Word of caution: we are just here to impart education on these businesses. We do not own the stock. This is not a buy or sell by any means of imagination.
i have enrolled for membership and there seems to be payment issue, have raised an issue on the website but havent got any reply from you .please help !
Whoever entered this stock, inspired after these educational videos has to see the price action now. The stock is hammered by the bad news, may be from pollution control violations. An eye opener for anyone trying to invest their hard earned money without understanding the multitude of risks involved in any business. An educational video should be taken as purely educational. I appreciate the SOIC team on stressing this point again and again, but many don't read the fineprint!!
@@vanukurinaga If managemnet was ethical and good administartors,it would hav taken care of pollution and placed soem standards !!! Check for care logo for chemcoiacl companies
Same with equitas small finance and NGL CHEMICAL , Please don’t invest blindly SOIC IS ONLY EDUCATING THE TUPES OF BUSINESS AND POTENTIAL . So invest only very small money As if we Don’t mind to throw some money for a fortune and forget .
One thing we must appreciate , we don’t get such information nowhere else EXCEPT SOIC , So responsibility is ours As they say we have to do due diligence . Before investing
Time won't be far when SOIC will be known as IVY League investor education content creator. The best aspect about SOIC sessions - answers are given to - WHY? Go around & see how many teachers or investor gurus can give answers to your query on why so? Great Ishmohit. Your subscriber base should see growth of 25-30% CAGR, just like the Companies that you invest in or track
Great analysis 👍 after watching SOIC video there is no need to analyze further because each & every facets of the businesses are covered in a coherent manner. Thank you very much for providing such informative video 🙂
For anyone researching this stock here is an interesting update as of July 2024: Privi Speciality Chemicals is undergoing a significant strategic shift in its raw material sourcing. Traditionally reliant on crude sulphated turpentine (CST), the company is now prioritizing renewable and sustainable alternatives. To expedite this transition, Privi is acquiring its subsidiary, Privi Fine Sciences. Privi Fine Sciences has specialized in developing technologies to convert biomass and corn into valuable chemical compounds. By integrating Privi Fine Sciences, the parent company aims to leverage the subsidiary's expertise in utilizing corn as a primary feedstock. Corn, specifically corn cobs, can be processed to produce furfural, a crucial intermediate chemical for various applications. This strategic move underscores Privi's commitment to environmental responsibility and aligns with the growing global demand for sustainable products. By reducing its dependence on fossil-based inputs and expanding its product portfolio derived from renewable sources, Privi is positioning itself better
Occam's model Highest return ever made - Globus Spirits Saw the growing revenues and profits and the cheap valuation attracted me Invested in the company at 350 Made a return of 350% roughly (within 6 months)
Thank you for watching our videos and your kind feedback😃🙏 We are glad our content was informative for you. We hope to add value to your knowledge and investing journey. 🙏
Thank you Sir for in depth analysis of the company. End to end operations, segments, future expansions, financials are nicely explained in simple words.
You have covered a lot of chemical companies. If possible a blog or a video on current valuations and earnings triggers of all those companies would be very helpful. For example - Someone watching a video of Alkly amines on the channel should not be jumping on buying it at current valuations. I believe an update video on all the chemical companies shared on the channel would be very helpful for all the viewers
@@SOICfinance HI, I agree with this comment. While you are educating the investor community with your business studies and doing a great job. However, please have a short follow up video series after a year or so to re-visit the companies analysed. I'm specially waiting for you to re visit the US companies you had analysed earlier. This will really help us and educate the investor community. Thanks
Please do an analysis / presentation on MOLD - TEK PACKAGING LIMITED.A leading manufacturer of plastic containers for the paint manufacturing companies.Thanks!
Once again very informative video, great work ! One request is to add different valuation parameters in the end and potential returns basis that by end of 3/5 years. For example : Currently privi does around 1200 Cr sales at is available at P/S of 5. Now basis management guidance and capacity expansion plans they can do around 3000 Cr by FY2025, so assuming a decent P/S of 4 this company can be worth 12000 Cr implying potential returns of 24% CAGR. Similary if there is an assumption that margins are expected to be significantly different than maybe a probable valuation basis EV/EBITDA or P/E would be helpful to know potential spread of returns. Thank you.
Great! Very informative video on PRIVI SPECIALITY CHEMICALS LIMITED. Your presentation makes me to think investing in PRIVI SPECIALITY CHEMICALS LIMITED.
Thank you once again for such a detail video on a company. U keep getting better with every analysis of a company. Keep up the wonderful nd great work u r doing nd thank you once again for all the effort u take nd the time u spend keep making these videos. Looking forward to many many more videos fm u . Thank you once again.
Pls review about Whirlpool India ltd , it's very long that you haven't reviewed any white goods company in these pandemic times. I hope it will be very helpful. You are constantly reviewing chemicals, IT, pharma, banking nbfcs , but not any white goods company
It was a different approach altogether where people like CARR were talking about Oriental no one referred to Privi. Thanks, Ishmohit for spotlighting this stock. Will watch and track more about cos like these. Thank you
Thank you very much for this deep dive analysis of the companies/industries and providing very high value content, that too for free of cost. There is so much of noise these days at various platforms but if someone wants to actually learn something, stay in the market for long term this this platform is must watch...
Thanks for this analysis. I am grateful to you. This is one company which I have invested after learning the way SOIC analysis the stock fundamentally. Today I feel extremely happy that you have chosen to make a video on this gem.
Best analysis & great knowledge sharing and content creator sir…. I wish if drill down Insurance or AMC industry, i think it’s have so much wide range for future
excellent….thank you for making me understand the entire value chain of F&F industry…will study Privi More….One question : Where does SH Kelkar fit in. with 3 listed players…PRIVI OAL AND SH KELKAR. ?
By far you are the best who analysis the stock and industry so discretely.. will for sure join your services as i am yet to find some one who provides such an horse power of information with such ease and comfort.. God bless you brother..wish you all the success and Good luck in coming years Mate
Ishmohit .... every time you delight the investors ... it reflects hard work of you & your team. Appreciates your enthusism to go deep into business, all processes & value chain of business. Mostly non finance info/ knowledge. Great going. Keep it up ... Ishmohit. You will be an ICON ... in investing ... knowledge sharing ... for sure.
Pls provide Debt data of company while evaluating other parameters..I have seen your many videos but no find debt data while calculated other parameters
I have listen first time this company name...I am very happy with your deep analysis with simple language...I would like to joint your membership any monthly installment option in creditcard for joint membership.... Good Sir ...keep it up
@@SOICfinance thanks for replying. Looking forward to your analysis on food colour industry which also has high entry barriers. One more listed peer is dynemic products. Unlisted peer is Roha dyechem. Moneycontrol have done some research on 11 November 2021 however your way of detailed analysis is absolutely unmatched. Kudos to you for your efforts 👏🤘
Title me 2021 ki jagah 2022 hona chahiye tha kyunki 2021 is almost near to end. Aapka video dekhne ke baad laga ki humein bhi is company ko track krna chahiye.
धन्यवाद ईशमोहित 🙏🙏 You & your team are doing a great job, It shows you are a enthusiastic as well great reader.... Excellent Information... Great Analysis.... Keep it up 👍👍👌👌
Yes Simple ones like IEX, Bajaj finance, polycab, astral, green panel have given good returns and still believe that plenty of steam is left. Thanks for one more good vdo.
Very interesting video.......simple way to understand the business. Luckily i am invested in privi from very lower level......thanks sir for video.....god bless u sir
Can you do deep analysis on Clean Science. I know you have done at time of IPO. But need to know it current valuation and next 10 year projection (holding since IPO) and want to add more every month
Thank you for watching our video. 😃 We'll consider your suggestion. Please keep yourself updated about SOIC's upcoming content by checking our TH-cam Community Page. 👍
Sir, very good analysis and you have given lot of inputs. But one question: what do you attribute the significant increase in debtor days, cash conversion cycle, days payable and inventory days to? Is the company facing a cash crunch? Does it see a significant jump in sales in future due to which it is keeping higher inventory? My understanding could be completely wrong. Please clarify.
Sir Manufacturing Sector in India pe video banaye, how India can tap the opportunities in Manufacturing as a China+1 Alternative for the World. It's the sector in which there is huge scope of growth for the country like India.
Wished that the raw material supplier too were the final product maker This would've improved the growth significantly cause there would be creation of ecosystem
Also Request you to Dig Some Small & Mid cap Companies who can witness turnaround in future.....btw Me and My Whole Family Love your Analysis and How you do Autopsy of Companies is Brilliant.... Keep going Thanks to you and your TEAM.
Excellent Video Ishmohit & SOIC Team. Would request you to make a video on Redington. Extremely depressed valuations and huge competitive advantage of offline sales channel of mobiles (low margin business which cannot be replicated easily due to which company is a free cash flow machine) plus the company is getting into cloud and online value added services distribution (My friend in Amazon AWS says that the competitive advantange of business reach of Redington is such that Amazon would not want to spend its resources to do the same... leading to again non-replicable free cash flows in future also)
Word of caution: we are just here to impart education on these businesses. We do not own the stock. This is not a buy or sell by any means of imagination.
Ishmohit. It was am amazing video!! I have a small request. Can you please do a video on Subex company.
i have enrolled for membership and there seems to be payment issue, have raised an issue on the website but havent got any reply from you .please help !
@@VijetaJena Sorry for the inconvenience caused. We have sent you the details over the mail. Request you to kindly check
@@SOICfinance thanks a ton. it is resolved
Thank you for your advice.
Whoever entered this stock, inspired after these educational videos has to see the price action now. The stock is hammered by the bad news, may be from pollution control violations. An eye opener for anyone trying to invest their hard earned money without understanding the multitude of risks involved in any business. An educational video should be taken as purely educational. I appreciate the SOIC team on stressing this point again and again, but many don't read the fineprint!!
Bad news sometimes are good to accumulate if management is ethical.. Upper circuit yesterday.. Having said little caution should always be there
@@vanukurinaga If managemnet was ethical and good administartors,it would hav taken care of pollution and placed soem standards !!!
Check for care logo for chemcoiacl companies
Same with equitas small finance and NGL CHEMICAL ,
Please don’t invest blindly
SOIC IS ONLY EDUCATING THE TUPES OF BUSINESS AND POTENTIAL . So invest only very small money As if we Don’t mind to throw some money for a fortune and forget .
Types **
One thing we must appreciate , we don’t get such information nowhere else EXCEPT SOIC ,
So responsibility is ours As they say we have to do due diligence . Before investing
Sadhana Nitro from 8 rupees to 1250 before split. This made me millionaire. You are doing fabulous job. God bless you.
Thank you so much for your kind words :) Hope to keep adding value
When did you buy and purchase price,holding period
Great
It's not even 20x from low to high, how did you make that much return. Can you please tell when did you buy
Please do analysis on Galaxy surfactants
Time won't be far when SOIC will be known as IVY League investor education content creator. The best aspect about SOIC sessions - answers are given to - WHY? Go around & see how many teachers or investor gurus can give answers to your query on why so? Great Ishmohit. Your subscriber base should see growth of 25-30% CAGR, just like the Companies that you invest in or track
Thank you so much Mahesh for your kind word & well wishes :)
Great analysis 👍 after watching SOIC video there is no need to analyze further because each & every facets of the businesses are covered in a coherent manner. Thank you very much for providing such informative video 🙂
Thank you Deepak for your kind words :)
Ishmohit never Disappoints 😍
Thanks Kalpesh :)
For anyone researching this stock here is an interesting update as of July 2024:
Privi Speciality Chemicals is undergoing a significant strategic shift in its raw material sourcing. Traditionally reliant on crude sulphated turpentine (CST), the company is now prioritizing renewable and sustainable alternatives. To expedite this transition, Privi is acquiring its subsidiary, Privi Fine Sciences.
Privi Fine Sciences has specialized in developing technologies to convert biomass and corn into valuable chemical compounds. By integrating Privi Fine Sciences, the parent company aims to leverage the subsidiary's expertise in utilizing corn as a primary feedstock. Corn, specifically corn cobs, can be processed to produce furfural, a crucial intermediate chemical for various applications.
This strategic move underscores Privi's commitment to environmental responsibility and aligns with the growing global demand for sustainable products. By reducing its dependence on fossil-based inputs and expanding its product portfolio derived from renewable sources, Privi is positioning itself better
Occam's model
Highest return ever made - Globus Spirits
Saw the growing revenues and profits and the cheap valuation attracted me
Invested in the company at 350
Made a return of 350% roughly (within 6 months)
Hats off....itna knowledge is company ka....is ke owner ko bhi nahi hoga.....keep it up....happy investing....
Thank you for watching our videos and your kind feedback😃🙏
We are glad our content was informative for you. We hope to add value to your knowledge and investing journey. 🙏
Was ready in chair to watch before 15 min to release...
Thanks for knowledge sharing
Thank you so much Swapnil :)
Thank you Sir for in depth analysis of the company. End to end operations, segments, future expansions, financials are nicely explained in simple words.
Thanks Vikram :)
You have covered a lot of chemical companies. If possible a blog or a video on current valuations and earnings triggers of all those companies would be very helpful. For example - Someone watching a video of Alkly amines on the channel should not be jumping on buying it at current valuations. I believe an update video on all the chemical companies shared on the channel would be very helpful for all the viewers
Hello Aaditya, noted your suggestion. We also cover Quarterly results in SOIC Deep dives :)
@@SOICfinance HI, I agree with this comment. While you are educating the investor community with your business studies and doing a great job. However, please have a short follow up video series after a year or so to re-visit the companies analysed. I'm specially waiting for you to re visit the US companies you had analysed earlier. This will really help us and educate the investor community. Thanks
@@SOICfinance Yes.
r8
Please do an analysis / presentation on MOLD - TEK PACKAGING LIMITED.A leading manufacturer of plastic containers for the paint manufacturing companies.Thanks!
Thank you for your suggestion, Mr. Sammir. 😃 We will consider it.
Once again very informative video, great work ! One request is to add different valuation parameters in the end and potential returns basis that by end of 3/5 years. For example : Currently privi does around 1200 Cr sales at is available at P/S of 5. Now basis management guidance and capacity expansion plans they can do around 3000 Cr by FY2025, so assuming a decent P/S of 4 this company can be worth 12000 Cr implying potential returns of 24% CAGR. Similary if there is an assumption that margins are expected to be significantly different than maybe a probable valuation basis EV/EBITDA or P/E would be helpful to know potential spread of returns. Thank you.
indeed!
आपका anylsis बहोत ही in-depth रहता है.प्लीज़ Marksan Pharma ka viedeo banao aisa hi in depth
Perfect analysis. I am investigating since long but how to select company knew only after seeing your videos
Thanks Umesh :)
Great! Very informative video on PRIVI SPECIALITY CHEMICALS LIMITED. Your presentation makes me to think investing in PRIVI SPECIALITY CHEMICALS LIMITED.
Thank you for watching our video. Please make sure you do your research as well. 😃🙏
Thanks Soic..Really grateful to have you…Gratitude..🌷💐
Most Welcome Ravi :)
Excellent deep analysis presentation sir... Because of You i heard this company for the first time.. God bless You..
Thanks Pradeep :) Hope to keep adding value in your investing journey
Laurus labs, tatachem, gujgas. Best returns so far.
Excellent Arora jee ...I think you have covered all possible points 🙏🙏🙏Keep it up 👍
Thank you Vivek :) Hope to keep adding value
Very good👍👍👍
Thank you once again for such a detail video on a company. U keep getting better with every analysis of a company. Keep up the wonderful nd great work u r doing nd thank you once again for all the effort u take nd the time u spend keep making these videos. Looking forward to many many more videos fm u . Thank you once again.
Thank you for your kind words :) Hope to keep adding value
Very good analysis..would like to hear on SH Kelkar and Oriental Aromatics too. Also, Meghmani Finechem is expanding in a big way. Worth studying it
Pls share comparison with sh kelkar also
Sir Excellent
I am also Tracking Privi and Fairchem Organics please consider Fairchem in your SOIC
Wow..... Every Sunday is My SOIC day! 😃(I made money in Affle india) sir now I am studying 3 more stock Manorama , Transpek , Accelya
Thanks Prasanna :)
Hi Ishamohit!! You are setting a high standard trend of sharing knowledge to everyone. You are inspiring others.Keep this superb job.
Thanks Raja for your kind words :)
Analysis getting better and more sharper. Thanks SOIC
You make things so simple that everyone can understand. This is what is known as mastery. Mind-blowing analysis. Wish you all the best.
Thank you Team SOIC for the valuable and continues efforts ...
Thanks Sanjeev :)
Pls review about Whirlpool India ltd , it's very long that you haven't reviewed any white goods company in these pandemic times. I hope it will be very helpful. You are constantly reviewing chemicals, IT, pharma, banking nbfcs , but not any white goods company
Sure, we will soon cover it. Noted your suggestion
It was a different approach altogether where people like CARR were talking about Oriental no one referred to Privi. Thanks, Ishmohit for spotlighting this stock. Will watch and track more about cos like these.
Thank you
Thank you very much for this deep dive analysis of the companies/industries and providing very high value content, that too for free of cost. There is so much of noise these days at various platforms but if someone wants to actually learn something, stay in the market for long term this this platform is must watch...
Thank you Pawan for your kind words :)
@@SOICfinance Many thanks to you _/\_
Thanks for this analysis. I am grateful to you. This is one company which I have invested after learning the way SOIC analysis the stock fundamentally. Today I feel extremely happy that you have chosen to make a video on this gem.
Best analysis & great knowledge sharing and content creator sir….
I wish if drill down Insurance or AMC industry, i think it’s have so much wide range for future
Thanks Divy for your kind words :) We have done a Deep Dive session on both Insurance + AMC Industry
@@SOICfinance can u add subtitles 😃
Very nice analysis .....now I am also thinking to buy one more chemical company share.... Keep up your good work!
Thanks :) No recommendations only meant for educational purpose. DO check out Anti-thesis pointers as well
A very big salute to your study process.🏆🏆🏆
Thanks Raghvendra :) Hope to keep adding value
Certainly a company making final product from waste will always have cost advantage and best margins
excellent….thank you for making me understand the entire value chain of F&F industry…will study Privi More….One question : Where does SH Kelkar fit in. with 3 listed players…PRIVI OAL AND SH KELKAR. ?
Wow superb analysis, aisa laga ki khud company ka promoter baat kr raha ho
Thank you so much Anup :)
just heard the concall - from fastest-growing to the fastest slowing company
In depth presentation of key strengths and opportunities of business. Keep presenting unknown business dynamics at play known to a very few.
By far you are the best who analysis the stock and industry so discretely.. will for sure join your services as i am yet to find some one who provides such an horse power of information with such ease and comfort.. God bless you brother..wish you all the success and Good luck in coming years Mate
Ishmohit .... every time you delight the investors ... it reflects hard work of you & your team.
Appreciates your enthusism to go deep into business, all processes & value chain of business. Mostly non finance info/ knowledge. Great going.
Keep it up ... Ishmohit. You will be an ICON ... in investing ... knowledge sharing ... for sure.
Pls provide Debt data of company while evaluating other parameters..I have seen your many videos but no find debt data while calculated other parameters
Noted your suggestion Sandeep :)
Wonderful analysis, thanks
Glad you liked it! 😃
YOUR EVERY ANALYSIS IS FULL OF KNOWLEDGE. IT IS VERY VERY GOOD.
I have listen first time this company name...I am very happy with your deep analysis with simple language...I would like to joint your membership any monthly installment option in creditcard for joint membership....
Good Sir ...keep it up
Fantastic video Thanks for your great service 👍
Thanks Raj for your kind words :)
bhaai.,
hats off.
Cant get more details from anyone.
Knowledge is power
thanks for sharing it🌸
Thanks Nikhil for your kind words :)
Thanks SOIC for this analysis. Can you please also analyse food colour industry and player vidhi specialty food?
Hi Tushar. 😃 Thank you for watching our video.
We'll consider your suggestion and see what we can do.
@@SOICfinance thanks for replying. Looking forward to your analysis on food colour industry which also has high entry barriers. One more listed peer is dynemic products. Unlisted peer is Roha dyechem. Moneycontrol have done some research on 11 November 2021 however your way of detailed analysis is absolutely unmatched. Kudos to you for your efforts 👏🤘
Sir please upload your speech on spotify we dont have enough data as these data plan plans are getting high..we love listen your analysis 🙏🙏🙏
open.spotify.com/show/5Gm5H7LfP91LT6bHxP8X6z
Pls add subtitles to your works Sir. Great work needs to reach more people
Thrilling info...Blessed to have subscribed SOIC. Thanks a ton. You have democratized such info for Aam junta. Salute !! keep bringing such thrillers.
Paji the way you chose the "T Shirt" for different analysis says its all
Analyst don't make money,investors do
Title me 2021 ki jagah 2022 hona chahiye tha kyunki 2021 is almost near to end. Aapka video dekhne ke baad laga ki humein bhi is company ko track krna chahiye.
धन्यवाद ईशमोहित 🙏🙏 You & your team are doing a great job, It shows you are a enthusiastic as well great reader.... Excellent Information... Great Analysis.... Keep it up 👍👍👌👌
As usual another piece of solid analysis and information. Thanks for educating the viewers week by week.
Thanks Sambir for your kind words :) Hope to keep adding value
Loved the Analysis!! Waiting for the stock to correct. Next Business Analysis on Balaji Amines please
Thanks :) Hope to keep adding value. Sure, we will soon cover it
Thanks Sir, great analysis.
I understand but don't get the feeling for their products, how they look like !! where can we see some pictures?
Thanks Venkata :)
You can look into the Annual reports
Great. Very good analysis. Company discussed is Privy Speciality Chemical.
What are your sources of such a brilliant research ,from where you have collected this information .
, Please say sir.
Sardar ji jabardast Video sir. Krupaya aice he badiya company pe video banate rakhiye..Thanks a lot
Most underrated analyst ishmohitji may God give you big platform soon
Best analyst in TH-cam
Can you also add while telling about risks that what is the probability of those risks eg in this case raw material supply choking risk?
Sirji aap great ho......
Mind blowing analysis.....
Thank u so much
Thanks Pavan :) Hope to keep adding value
Gd morning sir aapke vdo ka hi intejaar rehta hai Sunday ko
Yes
Simple ones like
IEX, Bajaj finance, polycab, astral, green panel have given good returns and still believe that plenty of steam is left.
Thanks for one more good vdo.
Wow. Just wow. Can't believe this video is for free. Great job, ish.
60 Like
Thank you SOIC & Team for your efforts in educating us 🙏
Waiting for Steel Strips Wheels Ltd. Analysis
Thank you Prudhvi :) Hope to keep adding value.
Very interesting video.......simple way to understand the business. Luckily i am invested in privi from very lower level......thanks sir for video.....god bless u sir
Thanks soic for making the Sunday into a superday
Great analysis and very well explained. Can you please make a video on Solar Industries or Paushak
superb sr ji...
ALMOST EVERYBODY IS HOLDING TASTYBITE IN THEIR CORE FOLIO!!!, SO MIGHT BE ALL MISSING YOUR ANALYSIS ON IT.....
Awesome and well in Detail. I would like to see below company analysis Lux, Cupid and MTAR
Thanks Kaustubh :) Noted your suggestion, will soon cover it
Q&A format gave a refreshing impetus to the video
What's your view on privi ?
Please make a updated video on this stock
We appreciate you contributing suggestions. 😃. Thank you for watching our videos. We hope to continue adding value to your investing journey. 🤜
The most underrated part of the videos is mental models ...most of them are intrested in recommendation and tips
I think paise banane se matlab rakhna chahiye 👍
In the long run, alot of mental models can be applied in alot of fields :)
Thanks Ishmohit Sir for the excellent knowledge ❤️
Very good analysis , you are one who shows unique stars in Galaxy to common investor, thank you and God bless you
Loved your analysis bro, I would love to hear your analysis on BSE share or polyplex corporation
Hello, we have covered the same in our Platform Business Webinar :)
Next Analysis request - Meghmani Organics and Meghmani Finechem
Thanks for sharing your suggestions, we'll see what we can do. 🙏
Can you do deep analysis on Clean Science. I know you have done at time of IPO. But need to know it current valuation and next 10 year projection (holding since IPO) and want to add more every month
go through that investor presentation
Please make next video on meghmani finechem share analysis. They are expanding big way
Thank you for watching our video. 😃 We'll consider your suggestion. Please keep yourself updated about SOIC's upcoming content by checking our TH-cam Community Page. 👍
I am still learning about business with soic
Thanks for new mental model Mohit sir 👍👍Waiting for a analysis of ultramarine pigments
Sir, very good analysis and you have given lot of inputs. But one question: what do you attribute the significant increase in debtor days, cash conversion cycle, days payable and inventory days to? Is the company facing a cash crunch? Does it see a significant jump in sales in future due to which it is keeping higher inventory? My understanding could be completely wrong. Please clarify.
Excellent valuable videos, triangulating knowledge of multiple books and experience in a single video.
Hope to see analysis of Atul ltd.💯
YOU ARE THE BEST SIR...
YOU ARE LIKE MINI VERSION OF WARREN BUFFET.🙂
SIR WHICH HOSPITAL STOCK ARE YOU TALKING ABOUT?
Sir Manufacturing Sector in India pe video banaye, how India can tap the opportunities in Manufacturing as a China+1 Alternative for the World. It's the sector in which there is huge scope of growth for the country like India.
Wished that the raw material supplier too were the final product maker
This would've improved the growth significantly cause there would be creation of ecosystem
Kindly consider doing analysis on Aurobindo, Glenmark life sciences
Thank you for your suggestions, we'll see what we can do. 😃
Next analysis of EKI energy services
Also Request you to Dig Some Small & Mid cap Companies who can witness turnaround in future.....btw Me and My Whole Family Love your Analysis and How you do Autopsy of Companies is Brilliant.... Keep going Thanks to you and your TEAM.
Super analysis sir. Keep it up. Can you please cover Gulshan Polyols when you get some time. Thanks.
Liked it very much. Full analysis of NGL please.
Thankyou Sir, for sharing such highly valuable study about the company, appreciate your efforts 🙏🙏
Thanks Rishi :) Hope to keep adding value
Excellent Video Ishmohit & SOIC Team. Would request you to make a video on Redington. Extremely depressed valuations and huge competitive advantage of offline sales channel of mobiles (low margin business which cannot be replicated easily due to which company is a free cash flow machine) plus the company is getting into cloud and online value added services distribution (My friend in Amazon AWS says that the competitive advantange of business reach of Redington is such that Amazon would not want to spend its resources to do the same... leading to again non-replicable free cash flows in future also)
Wonderful work. Thanks a lot