Thanks for your kind words :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
आपकी मेहनत को सलाम है सर जितनी मेहनत आप कर रहे है वो लाजवाब है हम इतना पढ़ने का सोच भी नही पाते है आप रेडीमेड जानकारी देते है हमे । बहुत बहुत धन्यवाद ।
Excellent video once again...You keep delivering excellent information and pearls of wisdom..I recently started watching your videos at least 2 times to understand and assimilate the finer points in much better way... One suggestion : Since you provide one power point after another, it will be great idea to summarize few points in last 1 or 2 minutes, though, it may sound counter-intuitive as few viewers may actually go to the end of video at the very beginning itself, but most of your loyal subscribers (who come to understand the business and psychology) will continue to go through full video and will appreciate the summary to get the gist with clarity (as they went through process to understand things rather than directly going to bullet points).
Thanks for your kind words :) Hope to add value in your investing journey. Noted your suggestion :) From next video we will include the conclusion as well! For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
You are a gem Mohit bhai. Sharing so much knowledge for free. I hope people will soon realize the intrinsic value of your videos and would stop watching multibagger videos of somebody who don't even understand the underlying business.
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Aap ka har video mai 2-3 baar dekhta hu... like pahli baar me sirf structure samaj me aata hai ki aap kya baata rahe hai then phir mai apni buy kiya hua companies se milata hu ki hamari company me bhi aise koi bat hai ya nahi.... thanks sir..
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TCS is paying high dividend with low reinvestment and acting as a cash cow for " tata son's " Because majority of dividend goes into the pocket of Tata group as they having major market share in TCS.
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Quite an exhaustive analysis with in-depth inputs ,nicely elaborated with examples of the stocks to update the knowledge of the viewers . Very honestly amongst several videos on the same topic this one from SOIC is class apart , matchless . I have very recently subscribed to this channel being a member of " Share Academy " and now never miss any video of SOIC . One request :- If possible pl make a video on the sector rotation and future sectors .🙏
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Thank you @Mitch Rich! 😃 We appreciate your feedback, and we're glad that our video was helpful. Subscribe to our channel for similar educational videos! We are uploading a new video tomorrow at 11 a.m. tomorrow. Don't miss out!
Hi Souradeep!😁 Thanks for watching our video. We’re glad our content was educational and engaging for you. 💯 Shout out to Share Academy for their support! 🙌 📌Watch our analysis on Tata Elxsi on Sunday at 11 a.m!📌 ✅ 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 🆕
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Ismohit bhaii , i am a big fan of your teaching , i am honoured to be a part of the SOIC universe, aapki Clarify and knowledge is impeccable , keep doing the good job, kindly make a video on Route Mobile.
Its very nice way to understand WB letters. I like the way u compared indian companies with International. One thing I think inclusion is " intrinsic valuations" something really cheap which no one looks at, like Amazon ( WB completly missed it)
Superb analysis with right methodology to correlate with Indian companies. Hats off in paradigm shift required like candy business in platform and cdsl type investment with low investment & high returns. Part of Share academy with love.
Hope to add value in your investing journey. Thanks to share academy for sharing our channel with the members and supporting us :) For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
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Hi Monish! 😁 Thank you for watching our video. We appreciate your kind words. 👍 We’re glad our content was informative and engaging for you. 💯 We look forward to your feedback on our upcoming analysis on ‘Jubilant Ingrevia vs Laxmi Organic’ coming on Sunday at 11 a.m. 📌📣 ✅ 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 ‘Syngene’s Business Updates Q4FY20’: soic.in/blog-description/syngeneupdate 🆕
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My best investment was joining soic course ... everyone should invest in soic course .. ishmit sir is very helpful and answer every query ..thanks sir 🙏
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Thank you for watching our video! @Anaya 😁 We hope you continue to learn along with us! We appreciate your feedback and support. Do subscribe to our channel for more educational content! Next up: Neuland Labs: A detailed business analysis on Sunday at 11 a.m. Check out our latest blog here: soic.in/blog-description/icicisecurtities
Really appreciate it, Thanks for making this kind of video, it really helpfull for beginners to understand the business structure, monopolies, longevity compounding. It is very hard to learn but soic done very good job, it really simplified all the thinks. Thank you
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Thanks for your kind words :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
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I spend atleast 2 hours in a day watching SOIC videos on TH-cam, recent webinars and SOIC intensive course. Proudly I can say that everytime I get new learnings and perspectives for investments. Thanks a lot Ishmohit sir. You are a great personality.
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Thanks for your kind words :) Hope to add value in your investing journey. Sure, stay tuned. We have also covered all platform companies in our Sectoral Analysis. Kindly check- www.soic.in For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Thanks for your kind words :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Hope to add value in your investing journey. Thanks to share academy for sharing our channel with the members and supporting us :) For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
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Hey soic..next time come with vertical of power sector..each and every aspect about...and You are doing a great job I have never seen such a comprehensive videos...where you from...?
Thanks for your kind words :) Hope to add value in your investing journey. Sure, we will cover power sector under our Sectoral Webinars. Stay tuned :) For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
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We are glad you liked it . Hope to add value in your investing journey🙏 For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
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Impressive sir, So clearly explained Kraft Heinz loss Buffet on Kraft Heinz "We try to buy good businesses at a decent price, and we made a mistake on the Kraft part of Kraft Heinz,We paid too much money."
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Key learning which i liked was the strength of buisiness & role of valuation being secondary to it. We should always know the anti-thesis of the buisiness which may pose return risk. Very good video
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Glad you liked it Arvind :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
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Thanks for your kind words :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
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Thanks for watching our video! @Gitesh 😁 We appreciate your feedback. 🙏💯 We will keep your suggestion in mind. 👍 Meanwhile you could do the following if you'd like: ➡️ Subscribe to our channel! ⬅️ ✅ Keep yourself updated by checking our TH-cam community page! 💡 You'll find our published presentations on the videos here: www.soic.in/visualization 💡 🆕 Check out our latest blogs on Neuland Labs: What are Peptides? here: soic.in/blog-description/neulandlabs and ICICI Securities: soic.in/blog-description/icicisecurtities 🆕
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Thanks SOIC Team for this session. Getting good learning from every session! I wish my previous requests are in ur consideration (About MNC Index companies OFSS-Sanofi-Abott etc. Thankyou Again!
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Thanks Abhay for your kind words :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
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Sir if u had to pick the most fundamentally sound business from the given options which one would it be: 1. Divis 2. Syngene 3. Hikal 4. Laurus 5. Neuland 6. Solara Active 7. Aarti Drugs
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No doubt this is the best channel i can recommend to someone, also it wud be great if u can make a video on CAMS or Affle India business analysis. Keep up the good work👍
Thank you for your kind words 😁 We hope you continue to enjoy learning from our videos. We appreciate your support. Follow our latest blog on Starbucks: Lollapalooza in a cup of coffee on our website: soic.in/blogs
Superb video bro please keep it up I have learnt something from videos... but in this video I will choose those company which have low investment in business model like CAMS and IRCTC like 🙏 thanks once again
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Thanks for your kind words Yash :) Hope to add value in your investing journey. For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
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Indian context and US context are different. Industry itself goes bad. Exp: Textile industry in US. Labour cost in other countries was low hence the whole industry got structurally impaired. Business > Management Exp2: Railroads. Too many players got consolidated to 4 and trucks are up the business. Exp3: China's pollution control is leading to decreasing ROE in Chemicals business. Deepak Nitrite was looking bad company till 2010 but after that it accelerated at 50% CAGR. Exp 4: Navin Flourine was similar to Deepak Nitrite. Slow for 10 years and then accelerated. --> When industry itself becomes good, the companies with good management flourishes!!! CDMO and CRMO Scientist salary in India is 60k whereas outside India it's 100k. So, good chances India will flourish. Apple FCF is increasing. Capital Allocation is brilliant. TCS Heavy free cashflow. It can give dividend or do buybacks. Good management's do brilliant allocation and does these things: - share buybacks - give dividends Investing in Moats - You might overestimate or underestimate the moat. - Kraft Heinz ... Walmart and Costco are their business. WB: If brand loyalty is not there, moats may degrade because of competition. Exp: Symphony cooler had high margin so their suppliers launched their own brands and margins dropped and company died. Divis Lab --> Have become world market leaders and have more than 30% market share. Astral Poly --> Started giving competition to Pidilite!! Expecting to grow it at the rate of 15%. Insurance Business Good ones and we'll capitalized ones invest in equities but weak ones invest in bonds.
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Sure, stay tuned. We will soon cover it under our Stock Analysis Series :) For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
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Hope to add value in your investing journey. Thanks to share academy for sharing our channel with the members and supporting us :) For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
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Wow, this is one of your best videos. What do you think is happening in Indian rail roads compared to usa. Also please do reviews on platform companies with asset light business models and good moats. It is very difficult to predict winner's in platform companies as their moats can be disrupted in shorter durations and also they raise in valuation in short periods of time.
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@@SOICfinance sure loving your videos. Going through all the previous ones to gain knowledge as all your videos are great source of knowledge. Keep it up bro. ❤️👍
You are an absolute gem dear man, 💞
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आपकी मेहनत को सलाम है सर
जितनी मेहनत आप कर रहे है वो लाजवाब है हम इतना पढ़ने का सोच भी नही पाते है आप रेडीमेड जानकारी देते है हमे । बहुत बहुत धन्यवाद ।
worth watching - thanks for video !
LOVE FROM SHARE ACADEMY ❤️
Gufic Biosciences Analysis Please
🙏👍👍
I am also from Share Academy Members. SOIC explains Business analysis of a Stock very precisely & Nicely.❤️🙏
@@kushal1391 buy kar lo bhai i have since 80 aankh band kad k buy karo
@@saurabhshinde3253 What will be your reasons to hold it for next 3 - 5 years ? Or are you in a swing trade ? Please tell .
Excellent ❤️❤️. You guys are very underrated.. hope to 1M soon.
We'll keep working hard and aim to provide value irrespective 😁😁
@@SOICfinance way to go mate!
Excellent video once again...You keep delivering excellent information and pearls of wisdom..I recently started watching your videos at least 2 times to understand and assimilate the finer points in much better way...
One suggestion : Since you provide one power point after another, it will be great idea to summarize few points in last 1 or 2 minutes, though, it may sound counter-intuitive as few viewers may actually go to the end of video at the very beginning itself, but most of your loyal subscribers (who come to understand the business and psychology) will continue to go through full video and will appreciate the summary to get the gist with clarity (as they went through process to understand things rather than directly going to bullet points).
Thanks for your kind words :) Hope to add value in your investing journey.
Noted your suggestion :) From next video we will include the conclusion as well!
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You are a gem Mohit bhai. Sharing so much knowledge for free. I hope people will soon realize the intrinsic value of your videos and would stop watching multibagger videos of somebody who don't even understand the underlying business.
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Aap ka har video mai 2-3 baar dekhta hu...
like pahli baar me sirf structure samaj me aata hai ki aap kya baata rahe hai then phir mai apni buy kiya hua companies se milata hu ki hamari company me bhi aise koi bat hai ya nahi....
thanks sir..
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So much knowledge is required to speak what you told. Best is to apply at Indian level
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
TCS is paying high dividend with low reinvestment and acting as a cash cow for " tata son's " Because majority of dividend goes into the pocket of Tata group as they having major market share in TCS.
All the shareholders are beneficiaries :) even the minority ones
@@SOICfinance Gufic Biosciences Analysis Please
@@pr0digy954 yes mainly in Tata motors.
But now all the tata group companies are doing much better reducing debt and all of them will grow
Your content is like going through twitter.
Lots of brainstorming and Investing jargons in 1 sitting.🙏
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Amazing Buffett Fan👍
Little Buffett🙏
Keep sharing ur knowledge to us for wealth poor to middle class....
Be healthy 🙏
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@@SOICfinance joining soon... faching family economy issue
Aap Hindi me samajha rhe hai, Mai Khush hu 😊🙏🙏🙏
Dhanyawad
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Teaching is just fantastic Sir,you are abosoulte scientific teacher.God bless you.
Quite an exhaustive analysis with in-depth inputs ,nicely elaborated with examples of the stocks to update the knowledge of the viewers . Very honestly amongst several videos on the same topic this one from SOIC is class apart , matchless . I have very recently subscribed to this channel being a member of " Share Academy " and now never miss any video of SOIC . One request :- If possible pl make a video on the sector rotation and future sectors .🙏
Thank you for your kind words & Hope to add value to your investing journey :) Thanks to share academy for sharing our channel with the members and supporting us :)
Sure, soon we will cover it. Stay tuned :)
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Thank you for this presentation
Thank you @Mitch Rich! 😃
We appreciate your feedback, and we're glad that our video was helpful.
Subscribe to our channel for similar educational videos!
We are uploading a new video tomorrow at 11 a.m. tomorrow. Don't miss out!
Sir ur analysis is simply fabulous .. Lots of respect and love from share academy..
Hi Souradeep!😁 Thanks for watching our video.
We’re glad our content was educational and engaging for you. 💯
Shout out to Share Academy for their support! 🙌
📌Watch our analysis on Tata Elxsi on Sunday at 11 a.m!📌
✅ 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 🆕
Very much Informative & knowledgeable video .
Thanks
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Ismohit bhaii , i am a big fan of your teaching , i am honoured to be a part of the SOIC universe, aapki Clarify and knowledge is impeccable , keep doing the good job, kindly make a video on Route Mobile.
In April, 100%
Its very nice way to understand WB letters. I like the way u compared indian companies with International. One thing I think inclusion is " intrinsic valuations" something really cheap
which no one looks at, like Amazon ( WB completly missed it)
Superb analysis with right methodology to correlate with Indian companies. Hats off in paradigm shift required like candy business in platform and cdsl type investment with low investment & high returns. Part of Share academy with love.
Hope to add value in your investing journey. Thanks to share academy for sharing our channel with the members and supporting us :) For more insights on business, industries & newsletter, kindly visit- www.soic.in/blogs
Superb videos by your channel. In depth analysis and the way of explaining things are just amazing big thank you
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Great exhibition of correlating timeless learning in Indian context.
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Great Effort.
Hi Monish! 😁 Thank you for watching our video.
We appreciate your kind words. 👍
We’re glad our content was informative and engaging for you. 💯
We look forward to your feedback on our upcoming analysis on ‘Jubilant Ingrevia vs Laxmi Organic’ coming on Sunday at 11 a.m. 📌📣
✅ 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 ‘Syngene’s Business Updates Q4FY20’: soic.in/blog-description/syngeneupdate 🆕
Very informative and quite unique .
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Your hardwork is very inspiring. Keep growing brother!
Thank you Ankit for your kind words :) To read our latest blog on Starbucks, kindly visit- www.soic.in/blogs
Thank you.
In the starting, the chemical stock which you were talking of was of Deepak Nitrite.
Regarding TCS, it also did buyback few months back.
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My best investment was joining soic course ... everyone should invest in soic course .. ishmit sir is very helpful and answer every query ..thanks sir 🙏
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.
Thanks for information
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only one word EXCELLENT
Thank you for watching our video! @Anaya 😁
We hope you continue to learn along with us! We appreciate your feedback and support.
Do subscribe to our channel for more educational content!
Next up: Neuland Labs: A detailed business analysis on Sunday at 11 a.m.
Check out our latest blog here: soic.in/blog-description/icicisecurtities
Very Insightful. Every video is full of knowledge👍
Thank you Arun :)
Really appreciate it,
Thanks for making this kind of video, it really helpfull for beginners to understand the business structure, monopolies, longevity compounding.
It is very hard to learn but soic done very good job, it really simplified all the thinks.
Thank you
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Thank you sir. Ye sab knowledge dene ke liye.mai aapka bahut bahut AABHARI HOO.
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After wached this video i subscribed your channel for forever...
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Valuable learnings.
I spend atleast 2 hours in a day watching SOIC videos on TH-cam, recent webinars and SOIC intensive course. Proudly I can say that everytime I get new learnings and perspectives for investments. Thanks a lot Ishmohit sir. You are a great personality.
Thanks for the kind words Amit. Hope we have added value to your investing journey :)
Thank you sir for another great video
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Awesome explanation. Kudos to your effort Sir. Please bring more such videos on new economy(gig) companies in indian context.
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Sure, stay tuned. We have also covered all platform companies in our Sectoral Analysis. Kindly check- www.soic.in
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every time u guys put mesmerising presentation ,hats off to u.
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I m Here after Recommendation by Share Academy 👍👍👍👍❤️❤️❤️❤️ your analysis of companies are 📚📚📚📚 Superb
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wow .. so much of information with practical examples and comparisons. Really Appreciate your work.
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Hey soic..next time come with vertical of power sector..each and every aspect about...and You are doing a great job I have never seen such a comprehensive videos...where you from...?
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Sure, we will cover power sector under our Sectoral Webinars. Stay tuned :)
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Pearl's of quality knowledge and learning
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Great analysis
Very nice
Great sir
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Loved the analysis. Waiting for new sessions.....
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Impressive sir, So clearly explained
Kraft Heinz loss
Buffet on Kraft Heinz "We try to buy good businesses at a decent price, and we made a mistake on the Kraft part of Kraft Heinz,We paid too much money."
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Love from Share Academy
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thanks to share academy
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Paaji, tussi great ho 👍🙏
Thank you @Sanjay Dawda!
We appreciate your compliment.
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Key learning which i liked was the strength of buisiness & role of valuation being secondary to it. We should always know the anti-thesis of the buisiness which may pose return risk. Very good video
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Yay, Downloading this for my way back home. 🙏🏼
Hope you find value :)
Wow maja aa gya
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What a great thoughtful video. You are such a good mentor👍
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Great insights..Ishmohit Arora Sir hats off to you very few have the ability to understand and Communicate key business learning like you
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Just outstanding brother.
Keep up your good work.
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Very Good
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Very Nice Video 👌👌 give us more examples of Great Good and Grusome business in Indian Market 🙏🙏🙏🙏🙏
Thanks for watching our video! @Gitesh 😁
We appreciate your feedback. 🙏💯
We will keep your suggestion in mind. 👍
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Awesome examples and narrations
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Please make more video on buffet shareholders letters
Thanks SOIC Team for this session.
Getting good learning from every session!
I wish my previous requests are in ur consideration (About MNC Index companies OFSS-Sanofi-Abott etc.
Thankyou Again!
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Sure, we will soon cover it.
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This is enlightening video, thank you much.
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Apka video bahuat hi vadiya hai five part in video very good you tube per nahi hai
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Good analysis...!!
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Super super best information
Love from share academy
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Sir if u had to pick the most fundamentally sound business from the given options which one would it be:
1. Divis
2. Syngene
3. Hikal
4. Laurus
5. Neuland
6. Solara Active
7. Aarti Drugs
Thank you sir for your key learning from Warren buffett
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No doubt this is the best channel i can recommend to someone, also it wud be great if u can make a video on CAMS or Affle India business analysis. Keep up the good work👍
Thank you for your kind words 😁 We hope you continue to enjoy learning from our videos. We appreciate your support.
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Superb video bro please keep it up
I have learnt something from videos... but in this video I will choose those company which have low investment in business model like CAMS and IRCTC like 🙏 thanks once again
Wonderful explanations 🧡🙏
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Thx
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Please make more videos on earlier years Warren Buffett letter
Sure, stay tuned :)
Love from share academy , thank u sharing a wonderful channel Buddy pls keep enlighting.
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I like symphony good example.
Grate Sir #soic👌
When I saw 👀 your video I got something new knowledge....🙏🙏
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Super knowledge sir
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@@SOICfinance thanks u sir
Law of competitive exclusion🔥. Would try to search it playing in any other industry and company.🧗
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@@SOICfinance And Congrats on your channel's subscribers' and likes/comments' compounding over time. Keep up the good work!👍
Awesome explanation 🙏
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Thank you soic .
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Understand the business and most❤️
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Indian context and US context are different.
Industry itself goes bad.
Exp: Textile industry in US. Labour cost in other countries was low hence the whole industry got structurally impaired.
Business > Management
Exp2: Railroads. Too many players got consolidated to 4 and trucks are up the business.
Exp3: China's pollution control is leading to decreasing ROE in Chemicals business. Deepak Nitrite was looking bad company till 2010 but after that it accelerated at 50% CAGR.
Exp 4: Navin Flourine was similar to Deepak Nitrite. Slow for 10 years and then accelerated.
--> When industry itself becomes good, the companies with good management flourishes!!!
CDMO and CRMO
Scientist salary in India is 60k whereas outside India it's 100k. So, good chances India will flourish.
Apple
FCF is increasing. Capital Allocation is brilliant.
TCS
Heavy free cashflow. It can give dividend or do buybacks.
Good management's do brilliant allocation and does these things:
- share buybacks
- give dividends
Investing in Moats
- You might overestimate or underestimate the moat.
- Kraft Heinz ... Walmart and Costco are their business.
WB: If brand loyalty is not there, moats may degrade because of competition.
Exp: Symphony cooler had high margin so their suppliers launched their own brands and margins dropped and company died.
Divis Lab --> Have become world market leaders and have more than 30% market share.
Astral Poly --> Started giving competition to Pidilite!! Expecting to grow it at the rate of 15%.
Insurance Business
Good ones and we'll capitalized ones invest in equities but weak ones invest in bonds.
Allocation is best learning thank you sir
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Brilliant video and lessons ✌
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Wah sardar ji, amazing knowledge
Thanks for this video
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Love your analysis !!
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Please do a video analysis on Caplin point!
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@@SOICfinance thanks! they seem to have a cash flow issue. currently invested, not sure to exit or not ? :/
Awesome... With thanks from Share Academy
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Done sir.. and thanks share academy for introducing this awesome chanal which we were not aware of....
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That a wonderful analysis and especially with examples it's the cherry on top btw I am here from share academy.
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Fantastic analysis 🥇
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Love from share academy 👍
Great opportunity for new investor
Excellent video, great going.
Waiting for your QnA video on platform webinar.
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We will be releasing Q&A video soon. Stay tuned :)
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22ji chaa gye tussi... I am out of words to tell what a great work you are doing. Keep it up! :)
Thank you :)
Longevity of compounding
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Wow, this is one of your best videos. What do you think is happening in Indian rail roads compared to usa. Also please do reviews on platform companies with asset light business models and good moats. It is very difficult to predict winner's in platform companies as their moats can be disrupted in shorter durations and also they raise in valuation in short periods of time.
Keep doing such knowledge session. Love from share academy
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Excellent analysis as always very helpful. Learnt a lot ❤️
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@@SOICfinance sure loving your videos. Going through all the previous ones to gain knowledge as all your videos are great source of knowledge. Keep it up bro. ❤️👍
Sir , I have amount of 50 lakhs, what is best stretegy in stagered way in lumpsum ?? Next 12 months me every month lumsum karu ???
Please do a video on DMart business and future.
Sure Ankit, Stay tuned :) To read our latest blog on brokerage industry, kindly visit- www.soic.in/blogs