🏫SOIC Membership (Intensive Classes + Continuous & Live Classes + Sectoral Analysis):- soic.in/soicmembership/ 🎞 Link to the presentation: soic.in/visualization 📰 Link to the SOIC Newsletter: soic.in/blogs
SOIC is doing very good analysis. Only problem is, all his selected stocks so far are momentum, trending ones, and mostly in overvalued zone. Please analyse some fundamentally good stocks which are out of flavour now.
See their analysis of IDFC First bank (out of favour stock). See their analysis of Deepak nitrate, PI Industries, Balkrishna industries. Those are 1 yr old and the stock price moved heavily. You can't say a stock just by looking at the PE ratio alone. Ive found their channel recently. You can see the recent analysis and do your own research to see what is the potential or whether it matches with your investing style or not.
@@believeinyourselfrob4378 I own Acrysil much before it became a trend. My point is don't put videos analysing only the stocks which are trending now. Analyse which are under valued now and can rise in future.
Thankuu so much Ishmohit for Video on Acrysil... Long waiting... Please consider following companies in future 1) Stylam Ind 2) Ganesha Ecosphere 3) Eco Reco ( Very small company but unique )
Acrysil has major competition in the domestic business where there are a number of local manufacturers making quartz sink starting at the price of 4000 under Make in India initiatives.. I recently bought a quartz sink from a local shop at this price.
No doubt u have a wonderful way of explaining fundamentals of listed companies but i think u r more focused on stocks which have had a great run in last 1-2 years. I assume it could be more interesting and profitable to understand some new stocks which are poised for great run in future.
Already been owning chemicals, pharma and Financials. This is my circle of Competence and had worked well for me :) incrementally shifting to Financials. Given no one likes them today
At the end of presentation where u mention currently risk reward ratio is not favourable leave us with home work to study it further That’s great learning Thanks
As an retail investor I only know big companies or Big brand companies But you bring some totally new companies and sectors which increases our Analysis and observation
Hai sir I am from Andhra Pradesh last two months back I watched your video now I completed your all video your way analysis is next level After seeing of your play list seeking wisdom & book review I changed my way investing :) Pl make this type of videos sir
Sir kindly make a video for a portfolio for children...so that we can invest for their future education...u guys doing great job...looking forward for your response..regards
He said many times in previous videos that he doesn't want to sell fish but teach how to fish. Also, please don't fall for any marketing gimmicks like "children portfolio", "retirement portfolio" etc. These are early financial mistakes that everyone makes. Also as Ishmohit says "See the business as an evolving movie rather than a static picture" . So there cannot be a " children portfolio", these are just marketing gimmicks. While investing we need to change our mind if fact changes.
If you want things such as children's portfolio better invest where there is fixed return as in stock market there is nothing fixed. You should study yourself instead of relying anyone. Telling by experience.
@@insaneankit5554 thanks...well I have been in the market now for about 5yrs...and do understand the risks involved out here..I honestly feel it's difficult to make any loss in stock market, unless u have chosen bad companies or not given ample time for the fruit to ripe... I wanted to know what kinds of buisness are there to sustain and show growth in long run, apart frm FMCG... Anyways thanks for ur advice, will keep in mind
Entered around 130 @ recommendation of Sandeep Jain ( Jaipur wale) and bulked up around 180. Now holding very comfortably. Expecting price to close in 1800 range by 2023.
Happy to See Another Deep dive in Business. Fortunately this is My First Pic In last November through Fundamental Analyst. Thanks a lot. Always Exited about your Videos.
I haven't seen any better analysis than you do,its another level.Keep up the good work. Watched all of your analysis. Eagerly waiting for the next video.
Another excellent video from the house of SOIC. Each and every time get to learn something new about a company that is unknown. Any update on Neuland's result podcast?
Please consider ur study in DP wires The steel strand very future product in india...especially for hollow core slabs in construction industry......wholes slabs in construction industry will replace by this hollowcore slabs bcz its very cost efficient and very productive and main thing in this hollow core slab is steel strand
If you ask a barber do you need a haircut, they will obviously say yes :D My house has some local sink and havent replaced in 10 years. Who replaces sinks in 5 years after paying 50k for it?
Wow just before watching this video. I was in economics class where in ma'am was discussing determinants of demand in which third point was change in taste and preference..😂
Do you recommend to buy with long term? Stock has run up 8-9 times over a year. May the story sounds good? Is this Moat not there in Kajaria or Cera?? I mean, if one has to just overlook past 1 yr run up, can still buy for gains due to recent expansion done and orders???
Average realisation has grown from 3,000 to 5,500 in 20years?! If you consider inflation at 6%, 3,000 should become 9,500. So are you saying their realisations haven't even beaten inflation rate? Why would anyone invest in such a business?
I wouldn't assume a general 6% CPI inflation to be true for a product like a quartz sink. Many laptops/cellphones have actually become cheaper over the years or have not grown in price at 6% level either, doesn't mean they are bad businesses. In addition, many industries strive to keep prices lower than the rate of income growth so as to keep product prices attractive, but their own value addition/sourcing work could mean that gross profits may have risen more than avg. realisation.
Great analysis as usual. Can you kindly analyse Raghav productivity enhancers ltd and affordable robotics bought by ace investors Utpal Sheth, rakesh jhunjhunwala, Vijay Kedia
🙏, very informative and insightful video sir, kindly keep doing this wonderful analysis of stocks which is very helpful to small retail investor like me. Thank you very much sir.
Great analysis as always, any idea where they are procuring their raw materials (quartz and resin) from? You mentioned Acrysil does not have its own quarry.
