Should you go all-in on small-caps? | Ft
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- Опубліковано 6 вер 2024
- On 13th December 2022, at 7PM, we had a Live AMA with Basant Maheshwari, who manages Basant Maheshwari smallcases. We discussed if small-caps mean big money and what opportunities lie in the smallcap space and answered all your LIVE queries.
About Basant Maheshwari:
Basant Maheshwari has 32 years of solid experience in stock market investment. He has a track record of discovering multi-bagger stocks, including Pantaloon Retail, Page Industries, Titan Industries, Hawkins Cooker, Gruh Finance, Repco Home Finance, Canfin Homes, Bajaj Finance, and Avenue Supermarts.
He also wrote the book "The Thoughtful Investor," which chronicles his journey to financial independence through stock market investment.
He frequently appears on CNBC TV18, ET Now, Bloomberg Quint, CNBC Awaaz, and Zee Business.
In the March 2013 issue of Readers Digest, he was featured in the headline story "Secret of Self-Made Millionaires."
Check out Basant Maheshwari's small-caps smallcase here - link.smallcase...
LESSONS:
Thumb Rules for MICRO & SMALLCAP PORTFOLIO :
1. BUY MIN 25 FUNDAMENTLY STRONG COMPANIES. BECAUSE WE DON'T KNOW WHO IS GOING TO WIN.
2. ALLOCATE EQUAL AMOUNT. IT IS VERY IMPORTANT FOR RISK MANAGEMENT.
4. ROCE & ROE > 30
% ( NOT APPLICABLE IN FINANCE, FMCG , RETAIL ETC. LOOK AS MUCH AS COLSE TO 30%.
5. MUST HAVE SECTORS:
* RETAIL
* FMCG
* HOME FINANCE
* IT
* CHEMICAL ( FLUORINE BASED )
* MUSIC STREAMING
* CONTRACT RESEARCH MANUFACTURING
6. EPS MUST INCREASE 25 % YOY
7. BUY & SELL ONLY AFTER ANY FUNDAMENTAL CHANGE.
Try to keep it closer to 15 as per Maheshwariji
What are stocks in his small cap case.his subscription is too costly
15 stocks are -
1. Fine organic
2. VBL
3. Gmm pfaudler
4. Rajratan goobal wire
5. Gokul agro
6. Gujrat flourochemical
7. Black rose
8. Yasho industries
9. Balaji Amines
10. Tube investment
11. KPIT
12. Happiest minds
13. Homefirst finance
14. Campus
15. Easemytrip
Is this the holdings of BM smallcap smallcase?
And what is the percentage used for all these in the smallcase?
@@DhirajLWT mostly same in all, a bit higher in VBL and fineorganic
Thanks for your reply...
In the video he spoke about TIPs Industries. That is not in your list
Great discussion, lots for very useful knowledge disseminated. A big thank you to Mr Basant and Shashank!
⁰
Amazing information shared by Basant Sir. Always a delight to listen to them.
Dear Sir
Kindly make more such videos with Basant Maaheshwari.
Regards
Watched every minute of it, as I'm a purely small-cap investor.
Hey Parimal Paritosh, Glad you liked the video. Explore other videos on our channel to learn more about stock investments here. www.youtube.com/@smallcase/videos
I love his thoughts.he is legend
Reshufled my portfoli in midcaps rest in small cap
Idfc first bank next big bank. Already doubled my money.hold fr long term
Atul auto Ltd.....Tesla of ev 3 wheeler
Sdbl Ltd ....beer stock
Bse ltd
Mr Basant Maheswari is a stock market gem. Loved this videocast immensely.
Hey Janardan Mohanty, Glad you liked the video. Do explore other videos on our channel featuring various experts. www.youtube.com/@smallcase/streams
Many thanks to Basant Maheshwariji for wealth of USABLE & RELEVANT knowledge
The interviewer is distracted and not interested in the interview at all
Coz he is not into equities as we are
He might be looking at comments coming...it was live zoom call shown on UA-cam
He was also managing a chat, I think he did a good job.
He is only thinking about chat and questions…not answers
Poor guy was looking at questions.
He needs to do focus on his audience😊
VERY STRAIGHT FORWARD AND SIMPLE ADVISES GREAT .. THANK YOU BOTH OF YOU HAD I GOT THIS KIND OF INFORMATION I WOULD HAVE DONE VERY WELL .
TOP 100 SMALL CAP ..ANALYSE , KYA BANTHAHAI AUR KYA NAHI CHALTHA HAI .. COMPARABLE US COUNTER PART DONE WELL MAY PERFORM ROE ABOVE 30 .. THANK YOU BASANT SIR AND SHASHANK SIR.
Good job Shashank 👍 please convey my thanks to Maheshwariji
VERY SPIRITED MAN IN STOCK MARKET . BASANT MAHESWARY SIR
just wanted to see you both togeather.. the only youtuber I watch
Very informative and insightful interview.
Valuable information revealed. Great..
Glad it was helpful! Do watch our previous live streams for more insights. www.youtube.com/@smallcase/streams
I put small amounts in number of micro caps which had consistent growth in recent years. It's around 90% of my total portfolio. I don't know how it will goes. But I consider it for very long term. Not to sell any stock. Its like my retirement plan.
Which are the small cap stocks ur betting on?
@alishaantao7147 it's around 50 stocks. If u want I can mail u
Nicely explained sir
NIFTY DOUBBLE AFTER 5 YEARS !! GDP 5%/INFLATION 6%/ PLUS 3% ...72/15= 4.8~ 5YEARS .. HAVE I CORRECTLY INTERPRETED ??
Sir, Please samhi hotel and leads reclaim ka 2 min analysis kar dijiye
Very informative video. Basant Sir is always awesome. 🔥
Hey Vinay Kumar, Glad you liked the video. Do explore other videos on our channel with Basant Sir to learn more about stock investments.
ua-cam.com/video/cltAEoGO1Gs/v-deo.html
Salute to you sir
Hey Kamal Hans Rawat, Glad you liked the video. Do explore other videos on our channel to learn more about stock investments. www.youtube.com/@smallcase/streams
Thank you Basant sir
Hey Rajesh Pankan, do explore other videos on our channel to learn more about stock investments: www.youtube.com/@smallcase/streams
No risk no pain, no pain no gain.
Basant is basant,
Superb .. thanks you Sir for sharing knowledge.
Interviewer in large frame and our esteemed Maheshwari Ji in smaller frame , that too on left frame..shame..
Thanks for sharing a great discussion.
Just a recommendation: When the speakers are using their phone for these sessions, ask them to put it on landscape
Hey Vijay Jetty! Thanks for your input. We strive to give our best and can't wait to implement this feedback in our upcoming videos.
What a brilliant guy he’s
Sir, please explain what is Other Comprehensive Income
Thanks
Basant Sir app legend ho ❤️❤️
Thanks
Interesting
Nice question
BM is at his best
Thanks sir
SSpeaking too much speed. Not clear names. Pl display on screen
High quality interview
Glad you like it. Here is another high quality interview from Basant Maheshwari Sir,: ua-cam.com/video/cltAEoGO1Gs/v-deo.html
Good information 👍
Thank you for the video
Saving it forever ❤ #Learner
CONSUMER AND FINANCE
Wow excellent interview,learned many new things,thanku very very much.i am investing in one small cap smallcase and one large cap smallcase sip mode.returns are nice.
Hey Sureka G, glad it was helpful! Feel free to explore other videos on our channel from professionals here. www.youtube.com/@smallcase/streams
Excellant section
Nice discussion 👌
ROE of dmart is below 15 ...then can we say it has fraudulent management... plz elaborate it...
I show to know small case stock .but there is pay 17000 per six month . That is to much .
Then divide the same with one more member 😊😜😅
@krishnasolankar7032 I have subscribed to BM Focused smallcap smallcase and it has delivered 40% in last 9 months.But Yes. I agree the fees their is very high.
EDIT: if you want to share subscription with me, feel free to reach out to me . My handles are in my channel's info.
Actually small cap runs faster than Nifty.
Headphone broken hai kia ?
both of you are comfortable with hindi ,then why unnecessary interviewing in english
Thanks for your continuous efforts. Please make a video of 15 to 20 stocks which can double every 2.5 to 3 years. Many retail investors wants to have a very long term portfolio which can make them very wealthy. Say an amount of Rs. 5 lakh could make that amount into 1000x. This aim comes from a famous cse of Mohd Anwar who had invested Rs.10,000 way back in 1980 in Wipro Ltd which became in 100s of crores in a matter of 38 to 40 years. It is a very inspiring story for retail investors how stock market can reward an investor even if the amount is small. Your attention to this goal will be cherished by many retail investors and I think you can do it. Please give a serious thought to this kind of a portfolio or share which can be tomorrow's Wipro Ltd. Thanks a lot in advance. Regards.
Dream 11
Shashank I think your earphones is broke
I Changed my complete portfolio to top 15 microcaps after watching this wonderful video. I sold BAJFINANCE and DMART ( my 2 large cap gems ) & it was a very painful decision for me because they were my top 2 holdings. But finally did it. Feeling excited. 😊
You are certain to lose your money if you are following this smooth talking bald head. He's just a salesman.
Wrong decision
@@sachinchaudhari9792 I don't want to die poor. I think this is a solid reason for me.
@@swarupranjannayak694 brother what new stock you purchase?
Consumer -
1. AVL
2. CANTABIL
FINANCE -
1. ARMANFIN
IT -
1. KPITTECH
2. EMUDHRA
3. KSLOVES
CHEM -
1. JYOTIRES
2. YASHO ( Proxy of AUTO )
3. FAIRCHEMOR ( proxy of FMCG )
4. VINYLINDIA
FARMA -
1. PAUSHAKLTD
WIRE -
1. RAJRATAN ( proxy of AUTO )
MUSIC -
1. SAREGAMA
2. TIPSINDLTD
3. TIPSFILMS
Excellent 👌
Thanks for watching! You can also watch some more informative videos from them, here: ua-cam.com/video/cltAEoGO1Gs/v-deo.html
👍
No one can make money listening to these salesman selling their portfolios on UA-cam channels.
People made money around 65% through smallcase since this video uploaded.
Basant Bhai is a good boy