Invest in our Smallcase: Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com --- Buy my book: The Thoughtful Investor only from our website www.thethoughtfulinvestor.in --- For BM Meets (Personal Consultation on business or finance). Please send a WhatsApp message at +91 85918 66511 or email to support@basantmaheshwariinvesting.com ---
Thank you sir for taking my question. Your pace of speaking suits your personality. Don’t slow for next 15-20 years . We, Bihari v hum bolte hain and it feels great . Love you sir
Listening to your videos since long time. I am subscriber of BM small cap fund. Great learning you are providing to general public So far your best explanation for politics & poltix If possible pls make a small video on this
Sir Titagarh Rail systems 32% down hai from high. Jupiter wagons around 16%. Aur FY25 mein railways mein kuch kuch kaam hone wala hai. Haan, ROE ke hisaab se CAGR thoda zyada hai. To ismein abhi invest karne ka sochna chahiye?
Hello sir, I m your small case subscriber. I watch your video since the Heidelberg 1st report on adani.. thank you for sharing knowledge. My question is, if any nbfc price to book is at its all time high, then shell we sell some part of the stock and allocate money to some other cheap stock?? Please take my question
Good morning sir Sir stainless steel is used for various consumer products from trimmer blades to water bottles etc. Can we say stainless steel is little bit on the consumer side.
Hello Sirji, Good evening! Aapne Thoughtful investor mein jo bhi apne cheezein likhin hain, uss time ke baad se aapne kya nayi cheezein seekhi hain, please share kijiye aapke kisi video mein. Kya aapne apni book ka part 2 likhne ka socha hai ya uski zarurat nahi hogi?
Hello Basant sir, thank you for highlighting the backstory of Page Ind vs Bluedart where RKD had stake in the latter. Since few weeks, I have been tracking VST and RKD has increased his stake in it, everything looks great except the growth. Thank you for reminding the basics 🙏🏼.
Sir Bajaj housing ki listing Bajaj finance ke liye negative nahi hai kya? Pehle housing ka profit bhi Bajaj finance me show hota tha ab alag se hoga earning decrease nahi hogi kya ab ?
Good morning sir Hope this time you would take this question What is the meaning of open interest...how this information can be used in investment decision...sir may or may not take name of the company... Manappuram finance available at PE of below 8...which seems to be quite reasonable....2 minutes analysis sir ...price to book is also reasonable...TIA
sir, bajaj housing me promoter ne IPO me OFS kiya tha , jo stock sell ki entry h wo IPO me already decided tha. listing day se pahle hi promoter ne sell kiya, means k OFS wala stock offload hua h, promoter ne13th ko sell kiya aur listing 16th sep ki thi .
Hello Sir .... What is your way of seeing the peak of your portfolio? Any peak achieved intra day during trading hours is your new portfolio peak or that what is achieved on a closing basis at the end of trading session ? Thanks for all your efforts.
Thanks BM sir for explaining the nuance of leverage ❤. I was bleeding in 2024. Now accepted a few losses and restructured the entire portfolio in cash purchase. What a peace of mind. Will leverage again when it is right.
Sir truly speaking aapki knowledge about business and analyzing it is just too good ek second me Pura business samaj ke samaj lete ho ke business me Kitna dum hai ❤
Sir Asset light model me kam investment me higher growth bhi to mil sakti hai, to growth k barabar roe hona kyon jaruri hai? 100 pe mene 20 eps kamaya to 120 k investment pe 24 ki jagah 30 ki eps bhi to aa sakti hai assel light model me
Sir, I really like the way you communicate with us regarding the stock market with a composite view, focussing more on the forest than the individual trees. One request and one comment: (I) Kindly tell the weekly and monthly timeline of the market. When and what is clearing day, what is the usual state of market prices on Monday vs last weekday etc. and why. (II) You are appearing much more relaxed in your videos since making it once a day. Your forehead, which used to look creased/tensed previously is now more relaxed. Best wishes
Hello Sir.. Deepak here.. Have been listening to all your videos and have read your book.. One question what should we do with brokerage stocks now, should we continue holding them, buy more or book profit and exit?
Sir, you said to find company selling in cash and buying credit can be gauged by WORKING CAPITAL albeit its formula is CA minus CL so problem is Cash and debt both are considered in Current Asset. Relevance of Cash conversion cycle, WC, WC days? Nestle, Titan, Maruti, Ultratech on these 3 parameters are contradiction. Rakesh J also said its great filteration point so explain at length please.
Hello Basant Sir, in 'The Thoughtful Investor' you have mentioned the promise of emerging economies in BRIC nations as one of the contributors for the US housing bubble. Can you give some more insight into this?
Sir please consider my question... (1) From 2019 we are witnessing a Bull run , no doubt in that (2) sir japan crossed the previous life time high nearly after a gap of 30 years in indicies (3) sir from indian market perspective is there a probability of such long bear market (4) sir your insight on that......please 23:2623:26
Sir, I am a regular viewer. Thanks for sharing your knowledge and explaining current trends in market to this knowledge. There is suddenly news on Zee media which is under loss - 200 crores. Also they say 48 hours no trading after quarterly results - why this 48 hours no trading window? Thank you!
Basant Sir, I am Yogish a big fan of your videos. Events like US election results in November, state of Chinese economy, 2nd Quarter results of companies, State election results of Haryana, Maharashtra, J&K - can have any impact on future course of market rally or these are non-events and market in India will ignore?
Sir i m kalpesh, i want to ask you one question that if you are planning to take of 20% position of your portfolio in any stock, how do you invest? Straight 20% or in staggard way by 10% one time, than 5% and balance 5%.
Good Morning Sir Request your view if possible on factors to be considered while investing in High PE stocks. You mentioned in your video series that you can ignore high PE for small cap stocks. What other things to be checked before investment? Thank you
Sir, currently if price to book is very high what will happen to the stock in long term view like 5-10 yrs? Eg suzlon has 28, motherson wiring 18,avantel 24 etc... What's the ideal price to book? How much is acceptable?
Dear Basant sir, the parameters u explained for analyzing a bank or nbfc and the numbers u mentioned in your book ex p/b of 2.5 to 3 is fair , can these same parameters be used to analyze banks or nbfcs in Australia or any part of the world. Plz explain.
Perfectly correct you learn a lot from an experienced person even if you've to pay some amount of money and here we're leaning a lot daily from the experience you've earned over the years and that's completely free🙏
Namaste sir watch your video regularly. My question - Upward average kab karna hai samajh nahi aata. Please suggest My stock is having long term growth but can't understand when to re enter. God bless you sir
Hi sir, this is my first comment on your channel. Hope you will read it. Recently I bought some stocks , Prudential Sugar, it almost doubled in a month. Can you please tell why the stock doubled.
We are very lucky that we can hear your perspective free of cost. I think mentally you are not different than Warren Buffet. Thanks for all this knowledge.
Sir, jo share smallcase se nikaal diya bahut pehle. Uska 'original thesis/reason to add' bataa sakte hain?... ya ghoda-ghaans ka scene ho jaayega.. (ELECON)
Sir fundamental question koi company apni equity baar baar dilute karti h ya fund race karti h to uske price ke liye positive h ya negative company growth ke liye hi fund le rahi h fundamental me koi problem nahi h ya asi companys ka future kaisa hota h
Thanks Basant sir, for the insightful video. My question is on the growing toy sector and our rising exports of toys. Soon, we'll be a leading toyconomy. Why are toy stocks not in focus and not being recommended by analysts ? Thx.
Greetings Sir, I was a BM vision 2030 investor some time ago and I feel I made a mistake as I exited early. Continuously listening to ur videos I started my investment journey in BM top 10 and kept my patience…happy that it’s now paying off well. Thank you for this and keep educating us.
Hi Sir STOCK MISSING OF TATA MOTOR IN TATA MOTOR AND ITS DVR SCHEME I have not received single share till now. If I look at Tata Motor faq it was supposed to be completed by 24th Sept. I contacted their registrar LINKINTIME they are saying the stocks have been processed by them and my broker saying they have not received. Could you please suggest what to do in such a scenario
BM Meets PE Expansion : Same way I missed out opportunity of investing in some good stocks in early stage, I missed BM Meets too when this was listed 😃 I could have got 1 hour plus at 50 thousand, now 1 lakh per 30 minutes. Technically 4 times increase in per minute cost ...
Pranam Sir, I heard many retail stores like Walmart, FootLocker, Macy's etc are closing down in USA. Is it already priced in the decisions to cut rates or is it a cause of concern in the short to medium term?
Jab real estate ka discussion huwa tha tab us market mein ye stocks cheap the hum Ko samjh mili ISS channel par.Bhale hi Mr basant kisi stocks Ko buy or sell ki recommendation nahi dete par Aisa bolte hai ki hum Ko reliable information milti hai.Mujhe Jo mila wo kya hai? Reply knowledge and reliable information
Hello Sir, Can you please analyze Karur Vysya Bank Ltd ? It has improving ROA of 1.63%, its ROE has been increasing from last 3 years to presently 17%, top line and bottom line growth has been picking up from last 3 years. Price to Book is at 1.7. NIM is at 4.2% , only red flag i can see is their lending book has 23% of loans to agricultural sector. They serve majorly to Tamil Nadu, Andhra Pradesh, Karnataka and Kerala (typically high per capita income states). What do you think ? Should we study this stock for education purpose ?
hello good evening sir i am vikas i have one question if company excutive director and relative buy share in open market so what it mean company name is GAEL...
Invest in our Smallcase: Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com
---
Buy my book: The Thoughtful Investor only from our website www.thethoughtfulinvestor.in
---
For BM Meets (Personal Consultation on business or finance). Please send a WhatsApp message at +91 85918 66511 or email to support@basantmaheshwariinvesting.com
---
0
Shabdo me mat jao bhawnao ko samjho.
गुरूजी 2मिनट एनालिसिस करिये RPG Lifescience का मेरा सारा पैसा डेढ़ लाख एक ही stock मे लगा है 🤔
Sir
Please explain difference between ROC and ROE
0
Good Morning Mr. Basant..A correction..Ussain Bolt was 94 Kgs when he created 9.58 second world record in 100 Mtrs....😂😂
And height? 😂
@@Gaonkibaatsunohe is around 6'5" or 195cms
इसलिए वो marathon नहीं दौड़ पाया
😅😅 Good one
सही चिपकाया इनको। ये परम ज्ञानी हैं।
Thank you sir for taking my question. Your pace of speaking suits your personality. Don’t slow for next 15-20 years . We, Bihari v hum bolte hain and it feels great . Love you sir
Any viewa about VARUN beverages
Should I invest or not?
Listening to your videos since long time. I am subscriber of BM small cap fund. Great learning you are providing to general public
So far your best explanation for politics & poltix
If possible pls make a small video on this
Thanks sir for discussing on Credit Access Gramin today. 🙏🙏
sir, Cash Conversion Cycle & Working Capital Days me kya difference hai & kaunsa better indicator hai ?
Loved your answer to the last question, Sir.
Sir, what day of the month should one typically buy the stocks? Are there safe days ?
Sir,
Should we buy good unlisted companies shares?
Good morning Sir , what is external commercial borrowing and how does it work?
Sir, how to calculate Peg ratio and is this a important metric for a stock. I hope you will answer my question. Thanks
Sir plz kindly take my question
What's your view on zee entertainment it's near 52 low and near covid level can company do turnaround
Its also a wonderful knowledge class 🎉
Sir Titagarh Rail systems 32% down hai from high. Jupiter wagons around 16%.
Aur FY25 mein railways mein kuch kuch kaam hone wala hai. Haan, ROE ke hisaab se CAGR thoda zyada hai. To ismein abhi invest karne ka sochna chahiye?
Hello sir,
I m your small case subscriber. I watch your video since the Heidelberg 1st report on adani.. thank you for sharing knowledge.
My question is, if any nbfc price to book is at its all time high, then shell we sell some part of the stock and allocate money to some other cheap stock??
Please take my question
JIO Finance pe kuch prakash dale sir.
Aap say request hai.
Good morning sir
Sir stainless steel is used for various consumer products from trimmer blades to water bottles etc.
Can we say stainless steel is little bit on the consumer side.
NAMASKAR SIR
SIR AAPNE APNI EK PURANI VIDEO MEI 90S MEI SHORT SELLING KA ZIKR KIA THA, SIR US WAQT SLBM SE SHORT SELL KARTE THE??
Good morning Sir! Hat's off to your commitment
Sir, which broker you are using for US stocks investment? Is our money safe in broker account?
Alpaca is good, yes money is safe as they are insured upto $250,000.
Interactive brokers use karte hai
Sir, jai Hind and namaste sada vatsale matrubhumi .
Thanks Sir For valuable Info
Hello Sirji,
Good evening! Aapne Thoughtful investor mein jo bhi apne cheezein likhin hain, uss time ke baad se aapne kya nayi cheezein seekhi hain, please share kijiye aapke kisi video mein. Kya aapne apni book ka part 2 likhne ka socha hai ya uski zarurat nahi hogi?
Hello Basant sir, thank you for highlighting the backstory of Page Ind vs Bluedart where RKD had stake in the latter. Since few weeks, I have been tracking VST and RKD has increased his stake in it, everything looks great except the growth. Thank you for reminding the basics 🙏🏼.
Good morning BM sahab
From which market cap stock considered as mota haati?
Sir Bajaj housing ki listing Bajaj finance ke liye negative nahi hai kya?
Pehle housing ka profit bhi Bajaj finance me show hota tha ab alag se hoga earning decrease nahi hogi kya ab ?
Good morning sir
Hope this time you would take this question
What is the meaning of open interest...how this information can be used in investment decision...sir may or may not take name of the company... Manappuram finance available at PE of below 8...which seems to be quite reasonable....2 minutes analysis sir ...price to book is also reasonable...TIA
Sir which app you are using for analysis
sir, bajaj housing me promoter ne IPO me OFS kiya tha , jo stock sell ki entry h wo IPO me already decided tha. listing day se pahle hi promoter ne sell kiya, means k OFS wala stock offload hua h, promoter ne13th ko sell kiya aur listing 16th sep ki thi .
Hello Sir .... What is your way of seeing the peak of your portfolio? Any peak achieved intra day during trading hours is your new portfolio peak or that what is achieved on a closing basis at the end of trading session ? Thanks for all your efforts.
Thanks BM sir for explaining the nuance of leverage ❤. I was bleeding in 2024. Now accepted a few losses and restructured the entire portfolio in cash purchase. What a peace of mind. Will leverage again when it is right.
Sir truly speaking aapki knowledge about business and analyzing it is just too good ek second me Pura business samaj ke samaj lete ho ke business me Kitna dum hai ❤
Sir Asset light model me kam investment me higher growth bhi to mil sakti hai, to growth k barabar roe hona kyon jaruri hai?
100 pe mene 20 eps kamaya to 120 k investment pe 24 ki jagah 30 ki eps bhi to aa sakti hai assel light model me
Sir, I really like the way you communicate with us regarding the stock market with a composite view, focussing more on the forest than the individual trees. One request and one comment:
(I) Kindly tell the weekly and monthly timeline of the market. When and what is clearing day, what is the usual state of market prices on Monday vs last weekday etc. and why.
(II) You are appearing much more relaxed in your videos since making it once a day. Your forehead, which used to look creased/tensed previously is now more relaxed.
Best wishes
Guruji pranam
Kya turnaround companies ki P/E aur P/B raito high hoti hai at time of turnaround aur kyon.
Hello Sir.. Deepak here.. Have been listening to all your videos and have read your book.. One question what should we do with brokerage stocks now, should we continue holding them, buy more or book profit and exit?
Sir, you said to find company selling in cash and buying credit can be gauged by WORKING CAPITAL albeit its formula is CA minus CL so problem is Cash and debt both are considered in Current Asset. Relevance of Cash conversion cycle, WC, WC days? Nestle, Titan, Maruti, Ultratech on these 3 parameters are contradiction. Rakesh J also said its great filteration point so explain at length please.
God bless you sir ❤🎉
Question puchne se pehle ,I am a subscriber of BM .. likhna zaruri hai kya, Sir?
My question is on Sintex India pls throw some light 🙏
Basant ji Tussi Great Ho
Good Morning Sir, I am your regular viewer, your view on Idfc first bank and Ab capital 😊2 minutes analysis ...Amit from Mumbai
Is micro cap safe for investment, the one you added recently?
Hello Basant Sir, in 'The Thoughtful Investor' you have mentioned the promise of emerging economies in BRIC nations as one of the contributors for the US housing bubble. Can you give some more insight into this?
Sir please consider my question...
(1) From 2019 we are witnessing a Bull run , no doubt in that
(2) sir japan crossed the previous life time high nearly after a gap of 30 years in indicies
(3) sir from indian market perspective is there a probability of such long bear market
(4) sir your insight on that......please 23:26 23:26
Sir all in Tesla ... Ready with 10 L what is good price range to buy... I will wait... Thankyou 100 times
Good morning sir
Kya levrage lene ka time aa Gaya hai
Thank you Sir Ji 🙏❤
Sir, I am a regular viewer. Thanks for sharing your knowledge and explaining current trends in market to this knowledge. There is suddenly news on Zee media which is under loss - 200 crores. Also they say 48 hours no trading after quarterly results - why this 48 hours no trading window? Thank you!
Superb video today😊😊😊
Basant Sir, I am Yogish a big fan of your videos. Events like US election results in November, state of Chinese economy, 2nd Quarter results of companies, State election results of Haryana, Maharashtra, J&K - can have any impact on future course of market rally or these are non-events and market in India will ignore?
Sir i m kalpesh, i want to ask you one question that if you are planning to take of 20% position of your portfolio in any stock, how do you invest? Straight 20% or in staggard way by 10% one time, than 5% and balance 5%.
Good Morning Sir
Request your view if possible on factors to be considered while investing in High PE stocks. You mentioned in your video series that you can ignore high PE for small cap stocks. What other things to be checked before investment?
Thank you
Hello Sir, why Nifty 50 and Gift Nifty remain side by side. Please explain. Thanks Kundan
Namaste sir,
Please explain relation of Debt to Equity ratio with P/E ratio.
Sir, in defence we are also assemble much things not value added things how can you analysis?
Dear Basant Sir
Hello
Plz Explain CMP / FCF ratio thru Lucky Halwai example
thanx & regards
Sir, currently if price to book is very high what will happen to the stock in long term view like 5-10 yrs? Eg suzlon has 28, motherson wiring 18,avantel 24 etc... What's the ideal price to book? How much is acceptable?
Dear Basant sir,
the parameters u explained for analyzing a bank or nbfc and the numbers u mentioned in your book ex p/b of 2.5 to 3 is fair , can these same parameters be used to analyze banks or nbfcs in Australia or any part of the world. Plz explain.
Good morning🎉2 minute analysis on Ease my trip....considering recent promoter selling.
How many stocks in your portfolio
Perfectly correct you learn a lot from an experienced person even if you've to pay some amount of money and here we're leaning a lot daily from the experience you've earned over the years and that's completely free🙏
Sir, please reply
My small case focused on me less performed.can I average that stock
IEX pe kya he opinion?
Hello Sir
Plz tell me, from which website you are doing 2 minutes analysis of stock.
Thanks in advance
Sir please explain, home loan tenure should be small or it should be as long as we can take. And also should we prefer to prepay loan amount?
Namaste sir watch your video regularly.
My question - Upward average kab karna hai samajh nahi aata. Please suggest
My stock is having long term growth but can't understand when to re enter. God bless you sir
Hi sir, this is my first comment on your channel. Hope you will read it. Recently I bought some stocks , Prudential Sugar, it almost doubled in a month. Can you please tell why the stock doubled.
We are very lucky that we can hear your perspective free of cost. I think mentally you are not different than Warren Buffet. Thanks for all this knowledge.
FII ke list me MIT ka image kaisa hai achha hai ya thik thak. Agar wo kisi stock me apna stake leta hai.
All videos valuable and important.
what is clearing day?
Sir, jo share smallcase se nikaal diya bahut pehle. Uska 'original thesis/reason to add' bataa sakte hain?... ya ghoda-ghaans ka scene ho jaayega.. (ELECON)
Hello
Aap smallcase me invested hai inke?
Sir, November Tak 4 state election result and usa me nhi election then market can fall if any new developments in politics .your views ?
Trump aayega toh accha rahega, market girega aur hum saste me stocks khareed sakte hai. Vote for trump America walo!
Sir fundamental question koi company apni equity baar baar dilute karti h ya fund race karti h to uske price ke liye positive h ya negative company growth ke liye hi fund le rahi h fundamental me koi problem nahi h ya asi companys ka future kaisa hota h
Excellent sir ❤
Hello Sir good morning can you please share your view on saksoft??
🙏basant sir share me konsa activity hone se nuksan nehi hota hai jaise demerger, spilt or bonus
Good morning basanth ji
Please explain the effect of subsidies on GDP and growth. Is subsidies are good or bad.
Sandeep
Sir .. Vedanta le skte hai kya dividend ke liye ?
Thanks Basant sir, for the insightful video. My question is on the growing toy sector and our rising exports of toys. Soon, we'll be a leading toyconomy. Why are toy stocks not in focus and not being recommended by analysts ? Thx.
Mr Basant maheshwari Ko Salam hai
Greetings Sir,
I was a BM vision 2030 investor some time ago and I feel I made a mistake as I exited early. Continuously listening to ur videos I started my investment journey in BM top 10 and kept my patience…happy that it’s now paying off well. Thank you for this and keep educating us.
Sir aapke portfolio me ya smallcases me ek bhi psu stock hai kya. World wants to know 🤔
Hi Sir STOCK MISSING OF TATA MOTOR IN TATA MOTOR AND ITS DVR SCHEME
I have not received single share till now. If I look at Tata Motor faq it was supposed to be completed by 24th Sept. I contacted their registrar LINKINTIME they are saying the stocks have been processed by them and my broker saying they have not received. Could you please suggest what to do in such a scenario
*Sir trade receivables se frzi sales k pta lg skta h kya?*
Sir pls give ur view on celcius holding which is listed in Nasdaq
Have a nice day sir🌹 thanks🌹 for updates🎉🎉🎉❤🎉
BM Meets PE Expansion : Same way I missed out opportunity of investing in some good stocks in early stage, I missed BM Meets too when this was listed 😃 I could have got 1 hour plus at 50 thousand, now 1 lakh per 30 minutes. Technically 4 times increase in per minute cost ...
Pranam Sir,
I heard many retail stores like Walmart, FootLocker, Macy's etc are closing down in USA. Is it already priced in the decisions to cut rates or is it a cause of concern in the short to medium term?
Very basic question
Jab real estate ka discussion huwa tha tab us market mein ye stocks cheap the hum Ko samjh mili ISS channel par.Bhale hi Mr basant kisi stocks Ko buy or sell ki recommendation nahi dete par Aisa bolte hai ki hum Ko reliable information milti hai.Mujhe Jo mila wo kya hai? Reply knowledge and reliable information
Sir your opinion on buying parents company for upcoming ipo allocation
Good morning sir...does AB Capital have the capacity to be the next bajajfinserv?? Thank you
THANKU SO MUCH SIR FOR YOUR TIME.🙏2 MIN ANALYSIS ON M&M FINANCE PLEASE
Hello Sir, Can you please analyze Karur Vysya Bank Ltd ? It has improving ROA of 1.63%, its ROE has been increasing from last 3 years to presently 17%, top line and bottom line growth has been picking up from last 3 years. Price to Book is at 1.7.
NIM is at 4.2% , only red flag i can see is their lending book has 23% of loans to agricultural sector.
They serve majorly to Tamil Nadu, Andhra Pradesh, Karnataka and Kerala (typically high per capita income states). What do you think ? Should we study this stock for education purpose ?
Deposit mobilization for banks has become very difficult. Every one wants to invest in mutual funds & stock markets.
Sir, max healthcare kay lagta h
Sir your views on Ikio lighting...
Radhe Radhe Sir !!
Hi Sir ,
Can you explain with example why in 7 time price to book ratio it is difficult to make money for bank or nbfc ?
hello good evening sir i am vikas i have one question if company excutive director and relative buy share in open market so what it mean company name is GAEL...
Sir, big fan of yours. Admire ur exquisite knowledge. Can u plz analyse Adani power. ROE 57, ROCE 32, PEG RATIO 0.18. PLZ ur views...