When You Get Pricing Wrong In A Small Cap, Heaven Help You: Manish Chokhani Of Enam Holdings

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  • Опубліковано 15 лис 2024

КОМЕНТАРІ • 25

  • @АллаСтасюк-д7з
    @АллаСтасюк-д7з Місяць тому +220

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      @FrankEwards Місяць тому

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      @Benjamin.b4 Місяць тому

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      @MaChun-ping Місяць тому

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      @Benjamin.b4 Місяць тому

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  • @NikhilChachra
    @NikhilChachra Місяць тому +1

    Rarely I agree with so-called experts on TV channels. But Manish is talking a lot of sense. Mostly it will be buy, buy, buy on TV channels all the time. But happy to hear this one.

  • @mukeshchaturvedi
    @mukeshchaturvedi Місяць тому

    Excellent interview Prashant. This is the first time I have heard Manish Chokhani at length. You drew him out really well.

  • @learn-2-earnn
    @learn-2-earnn Місяць тому +6

    Some of these old school fundamental analsysis based fund managers want to step in into quality midcaps and smallcaps but the retailors havent allowed them to step and this is why they are scaring everyone around about valuations and all ...if the market respected valaitions over quality of earnings the cheaply valaued large caps would be the flavour and not the likes of dixon, trent, shakti pumps who have shown genuine earnings growth ..those who keep shouting about valuations will stay on the sidelines in actual quality which will always be at premium over low grpwth largecaps...staying in stocks with earnings growth visibility will always getvinflows now as new invetsors are smart enough to realise this fact...

    • @soumilisadhukhan9084
      @soumilisadhukhan9084 Місяць тому

      Retail do not control movement..retail put it in MF and these fund managers only control which was previously done by FII

    • @jishnu18
      @jishnu18 Місяць тому

      Same was told during 2014/2015 when mid and small had 5yr cagr of 30+. never seem them after next 5 years when 10yr cagr was negative(even before covid fall)

    • @PeriyasamiRYadav
      @PeriyasamiRYadav Місяць тому

      Fiis were the guide for Diis were value stays they travel there..

  • @1980sathi
    @1980sathi Місяць тому

    Very honest answers

  • @learningmaster8060
    @learningmaster8060 Місяць тому +2

    Infosys got 10 times bigger from 2000 to 2024, from 184 to 1900, but he mentioned it only doubled in 25 years. Please correct me if I am wrong.

    • @sanketsawant7475
      @sanketsawant7475 Місяць тому +2

      He mentioned market cap not stock price, which means floating shares have reduced and bought back by promoters drastically over the years. So even though price is up 10 times, market cap is just doubled. Bt he is comparing infys maket cap with index price which is wrong actually

  • @swaruparaniattada9481
    @swaruparaniattada9481 Місяць тому

    Thanks 🎉

  • @GnanadesikanK
    @GnanadesikanK Місяць тому

    Excellent advice

  • @KumarKumar-fc2gc
    @KumarKumar-fc2gc Місяць тому

    Every stock falls when the market falls...top large-cap badly fell during every fall...Eisher motor gone down to rs 33

  • @riteshthahryani
    @riteshthahryani Місяць тому

    yeh bare bare log khud small cap mai paisa banate hai
    or bolte hai large cap to chal nahi rahe hai
    lakin apna 80% paisa large cap mai dalo
    inko koi batao k retailer ka portfolio 10-20-50 lakh hai sirf
    itne paise mai kya kya karega retailer

  • @sanyal143
    @sanyal143 Місяць тому

    Why the host is talking more then the expert

  • @hmrd8555
    @hmrd8555 Місяць тому +1

    Hindenberg of india 😂😂😂

  • @PeriyasamiRYadav
    @PeriyasamiRYadav Місяць тому

    Only small & Midcaps made many big bulls 😂

  • @KumarKumar-fc2gc
    @KumarKumar-fc2gc Місяць тому

    The Indian benchmark should be modified to Nift 500 rather than Gift 50, which is currently heavily favored by 5-6 companies. The trillion-dollar market can't be fairly represented by 5-6 companies ...

  • @animobooks7950
    @animobooks7950 Місяць тому

    ua-cam.com/video/j2tocXZKSlM/v-deo.html

  • @ThamThong-qe3mt
    @ThamThong-qe3mt Місяць тому

    Rkkk