@@xeesimxee I read Coffee Can Portfolio and basic implementation of which becomes a lot easy when i watched a video on his channel ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-uZERd4pJnRY.html
The statement that "investment analysis is 80% qualitative and 20% quantitative" are words written in gold. The importance of finding out why a business will do well in future, which is entirely a qualitative pursuit, cannot be overstated.
Hi sir..how to select a nifty 500 momentum mutal fund...there are 5 such mutal fund...should i select based on aum or low expenses ratio?...how to select a small cap mutal fund ....is momentum fund is better than actively managed small cap mutal fund..return vise...
I don't think too much when picking index funds. Personally, I side with a high AUM fund as it means there are dedicated fund managers/traders for it that can reduce tracking error
@@shankarnath sir I am planning to start a fund...should I go with momentum and value index fund and actively managed small cap fund...sir do you conduct any webinar or class..
9:48 Can u name the screener one u hv mentioned in the Template behind? I remember using that screener a year back, unfortunately i forgot the website name, will be very much helpful if u say.
Great content as always. Request to make a video on Axis report - why investor return are less than funds and what should they do to maximize it. Thanks
Thanks. Attaching the report here: www.axismf.com/cms/sites/default/files/pdf-factsheets/Thinking%20Aloud%20-%20Using%20your%20Mutual%20Funds%20More%20Effectively.pdf .. it's a simple 3 page report with the message that investors often buy at expensive valuations (out of FOMO & euphoria) and sell when the markets are relatively cheap (out of panic)
very nice approach of analysing ace investors and the best part is you are taking investors round the globe... your efforts are highly appreciated and i eagerly await for your data rich videos p.s.= recently added you on linkdin too so if u could also make a video on how to grow linkdin would be much appreciated
1. Thank you very much. Personally, I find the best ideas & insights after listening to the less-popular investors. They have originality and spend a lot more time on a problem than the more accomplished ones 2. I don't use much Linkedin myself so I won't be the right person to make something related. If the situation changes, then I'll circle back to this
Amazing video! Please make more videos wherein you make the framework of big investors on Screener. (like you made Peter Lynch's framework in the past videos) It's of tremendous value! 🤩👍🏼
Thanks! I can try .. however I have a different thought process around it. It's my view that a screener-led framework can't be developed for most accomplished investors .. which is perhaps why they make a lot more money than the average investor. It's a bit like that warplane damage example I often see on random Linkedin posts i.e. the real stuff on the parts we can't see (please read more on that on en.wikipedia.org/wiki/Survivorship_bias)
