Thank you for watching our videos. 😃 We're glad to know you find our work informative and insightful. We hope to continue adding value to your investing journey. 🤜
This is an extra ordinary channel for value investors. I don't know when you started this channel. I am watching every video one by one gives real wisdom for investors not for gamblers. Thaks for your great effort brother.
Thanks for your kind words Mohul :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Hi Dr. Ram!😁 Thanks for watching our video. We appreciate your feedback and support. 💯 We’re glad our content was informative and engaging for you. 💯 Thanks for your kind words. 🙏 We hope you continue to learn along with us! 😁👍 We look forward to your feedback on our analysis of Happiest Minds, coming on Friday at 11 a.m. 📌📣
Keep it up, hope this channel grows immensely. One suggestion, you should upload videos at a set day/time. Usually the channel was uploading video every Saturday morning but today its out on a Friday. TH-cam alogo will recommend you more if you stick to a set schedule, like 1 video every Saturday 10am IST.
Got to say it's wonderful listening to your videos. Fantastic summary! Look forward to the podcast where capital cycle is playing out among Indian industries.
Singh is King. Very very nice Reviews of book, pls make of other new types of Books also, like - Dead Company Walk, Security Analysis ( I m reading this book 2 nd time, but it's very long ).
Sure, we will cover more books in our Book Reviews Series and how to apply it in Indian Context :) For more insights on business & industries, kindly visit- www.soic.in/blogs
Hi! 😁 Thank you for watching our video. We’re glad our content was educative and engaging for you. 💯 📌Join our Live TH-cam Session on Sunday at 11 a.m!📌 If you'd like, you could do the following: ➡️ Subscribe to our channel! ⬅️ (if you haven’t) ✅ Keep yourself updated by checking our TH-cam community page! ✅ 💡Our published presentations on the videos here: www.soic.in/visualization 💡 🆕 Check out our latest blog on ‘Alcohol Industry’ soic.in/blog-description/alcoholindustry and ‘Syngene’s Business Updates Q4FY20’: soic.in/blog-description/syngeneupdate 🆕
Wow, this is a fantastic video.eye opener for many topics. B2b product failure because of quality issues. That's why they always go for repeated business. I agree your view on books of PSU banks. Do you know any listed analog semiconductor player's in India. The last peice of advice was icing on piece of cake. Stick with major wealth creators of India. Promoters with skin in the game. 👍
Watched most if not all of your videos so far, great quality content. Would love to see you analyse out of favour sectors that could be potentially ripe for a turnaround. Real estate would be a prime example.
Very well !! Keep it up 👍. You may explain how to profit in cyclicals , most people donot understand , which may include metals ,commodities linkages .
Very very very informative. Hats off to extract the book in sucha nice way and present it. Could you pls make a video on any NBFC? BajFinance or MuthootFinance?
Excellent. I would be great if you could do an analysis of Affle, Info Edge and such like companies and the sustainability of their business model for at least 10 years
Thanks for your kind words Pooja :) Hope to add more value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Hi, First I wanted to congratulate you on your awesome job. I have joined your channel with my all friends. Now I want a little help from you. As per the current covid situation, the future time is of IT Industry. Now every business's primary focus is to come as most as technology-driven. It will become a necessity after covid. Can you please cover in your analysis the best IT stock like maybe HCL Tech? I am an employee of HCL maybe I can help.
hi, since there some legs of discussion on indusind bank...would be great to hear its financial assessment & since there are lot of talks in the market of all banks & their financial position & safety on deposits on such banks like one of them is indusind bank..therefore would be great to hear on indusind bank or any bank of your choice
Thanks for your kind words Rohit :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Hi Mr. Jitin. 😁 Thanks for watching our video! We appreciate your feedback.😁 What do you mean by 'starting a next batch'? 📌Watch our analysis on Tata Elxsi on Sunday at 11 a.m!📌 If you'd like, you could do the following: ➡️ Subscribe to our channel! ⬅️ (if you haven’t) ✅ Keep yourself updated by checking our TH-cam community page! ✅ 💡Our published presentations on the videos here: www.soic.in/visualization 💡 🆕 Check out our latest blog on ‘Deepak Nitrite: Results of Q4FY21’ soic.in/blog-description/deepaknitriteq4fy21 🆕
Excellent video sir...ek bar ITC ka b analysis kar dalo ki chal kya rha h andar...coz whole india is angry with itc returns and lot of hue n cry ABT ITC
At the End of your Video, you mentioned about the podcast could you please share the URL where we can watch/listen to your podcasts ? Thankyou Very much
Yeah your videos change my perspective toward investing, learned a lot from you and surely continue and suggest your channel for my near-dear one. Hope your channel grows exponentially. Thank you so much.
Podcast we will release soon on Gujarat Ambuja Exports limited and the cycle that has played out in that industry. Not a recommendation to buy or sell. We are only here to educate and not SEBI registered advisors🙏
Glad you liked it. Hope to add more value in your investing journey :) For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Thank you for watching our video @Muktikanta 😄 We hope you continue to learn with us. Do subscribe to our channel for more educational content. We welcome you to the SOIC community. 😄
Heyy Ishmohit!! , Recently I heard that, the promoters of suven pharma are looking forward to exit completely. I mean when the whole environment is favouring CRAMS/CDMO businesses the promoter is finding its way out. How are you look at this?
Thanks Ishmohit, great video. I suggest you check out another emerging moat business by the name of Valiant Organics which is a part of the Aarti group. ROCE of over 50%
We do track it :) management gave a guidance of crossing 400 crores of Ebitda in the AGM in the next 3-4 years. However, margins will come down by 100-200 bps
@@SOICfinance indeed! Please do make a video on it. With all the planned capacity expansions and backward integration, 200bps margin reduction shouldn't be a problem IMO?
Thanks for your kind words :) Hope to add more value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Midhani is one such company which supplies to ISRO, other I can think of is Solar industries which is making propulsion system for space application(a very small part of the business though)
Hi, when will you upload the new video boss? Every day I check this channel twice for new video. Very important question- There is a news that Suven pharma promoters are planning to exit from company and I did invest after watching your video because I found this company really great company to invest for long period. Now I am bit confused with this news that what should I do and how to react on it?? Could you please help me understand your point of view?
This video is a gem, its aged really really well. Covers 80-90% of most important things to know about analysing business.
Thank you for watching our videos. 😃 We're glad to know you find our work informative and insightful. We hope to continue adding value to your investing journey. 🤜
I wish I could invest in this TH-cam channel because I know it will hit a million subs one day...Great Work SIr
Thanks Prajwal :)
This is an extra ordinary channel for value investors. I don't know when you started this channel. I am watching every video one by one gives real wisdom for investors not for gamblers.
Thaks for your great effort brother.
Thanks Abdu :)
Your video on laurus was a revelation. Hoping a video on pharma and agrochem will help many. Thanks.
Thanks Kaankon :)
Your knowledge about analyzing the business model is awesome
Thanks for your kind words Mohul :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Such great wisdom. I will sure read both of the books soon.
Learning so much from you, thanks for all these contents! 🙏🏻 :)
26:48 hats off to your analysis of RBL bank, the current march quarter results reflected your analysis.
It's a wonderful educational channel for getting aware about Indian businesses and challanges. Very good presentation nearly each one is a masterpiece
Hi Dr. Ram!😁 Thanks for watching our video.
We appreciate your feedback and support. 💯
We’re glad our content was informative and engaging for you. 💯
Thanks for your kind words. 🙏
We hope you continue to learn along with us! 😁👍
We look forward to your feedback on our analysis of Happiest Minds, coming on Friday at 11 a.m. 📌📣
The way you guiding us is amazing. Keep it up !
Thanks Debendra :) For more insights on business & industry analysis, kindly visit- www.soic.in/blogs
Again SOIC proved it's quality of content.. Thank you team
Thanks for your kind words :)
Keep it up, hope this channel grows immensely. One suggestion, you should upload videos at a set day/time. Usually the channel was uploading video every Saturday morning but today its out on a Friday. TH-cam alogo will recommend you more if you stick to a set schedule, like 1 video every Saturday 10am IST.
Noted your suggestion :)
Appreciate the effort you put behind every video!
Thanks Hardik :)
Paaji please make video on masterclass with super investors 🙏
In-depth review of the book with Indian context. All the examples I could very well co-relate. Keep up your good work 👍
Explanation is highly comandable.very useful information for investors
Thanks Srinivas :)
Got to say it's wonderful listening to your videos. Fantastic summary! Look forward to the podcast where capital cycle is playing out among Indian industries.
Sure, stay tuned :)
Singh is King.
Very very nice Reviews of book, pls make of other new types of Books also, like - Dead Company Walk, Security Analysis ( I m reading this book 2 nd time, but it's very long ).
Sure, we will cover more books in our Book Reviews Series and how to apply it in Indian Context :) For more insights on business & industries, kindly visit- www.soic.in/blogs
When it comes to analysis , u r Indian Warren Buffett .
U have a tremendous knowledge and intelligence.
Thanks for your kind words :)
Great job, you efforts help me a lot in selecting the businesses to invest
Thanks for your kind words :)
Thankyou sir
Love from Kerala India
Thanks :)
Amazing video and bucket of knowledge shared as usual. Would love to see a video on IDFC first they are trying to focus on a niche too.
Yes
Sure, stay tuned :)
Through this know lots of things thank u sir
Hi! 😁 Thank you for watching our video.
We’re glad our content was educative and engaging for you. 💯
📌Join our Live TH-cam Session on Sunday at 11 a.m!📌
If you'd like, you could do the following:
➡️ Subscribe to our channel! ⬅️ (if you haven’t)
✅ Keep yourself updated by checking our TH-cam community page! ✅
💡Our published presentations on the videos here: www.soic.in/visualization 💡
🆕 Check out our latest blog on ‘Alcohol Industry’ soic.in/blog-description/alcoholindustry
and ‘Syngene’s Business Updates Q4FY20’: soic.in/blog-description/syngeneupdate 🆕
बहुत अच्छा बहुत शानदार 🙏🏽👆
Wow, this is a fantastic video.eye opener for many topics. B2b product failure because of quality issues. That's why they always go for repeated business. I agree your view on books of PSU banks. Do you know any listed analog semiconductor player's in India. The last peice of advice was icing on piece of cake. Stick with major wealth creators of India. Promoters with skin in the game. 👍
Your analysis are just awesome
Thanks Hitesh :)
Congrats sir for 1 lakh subscriber
Hi Maninder!😁 Thanks for watching our video.
We appreciate your valuable support. 🙏
We hope you continue to learn along with us! 😁
Great knowledge paji ...🙏 Thanks for sharing on youtube..
Amazing content sir. I ended up sharing this video link within the first 10 mins of watching it. Thanks for the insights.
Thanks :)
Watched most if not all of your videos so far, great quality content. Would love to see you analyse out of favour sectors that could be potentially ripe for a turnaround. Real estate would be a prime example.
Thanks Krishna. Sure, stay tuned :)
Very well !! Keep it up 👍. You may explain how to profit in cyclicals , most people donot understand , which may include metals ,commodities linkages .
Thanks Sandeep for your kind words :) For more insights on business & industries, kindly visit- www.soic.in/blogs
Excellent post and awaiting your next Podcast and videos.
Thanks :)
keep up the good work! very informative
Hi Tanmay!😁 Thanks for watching our video.
We’re glad our content was informative for you. 💯
We hope you continue to learn along with us! 😁
Very detailed and very well presented 👍
Thanks Sunil :)
Amazing video. Thank you for the hard work.
Thanks Chinmay :)
Great work , sir more videos on banking/nbfc
sector and valuation
We have covered entire banking sector in the webinar. Kindly check this page for more details- pages.razorpay.com/pl_FrsEkILQ3BYQWO/view
Very very very informative. Hats off to extract the book in sucha nice way and present it.
Could you pls make a video on any NBFC? BajFinance or MuthootFinance?
We are doing a webinar on financials in November. Stay tuned!
@@SOICfinance sure.. Waiting for it..
Dear very nice explanation and examples
Thanks for your kind words :)
Super with simple language 👍
Thanks for your kind words :)
Excellent. I would be great if you could do an analysis of Affle, Info Edge and such like companies and the sustainability of their business model for at least 10 years
Sure, we are planning to do Webinar on Platform Companies soon :)
Awesome useful video thank you sirji thnk thnk you sir
Thanks for your kind words Pooja :) Hope to add more value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Great content sir
Just saw your first video and subscribed instantly ✌️
Thanks Samarth :)
Hi, First I wanted to congratulate you on your awesome job. I have joined your channel with my all friends. Now I want a little help from you. As per the current covid situation, the future time is of IT Industry. Now every business's primary focus is to come as most as technology-driven. It will become a necessity after covid. Can you please cover in your analysis the best IT stock like maybe HCL Tech? I am an employee of HCL maybe I can help.
Sure, stay tuned :)
Thanks for amazing videos.
🙏🙏
Please make in-depth video on Excel industries. Also give your suggestions
Sure, stay tuned :)
Just amazing work ❤️🙏
Thanks Arvind :)
hi, since there some legs of discussion on indusind bank...would be great to hear its financial assessment & since there are lot of talks in the market of all banks & their financial position & safety on deposits on such banks like one of them is indusind bank..therefore would be great to hear on indusind bank or any bank of your choice
We are doing a webinar on Banking and Financials in the November. Stay tuned!
You are doing great work! Just want to know that when you started Investing and are you doing this full time or doing some other job?
Thanks Suyog. Our founder Ishmohit Arora has an Industry experience of more than 7 years. He is doing full time now.
Great!
Great content- you have earned the subscriber Bro well Done
Thanks for your kind words Rohit :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Good going & excellent work!
Thanks a lot!
Just great sir. When u r going to start a new batch?
Hi Mr. Jitin. 😁 Thanks for watching our video!
We appreciate your feedback.😁
What do you mean by 'starting a next batch'?
📌Watch our analysis on Tata Elxsi on Sunday at 11 a.m!📌
If you'd like, you could do the following:
➡️ Subscribe to our channel! ⬅️ (if you haven’t)
✅ Keep yourself updated by checking our TH-cam community page! ✅
💡Our published presentations on the videos here: www.soic.in/visualization 💡
🆕 Check out our latest blog on ‘Deepak Nitrite: Results of Q4FY21’ soic.in/blog-description/deepaknitriteq4fy21 🆕
Excellent video sir...ek bar ITC ka b analysis kar dalo ki chal kya rha h andar...coz whole india is angry with itc returns and lot of hue n cry ABT ITC
Sure, have a look on this - th-cam.com/video/BAx3E0rB5_g/w-d-xo.html
Awesome video will love to see video on MAS financial or Au financial from your track list
We covered these two companies in our banking webinar. Kindly check for more details- pages.razorpay.com/pl_FrsEkILQ3BYQWO/view
Very nice video. Please try to make a detailed video on private bank comparison or insurance companies comparison
Thanks. We have covered entire banking sector in the recent webinar. Kindly check this out- pages.razorpay.com/pl_FrsEkILQ3BYQWO/view
@@SOICfinance thanks sir... I attended the webinar. It was great. Looking forward to attend more such webinars
@@raghavabaroda 🙏🙏
Amazing channel... Can you do your review on ATUL and SRF... Two of the biggest Diversified chemicals companies in India..
Sure
Best as usual
According to the Saurabh Mukherjee the financial sector is consolidating and in the coming years 3-5 players will rule the financial sector
To name a few are?
@@unicornakash bajaj finance,kotak ,hdfc ,bajaj Finserv,this are going to be really big especially bajaj finance
Hello Arvind, we have covered entire banking sector in detail. providing you the link - pages.razorpay.com/pl_FrsEkILQ3BYQWO/view
At the End of your Video, you mentioned about the podcast could you please share the URL where we can watch/listen to your podcasts ? Thankyou Very much
We will be releasing it shortly. Stay tuned :)
Need one video on common stocks and uncommon profits , security analysis book
Amazing video. Thank you
Thanks Ramesh :)
Marvelous.
Hi Pankaj!😁 Thanks for watching our video.
We’re glad our content was engaging for you. 💯
We hope you continue to learn along with us! 😁
Yeah your videos change my perspective toward investing, learned a lot from you and surely continue and suggest your channel for my near-dear one. Hope your channel grows exponentially. Thank you so much.
It will be interesting if you give your valuable views on India Energy exchange. Where the sector has hardly has only 2-3 players.
Sure, stay tuned :)
High quality content
Thanks Sanjibani :)
Good Job Sir, can you please analyse Dixon.
Thanks. Sure. Stay Tuned
An analysis on galaxy surfactants will be appreciated
Uploading soon :)
Thanks 😁
excellent...excellent...excellent
Thanks 😁
Does Tarson products also comes under principal agent mental model ? Thanks sir 🙏
Can you forward link for podcast, also looking forward for Banking webumair.
Any book you would suggest on learning about Banking
Podcast we will release soon on Gujarat Ambuja Exports limited and the cycle that has played out in that industry. Not a recommendation to buy or sell. We are only here to educate and not SEBI registered advisors🙏
Do I need to read both CApital Accounts and Capital Returns one after the other?
Superb review 🙌🙌
Glad you liked it
U r underrated 👍👍👍
Thanks Bikash for your kind words :) For more insights on business & industries, kindly visit- www.soic.in/blogs
Sir i want to start Research Companies. Where do i start sir ?
Thanks dear.....
Glad you liked it. Hope to add more value in your investing journey :)
For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Please provide video on paushak, atul. Thanks
We would be covering these companies in our upcoming Chemical webinar- pages.razorpay.com/pl_G6TTaAQ8hIIpt2/view
Thanks! Do we need to register for this webinar
Great👍
Thank you for watching our video @Muktikanta 😄
We hope you continue to learn with us.
Do subscribe to our channel for more educational content.
We welcome you to the SOIC community. 😄
please make a video on how to read financials of insurance companies
Sure, stay tuned :)
Good summary of the these books
Thanks :)
Excellent
Thanks Vicky :)
Brother , like the video very much .
When is ur next video coming ( please mention book reference which is the 🌟 part of the video )
Next Video on Galaxy Surfactants soon :)
Subscribed
Thanks for subscribing :) For more information on business & industry analysis, kindly visit- www.soic.in/blogs
Can you make detailed video on AU small finance and Aavas financiers ?
We are coming with a detailed webinar on banking and finance segment in November :)
Any plan for DEEPAK NITRITE ? When its analysis will come? Kindly suggest.
Please check the video on Deepak- th-cam.com/video/iKy_J-skqb8/w-d-xo.html
Heyy Ishmohit!! , Recently I heard that, the promoters of suven pharma are looking forward to exit completely. I mean when the whole environment is favouring CRAMS/CDMO businesses the promoter is finding its way out. How are you look at this?
Let's see what happens. Many times this news has come out but with no further action.
Disclosure: No recommendations
Pls make a comparetive video on pi & sumitomo
Sure, stay tuned :) We will soon cover it. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Very good work 👍
Many thanks
Thanks Ishmohit, great video.
I suggest you check out another emerging moat business by the name of Valiant Organics which is a part of the Aarti group. ROCE of over 50%
We do track it :) management gave a guidance of crossing 400 crores of Ebitda in the AGM in the next 3-4 years. However, margins will come down by 100-200 bps
@@SOICfinance indeed! Please do make a video on it.
With all the planned capacity expansions and backward integration, 200bps margin reduction shouldn't be a problem IMO?
@@VineetJainFMS yup
@@SOICfinance yes please make a video on this company
Next up- Galaxy Surfuctants :)
Waiting for galaxy surfactants!!!
Kindly check this video, we have covered the same- th-cam.com/video/TNZDV2KulZ4/w-d-xo.html
Please review of gmm pfadler
Sir please video on mahindra epc and shree digvijay cement
Sure, stay tuned :)
sir please make a video on fine organica
Sure, stay tuned :)
Sir apki book list share karon stock market ke related
Please make a video on PNB Gilts & explain why it has underperformed
We don't track it currently
@@SOICfinance
Make a detailed analysis of Cupid Ltd ..
Bhai make all videos in Hinglish...Like dis video....
Thanks for your kind words :) Hope to add more value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
good work
Thanks :)
Kaafi detailed, kaafi Acha.
Hi Kshitij! 😃 Thank you🙏
I want your T-shirt looks quite good... I want to buy and order any leads
Sir please make a video on analysis of Poly Medicure 🙏🙏
Sure, stay tuned :)
Any player in space exploration sir ? like spaceX and can u give some colors on HAL please
Midhani is one such company which supplies to ISRO, other I can think of is Solar industries which is making propulsion system for space application(a very small part of the business though)
Bro I don’t think this book is available in INDIA.. Only the second book is available with only one seller.. Where can I get the first book
Really don't know about capital account, I have a very old copy personally. Capital returns is freely available though
Hi, when will you upload the new video boss? Every day I check this channel twice for new video.
Very important question- There is a news that Suven pharma promoters are planning to exit from company and I did invest after watching your video because I found this company really great company to invest for long period. Now I am bit confused with this news that what should I do and how to react on it?? Could you please help me understand your point of view?
Please make an analysis video about indiamart intermesh and jubilant foodworks .Thankyou in advance ❤️
Sure, stay tuned :)