Bhai aap kitna kuch study karte ho. Hats off to you. Your channel Is like a library for us. Please continue to make them available for learners like me. Thanks
Signs of very good corporate governance, My personal chechlist- 1. Consistent dividend history to shareholders 2. Customer should like the product and keep buying it again and again 3. Employees like to stay in the organisation (low attrition rate, Great place to work certified) 4.Promoter remuneration should be less than 10 of net profits according to corporate laws. 5. Skin in the game, promoter holding should be above 45. 6. No or min related party transactions. 7. Improving ROE and ROCE ratios shows capital allocation efficiency. 8. Buybacks should be at reasonable or cheap valuations. 9. Tax payment should be according to standard tax rates. 10. Look for FCF margins ie(free cash flow per sale) not CFO/PAT. You will avoid 99 percent of bad managements using this for sure.
10th point is really good,for mature company who has consistent FCF, but for company like zomato or any start up CFO/sales will be more practical. This is just my understanding.
@@surendrapola9317 many of them are meeting, but I can't name them coz I am not SEBI registered like SOIC. It's important to buy them at reasonable valuations even if they meet all the criteria.
Epic brother भारत के लाल जिते रहो खुश रहो , आपकी ये जाणकारी बहोत से नये रिटेल investors को होनेवाले नुकसान से बचायेगी, बहोत खूब अश्मित, एक है तो सेफ है❤❤
Thanks ishmohit sir for this video. One advice to all retailers instead of watching Business channels and learning I think it is better to watch SOIC and learn. Quality stuff for free!. No stock recommendations just pure business analysis.
Thank you so much for your kind words 🙏 We genuinely believe that understanding business fundamentals and industry dynamics is very important. Your support motivates us to keep delivering quality content. 🚀💡
For point number 9, linkedin is not the right source of data, people dont update their profiles (mostly senior people) and junior people dont update if the company is not trending. So the best way to look into this metric is using EPFO data.
Paaji ek heto dil h kitni baar jeetoge.Thank you for such a wonderful video,packed with so much learnings.Thank you team SOIC ,i am really lucky to have SOIC in my life.🙏
Thank you so much for your heartfelt words! 🙏 It means a lot to know that SOIC has made a positive impact on your journey. We’re truly grateful to have you as part of the SOIC family, and your support keeps us motivated to keep delivering the best content.
Thank you so much for your feedback! 🙏 It’s truly fulfilling to know that every session and video leaves you with valuable insights and learning. This is exactly what we aim for - making each experience rich with knowledge🚀
Company is excellent 35% gold produces in the world. Raw material cost increase , which is import from china. Current OPM 0.12 IT will be 1.5% up to fy26 Fii 15% dii 10%, promoter 55%
Thank you so much for your incredible words! Your support and love inspire us to keep raising the bar. Stay tuned for even more insightful content ahead! 🚀💡
Thank you so much for your thoughtful words! 🙏 With support like yours, we’re inspired to keep pushing the boundaries of learning and analysis. More insightful content coming your way soon! 🚀✨
It’s heartwarming to see such appreciation. We’re always striving to raise the bar and bring you even more insightful, valuable, and engaging content.🚀
It's a guesswork as he told in video they are buliding financial institutions recently motilal oswal had donated 130cr to IIT Bombay amount@@hiteshmodi04
Thanks you forgot to mention about tax notice check also, Previously we have see GST penalty on Delta corp, after that stock nosedived and several Marquee investors were there including Jhunjhunwala and Damanis.
Thank you so much for your kind words and appreciation! It means a lot to us to know that our hard work is being noticed and valued. We put a lot of effort and dedication into creating content for our channel, so it's really rewarding to hear that you appreciate it.✨🙏🏻
I have a suggestion for you....can you make a list of SOIC cleared management list...which are A CLASS management devoid of any fraudulent activities....tailwind aayegi to we can buy those businesses....but ...the management which are not in this list...no retailer will ever touch those....
Managements change over a period. Good businesses with tailwinds but subpar managements or a Subpar Business with headwinds and pristine management can be investable or avoidable depending on the investor.
Your support means the world to us! We're thrilled to be able to enhance your investing journey with our content. We hope you keep learning and achieve great success with SOIC. 😄🚀
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. 🤝
Thank you so much for your encouraging words! 🙌 We’re glad you found the content useful. The SOIC team is committed to delivering more such insightful content. Your support means the world to us! 🚀
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. 🤝
We are thrilled to hear that you are finding our content informative. It truly means a lot to us to know that our efforts are making a positive impact on our viewers.🚀
Great learning..we should also use common sense end of the day..a business is simple a business which we deal in our daily life ..nonone can hit sixes each day,it's ride where will be ups n down
We’re glad you found the video valuable. It’s feedback like this that keeps us motivated to deliver deeper insights and better content every time. Sending love and gratitude back to you! Stay tuned for more! 🚀
We are glad to have contributed positively to your knowledge and understanding. Keep exploring and learning, and we'll continue to strive for excellence in our work.🙏🏻
46:41 Hi there, one small question please- KRBL's Operating profits/OPM/ROCE and Absolute numbers look better for the period up till 2022. While LTfoods only had faster sales growth. In hindsight it is evident that LTfoods did well but if we were in 2020 than won't KRBL would have looked better in this P2P analysis?
Delightful to learn from you, Paaji. One question though, how and where to check whether any company has complex corporate structure, like you said in the video about 202 subsidiaries ??
Bhai aap kitna kuch study karte ho. Hats off to you. Your channel Is like a library for us. Please continue to make them available for learners like me. Thanks
Keep flourishing our best wishes with SOIC.
For all of us keep learning and keep growing
Thank you so much for your heartfelt wishes! 🙏 Your support and positivity means the world to us.
Signs of very good corporate governance, My personal chechlist-
1. Consistent dividend history to shareholders
2. Customer should like the product and keep buying it again and again
3. Employees like to stay in the organisation (low attrition rate, Great place to work certified)
4.Promoter remuneration should be less than 10 of net profits according to corporate laws.
5. Skin in the game, promoter holding should be above 45.
6. No or min related party transactions.
7. Improving ROE and ROCE ratios shows capital allocation efficiency.
8. Buybacks should be at reasonable or cheap valuations.
9. Tax payment should be according to standard tax rates.
10. Look for FCF margins ie(free cash flow per sale) not CFO/PAT.
You will avoid 99 percent of bad managements using this for sure.
Great Summary.
10th point is really good,for mature company who has consistent FCF, but for company like zomato or any start up CFO/sales will be more practical. This is just my understanding.
any company meeting all these parameters ?
@@surendrapola9317 many of them are meeting, but I can't name them coz I am not SEBI registered like SOIC. It's important to buy them at reasonable valuations even if they meet all the criteria.
Many growth companies don't declare dividend at all
So dividend is not an important criteria
Epic brother भारत के लाल जिते रहो खुश रहो , आपकी ये जाणकारी बहोत से नये रिटेल investors को होनेवाले नुकसान से बचायेगी, बहोत खूब अश्मित, एक है तो सेफ है❤❤
आपके दिल से दी गई दुआओं के लिए तहे दिल से शुक्रिया!🙏🏻
RKFORGE paid to electoral bond (as per concall of Q1FY25 audio version) but in transcript management replaced the word "electoral bond" with "party".
🤣
22:18 UPL Ltd
Current Marker cap. 47512.06 cr , CMP 562.65
Thank God I'm not invest in this..
Reliance
Thanks ishmohit sir for this video.
One advice to all retailers instead of watching Business channels and learning I think it is better to watch SOIC and learn.
Quality stuff for free!. No stock recommendations just pure business analysis.
Thank you so much for your kind words 🙏 We genuinely believe that understanding business fundamentals and industry dynamics is very important.
Your support motivates us to keep delivering quality content. 🚀💡
For point number 9, linkedin is not the right source of data, people dont update their profiles (mostly senior people) and junior people dont update if the company is not trending. So the best way to look into this metric is using EPFO data.
Brother, you are the best Business analyst in UA-cam, i learned a lot from your each videos, Kudos to you and your team. Thanks a lot.
Paaji ek heto dil h kitni baar jeetoge.Thank you for such a wonderful video,packed with so much learnings.Thank you team SOIC ,i am really lucky to have SOIC in my life.🙏
Thank you so much for your heartfelt words! 🙏 It means a lot to know that SOIC has made a positive impact on your journey. We’re truly grateful to have you as part of the SOIC family, and your support keeps us motivated to keep delivering the best content.
Always epic. Adding value every time.
There is absolutely no need to hide companies who has done shady things and is already public. Names can be revealed
Great session ❤
Super sir ji
No one teaches like you
No one has made a video on management part of a company before
Thank you so much for your generous words! 🙏
Stay with us - more powerful content is on the way! 🚀💡
Superb Explanation Paaji❤💯
26:10 building material company is apl apollo nbfc is sg finserve and trading company is sg mart
Again a masterclass 👌👏 Epic
EPIC, Learned a lot, Thank you & all the best for more amazing videos ahead.
EPIC....A lot of sights and lot of learning from you @Ishmohith ji whenever going through your sessions and videos! 🙏
Thank you so much for your feedback! 🙏 It’s truly fulfilling to know that every session and video leaves you with valuable insights and learning. This is exactly what we aim for - making each experience rich with knowledge🚀
Awesome inputs. Thanks for sharing.
We're glad to hear that you loved our video.Your feedback means a lot to us and we're grateful for your support.🙏🏻
I had to sell Rajesh Exports with loss of 50%, I wish I had known about management filter earlier.
Company is excellent
35% gold produces in the world.
Raw material cost increase , which is import from china.
Current OPM 0.12
IT will be 1.5% up to fy26
Fii 15% dii 10%, promoter 55%
EPIC!! Got to learn lots of things about companies red flag. You're truly the torchbearer for retail investors.❤❤
Thank you so much for your incredible words! Your support and love inspire us to keep raising the bar. Stay tuned for even more insightful content ahead! 🚀💡
Over promotional CEO might be IDFC FIRST one????
HAHAHA
Can be but V Vaidyanathan has worked under KV Kamath( Ex ICICI bank CEO and considers him his guru.
I think it might be different company.
Nahi muje nahi lagta
I think Motilal Oswal 😅
Paytm
Epic Epic Epic!!
We have learnt so much from your free videos, so happy to be following you
It’s incredibly rewarding to know that our videos are helping you learn and grow.
Stay tuned for even more insightful content! 🚀📚
@@SOICfinance Good to know that you find time to read every msg
28.37 min home design software is intellect desine hain .sir you are genius
nucleus software
@@sanjaysahni8335 thank you
Wow differentiated insights indeed. Thank you paaji for the valuable information. This is gold standard knowledge.
Thank you so much for your thoughtful words! 🙏 With support like yours, we’re inspired to keep pushing the boundaries of learning and analysis. More insightful content coming your way soon! 🚀✨
"EPIC" learnings from the video..
Excellent work 💎💎
Sir ji Aur kitna impress karoge 😊😊
It’s heartwarming to see such appreciation. We’re always striving to raise the bar and bring you even more insightful, valuable, and engaging content.🚀
Great sir, thanks for this knowledge.
Company name is UPL 22:16
Right
Bhai over promotional wala kaun b
Adani ji😂@@hiteshmodi04
It's a guesswork as he told in video they are buliding financial institutions recently motilal oswal had donated 130cr to IIT Bombay amount@@hiteshmodi04
Really good video but difficult to execute all parameters instantly at buying
Once again a detailed n very useful video on corporate governance keep rocking Ismohit👍👍👌👌
Thank you so much for your encouraging words! 🙌 We’re glad you found the video useful.
Thanks you forgot to mention about tax notice check also, Previously we have see GST penalty on Delta corp, after that stock nosedived and several Marquee investors were there including Jhunjhunwala and Damanis.
Sir ur research analysis is always superb hats of u sir
Thank you so much for your kind words and support! 🙏
Stay tuned - we promise to keep raising the bar! 🚀💡
Thanks for the enlightenment.
We're glad to know you're enjoying learning from our content. Thank you for watching our videos. 😃
As far as I am concerned...SOIC team is the best management ❤
Thank you so much for your kind words and appreciation! It means a lot to us to know that our hard work is being noticed and valued. We put a lot of effort and dedication into creating content for our channel, so it's really rewarding to hear that you appreciate it.✨🙏🏻
Thank you.
Wonderful Sunday session ❤
Thanks for watching 🙏🏻
I have a suggestion for you....can you make a list of SOIC cleared management list...which are A CLASS management devoid of any fraudulent activities....tailwind aayegi to we can buy those businesses....but ...the management which are not in this list...no retailer will ever touch those....
Managements change over a period.
Good businesses with tailwinds but subpar managements or a Subpar Business with headwinds and pristine management can be investable or avoidable depending on the investor.
Very difficult what's going in mind of promoter no one can know...diversification hai khaas waki subb bakwas
Totally EPIC! ❤
Try to do something by yourself also
Videos are just for teching and learning
Really informative video. EPIC
Nice presentation ❤
thanks for making this informative video
We're glad to know you're enjoying learning from our content. Thank you for watching our videos. 😃
Wonderful learning session !
Thnx sir sharing your valuable knowledge with us
Thank you so much for your kind words! 🙏 We’re glad you found the session valuable and full of learning.
🎉thanku so much EPIC
👌👌👌👌 kindly make this types of videos,
Super lesson to learn
Thanks for watching. Happy learning ✨
Excellent video for explaining things in the most commonsensical way
Thank you so much for your kind words! 🙌
Stay with us for more such content🚀
Best analyst on UA-cam
Thank you so much for an incredible compliment! 🙌
please do a video on oil marketing an refining companies. Your content are very useful
Truly Epic
I am real fan of SOIC team and Ishmohit Singh
Your support means the world to us! We're thrilled to be able to enhance your investing journey with our content. We hope you keep learning and achieve great success with SOIC. 😄🚀
Very informative and useful video ❤
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. 🤝
Most awaited video. Thank you sir
Epic epic
Thanks a lot
Helps a lot for those who are new and not enough cash to invest in market
Truly Epic like always. Keep it up. God bless.
Superb SOIC team as usual..
This will help a lot in identifying a good managament.
Kudos..keep it up.
Thank you so much for your encouraging words! 🙌 We’re glad you found the content useful.
The SOIC team is committed to delivering more such insightful content. Your support means the world to us! 🚀
Great job ❤
Thank you! 😄
Very impressive. Good information
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. 🤝
EPIC brother 👌👌👏👏👍👍🙏🙏
Thnx Ishmohit for such a learning for us❤❤🙏🙏
Thank you so much for your heartfelt gratitude! 🙏 It’s an honour to be part of your learning journey.
Stay tuned for more! 🚀📚
Very knowledgeable session 👍
We're happy to know that our content adds value to your investing journey.😃 Thankyou for watching our videos. 🤝
Thank you soo much sir ☺️
Thanks paaji❤🎉
@soic 32:30 IDFC FIRST BANK ?
NO It is adani
Great Sir, Thanks for this knowledge.
We are thrilled to hear that you are finding our content informative. It truly means a lot to us to know that our efforts are making a positive impact on our viewers.🚀
Most awaited topic 👍
This another master class , I will defiantly join course in nearest future. This is Great work
Always happy to share knowledge. Looking forward 🙏🏻
Great learning..we should also use common sense end of the day..a business is simple a business which we deal in our daily life ..nonone can hit sixes each day,it's ride where will be ups n down
One of the greatest learnings..❤
Thank you so much for your heartfelt appreciation!😃
Very nice framework , deep love from ❤
We’re glad you found the video valuable. It’s feedback like this that keeps us motivated to deliver deeper insights and better content every time.
Sending love and gratitude back to you! Stay tuned for more! 🚀
Epiccccccc paaaji👍🏻👍🏻👍🏻
Great Learning. Thank you so much. Jay Hind
your are always epic........love u ishmohit and team
amazing as always learn new things & new learning.
We are glad to have contributed positively to your knowledge and understanding. Keep exploring and learning, and we'll continue to strive for excellence in our work.🙏🏻
Thank you
Epic teaching and learning 🎉
We are truly grateful for your kind words and appreciation.🙏🏻
Thank you for sharing valuable information
We're happy to hear that our content is helping you learn. We wish to keep enriching your investing experience. 🤝
Nice ,Epic Analysis . As always
We're happy to know our content is resourceful for learners like you. We hope to continue adding value to your investing journey. 🤞😃
Great presentation as usual Ishmohit ji
Thank you so much for your kind words! 😊 It’s always a pleasure to know that our presentations are up to your expectations.🙏🏻
UPL@ 22:03
Super explanation,, thanks
We're happy to hear that our content is helping you learn. We appreciate you viewing our videos. 😃
as always love the content......keep it up.
EPIC ❤
Pranam sir 🙏
EPIC Sir
Ugro capital is that financial company
Epic !
Could you pls post SOTP analysis of RPSG ventures
EPIC!!
Epic ....❤️🙏
22:00 company is UPL
EPIC 👍
21:25 for curious people, its UPL
Great explanation bro
We are delighted to hear that you appreciated our content, and we truly value your kind words🙏🏻
Thanks bro 🙏
Topclass video 😊
Here’s to more insightful sessions and continuous growth together! 🚀📘
Sir, jai Hind and namaste sada vatsale matrubhumi. Excellent topic.
Very good and epic video ❤
Thank you so much for your kind words and appreciation.🙏🏻
46:41 Hi there, one small question please-
KRBL's Operating profits/OPM/ROCE and Absolute numbers look better for the period up till 2022. While LTfoods only had faster sales growth.
In hindsight it is evident that LTfoods did well but if we were in 2020 than won't KRBL would have looked better in this P2P analysis?
Post Augusta chopper scam, KRBL was caught up here and then lost a big SAUDI Arabia contract post 2022..
V Vaidyanathan
32: motilal Oswal
Delightful to learn from you, Paaji. One question though, how and where to check whether any company has complex corporate structure, like you said in the video about 202 subsidiaries ??
Thank you so much for your appreciation! 🙏 We’re glad you found the content insightful.
Epic excellent lov it