he de rating ho stkti ha
Bhai Only KEI nhi, RR kabel bhi gira😅
Sir what a smooth killer you are. To the point, accurate, full view of around, in simple statements. I love your demeanours. Mike na hilaya karo, je hil jaye, bola na karo. Let it be.
Hello sirr..
Mai ek collage student hu .. cash trading karta hu .. capital 2lakhs ka hai
Iss saal 30% or more p close karunga .. any life suggestions for me .. and Mera question ye hai ki "Agar aap investor nahi hote and koi business run kar rahe hote toh vo kaun si industry m hota??"
Sir aapki book padh raha hoon.. bohot easy language me samjhaya hai sab kuchh... Mujhe debtor days aur creditor days samajh nahi aa raha hai.. kya aap ek baar in dono ke formulas ko samjha sakte hai?
जय सिया राम बसंत जी।
Sir please share your views on TV 18 or network 18 which one is batter 🙏🙏🙏
गुरूजी प्रणाम
Sir namaste polycap mai Jo hua h usko sab bhul jayege kyuki Nestle ka esa hi case 8-10 saal phle hua tha us time Nestle 5000 tha please take my question
Sir I bought some polycabs today. Hope I did the right thing
No u did wrong thing exit tomorrow asap
Sir valuation consider karna he agar grwoth consitant karna ho to
Idfc fast bank aage badhega ki Nahi
Sir, O P Bhutta, former chairman SBI' s punchline was ' We have shown how elephant can dance' in respect to performance of SBI.
Please sir polycab ke bare me ek bar jarur apna view dena
Surya roshni
Electrosteel casting
Maiden Forging
Tarachand
universal cable
Lykis
Bizotec
Bajaj consumer
snowman logistic
Ajmera
Agarwal industries
all are undervalued and has scope of eps growth and pe expansion ......potential multibaggers
if fees are a little reasonable..many average ppl can take advantage,, and money can also be made by reaching more people.. many wish to subscribe but cannot looking at the charges,,, anyways it's your product, and you are the boss..
What are the stocks in BM10
Hi sir , I have been your avid viewer since last 3 months. I always look forward to both your videos. They help to understand the larger prospective.
My question is :
1. Your vision 2030 is a flexi cap fund. So will you shift major concentration to largecaps going forward in 2024 in BM Vision fund. And if yes will those stock be same as BM top 10 fund.
2. So in my view BM Vision 2030 will enjoy best of all categories and is the best schemes among the 3 . Please guide I want to invest .Thanks in advance
Regards
Sir sankranti mein patang udane ke liye kaunsi wind chahiye headwind ki tailwind..
Sir apne ek vidio me bola tha ki promoter koy vi company me 0%hai to vi thik hai.. lekin recent videos me bol rahe promoter ka degree dekhna hoga. Agar promoter hoding 0% hai to ..Kiya jarurat hai dekhne ke liye..Kiya micro and small cap company promoter 0% holding hai to Kiya thik hai ..eya 50% se Jada holding hona chahiye..
Pranaam sir, Mari Abhi Abhi job lagi h, 70k salary aa jati pr mujhe finance ka jayda idea ni h. Mujhe apne earnings ko kaise invest kerna chiye?