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Liked it.

Many learning from the video, Krishna. Last weeks have been great from a learning perspective. Could do one on sector rotation. Grateful if you could share the FIIs data source.

Please again analysis Arman finance after fy25 q2 results.

Information was very Useful. Thnaks for the video.

Great video

Irb + Indi grid + powergrid , is good for 1/3 money in each for regular income? Or which you suggest

Sir, how will these data centres be competitive against the likes of AWS, Azure, GCP and some other big giants (Oracle)? Are they betting on within country data storage for enhanced security?

❤

Very informative fundamental analysis

Very good reveiw. Keep making such videos 👍

Thanks 🙏

Indigrid & Power Grid InvITs are power focused and safer as capex is expanding the PE of both is 32.5 & 8 respectively but ofcourse PE is not the only factor to be considered.

Excellent content explained. Never knew of these infra invIT 👍👍

Can u show the comparison in a single page view?

Nice video. Thanks. Request you to also add the taxation aspect as it is a deciding factor before taking exposure

Great content, Krishna. Many ppl don't know about these investment vehicles. Good that you're focusing on them.

Very nice one Krishna 👏

Blackstone sold all its stake in Embassy REIT last year and is no longer a sponsor of REIT

Informative video 😊 Requesting you to make video on InvIT also Thanks in advance

Great one guys. Very few people know about REITs as an asset class. Good to see you giving importance to it.

Nice Krishna 👌🏻

Such a neat & detailed explanation.

I bought Magma fin and now with Poonawala fin , but the stock 🐌 in range of 350 -400 in past 6 months.. what is reason..

whers zen tech video

Hi I'm afraid I have to disagree with views on this video. This channel used to support secular growth companies. But here I see a bias towards companies/ sectors, where no one can predict the free cash flow after 5 years. Any business depending on B2B/ B2G orders depends on the govt. policy outlook and Capex spending by Corporations. B2G - This is the worst of kinds as per me, because any change in government or policy stance can lead to challenges. The winner curse is always present because of paper-thin margins in the tender process. A business value is determined by discounting all future cash flows. These businesses typically get lower multiples due to cash flow prediction challenges. The markets are valuing these businesses very highly in the present bull run. But when the panic will hit, retailers will lose money because institutional money would have exited them. B2B - These are a bit better than B2G. However, the margins are also lower here also. The buyer can make more intelligent decisions. Even market size limitations remain intact unless you are working in a new industry with a competitive advantage. Like making ancillary parts for an electrical vehicle with a technological advantage as a moat. B2C - The best among the three types. The size of the prize is really big in multiple cases. Brand makes a huge moat. I can go on and on about B2C. But, I would have loved if some boring, old, out-of-fashion businesses would have been there like financials, capital markets (Exchange, broking, depository), music labels, housing finance, EVs, etc. I started following the channel when you made a video on Tips music - a simple, predictable, cash-flow-generating business model growing at rapid space. Look I couldn't just hold myself because of no B2C business in this list. That's all.

Raymond Lifestyle or DCM Shri Ind Limited

Sir wonderful presentation, please cover transformer sector in detail

Try to cover Tembo global

Hi, bro. I waited for your video.

Great video, increased my conviction in the stock even further!

Great analysis guys. A fundamental question: Suppose earnings growth will remain consistent and currently valuations are expensive. Does the stock market move sideways until the earnings grow leading to a reasonable PE? From an overall market perspective. I know there might be pockets of undervaluation.

Good to see Krishna on other side of table.

Wonderful analysis Sir. Doing SIP in this and as future growth in data centre theme, this one will become multi-bagger. Expecting 10x returns by 2030 😊.

congrats bro for the in principle approval , all the very best for the exiting journey

Hi bro i have got 13 new Raymond Life style share. However i am not able to see the p&L in the portfolio like other shares.. is same thing happening to u?? Pls explain 😢

Good opportunity explanation

Loved it 👍

P/E of 73.5 . Operating margin of 5%.. debt gone up significantly in fy24.. negative cash flows and 0 fii or dii holding. Want to do short term trade and may be make some money.. sure.. long term bet - don't think so. Coming from someone who made some money on this and exited recently.

Thanks for your well researched presentation on Sky Gold Company. We always look forward for any article or presentation by Krishna Appala on any topic. His presentation is very good and well researched. Please continue to present such articles or videos on latest opportunities on capital market. We wish to congratulate him for his hard work on such articles.

Thoughts on Goldiam International?

Good work .. keep it up

Thanks Capital Mind for the effort and succint insight. Liked the initial gist before the deep dive esp for people who want to hear the gist!! Am keen to analyse both tejas networks and mcx .. both short term and long term!! Happy to contribute too..!!

I have three Raymond shares. What will happen to it?

Which mutual fund

Sankhaya labs

Congrats for Approval for Mutual funds

Water infra theme

What will be 1 year share price target by end of January 2025?

YoY big jump in revenue is inpart due to adara acquisition. Could be a mistake to extrapolate.

Regarding Techno mgt has given capEx plan of Rs 25,000 Cr . So, how the company is going to fund this capEx plan ? If we look at the order book which is around Rs 9,100 Cr and in the current FY expected order book is around Rs 4,000 Cr. So, there is a gap for the funding in the CapEx plan. This clarification is need from the mgt. Next question is on Trade payable which is increasing qoq , is there any delay happening in the payments ?