The Secret of Holding Companies & Opportunities

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5 ноя 2021

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Комментарии : 367

@manujha665 2 года назад

Up On the shelf are - (Only which I could see ) 1) The man who solved the markets 2) investing for growth terry smith 3) beyond order by peterson 4) master class with super investors 5) Richer wiser happier 6) capital Returns 7) University of Berkshire Hathway 8) Seeking wisdom 9) Outsiders

@SOICfinance 2 года назад

Great books, must read :)

@jkj1459 2 года назад

I am a paid member . But I found this videos which are open to all are more interesting to me . I become a paid member , because when I saw your videos first time you deserve to be rewarded for such hard work . 👌👌

@SOICfinance 2 года назад

Thank you for your feedback and we are grateful for your support. 😃👍

@yuvarajpatel 2 года назад

You spoil us, awesome education!!! 🙏🏼🙏🏼🙏🏼 Glad to be a subscriber and a student of SOIC... ❤️ You!

@SOICfinance 2 года назад

Thanks Yuvaraj :)

@hinasavla2391 2 года назад

Your vedio is very very informative Thanks for enhancing our knowledge. Your speech is clear & to the point

@sakoonsinghbhatia8111 2 года назад

Finally a video on holding company…. No one talks about them …. Respect you a lot

@SOICfinance 2 года назад

Thanks Sakoon :) If you have any doubts, kindly mail on info@soic.in

@rammahesh3349 2 года назад

Thank you Mohit sir and SOIC team for explaining value of holding company

@SOICfinance 2 года назад

Thanks Ram :)

@vinayakkale6347 2 года назад

Every week has a new topic which i have unheard of. Thanks Ishmohit for teaching new concepts free of cost on RU-vid. Thank you SOIC team as well. Keep going.

@SOICfinance 2 года назад

Glad you liked it Vinayak :)

@huntrz 2 года назад

Very lucidly explained. May you be blessed with great success for sharing your wisdom.

@SOICfinance 2 года назад

Thanks Naveen :) If you have any doubts, kindly mail on info@soic.in

@pradeepchettry6226 2 года назад

Appreciate your work. Really glad to have you and share academy in RU-vid. You guys are really a very good teacher

@SOICfinance 2 года назад

Thanks Pradeep :) Hope to keep adding value

@arvindjain7295 2 года назад

thanks , a topic which is hardly touched upon is explained beautifully here.

@tomriddle9553 2 года назад

SOIC: uploads video My mind be like: " jiska mujhe tha intezar wo ghadi aa gai"🤣🤣

@SOICfinance 2 года назад

:P :P

@anindyasundarkhanrah7592 2 года назад

Kyunki tu abhi baccha

@tomriddle9553 2 года назад

@@SOICfinance paji❤️

@vipinyad 2 года назад

Extremely deep analysis which shows the efforts going behind. Keep up the good work.

@SOICfinance 2 года назад

Thanks Vipin :) Hope to keep adding value

@mdsarfaraz9153 2 года назад

Doing MBA in Banking & Finance .. Learning A lot from SOIC... Thank You

@sakirsaiyed49 2 года назад

Great insights 👍🏻 I also like Bajaj Holding n Equitas Holding 👌🏻

@shekharkumarchoudhary5585 2 года назад

Your presentation is very knowledgeable and very relevant for investment purpose. Never miss it

@SOICfinance 2 года назад

Hi Mr. Shekhar. 😃 Thank you for watching our video. We appreciate your kind feedback. 🙏 We hope to continue to add value to your knowledge and investing journey. 🙏 Please keep yourself updated about SOIC's upcoming content by checking our RU-vid Community Page. 👍

@jainnitish7 2 года назад

Happy Diwali to your team Gd to see ur video to update knowledge and they are so motivational for us to learn more .... best regards from my side

@sohamlakhote9822 2 года назад

Thanks a lot ishmohit for bringing such quality content. Hats off to your hard-work and dedication :-)

@SOICfinance 2 года назад

Thanks Soham :)

@UdaySingh-qg1pj 2 года назад

@SOIC @IshMohit.... Ocean of Knowledge🌊🌊🌊 As usual lots to learn and ponder upon. Appreciate all the hard work gone behind the research 🙏🙏🙏

@SOICfinance 2 года назад

Thanks Uday :)

@rajatbanerjee6323 2 года назад

As always so profound, yet so simple. I have had no idea about holding companies. Now I have a fair idea about them. Thanks 👍 Ismohit and SOIC team.

@saherashah6235 2 года назад

Bahut achha video tha , thank you sir .👌👌🙏🙏🙏

@SOICfinance 2 года назад

Thank you for learning with us. 🙏

@jaisharma777 2 года назад

Amazing excellent video as usual... Thank you so much sir ...your efforts are valuable and appricated...thanks for enhancing knowledge

@SOICfinance 2 года назад

Thanks for your kind words Jaiprakash :)

@professoranuragdwivedi93 2 года назад

Mr ishmohit I chanced upon to watch 3 videos of yours. You analysis.interpretation and presentation is subtle yet content rich. Keep it up. My best wishes for your bright future asmohit

@SOICfinance 2 года назад

Thanks for your kind words :)

@Ashkita 2 года назад

Great Video.. Ur Knowledge Is Compounding In Staggering Way.. I Just Finished "The Thoughtful Investor" By Basant Maheshwari And He Also Told About Holding Companies In Same Way..👍

@SOICfinance 2 года назад

Thanks Ashish :) If you have any doubts, kindly mail on info@soic.in

@tejaslotlikar3573 2 года назад

idea of adding animations to explain the concepts was very good. Thanks for a great video

@SOICfinance 2 года назад

Thanks for watching our video, Tejas. 😃 Glad you liked the graphics and editing. 👍💯

@VenkataSreedharNalam 2 года назад

Great new learning for us..thanks a ton for your videos

@SOICfinance 2 года назад

Thanks Venkata :)

@VivekSir90 Год назад

Great video,nicely explained ❤

@becurious8680 2 года назад

You are phenomenal SOIC 👏🏼

@SOICfinance 2 года назад

Thanks :)

@desaichinmay22 2 года назад

Excellent video. Thank you.

@SOICfinance 2 года назад

Thanks Chinmay :)

@sr518 2 года назад

Thanks bro as always very informative video and keep teaching us 🙏

@SOICfinance 2 года назад

Thanks :)

@VivekKumar-qf4xq 2 года назад

Thanks for great information 🙏❤️💐

@SOICfinance 2 года назад

Most Welcome Vivek :)

@kaushalsomaiya8039 2 года назад

Thank you Ishomohit sir, nicely explained. Makhann ki tarah ghus gaya dimag mai 😍 Can you studid Xelpmork company. This business is similer to info edge. Kindly give yous short view on company profile.

@KashishKaushal 2 года назад

Awesome.. love your channel

@clapton1987 2 года назад

Mohit..Sir..Superb..Hats off to you..💓🙏

@SOICfinance 2 года назад

Thanks Aditya :)

@growliketurtle 2 года назад

Very good informative video. Thanks for such a video

@SOICfinance 2 года назад

Thanks for your kind words :)

@sureshlaxman8629 2 года назад

Always something to learn.. 🙏

@SOICfinance 2 года назад

Thanks Suresh :)

@VipinKumar-mb6qc 2 года назад

Great teacher great knowledge 👍

@SOICfinance 2 года назад

Thanks Vipin :)

@sanjaykayathwal4700 2 года назад

Thanks Professor once again for wonderful video. Awaiting very eagerly video on Sona Comstar as unable to understand the valuation on which it is trading.

@SOICfinance 2 года назад

Thanks Sanjay :) Sure, coming up with a video on Sona Comstar. Stay tuned

@vivekshivdasani9521 2 года назад

Another reason why Bombay Burmah trades at such a massive discount to Britannia is that the promoter family maintains very high corporate governance standards for Britannia. The Wadias do not meddle with Britannia. Such is not the case with BBTC where corporate governance is much more lax. Infact there is very little corporate governance in BBTC.

@anupsahamathematicsteacher3102 2 года назад

Lots if respect for you and your channel.

@SOICfinance 2 года назад

Thanks Anup :)

@ujjagerkooner9065 2 года назад

Valuable Analysis! Keep it up!

@SOICfinance 2 года назад

Thanks Ujjager for your kind words :)

@bansalshubham1234 2 года назад

I remember you mentioning in one of the videos recently that you would come out with a video on ION Exchange. Really looking forward to it. :)

@SOICfinance 2 года назад

Will surely cover it soon. Stay tuned Shubham :)

@phanidhulipalla9745 2 года назад

Again very good knowledge video thanks brother.😊😊

@SOICfinance 2 года назад

Thanks Phani :)

@giteshkharat9236 2 года назад

Very Nice Video , Profound Knowledge 😘😘😘😘

@SOICfinance 2 года назад

Thanks Gitesh :)

@manojgupta-fl2pv 2 года назад

ishmohit bhai, just wanted to tell you that its BURMAH not BUMRAH like you pronounced. You are a gem for all of us. Thank you and keep up the good work!!

@SOICfinance 2 года назад

Sorry for that :) Used to calling it BBTC!

@prakashchandragouda3713 2 года назад

Sunday with SOIC... As usual brilliant knowledge session.. One doubt if I hv to choose between info edge and policy bazaar then according to your thesis which will be better in growth perspective? How you will evaluate tencent like company, I mean as holding like info edge or Murugappa group? Thank you for your great lectures.. 🙏

@sarveshwellness 2 года назад

Actually, that question remains after watching the video. No doubt video is informative. But should an investor look at holding companies or should we directly invest in the underlying?

@aksharmasilwar 2 года назад

excellent research and analysis.

@SOICfinance 2 года назад

Thanks Ashok :)

@utskant 8 месяцев назад

Very candid and digestible information Ishmohit. Wondering how to calculate the discount %. Guessing the ratio between Price to Book of holding and underlying companies would give this metric.🤨

@RajuRoy-ro9gj 2 года назад

Thank you sir 🙏

@okenjoysamarthguru6201 2 года назад

Thanks Bro Great Knowledge

@SOICfinance 2 года назад

Thanks :)

@nachiketdaithankar4405 2 года назад

Easy to trust a person who's got Jordan Peterson on his bookshelf. 😎 And as an investor in HDFC Ltd., this went a long way in reaffirming my faith in the stock. Good stuff, SOIC.

@SOICfinance 2 года назад

Thanks Nachiket :) If any doubts, kindly mail us on info@soic.in

@alnicononmet 2 года назад

Looking for such video in indian context from long time. Should have covered when holding companies becomes Market favorite like change of management, starting dividend like vls finance. Value trap examples like stel holdings, summit holdings,they never pay minority share holders and share price go up only when they enhance stake upto 75% , check their share holding pattern. Range of discount in bear to bull markets etc.

@rajanchauhan8140 2 года назад

Again Thanks a lot Big Brother 😇🙏 And 1Ques. Is blockchain/crypto can effect our stock market.? I mean! If thing become decentralised, than inflation rate goes down. (I think) And if inflation cuts, then our purpose of investing in equity, can be void. In simple word, is blockchain impact (in bad manner) the way of earning profits of our companies? Please answer it 🙏 If you get my query 😇

@mrmanojjoshi1 2 года назад

Dear sir, Your videos are awesome!!! Please make video on ACE, Gabriel and IDFC First Bank🙏

@Psethi1 2 года назад

Idfc already made

@janarmp 2 года назад

Nice explanation!!! Which holding company you think would decrease discount gap to 20% in 2-3 yrs?

@Nirmal_Hegde 2 года назад

thanks for the wonderful informative content. waiting the micro cap and sona comstar video. Jaihind

@SOICfinance 2 года назад

Thanks Nirmal :) Sure, stay tuned

@mahantheshdn940 2 года назад

Thank u for valuable info

@SOICfinance 2 года назад

Glad you liked it Mahanthesh :)

@harshshah6691 2 года назад

Can Larsen and Toubro group also be an example of side car investing? They are carrying out their core business well and have done well in developing their IT business. So it’s a good operational holding company right?

@jaswantvirk4423 2 года назад

Excellent analysis 👏

@SOICfinance 2 года назад

Thanks Jaswant :) If any doubts, kindly mail us on info@soic.in

@siddharthpandey4763 2 года назад

Sir ye AB Capital jaisi holding company ka kya kare. Ye to hamesha hi discount pr rehti hai.

@thebskeerthan 2 года назад

Discount is seen in equitas holding/ujjain fin serv based on amalgamation ratio...Am I missing something here?

@pinkitikader385 2 года назад

Thank you sir

@SOICfinance 2 года назад

Glad you liked it :)

@kalpeshpathare1108 2 года назад

Thanks 😊 Soic Team And waiting for A Sona Comstar

@SOICfinance 2 года назад

Most welcome :) Yes, video on SONA Comstar coming soon

@abinkumar7226 2 года назад

Here since 15k subcribers.. you guys have never disappointed!! 🔥🔥

@SOICfinance 2 года назад

Thank you so much :) Stay tuned :)

@karantalasila8128 2 года назад

Brilliant as always. Small mistake in slide picture. Instead of bbtc,kama holdings was mentioned in the slide with britannia.

@SOICfinance 2 года назад

Sorry, mistake from our side. Will soon correct it :)

@SharwanKumar-mn4cd 2 года назад

आपने अच्छी तरह समझाया

@SOICfinance 2 года назад

Thanks Sharwan :)

@bipulkumardeka2239 2 года назад

Great👍. knowing new concepts

@SOICfinance 2 года назад

Thanks Bipul :)

@shaadikvirani7665 2 года назад

VLS finance also is a good holding company having stocks of many good companies.

@debasissamantray8233 2 года назад

excellent content as always…i am also growing as an investor with You. 😇

@SOICfinance 2 года назад

Thanks :)

@surajkannaujia9318 5 месяцев назад

Great job 👏👏 I want to know what's is ROE , Eps difference between two parameters Both parameters how to calculate by formula kindly explain

@drsunilmishra 2 года назад

Nice Presentation as usual 👍. Is Biocon not a holding company too ? It holds 70% shares of Syngene , Biocon Biologics (due for demerger/ipo) and it has its own business. You have spoken multiple times about Syngene wrt CDMO/CRAMS , what's your take on Biocon ?

@investinshares5071 2 года назад

आभार🙏🙏🙏

@SOICfinance 2 года назад

Thanks :)

@priyankaharitash 2 года назад

Long Term इन्वेस्टमेंट के लिए मुझे 3 चीजे सीखनी है Video बनाये 1. Fundamental data को read कैसे करे & उसमे जो term use होती है उसका क्या मतलब होता है & ये कैसे effect करती है Like- EBITDA, PE, PB, EPS, CAGR etc. मुझे सभी term deeply सीखनी है fundamental की 2. Quarterly Results किसी भी कंपनी का PDF मे कहा मिलेगा 3. किसी भी कंपनी का valuation कैसे निकाले?? Share price कंपनी के valuation से अभी महंगा है या सस्ता ??

@SOICfinance 2 года назад

Sure Priyanka, we cover all this in detail in SOIC Membership

@sanjayjain-qc3xx 2 года назад

Excellent

@SOICfinance 2 года назад

Thanks Sanjay :)

@keepGoing612 Год назад

Paaji what is the list of BAJAJ HOLDING AND INVESTMENT LIMITED discount percentage with respect to its underlying asset from 2015 till 2023 ?

@vijaybhandare5020 2 года назад

Ishmphit we generally pronounciate it as Bombay Barmah.

@SOICfinance 2 года назад

Yes, mistake from my end. Will get it corrected :)

@sibisen6891 2 года назад

Sir , your analysis is great but for the non-hindi folks , if you can provide subtitles that would be great !!! Cant miss out on this info..

@SOICfinance 2 года назад

Hello, sorry for the delay. It will be added by tomorrow for sure :)

@shobhitg7232 2 года назад

Larsen and toubro is operational holding company for LTTS AND LT INFOTECH

@narayanansv2731 Месяц назад

Excellent coverage What is the holding company for HDFC group?

@prakashpadalia6253 2 года назад

IDFC Ltd holds IDFC AMC and IDFC FB.... Good value unlocking prospect..

@jkj1459 2 года назад

But may take years .. because idfc first eps only 24 paisa 🙄 how long

@prakashpadalia6253 2 года назад

@@jkj1459 I am talking about unlocking value in IDFC through selling AMC and reverse merging with IDFC First Bank...

@jkj1459 2 года назад

In short holding company is good or branch co ?? SAMCH mei nahi aaya sir

@availablehage 2 года назад

Some really deep analysis

@SOICfinance 2 года назад

Thanks :) If any doubts, kindly mail us on info@soic.in

@sanju77792 2 года назад

With love power house idea 💗

@SOICfinance 2 года назад

Thanks Sanjay :) If any doubts, kindly mail us on info@soic.in

@abhishekkhard6181 2 года назад

Keep it up Ishmit bhai .. inspiring research as always If u can do a short video on Grasmere and godrej industries if they are worth buying ?

@digvijaychoudhari4128 2 года назад

Sir plzz make a series on how to do detail fundamental anaylsis Big fan of you sir. 😀😀

@SOICfinance 2 года назад

Hello, its part of the SOIC Membership Digvijay :)

@jssping123 2 года назад

one more awesome analysis

@SOICfinance 2 года назад

Thanks Sohi :)

@KaustubhTendulkarpro 2 года назад

Nice. Waiting for the renewable energy related video...

@SOICfinance 2 года назад

ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-mrhdHJ3jTnc.html

@nimingarg4313 2 года назад

Good knowledge

@SOICfinance 2 года назад

Thanks Nimin :)

@prudhviraj8459 2 года назад

14th Like Thank you Ishmohit Sir for your efforts in educating us 🙏 Excited to see you on November 21, 2021 on "Deep Dive on Quarterly Analysis"

@SOICfinance 2 года назад

Thanks Prudhvi :) Hope to add value in the webinar :)

@anindyasundarkhanrah7592 2 года назад

Kahin deep dive mein doob na jana bhai apne papa ke paise mat dubona mere pyare bhai

@ravindrabajpeyi4841 2 года назад

Excellent, Hdfc, murugappa, phrasal are the best holding company to invest

@avinashkumar43 2 года назад

krishna diagnostic baught in ipo what to do next?

@t063-shubhambhatt3 2 года назад

Great content 😎😎😎

@SOICfinance 2 года назад

Thanks Shubham :)

@t063-shubhambhatt3 2 года назад

@@SOICfinance one suggestion bro can you make portfolio services or advisory for retail investors like us , example like as yadnya portfolio.

@sg2199 2 года назад

sir PANACEA BIOTEC ka kuch bataye plz, 370 main liya hua hai, koi hope hai ya loss book karlu

@shambhavamchoudhary67 2 года назад

Arman finance 🥰🥰,mere paas pehle credit access grameen tha but jab mene isme aapka point of view notice kiya then uska 70% amt mene isme shift kiya

@JajooAtinKumar Год назад

Today Equitas Holding are getting out from Nifty 500 & Small cap index. Any opinion on this news & impact?

@aswinganesan4985 2 года назад

Mr sing I don't even know your name till this date but I know this you are the best mentor for my investment journey

@SOICfinance 2 года назад

Hi Aswin. 😃 Thank you for watching our video. It's Ishmohit Arora, he's one of the founders of SOIC. He's also our instructor and lead research analyst. 😃 We appreciate your feedback. 🙏 We are glad our content added value to your knowledge and investing journey. 💯 Please keep yourself updated about SOIC's upcoming content by checking our RU-vid Community Page. 👍

@chandrashekharpatil2738 2 года назад

The channel is highly underrated. The value Ishmohit adds through this channel is way more than so many so called market guru. Thank you so much for all the videos you make for your viewers.!! 🙏

@SOICfinance 2 года назад

Hi Chandrashekhar. 😃 Thank you for watching our video. We appreciate your kind words of encouragement. 💯🔥 We're grateful to have your support. 🙏