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Hello sir namaste 🙏 I'm Sumit 30 year old, ask basant ka tym bada kar 50 min ya 1hr kar dijiye Kam se Kam hamko sikhna bhi jyada milega । I have 2 questions only 1 ) My portfolio is 1.5 lakh. 3 stock only 1. TATA motors DVR 35% 2. IDFC first Bank 35% 3. TATA Power 30% ( tata power me profit bada hai eps bada hai par pe nhi bada Aisa kyu ) 2) Sir if PE -18 Price to book - 9 time Roe - 31% Profit Growth - 71% But EPS - 77.80 EPS contraction ho raha hai ( one month pahle 100+ tha) Aisa kyu hua aur kya karna chahiye IT sector ka stock hai small cap Inverte karna hai
BM Sir ke business ka fundamental analysis... 1) High growth opportunity as the current subscriber base is 1.8 lacs and can grow 50x without advertisement expenses. Can be expanded globally .. 2) High ROCE, Low investment business 3) Moat- High trust in business like Titan Jewellery 4) Current business in expansion mode, PE Expansion and EPS engine will get fired in bull market 5) Ek bar customer attached hogaya tho idhar udhar jata nahi. Exposure to media and corporate leadership 6) New product line addition like Business problem solving, Carrier planning etc 7) Same business like Microsoft software services, Premium pricing & Renewal 8) Longevity in business and can grow exponentially Final verdict,100% consider karna hain aur koi class bunk nahi karni... Thanks Sir shayad aapke student kuch na kuch Sikh rahe hain..
Hello Sir, This is Shobhit. Thanks for taking my previous questions. Question from "The Thoughtful Investor" Statement: A growth stock with rising dividend payout represents a potent investing combination, as the rising yield protects the downside whereas the growth helps in generating the upside. Question: How does rising dividend yield protects the downside in a stock ?
Can you please review Pricol? The fundamentals seem to be strong but the stock is showing technical weakness. This stock is 30% of my portfolio. Should i exit it if it falls further or continue to to hold it for long term gains? I am an academic and interested in equity markets. Have a long term view. Thanks
Sir mere pass motilal oswal finecial services ke stock hai 100 aapka ka views Kay rahage double hoga Kay 3 saal me Inake pass mutual fund investments business or pms and broking business bhi hai
Basant Sir, Invested today Rs.5 lacs in BM Vision 2030 Smallcase. I don't know why, but I am feeling a lot of peace (Sukoon sa hai). Now I know that my money is in safe hands. I can focus on my profession. Please do not feel any pressure. I know the risks involved in stock market. We are with you in thick and thin, in good time and bad times. Secondly, I received "The Thoughtful Investor" today. This is the icing on the cake. Lots of regards, Venkat Rao
Dear Sir, I am Neeraj Gupta from Bangalore, I am 49 years old and can invest for the long term. It's a pleasure to hear from you everyday, I have invested in all three of your smallcases, I have the following questions related to that. 1) What % allocation shall I maintain in all these 3 smallcases? 2) I was planning to sell RIL ( Mota Hathi :) ) and move money to smallcasses. Considering recent news of RIL. Shall I hold this decision of selling RIL or go ahead and sell RIL and move money to smallcases? Regards, Neeraj
Sir, May I have your opinion on Clean Science, Jubilant Ingrea, Sumitomo Chemicals, UPL, Amar Raja Batteries, Engineers India Ltd, Wipro, Tata Steel, HEG, Repco Homes, Graphite India, Natco Pharma, Granules India, BIOCON, Lauras labs…
Sir 13th time same question...BM Sir your views are wonderful...plz guide in what stocks i should invest for my kids higher education for 15years ... according to you what should be the cost of education after 15years for MBBS, engineering or MBA...
Sir jalebi wala example se ROE bahut achha samajh me aya . Thank you sir. Invested in you vision 2030. If possible , give your views on latent view stock
Namaste Basant Sir. My portfolio is 84lacs. Direct stocks 51lacs Direct mf 33lacs Running SIP 24000. My target is 3.5cr to 5cr in next 12 to 15years. I m interested to invest in smallcase for batter return. I m not worried about short-term volatility. Please review my portfolio. Bajaj finance - RIL- TCS - ITC - NESTLE - TITAN- Asian paint- Pidilite - Hdfc Bank- Icici bank- Axis Bank- Gmm - ACE - RHIM- PRICOL- Jyoti Res- Raymond. My mutual fund portfolio. Large cap 50% Midcap 20% Smallcap 30%. Please guide Sir n Review my portfolio Sir 🙏 🙏🙏🙏🙏
sir pranaam, sir now we are prepared to learn how to use excel sheet ! next sunday ka ye plan karte hai ! also sir if i have understood right then a company with high growth and low roe has to either reduce growth or increase gross margin (productivity ) ?
Hello sir namaste 🙏 I'm Sumit 30 year old, ask basant ka tym bada kar 50 min ya 1hr kar dijiye Kam se Kam hamko sikhna bhi jyada milega । I have 2 questions only 1 ) My portfolio is 1.5 lakh. 3 stock only 1. TATA motors DVR 35% 2. IDFC first Bank 35% 3. TATA Power 30% ( tata power me profit bada hai eps bada hai par pe nhi bada Aisa kyu ) 2) Sir if PE -18 Price to book - 9 time Roe - 31% Profit Growth - 71% But EPS - 77.80 EPS contraction ho raha hai ( one month pahle 100+ tha) Aisa kyu hua aur kya karna chahiye IT sector ka stock hai small cap Inverte karna hai
I am currently working in Dubai and investing in the Indian stock market. I have made a deliberate decision to transition to microcap investing from mid, small, or large-cap stocks. I would appreciate your guidance on the appropriate approach to diversifying my portfolio when investing in microcap stocks. I have invested approximately 30 lakhs in stock market. Could you please provide me with your expert advice on this matter?, Thanks !!
Hi sir, It is Ashok, I recently moved to USA. I have invested in both vision and focus small case. I never missed your single video since you started this youtube journey. Even I started reading you book 2 year before. I really appreciate your wisdom and knowledge. But I have a doubt. If many guys invest in your small case with same companies list. wouldn't it impact supply and demand metrics and return. As you mentioned earlier that if everyone is buying same share, that share may not grow.
Sir. One question. Do you think real estate in cities like Hyderabad or Bengaluru will fade away after few years because most of the people are in IT and work from home culture is increasing now. In some cases companies are moving to Tier 2 cities due to less investment. And will real estate fade away in India after 10-15 years because most of the couples have max 1-2 kids now.
Sir , This is Ankit From Toronto. I am big fan and learned a lot from you . Can you provide your thought on SoFi, Upstart, Palantir, OPENDOOR, UIPATH,AirBnB, Roblox ?
Hello & Namaskar Mr Maheshwari:- **PLEASE TAKE MY QUESTION/Long Time Viewer/FIRST TIME Poster of Question***** I have INR 1.7 Crore = INR 1 Crore 70Lacs portfolio in Equity Via MF Route. I am 32 years Old. Can my portfolio value surpass INR 100Crore in next 20 years? Below is my Portfolio Composition: Motilal Oswal ELSS-Long Term Equity Fund=INR 72 Lacs Approx. UTI- Nifty Index + Flexi Cap Fund= INR 89Lacs Approx. 1 US FOF+2 IT Sectoral Fund+1 MidCap+1 Small Cap Fund in DEMAT MODE=INR 9 Lacs Approx
Sir aapko aapki jalebi ki kasam, mai daily basis me same post kar rha hun i know aapke paas time ki shortage hai please bus more buy/sell/hold bata dijiye saare share cover mat kijiye chahe TESLA - @261.22 AMAZON - @126.25 CRBU - @4.15 LXCHEM - @224.67 RBA - @143.31 YES BANK - @23.01 BHEL - @70.10 HSCL - @55.51 STEL - @178.89 TATA POWER - @133.10 TATA MOTORS - @434.31 FRETAIL - @115.12 Bajaj Hind - @5.95 Greenpower - @2.25 Rcom - @2.55 Relcapital - @13.54 Rhfl - @2.64 Rpower - @8.39 Trident - @6.20
Sir please discuss on TCS and INFY, TCS rolls out salary hike and INFY defers salary hike. TCS has stated that it has taken 200 bps impact by disbursing hikes. Now, here's the interesting part. It appears that some big companies in India tend to rake in substantial profits by harnessing the talents and efforts of their dedicated employees. However, when the time comes to return the favor and reward those employees with a salary increase, they suddenly express their concerns. They claim that disbursing these higher salaries has somehow negatively affected their operating margin, the very same margin that benefits from the hard work and dedication of their employees.
Sir you are great share market bass but simple business exploration sir 👍, retail investors and trader 25 year stock market me carrier banana I am pharmacy me hun Diploma holder hun please suggest sir
Sir again refering to ur buyback question. You said company diminish the share after buying. How share can be diminished and where money used for buyback is shown in balance sheet. Plz expalin using example
Hello sir, Big fan of your knowledge and have seen almost all of your YT videos and understanding have increased a lot in Stock market. First time asking a question. I have holding in 2 small cap (Market cap below 1000Cr) of which one is Pipe company & another is NBFC Both companies have good parameters but both companie's promoters have pledged their shares(25% & 50%) Is that a red flag or should I hold it with conviction. Willing to meet you soon , I am from Mumbai.thank you
Sir **AB TO MERA QUESTION LELO 2 HAPTE SE LIKH RAHA HU ROJ** I am a small investor.i have two questions. 1) tata consumer product cames into hard core FMCG market.does they compete with big player?? PE 72.groth aroud 25% .in this PE will share price increase? 2) next is coromandel view on this company? Why coromandel earning decreases in December and March quarter?? Sir why PE showing in different than (price of the share/EPS)???
Good evening Sir Sixth time asking I was hoping if you could do a session on analysing a company from scratch including business aspects, annual report, initiating coverage, management aspects, and then moving on to valuation by analysing EPS, ROE, OCF, P/B, Market cap. It will really help us in analysis a new company from scratch and utilizing all available resources. PS- You are doing a great job. Thanks on behalf of all
Sir please inform what parameters are there to evaluate small & micro cap. Which ratios and how much of that ratios are considered to be good. Please please take this question please
Dear Basant Sir, I am thankful for your Gyan pitara. You are dronacharya for us. God bless you always. My Question is your todays video you taught about High equity means low eps & High premium and you quite hesitate about such stocks. Where is in market people went behind low debt companies. Which means high equity. Kindly ellobrate it once again.
Hello sir, asking 2nd time. I have bought your book and just started reading. Kindly share your view on Lancer Container Lines. Is this share going to de-list. I am 25% loss in it. Should I hold or sell. Plz suggest.
Sir, thakk chuka hu pooch pooch ke. I'm an MBA student in Mumbai. I've lost count of how many times I've asked it. I got your book a few days back and I read 4-5 pages daily and I'm loving it. How's CaplinPoint, BalajiAmines, pilaniinvestments?
Sir I have a question and an observation pls comment How to park fund when it's a very high Market and I am unable to invest waiting for some correction. Some say invest in liquid funds for that time pls explain liquid funds. My observation is that whenever in the morning or evening I listen to your videos all the emotional fluctuation of mind relating to stock price vanishes. It's an amazing soothing experience to get over the short term daily fluctuation of market listening to you. Best Regars Vineet Bothra Guwahati 🙏🙏
Jai Hind Basant Sir, I am your big fan sir, you r very trustworthy person. My self Sudhir Rajawat (33yrs) from nasik. I am defence personal and doing 20K monthly SIP in stocks. Following stocks are in my long-term portfolio. Portfolio size- 30 Lakhs Time horizon- true longterm (Min 10 yrs) 1. LTIMindtree (18%) 2. LTTS (14%) 3. D-Mart(13%) 4. Naukri (15%) 5. Bajaj Finance (13%) 6. SRF (8%) 7. Dpk Nt (7%) 8. GMM Pfaudler (5%) 9. Clean Science (5%) Kindly review my portfolio sir. Thanks. 🙏
Hello sir, Big fan of yours, discovered your channel by mistake, best mistake of my life. Meri bhi soch apke jaisi hi radical hai, but mujhe kya pata, mera stock market ka experience bass 1 saal ka hai. Mujhe small finance banks ke bare me aapke views janne the, especially Ujjivan SFB. P/E ~ 7, ROE > 30%, NPM > 30%, Profit growth in 3 years > 50%. Also please can you highlight the regulatory risks involved in the business. Thanks.
Basant sir, thank you for incredible value you are adding to investment community, much appreciated. I had a question around allocation, when Pantaloon had highest returns in your portfolio, what was its allocation in you portfolio at its highest point? Do you trim allocation when stock runs multi fold? If not, is it not very risky to have over 60% allocation in one stock?
hi basantsir Sir mene aapke videos dekh k bahut knowledge liya he wo knowledge ko use karte muje 1 stock mila he jiska market cap:-147cr, PE:-23, Price to book:-2.61, EPS:- 5.69, Book Value:-50.85, Debt to Equity:- 0.09, ROE:- 11.19, Sector:- Electric Equipment, stock name:- Rexnord Electro he. please iss stock pe aapka view share kare.. Thank You
Sir, manjunath here. You are absolutely correct basant sir regd delta corp. I had been holding it since 2015 made 400% and in one lost 25% of it due to tax changes from the investor friendly govt!.Anyway got out listening to your advice and invested the same in your 2 smallcases incremental money!
Putting well-earned money into the stock market can be over emphasized for first-time investors, unlike a bank where interest is sure thing! Well, basically times are uncertain, the market is out of control, and banks are gradually failing. I am working on a ballpark estimate of $5M for retirement, and I have a good 6-figure loaded up for this, could there be any opportunity for a boomer like me? I'm nearly 60.
Sincerely it's best to seek an advisor right now, unless you're canny yourself. As a business owner in both the service industry and eBay reseller of all product categories, I can tell you we’re in a deep recession and everyone is running out of money
This is useful information; I copied her whole name and pasted it into my browser; her website appeared immediately, and her qualifications are excellent; thank you for sharing.
Hello Sir, I am a Professor of Physics and ex student of St. Xavier's College, Kolkata. Your Business Analysis for stock picking has been really helpful. Could you please suggest which will be best among Go Fashion, KPR Mill and Kewal Kiran? Thank you.
Hello sir, I am Ramakant Jagtap From Nashik, a Primary Teacher. I like your videos and enjoy it. Thank you, for your valuable Advice. Please tell me how can we decide if a share is overvalued or undervalued. Also, Initially, I had 25 types of shares in my portfolio. Now I keep only seven types of shares in my portfolio. 1)Laxmi organic 2) campus shoes 3)Tracxn technology 4)Cdsl 5)Mtar 6)IRCTC 7)SBI cards Please Give Your opinion.
Good evening sir😊 Thanks 🙏🏻 for the knowledge 17 chapters are completed of The Thoughtful investor and till now it’s been a amazing experience , trying to read as text book. Big fan of yours Saurabh Jai Hind 🇮🇳
Sir aapne thaan liya hai kya ki mera question kabhi nhi lenge 🥲? My question is , Should I buy both aavas financiers and aptus value or only pick one company within one sector
Sir, Reliance demerg Jio finance so a new share will come up from reliance and Reliance share valuation will go down. But in HDFC they issue IPO for HDFC AMC but it is supposed to be demerger. Similarly Reliance may issue IPO for Reliance Jio or Reliance Retail but how ? It is supposed to be demerger because Reliance is owner of this company so idea all share holders of reliance is owner of Reliance Retail and Reliance Jio also please explain
Hello Sir, I am a student and your great fan, I think in ROCE concept you explain the wrong definition of capital employed. capital employed means equity plus debt it is irrelevant whether it's used for business or not.
सर आपकी बताई हुई हर एक बात में नोट कर रहा हु.. सर अगर आपको आपने पोर्टफोलिओ मे बर्जर पेंट ,एल टीआय एम, हिंदुस्तान फूड इन तिनो मे से कोई स्टॉक चुनणा है ...दस साल की लिये ...तो आप कोन सा चुनोगे?
Sir, I watch you videos daily and thanks for all the Wonderful knowledge about stock markets you are sharing. Regarding Nazara - it fell down but recovered quite well(with massive volumes of 6.533 million) closing only 2.5% down eod. FYI, I heard that Nazaras 5% business will be affected by this GST implication. But Delta was beaten badly was down more than 23%.
Sir if market is forward looking so why market or particular stock reacts on data because Data is Statics of past and if market reacts on Data means Market reacts on past why???
Sir, i am new to your channel. Please elaborate basic terms necessary to know about how well a company. Basically i don't know anything. How to identify how good a company is?
Sir, you always advice to buy low -- considering this view, is it right to enter a 20L lumosum into BM Smallcases at 19500 ATH levels? Started reading The Thoughtful investor today ✌️🌟
Yes sir ,Anil singhvi ka interview jarur le ,unka way of taking awesome hai aap ki tarha ,unka finance ka bare bhi pucha kase handle karte h apna personal money.
Hello Sir, I am 22 year old student and i first invested in 2020 and increased my money by around 40% in the 2 years and later on saw your video where you said just pick 5-6 stock in order to have a greater return over a longer time. So i have invested around 1L in 6 stock Dmart and Bajaj Finance(25% each) , Asian and Berger Paints(15% combined),HDFC bank(15%) and Pidilite(15%). And planing to save 10-15k every month and invest in lumpsum when the stock is in a dip rather than SIP, Please evaluate this and tell is this a correct way of investing and going forward. Lets hope i get picked in my 7th attempt.
Yes sir you are absolutely correct. Anil Singhvi ji is a great guy. CNBC has lost the greatest valuable assets & can never recovered. Earlier i was only watching cnbc aawaz but now i am watching only zee business.
Chalo aaj do mere favorite BM Or anil Singhvi ka ask bm m discussion ho gya plz take his interview if possible l also like his vision and his business analytics ability namaste 🙏
Hi Basant ji, I am working as software engineer at Trameter. One observation. Public sector stocks(Government stocks) has given massive run up this year. What's the reason ? Also if you can share views on REC, IndusInd share
Namaskar Basantji..... Thank u for reminding the strategy,,,,,, that,,,,,,, SARA PAISA Hr WAQT EQUITY MAI RAHTA HAI..... my father was doing the same & made good fortune. Q: operator ka EXACTLY kya role hai? Is it legal? Or is it mandatory?
Sir please take my question. Promoter 53%, FIIs 16%, DIIs 28%, Public only 3% Public ke paas itne kam shares hai to kya effect ho sakta hai? How would you see this company? Thanks. I see your videos without miss. 🙂
Sir ❤ from Yogesh Arora, Maine 10 lakh FD me 7% interest pe rakha hai aur 5 lakh se short term me 15% return kamata hu.. kya fd break karke saare paise se short term trade karu? I trade in mid cap IT, large cap banks, Bajfinance and large cap consumer stocks.
Hi sir i am great fan of you, how you geathered this much knowledge about market sir, every individual have to take you as inspiration about stock market knowledge sir,very nicely explained about ROE and ROCE in your recent videos, do please explain about ROA, Market cap /sales and ev/ebita with jelaibi concept.
Basant ji ...hamara question bhi le lijiye kyoki hamri jalebi ki dukaan hai.. Federal Bank mai total portfolio ka 25 % invest Kiya hai long term k liye because NPA har quater mai Kam ho Raha hai aur profit badh Raha hai...your long term view
