Ask Basant : MRF - Two Minute Analysis & Other Querries

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  • @bmtheequitydesk
    @bmtheequitydesk  Рік тому +6

    --- Invest in our Smallcase : Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com --- Buy my book: The Thoughtful Investor only from our website: www.thethoughtfulinvestor.in --- For Personal Consultation on business or finance: Please send a WhatsApp message at +91 85918 66511 or email to support[at]TheEquityDesk dot com ---

    • @harikrushntank
      @harikrushntank Рік тому

      Hi, sir I am subscriber of your UA-cam channel since adani issue..
      I am 26 year old from Gujarat and pratice as Accountant and Tax Consultant..
      Sir,PLEASE Review my portfolio, I have 10 stocks, after watching your videos i down it to 5 stock please suggest which 5 I kept
      SBI, Map my india, BLS INTERNATIONAL, Tata ElX., Triveni Engineering, Amber enterprise, Emudhra, AB capital , Ambuja Cement, Emami.

    • @vikasantil5511
      @vikasantil5511 Рік тому

      sir nifty smallcap ki petai abhi start nahi hui ha in compare to nifty 50.
      kya operates wait kar rahe h jor ka jhatka dene k liye

    • @amitpoddar3660
      @amitpoddar3660 Рік тому

      Pranam sir, upne MRF ke liye bola he ki PE expansion me Paisa bana he. Too mere ko ek textile brand company jiska PE =7.35 , Seles growth=8(3 year) profit growth=53(3 year) ROE=22.9 ROCE=21.4 MRF se kayi Guna bahetar stock dikh raha he. Too isme portfolio ka 15% holding bana sakte he???upko kaya lagta he?? Please please please bataye sir 🙏 ♥️

    • @sgorani2001
      @sgorani2001 Рік тому

      😊😊❤

    • @ShreyashPatil1811
      @ShreyashPatil1811 Рік тому

      Hi Sirji Agr Bajaj Finance agle 3 saal 25% Revenue Growth de aur 25% Profit Growth de to kitne ka P.E. dena chahiye ??? Please Reply

  • @ritheshmonteiro533
    @ritheshmonteiro533 Рік тому +6

    That 2 minutes analysis of MRF was fundamental masterclass. Superb

  • @ashrathore4114
    @ashrathore4114 Рік тому

    Thanks sir, for remembering.
    .
    .
    I really hope to meet you again.

  • @Dr_Karthik
    @Dr_Karthik Рік тому

    Excellent 2 min Analysis of MRF, Hats off 🙏. Haven't heard anyone speaking so authoritatively, Your Amalgamation of knowledge and experience is incomparable.
    Waiting for a 2 min Analysis of Affle India, if you find time.

  • @SteelMindsAcademy
    @SteelMindsAcademy Рік тому +1

    Sir, A subscriber to your small case. I am a CA by profession. I look after my dad's steel factory company. I have been given responsibility of managing finance of our company . Please recommend 3 things that I should do to manage finance of our company and family efficiently

  • @YogeshManchankar
    @YogeshManchankar Рік тому +2

    Hello Basant Sir, Few Days ago as you told in video that You had advised a lady to sell her house worth Rs 1.6 crore and make a fixed deposit, but if we take into account,
    1) 20% Long term capital gain tax on sale of the house,
    2) The increase in property valuation with Time.
    3) The income tax to be pay on interest Income from FD every year.
    4) The inflation rate which always beats the FD interest rates in India.
    5) Possibility of investing rental income in equity to create wealth.
    6) The social status and stability in life comes with the Property.
    With all due respect Sir, Considering above facts, don’t you think keeping residential property is better option than FD.
    Sir Please Ans., Thank You

  • @shaktidharkhanduri4904
    @shaktidharkhanduri4904 9 місяців тому

    Great narrating skill ! And great sense of humor !

  • @rakeshmani222
    @rakeshmani222 Рік тому

    BM SIR AAJ APPKA ENERGY LEVEL EKDAM HIGH THA DEKHKAR KHUSHI HUI.,..SIR AAP JO APNE LIFE KE EXPERIENCES BATATE HAIN UNHE SUNKAR MAJA BHI AATA HAI AUR SIKHNE KO BHI BAHUT KUCHCH MILATA HAI........AAJ APANE EKDAM VIRENDER SAHVAG KI TARAH BATTING KI....AB LAG RAHA HAI YE CHANNEL BAND NAHI HOGA.🎉🎉

  • @shaunakchikhalia
    @shaunakchikhalia Рік тому +1

    Basant sir, Google ne aapki baat soonli. Ab ads aapke "Next question lete hai" pe aane lage hai 😆. Sir your education is simply priceless, may god bless you & your family ❤🙏🏼

  • @SurenderKumar-gf3ow
    @SurenderKumar-gf3ow Рік тому

    God bless you to educate the new retail investors.

  • @sp4youtube
    @sp4youtube Рік тому

    Sirji, you are on spot on; it's Total, enunciated as Totaal, and I believe it's a French Energy Company.

  • @Bhaskar_konduru
    @Bhaskar_konduru Рік тому

    Sir, Your sense of humour is at very high level today. And i found the reason in the last minute. Welcome back Home. 🤗

  • @bhuvneshsharma9422
    @bhuvneshsharma9422 Рік тому

    Ask basant dekhe Bina neend hi nhi ati. So much addicted😊.

  • @Bhonduraja209
    @Bhonduraja209 Рік тому +1

    Sir its great to hear GUWAHATIs name from you. You said it right, Ethnic Assamese people are majorly risk averse and baring few a handful are into business. Business is mostly dominated by MADWADIS in NORTH EAST but now few local people are also coming up. Can you kindly do a 2 min analysis on VENUS PIPES.

  • @ggmsgamingworld
    @ggmsgamingworld Рік тому

    ❤Guruji Pranam.Apnar Katha khub valo laglo amar

  • @vatsaltailang2722
    @vatsaltailang2722 Рік тому

    One of the reasons for PE expansion for MRF from 2011 onwards is its OPM expansion from 8% to as high as 22% in 2016 and then consitent decline to current level of 13%.
    So PE expended till 20s and then came back to less than 10. From Covid again Margins expended from 14% to 18% so PE expended to as high as 60s and came back to 30s later (on decline of margins to 10%).

  • @VMyz12
    @VMyz12 Рік тому

    Sir. I have already subscribed liking and commenting your videos. But will never and cant troll you as you are like elder brother figure to me. Thank you for your commitment and knowledge sharing 🙏

  • @tularamthapa6562
    @tularamthapa6562 Рік тому

    Welcome back sir and have a safe and convenient journey

  • @kishorkale5276
    @kishorkale5276 Рік тому +30

    😂 बिना गिरे आपका व्हिडिओ पुरा नहीं होता 😂

  • @paragvaishampayan9501
    @paragvaishampayan9501 Рік тому

    Appreciable well said 🙏

  • @14jignesh
    @14jignesh Рік тому

    Thank You Sir🙏

  • @sidmovie158
    @sidmovie158 Рік тому

    Good evening sir,
    I must confess that your videos are very useful to me to learn about the business. I appreciate your effort.! God bless you.!

  • @drsureshbabup7430
    @drsureshbabup7430 Рік тому

    Sir I never taught of going abroad. But after watching your trip I am very much interested to visit different places.

  • @AjayKumarSharma-ic4un
    @AjayKumarSharma-ic4un Рік тому

    Sir Kudos for general awareness of people and small investors, by giving your kind informative correct way to invest in this market, I am watching in many stocks that sellers are huge in numbers and buyers are very few even then price of those is stocks is rising like Avantel Mazagon dock etc. how this is possible? please explain. Ajay Rajasthan

  • @pradeepkhandelwal9561
    @pradeepkhandelwal9561 Рік тому

    Train k toilets k mug ka chain.. Abhi sunte samay train m tha😂.. Bahut hnsi aayi.. Really good/perfect discuss

  • @nitinsawant8771
    @nitinsawant8771 Рік тому

    Namastey Sir, aap down market may bahar jaker ghum aatey hai, uper market suru honeypar vaapes aatey hai, mast timing hai sir 👌👌😊

  • @shwetaghar
    @shwetaghar Рік тому

    Thankyou Basant ji

  • @MrRajatmengi
    @MrRajatmengi Рік тому +1

    Hello Sir, what are your views on KPIT and Persistant system ? Are they good stocks for 3-5 years time period ?
    Also, if you can do 2 mins analysis of Mrs. Bector.
    Thanks

  • @ankurmca24
    @ankurmca24 Рік тому

    Sir, great learning from your videos. Please share your view which sector will perform well in the next 1 -2 years.

  • @soumikghosh6756
    @soumikghosh6756 Рік тому

    Sir,
    My request is not to stop your youtube videos. Because whatever you share, like your knowledge, your travel, your experience on market is really priceless. About Others youtubers, either thay don't know about market or try to manipulate the market. Kindly Ignore those who troll you.

  • @SUNILKUMAR-wy7fw
    @SUNILKUMAR-wy7fw Рік тому

    Sir aap se mujhe bahut umid hai.

  • @Akash-cx9vv
    @Akash-cx9vv Рік тому +1

    *sir any views on Sula Vine & Ethos???*
    *both looks great on charts & on fundamentals also*

  • @G-ONE1986
    @G-ONE1986 Рік тому

    Basant ji,
    I'm addicted to ur videos and love ur content.
    I need to know and understand difference between Book Value & Equity. I know that Book value is equal difference between a company's total assets and total liabilities. And as per accounting equation, Equity = Assets - Liabilities. Then what differentiates between them theoretically and mathematically ? Pls Lakkhi halwai ke example se both these terms ke concepts and inke difference ko explain kariye. Thanks in advance.

  • @tehendra
    @tehendra Рік тому

    Sir, I am TPSingh from Delhi. You really very man in the UA-cam community. Thank you very much for such a great knowledge. On Request, can you please analyse RBA

  • @srcforu
    @srcforu Рік тому

    Thanks a lot Sir for taking my question and solving my problem. I follow your videos regularly. I may have missed your previous answer. Thanks a lot. ❤

  • @sarbjitmankoo9433
    @sarbjitmankoo9433 Рік тому +5

    Sir listening to MRF it reminded me a news today about bigger price shares to be traded in fractions. If it happens how much would be the impact on these shares?

  • @nareshprajapati3649
    @nareshprajapati3649 Рік тому +1

    प्रणाम Basant Sir ,
    please explain pros and cons of BITCOIN system(only 21 million)and pros and cons current value exchange system(can print unlimited money)?????
    if bitcoin become main currency then how govt. will manage inflaction ?

  • @gopalsharma-sf1mb
    @gopalsharma-sf1mb Рік тому

    Sound has been always good..no issues sir

  • @Son_safety
    @Son_safety Рік тому

    Sirji, you have more than 3 decades of experience in stock market n you must knows many interesting stories to tell us like wipro investors..there is village called Amalner near dhulia in maharashtra many crorepatis ..read on internet...to make more interesting discussion pls keep adding ..kaise koi Raja bana kaise Rank..😊 ❤❤❤❤

  • @engayaz284
    @engayaz284 Рік тому

    Gud evening Sir
    Hope u r fine.
    wat shud we prefer in fmcg
    Britannia
    Hul
    Marico
    Dabur
    Tata consumer products.
    Which share I shud hold for 15 yrs
    This is my continuous question back to back Sir.

  • @abhisheksoni751
    @abhisheksoni751 Рік тому +4

    Pranam sir ❤

  • @sachiienagarwaal8442
    @sachiienagarwaal8442 Рік тому

    Sirji...your videos are part of life now. I'm invested in all 3 BM small cases. Please do 2 min analysis for SRF and Sona comstar.
    Regards
    Sachiien

  • @drraghavnarang8085
    @drraghavnarang8085 Рік тому

    Good evening sir 😊😊 really good questions today !

  • @srijanmallick98
    @srijanmallick98 Рік тому +1

    Hello Sir, love and respect from Kolkata!
    My query is, if I want to build a smallcap only portfolio, should i stick to a handful of stocks or get 10+ stocks to mitigate the risk ?

  • @saurabhdoodhwala3049
    @saurabhdoodhwala3049 Рік тому

    Today u were rocking,Sir.I liked the comments about Yes Bank ,bullet trains .

  • @amitRayal
    @amitRayal Рік тому

    9:25 And sir when I had vedanta I bought more when he wanted to delist for pennies . I saw the market didn't leave him do that and I sold it for 3× and it also strengthened my confidence in market

  • @princesingh5559
    @princesingh5559 Рік тому

    Great session as always ❤

  • @VijaySingh-cq1yt
    @VijaySingh-cq1yt Рік тому +1

    Basant ji Radhe Radhe 🕉️🕉️🙏🙏

  • @ravindersingh1969
    @ravindersingh1969 Рік тому

    Welcome sir

  • @subhayanhalder9231
    @subhayanhalder9231 Рік тому

    Hello sir. I am 27 years old. I have been watching your videos from the beginning. Learnt a lot. My grandfather has subscribed to your BM focused smallcap today.I handle my grandfather’s account. Initially I invested 5 lacs. Want to invest 20 30 lacs more in the next month. After that for monthly investments should I do that in a SIP format or do lumpsum whenever there is a fall. I do monthly option selling strategies with a target of 2-3 percent per month. One thing I noticed after subscribing to your smallcase that you have given hints of some stocks here and there in your videos. Other advisors generally don’t do that. For people demanding free stock recommendations from you, if they watch your videos regularly they cab easily buy some of your smallcase stocks.

  • @subhamoypan3175
    @subhamoypan3175 Рік тому +1

    Sir suggest some good books including yours.
    Love and respect from midnapur,kolkata.

  • @sauravpanja2727
    @sauravpanja2727 Рік тому

    Respected Sir, which one is a better buy TM DVR or TML given the fact that Tata Motors will offer up to 8.1CR equity shares which is 20% of the pre-offer paid-up equity share capital of Tata Technologies? Kindly guide.

  • @sankalp_s_rao
    @sankalp_s_rao Рік тому

    Hello Basant Sir,
    We loved our explanation of stock price and EPS with husband and wife going for a walk analogy. Can you add PE to this equation and explain us the concept/importance of PE?
    Regards,Sankalp Rao

  • @souravsarkar5214
    @souravsarkar5214 Рік тому +2

    Hi Basant Sir, can we buy a syock with negative RoE and what is reason of negative RoE and can a negative RoE have any chance to improve its RoE to positive. Thanks 🙏🙏🙏

  • @ankitshah3981
    @ankitshah3981 Рік тому

    Happy Journey Sir for tomorrow,stay safe and healthy .

  • @Sarvesh_Coder
    @Sarvesh_Coder Рік тому

    Lovely video ji❤😊

  • @Anandam2024
    @Anandam2024 Рік тому

    सर जी प्रणाम 🙏,
    आनंद राणा फ्रॉम इंदौर,
    सर जी MRF में जो PE बढ़ा है वो किस शेयर में कब और कैसे पता कर सकते है को इसका PE कब और कितना बढ़ जाएगा 🙏

  • @saharaja101
    @saharaja101 Рік тому

    Sir, the videos are getting amusing day by day. Shayad aapke liye hi Kaha hai "Dil toh Bachha hai Ji"
    My question is can squeezing the freefloat create artificial demand for the stock, leading to price rise considering its peers are underperforming and under pressure, citing the recent example of JSW Infra?

  • @surendra_raul21
    @surendra_raul21 Рік тому

    Namskar Sir,
    The Thoughtful Investor- Page no 61 Last paragraph
    "As macro-observer one has to wait for the asset to make the first move and then jump rather than jump in and then hope for the asset to make move"
    Question: If thing is clear then we have to pay price of clarity.
    Please discuss this with today's scenario??
    Thank you...🤝🤝🤝🤝🤝💗💗💗👏👏👏🤝🤝🤝

  • @neeraj160
    @neeraj160 Рік тому

    Sir... excellent discussion, holding hdfc when can i exit.. slowing migrating to your small cap but hdfc are esops can hold for long.

  • @nitishshah2308
    @nitishshah2308 Рік тому

    Topic:-NEWS & Bill Ackmen
    Question:-Sir aap Bill Ackmen ko kaise follow karte hai or kaha se padte hai unke bare me , and app daily apni life me kaise news collect karte hai ?

  • @satya1064
    @satya1064 Рік тому

    Thank you sir .😄

  • @ajaisingh6438
    @ajaisingh6438 Рік тому

    Basant ji Namaskar!! 🙏 We hear and read that merger of HDFC has negative impact on margins of HDFC Bank but normally you prefer & suggest that housing finance companies are more efficient than banks... can you please explain if this negative impact is HDFC specific?
    - Thanks
    Ajai Singh

  • @chandraarora4021
    @chandraarora4021 Рік тому

    Basant ji, I have 2 questions. 1. How does QIP affects market price of a stock? 2. Equitas small finance bank has 0% promotors’ holdings. Is that a good sign? Kindly advise. Regards

  • @Hashmy007
    @Hashmy007 Рік тому +1

    Hello BM Sir,
    Easy one for you 😂🙏
    PE - 17.2, Mkt cap - 2111 Cr, ROE - 28%, OPM - 21%
    The company merged with parent foreign entity. EPS dropped 28 to 13 last quarter. I understand this because number of shares increased.
    Please analyze and advise, shall I continue to hold.
    Stock name Expleo Solution 😊🙏
    Thanks ahead.

  • @Sandeep-M
    @Sandeep-M Рік тому

    गुरुदेव को प्रणाम🙏🏿🙏🏿

  • @utpaldas8669
    @utpaldas8669 Рік тому

    Hello Basant ji. I am from kolkata. My name is Sucheta Das. I am a subscriber in your focus small cap. I have some berger paints shares. What is the future of this shares?sell it or hold it?

  • @ankitbaid616
    @ankitbaid616 Рік тому

    Ram ram maheshwari ji
    Hcc Or ifci share hold krna chaeye kya

  • @rajdiamondstoolsmukeshbhat64
    @rajdiamondstoolsmukeshbhat64 Рік тому +1

    Sir ji Bajaj electric ke demergar ho gaya par bajal project ke share kb account me credit hoge

  • @GaganArora090
    @GaganArora090 Рік тому

    Sir please share your views on hospital sector.... And please tell how to analyse... thanks

  • @vihaansingh2017
    @vihaansingh2017 Рік тому

    Sir page no.323 Thoughtful investor. 3rd paragraph.
    With banks it is not such a bad idea to switch from hdfc to second tier like indusind and axis when there is pain in industry.
    In next lines it seems contradictory.
    Please explain.

  • @ranjitbhide7784
    @ranjitbhide7784 Рік тому +2

    I think, The only reason MRF price is high, bcoz of very low floating stock.

  • @YASHSHARMA-jf8tf
    @YASHSHARMA-jf8tf Рік тому

    SBI pe short term view kya hai apka? Aur kya SBI American Market ki wajah se affect hogaa abhi?

  • @bikramkumar-wf2mx
    @bikramkumar-wf2mx Рік тому

    Sir ji, Pranam !
    Every session is eye opener . Kindly guide on building material stocks. What’s your view on SHANKARA BUILDCON.
    Bikram

  • @ramanpreetsingh20
    @ramanpreetsingh20 Рік тому

    Hello sirji.. You said two stocks of Nasdaq are not sufficient and need to have more in portfolio.. then sir what shall be the minimum no of stocks for US markets. Also please regularly update the US markets and Nasdaq results in the coming results season.

  • @geetashrikhande3655
    @geetashrikhande3655 Рік тому

    Namaste Sir....when vision small case had started you had commiitted that even you will put money every month ....so now that the valuations are high are you still adding monthly?....If yes how much monthly in all the small cases thanks

  • @TheUltimateTruth111
    @TheUltimateTruth111 Рік тому

    Sir can you please take this question....Is it good time to invest in BM vision as it has moved a lot in 1 year and underline stocks may not perform in next 1-2 years

  • @G-ONE1986
    @G-ONE1986 Рік тому

    Hello Basant ji,
    While analysing and interpreting quarterly result nos. which single or combination of growth nos. is/are most important and what weightage should be given among them for considering investment decision ? Revenue growth or Operating Profit Margin growth or Net Profit Margin growth or Operating Cash Flow growth or free cash flow growth or EPS growth or Reserves/surplus or retained earning ? How do I know if quarter no is good? Is it should be based on QoQ growth or YoY growth or both while analysing quarterly result? Pls explain. Thank you.

  • @continentalinfotech29
    @continentalinfotech29 Рік тому

    Love You Sir❤

  • @supriyochoudhury5310
    @supriyochoudhury5310 Рік тому

    Sir , what should I do to get super knowledgeable in share market. I just super enjoy your vedios.

  • @jitendrajadhav2331
    @jitendrajadhav2331 Рік тому

    Dear basant sir ,I have invested in two stocks. these are not sector leader but there sales growth and profit growth is more than the sector leader stock. should i allocate some more money in these stock?🙏🙏🙏🙏🙏🙏🙏 please take my question sir .

  • @लक्खीहलवाई

    Pranam guruji ❤

  • @PranitKothari
    @PranitKothari Рік тому +2

    Hello sir, can you do 2 minutes analysis for Nvidia?

  • @pdambm1724
    @pdambm1724 Рік тому

    Sir mera question us hathi k liye h jo ruka hua h fasa hua hai
    Agar ye chlega to kitna chlega 2x, 4x or 8x???
    Or kitne time tak chlega?

  • @rambabusingh7450
    @rambabusingh7450 Рік тому

    Thank you sir

  • @drvishalhomoeopath
    @drvishalhomoeopath Рік тому

    MRF is in Fut n options.... Lot size 10..since 3 yrs approx

  • @Star-ds4sd
    @Star-ds4sd Рік тому

    Sir ,Debasis from Behala Kolkata. Is it Better to Buy HDFC Bank Shares then Invest in FD for 5 Years ( expect 2 x Growth )

  • @amilrahman
    @amilrahman Рік тому

    Ur guidance & analysis is worth a mine. Had bought Vedanta for 249 on ur repeated analysis had sold @233 . Now feeling relieved

    • @amilrahman
      @amilrahman Рік тому

      ​@@James-Bond-007_Guruji loss kam karvadiye / loss kam ho gaya

  • @rajeevsharma8724
    @rajeevsharma8724 Рік тому

    Good evening Sir from India

  • @prasadsathe5358
    @prasadsathe5358 Рік тому

    Hi Basant ji. How do you know or how do you find out that a Stock is Overowned

  • @vishaleffects
    @vishaleffects Рік тому

    Yeah PE expansion is the major contributor for returns as earning always hovers around 15- 20 even for great industries over long term.. So the moral is to catch them when they are young.. Less than 10 PE 🤩💯

  • @taran7298
    @taran7298 Рік тому

    Sir 2 mnt comparison BKT Vs MRF What make different in same sector analysis please sir 😊😊 MRF analysis is Fabulous sir

  • @swapysss9619
    @swapysss9619 Рік тому

    Your study on Titagrah wag and tit rail...is it worth keeping..kept for a decade now turning....what can be the right price . Appreciate your input swapnil

  • @rajivkamra6408
    @rajivkamra6408 Рік тому

    Sir aap ka 2 minutes analysis.. should be given 100 pe...❤

  • @utkarshmishra6578
    @utkarshmishra6578 Рік тому

    UA-cam channel named SOIC recommended list of five indian investors to follow... Although they didn't include you but glad to know that many comments were recommending your name... 😅

  • @VMyz12
    @VMyz12 Рік тому

    Good evening sir. One question sir. In how many years one can come at your financial status from income from indian stock market in todays scenario Please reply Sir. Thank you

  • @naveengoud6399
    @naveengoud6399 Рік тому

    Basant sir, please explain about Shilchar technologies

  • @akshayparte9649
    @akshayparte9649 Рік тому

    Hi Sir,How Low ROE stock like Olectra Greentech becomes multibagger? Your views please.

  • @TusharSrv24
    @TusharSrv24 Рік тому

    Hello sir: if instead of DCF, I simply calculate probable future revenue and in turn EPS and multiply that with average P/E. Does this method has serious drawbacks?

  • @sunilsinha219
    @sunilsinha219 Рік тому

    Good evening sir, I want to know how book value increase and if price is growing, does it mean any thing to book value. Kindly response.
    Regards
    Sunil