BM Focussed Small Cap Smallcase ka Rebalance ?
ฝัง
- เผยแพร่เมื่อ 9 ก.ค. 2024
- BM Focussed Small Cap Smallcase ka Rebalance ?
Invest in our Smallcase: Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com
---
Buy my book: The Thoughtful Investor only from our website www.thethoughtfulinvestor.in
---
For BM Meets (Personal Consultation on business or finance). Please send a WhatsApp message at +91 85918 66511 or email to support@basantmaheshwariinvesting.com
---
Covered in This Video
0:00 Intro
0:05 HDFC Bank ka stock kyu nahi hila?
0:45 BM Focussed SmallCap Smallcase mei Rebalance
1:46 BM focussed mei kaise invest kare?
3:30 3 stock ka allocation
5:28 40%, 35% and 25%
7:03 Kya Sab Velle baithe hai India mei?
8:03 Preferential Share kya hai?
9:23 Smallcase mei high return kaise banega?
10:56 Stock Recommendations ki complaint
12:10 Sidhu ki Hindi commentary
12:47 TV Host Multibagger dete hai
13:34 Jyada sochoge toh useless hoga
14:39 IT Stocks kaha tak chalenge?
15:38 PMS ka advantage kya hai?
16:33 Kya mei retirement le lu?
17:21 Dream 11 aur Trading ki aadat
18:54 High Interest mei Value ya Low Interest Rate mein Growth?
19:57 Top line, Bottom line improve ho raha hai toh kya hoga?
22:54 Bada Investor sanyas kaise le sakta hai?
23:55 Hamare Desh mein US jaisa Open debate kyu nahi hota?
25:32 Aur paise kaise kamaye?
26:18 Pricing Power aur Acche ROE ke business ki problems
28:21 Aapki Book fiance ko gift kar di
28:47 Ex Boss ko hate karna band kar diya
#hdfcbanksharenews #hdfcbank #hdfcbanklatestnews #hdfcbankshare #sharemarketindia #sharemarket2024 #stock #investmentideas #financialadvices #basantmaheshwari #nifty
Social Media Handles:
Twitter: / bmtheequitydesk
Facebook: / bmtheequitydesk
Instagram: / bmtheequitydesk
DISCLAIMER- We do not Recommend any of the stocks we discussed in our videos. Please consider consulting with your Financial Advisers before investing.
Invest in our Smallcase: Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com
---
Buy my book: The Thoughtful Investor only from our website www.thethoughtfulinvestor.in
---
For BM Meets (Personal Consultation on business or finance). Please send a WhatsApp message at +91 85918 66511 or email to support@basantmaheshwariinvesting.com
---
मरीन ड्राइव और वानखेड़े स्टेडियम में इतनी भीड़ क्यों इकट्ठा हुई यह आपकी समझ के बाहर है, भारत में सेलिब्रेशन सारे त्यौहार उसका होता है दुनिया में सबसे ज्यादा सेलिब्रेशन भारत में होता है, इसलिए भारत को और भारत के लोगों को सेलिब्रेशन का बहाना नहींचाहिए, आप सोचिए क्यों इतनी भीड़ इकट्ठा हुईथी.
😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊
sir kripya krke mera sawal lelein
sir dalmia bharat aur kansai nerolac ka 5 min analysis krein
I have seen that you always give the right advice to the young generation. Your focus on making studies a priority is very rare to see anyone who has made money from the markets. I really appreciate you for doing this.
Sir please 2 minute analysis on Sapphire foods and Natco Pharma is it good fundamental comapny i dojave this in my portfolio but i have researched as good stock for a stable growth i have learned by seeing only your video and by your previous analysis on stocks. Please correct me i'm right or wrong ❤❤❤❤❤🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏
Sir if u r Not Comfortable to Do Daily Morning evening Videos then I have a Suggestion for U on Time Mangement. U shall Do 30 min video on week days on Market, Economics and Question Answers. *And*Do 1 Hour Videos on Saturday & Sunday Morning On Thaughtful Investor Books Explanation Series So Ur Book Series will also get Started and on week Days evening u will get Time for Ur Office and Personal works. Just a Suggestion Sir , Thx
15, 20 minutes is enough
No....roj chaiye...
@@naren2510 yes. but 15 mint is good. BM meets are also reduced from 1hr to half hr.
We are the people who don't see tv so daily video necessary. But only relevant talks. No cricket commentary.
Sir not taking stock questions, only random questions irrelevant to the market and sometimes smallcase, cricket, some time bollywood, sometimes random things but no stock related things.
Pls share your number pls
Sir ek stock hai GE T&D..Feb 2023 me iska price 100 rupay ke kareeb tha...Aaj 2 July 2024 ko iska price 1600 rupay hai iska current M Cap 41147, PE 227, ROE 15.6%, 3 Year sales growth negative (-) 2.83% and 5 year sales growth negative (-) 5.57% hai....sir ye please ye bataiye ki is stock me aisa kya tha ki lagbhag 1.5 years me 16 times ho gaya jabki iske fundamentals jaise aap batate hain uske according zyada achche nahi lagte hai...sir please iska 2min analysis karke bataiye jisse humko pata chalega ki humse aisi kya baat reh ja rahi hai jo hum samajh nahi pa rahe hain...Thank you sir.
Sir, I am 36 year years old. I read your book a few months ago. Since it was released in 2014, I keep wondering that howcome I couldn't come accross this book.
After reading all the different books in finance and investment I have come to a conclusion that your book is not less than any sacred book in the subject.
Thank you Sir for providing us with this sea of knowledge.
Thanks!
सर आपका चेहरा वीरेंद्र सहवाग से बहुत मिलता जुलता है। वीरेंद्र सेवक आज से 10 साल के बाद आपके जैसा ही दिखेगा।
this dialogue was epic.. 'mere office mein bhi shyad aise sochte hone log'. You really have experienced life from close,
Basantji: Once again thank you for sharing your knowledge with us through books (received this week), online and in future different channels.
Reference Video on The Thoughtful Investor:
1. Suggest a 41 Series Video...basis on each chapter: 30-45 mins video recording on each chapter: Your Key takeawys, learnings, and lessons. This video will be immediately followed (next day) by 30 min Q&A session again only for Chapter 1. Suggest nothing on a Live session. This format would enable two separate video's - a) Learning b) Q&A. Overall resulting in 41 session Learning & 41 session Q&A Video's on Thoughtful Investor
BM sir your commentary is also non stop.Needs lot of energy to speak so fluently.U r really a blessed person.
Thanks sir 🙏
Thank you sir!🙏
Thank you Sir Ji 🙏❤️
Sir, if and when we want leverage, should we use futures or should we take debt?
Good evening sir, sir please analyse action construction equipment.❤
In medical profession their is a saying that boss is always right 😊
I thought aaj UK election pe bat hogi
400 par
Sir, jai Hind and namaste sada vatsale matrubhumi I am serving in Indian Defence Foreces for last 36 years and I have challenged many politicians to send any time ED, CBI, IB, RAW, CID, IT, Sales Tax officials and I will never say that constitution & Loktantra has died.
Amazing information I got to know many new concepts about market in real life and even it was a 30 min video I didn't feel bored for a minute ... Thanks :)
रिबैलेंस बड़े इत्मिनान और आराम से करे ,हडबडी न करें 😊
Sir, equity means equity capital or equity capital divided by face value for the purpose of calculating EPS
सर प्रणाम, आप को यदि इनवेस्ट गुरु कहे तो अधिक उचित होगा आप मनी मैनेजमेंट के बहुत सुंदर और बिना किसी लाग लपेट के बताते हैं , ईश्वर आपको हमेशा आरोग्य दे ❤
It's also a wonderful knowledge class 🎉
Sir, do you also feel FOMO for defence and railway 😂, kya kare aise shares ka
I learnt a lot from your videos… I have created a stock portfolio in Australia, US and India stocks ….
After so many struggles I now have a new house, and my family is happy once again. Everything is finally falling into place Thank you Mr Anastacia i!!🇮🇳🇮🇳🇮🇳🇮🇳🇮🇳
she's mostly on Telegrams, with the user name.
@Anastacia424 👈💯
@Anastacia424
This is it👆👆
Basant Sir, I am Yogish a big fan of your videos.
From the initial key business update of many banks and NBFC, there is hardly any growth in Advances and deposits in Q1 2025 - as compared to last quarter - Q4 2024. Consider annual inflation of 7% the numbers are de-growth in advances and deposits for most banks.
You said in your earlier videos that stock market is in bull run and will need an external catalyst to change its course. Do you think Budget could be that catalyst? Time to Bookout and stay in Cash?
Namashkar sir, please please please take my question, ki sir why is financing profit begative in most of the Banks ex KOTAK, ICICI. and not in HDFC😊😊😊😊😊😊😊
Sir I am a equity research analyst based out of India. I work for a US based client. I follow USA and Tech sector. My portfolio includes only 4 share, 2 in tech and 2 in consumer discretionary in Indian market. Allocation is 25% each. My portfolio XIRR is 36%. After looking at my portfolio, my manager said to me you are not cut out to be a research analyst. Gali dene ka bohut man kiya boss ko sir.
Sir in addition to FED interest rates what are the other global factor's have effect on our stock markets.I watched on you tube FIIs invest in emerging markets for growth and as hedge against US markets. Does China's Shanghi market performance give any advance indications for EM bill markets as FII invest in EM markets as basket.
Sir, I have received 'Thoughtful investor ' just now .
Sir whenever you do 2 minute analysis, I pause for 30 sec, and try to analysis myself. I will not say, I am 100% accurate, but I am able to analyze. thanks a lot sir for this knowledge.
Sir can you analyze LIC Housing, I agree that LIC is major holding which is Govt dependent company. But what do you say about company.
Sir, I saw your 8 year old NDTV video, and I must say that you look 8 years younger now compared to then. Good job.
Sirjee, Jyothi Chavan from Bengaluru. Investor in all your small cases. We have moved out of some stocks in small cases who have moved up after exits. The substitutes are yet to start momentum. REQUEST YOUR VALUABLE INPUTS FOR HOME MAKERS LIKE US TO CONTINUE INVESTING....... Thank you
Sir, BM vision30 me top up 1 saath karu ya staggered manner me deploy karu..
NAMASKAR SIR
SIR KYA PREFFERED SHARE MARKET CAP MEI CALCULATE HOTE HEIN??
Namaskar Basantji, thank you for your daily dose of knowledge sharing. Its really commendable to make 2 videos per day in spite of your hectic schedule. My question is - how to do arrive at weightage that is assigned to the sector and individual stocks in your portfolios. Thank you in advance for answering the question.
Excellent information sir
Sir please more elaborate on AUM versus disbursement Thank you
Finally video came
Hi sir , how to analyse Loss making high debt Hotel business since they have positive cashflow?
Sir when is the best time in "defence stocks" to pull out money?? N when is the time to put money in this sector.... Thank u sir
Appreciate your effort in the making of insightful videos. Can you please share your view on Natco Pharma. Thank you!!
Namaskar Guruji, can you briefly explain Du pont model of ROE with lucky halwai example... Thanks
Sir, bhut pachtwa ho rha hai. Defence or Railway stock na leke
Sir is chakkar mein modi ko dushman bana liye hain😂
@@thedreamer935 😁😉
Sir aap great ho me aapke hr video ko dekhta wa dhyan se sunta hun saam time ka, me aapko Dil se thanks khana chahta hun kyoki aapki baato se me bahut kuch sikha hun market k bare me, life k bare me aur job k bare me , ab me khud hi share ka fundamental wa technical dekhta hun aur jis share ko leta hun wo half month me 10% return de deta hai , aapko ek bar fir dilse thanks. ( Amit Gupta )
Sir I have observed in some cases ask bid ratio suggests that number of sell orders are much more than buy orders, even then price keeps going up significantly. How does this happen? Please explain 🙏
Sir one humble request pls. You always say to be vary of high pe stocks. Shouldn't it be better to look at peg as compared to pe?
This will help us understand the growth in stock price of companies like vbl, trent etc.
Good evening sir,
I am a regular viewer of your video. Please take a two minute analysis of Tide Water Oil Company.
Regards.
Hello Sir, thanks for clarifying our doubts. Question - What could be issue with Indusind Bank, it seems good from all sides including valuation and growth. Is it just because of Hinduja group or any other reason ?
Regards Supreet
Namaskar sir 🙏🏻
Thanks for the knowledge
Big Fan of yours
Saurabh
Jai. Hind 🇮🇳
Gurudev ❤❤❤ Take care ❤❤❤
Thanks for rebalancing bm focussed smallcase. I was waiting this debt balance to get out. Since, most new money would have gotten into that debt
Respected Sir,
Greetings and salute to you. Pls share your review on Raymond and effect by its demerger in Real estate.
Regards,
JS Bedi
Sir ji pls tàke my question why kpit technology pe is. Expanding what it sign. Thank u
Sir how will Pharma and Healthcare Sector perform ?
If the market falls,will this sector remain stable comparatively ?
Pranam Guruji ❤
Sir just a suggestion just like other you tubers you can give standard disclaimer at the beginning or end of your video in written form
Hi Good morning Sir. Please do 2 min Analysis on Sheela Foam.
Sir aap roz you tube pe aate hai…n hum sabko bahut knowledge dete hai…does you also face pressure on HOW I LOOK ON SCREEN
Please reply sir .your well wisher
Sir the global gdp and commerce and trade is far more than it was 2 decades earlier. Still why shipping companies are struggling and valuations are low. What is the logic behind this.
Sir, stocks choose karna to sikha diye, allocation percentage decide karne kaa kya funda hai aapka? Please answer 🙏
Whether amusement park is a good business to invest in for long term growth ?
BASANT JI
Mai apka TH-cam FOLLOWER
please ye question lena
MERE GHAR WALEY BOLTEY HAI
STOCKMARKET me PAISA DOOBEGA TOH JAANEKA KISKEY PAAS
loss ki baat nahi krra.
Unko lagta hai .. Company paisa leke bhagegi toh kya hoga
These doubts are bcz of PONZI SCHEMES
Please take this and elaborate your answers
Sir youtube ki recording k time aap kon si site se share ka PE or other Ratio dekhte ho quick analysis ki liye
Guruji,
Real estate sector is crying for Infrastructure status for almost last 20 years. How does it benefit them? Will this result in negative impact on homebuyers?
How does it impact Govt of india?
Sir what's your total no. of stocks in all portfolios?
How many stocks you think one should have... for every capital group...3 lakh, 20 lakh, 1crore, 100 crore?
Sir,2 minute analysis on evererst kanto cylinder
Question on Economy
GM Guruji
How affect our economy as Labour party came in to power in England
Sunil Nasik
Sir, Dixon ka PE 200+ ho gaya hain. Earnings Growth se jyada PE re-rating ho gaya hain. Ajeeb hain Sirji 100 PE se bhi Re-Rating hota hain.
Bull market me sab hota hai sir ji
Sir please 2 minute analysis on Sapphire foods and Natco Pharma is it good fundamental comapny i dojave this in my portfolio but i have researched as good stock for a stable growth i have learned by seeing only your video and by your previous analysis on stocks. Please correct me i'm right or wrong ❤❤❤❤❤🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏
Sir PSU stocks ka itna extended rally dekh ke , fundamental investing se varosa uthsa ja raha hain..
Did we really miss the bus😢??
Please guide
Sirji good revenue growth profit growth and roce still stock price no returns in 3 years 10% in ten years whats the problem with Indusind bank
regards
prakash from goa
Preferentials almost always get issued at a ~20% discount from what I have observed so far. This is unfair to retail investors. What can be done about this?
Guruji pranam ❤❤
Existing Smallcase portfolio me ratio is on investment amount or current value?
Hello Sir, are brokerage reports unbiased or sponsored services
Sir aap ne mazgaon dock ke result analyse kiya tha, aur book order ka hint diyaa thaa, lekin sahas nahi hua lene ka.. Kyuki bahot bhaag gaya... Aise mindset se kaise nikle bataaye
Sir, Can I hold IRCTC and IRFC for 10-15 years. I am holding since IPO
Sir I'm 26 having 9Ok in hand salary after NPs deductions. Sir my parents are urging me to buy a flat because have to live in Delhi till retirement. The installments will easily cross 50k have tried multiple times explaining it won't be a good decision. I am worried wil have to sacrifice all my dreams and plans for 20 more years. You have so much experience please give some guidance. Also sir happy to know we both were in SRCC♥
Sir please give 2 minutes analysis on doms industry
Which stock ?
13:33
Hello Sir. Polymedicure quant mutual fund ke bahut sare funds mein hai..isliye p/e badha hai. Wahan pe continuously buy ho raha hai
Pranaam sir.. Can foreigners get sebi IA/RA registration?
What is the rebalance
Sir say something about sector rotation.... Will money move from defence to consumer. Do you hold Restaurant band asia?
Sir what is meaning of cash from investing activity and cash from financing activity. Pl.explain .
Good evening sir ji, I have question related to dividend income to mutual fund house… as direct equity investor I am getting dividends to my account but if I invest in equity through mutual fund houses then how dividend income is calculated because I have never seen that NAV increases once received dividend… please help me to understand how this dividend income calculated…
Sir take your time and think if BM meet has helped you .
These Videos have helped you in some ways or another
And then decide
I mean reduce the frequency but closing these 2 avenues to vent out ….
And being pampered by your audience will add decades to your life like munger / buffet .
Jai Guruji .❤
Market me 2 stock hai ek defence dusra railway
Good evening guruji 😊😊😊
Hello Basant Sir, my question related to telecom tariff, as per my understanding nowadays telecom companies in India struggling with capacity expansion cost as well operating cost, and I think after Israel, India have cheapest tariffs…on recent increase in tariffs now opposite party blaming government for this…and even after increasing 12% price it’s still cheaper than tariffs of 2014. In 2014 1GB data cost 300 INR..do you think such over socialism good for any countries?? As per my understanding most people with double SIM card they will move to one SIM card with this tariff hike..
😊India me per capita income bhi to dekho kitni kam hai... Adhe log featured phone me hai data ka kya kam..
Sir, could you please analyze Synopsys Inc and Cadence Design Systems Inc. No company like NVDIA, BROADCOMM, IBM, TEXAS INSTRUMENTS, QUALCOMM etc in Semiconductor domain can't sustain without using the EDA tools of these 2 companies. Please analyze them.
Sir, agar koi Company Bear Market mein IPO laata hain, kya isse ye indication milta hain ki Company accha hain?
Plus, agar koi mega IPO market ke high points me aata hain,toh ye market ka top indicate karta hain kya?
Sir jab aap pantaloon buy kiye , tab kitna times leverage milta tha.
Sir stock analysis karne ke liye aap konsi app use karte ho pl.tell
Anish from Mumbai
Sir when you invest whatever you have or minimum top up won't the stock weightage change? Different people will be having different weightage and hence different returns.
But you all always tell not to change the weightage. Please explain.
Thank you sir... Dr. Anoop
Sir namaste
Jab aap invest karte hai to per stock capital allocation kitna karte hai
Hello sir , please do 2 min analysis on Mazagon Dock shipbuilders?
Psu stocks are flying like rockets ? Is it worthy to invest ?
Sir 2 minute analysis on Jp power