I FINALLY STUDIED CAMS!! A Monopoly💪 or A Value Trap!?😧🪤 | CAMS Business Analysis
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- เผยแพร่เมื่อ 11 ก.ย. 2024
- I FINALLY STUDIED CAMS!! A Monopoly💪 or A Value Trap!?😧🪤 | CAMS Business Analysis
CAMS - The Mutual Funds' Secretary | Proxy to the future of Mutual Funds in India
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"There is no such thing as a worry-free investment. The trick is to separate the valid worries from the idle worries, and then check the worries against the facts." -Peter Lynch
Dear Tribe Members, the legendary investor Peter Lynch had a peculiar style of investing and one of his favorite category of stocks was Proxies. The whole idea of proxies is so fascinating that the target industry’s direct participant may be a mediocre business whereas the one serving as its proxy may be a terrific business. However, when a business’ fortunes are tied to the fortunes of an industry that has an element of cyclicality built in, it becomes an important factor to keep a close watch on the business trajectory of the whole industry. The business we are discussing today is CAMS-Computer Age Management Services Ltd.
We will take a close look at the Sources of Revenues, Competitive Advantages, Sources of Risk, Thesis-Antithesis, and Valuations. There are a few peculiar characteristics in the CAMS business that make it durable as it functions as a Secretary of Mutual Funds that have been here and will be here for the long haul and some make it fragile as the Growth in the AUM of AMCs will outpace the Growth in the Fees for CAMS. Watch this video to get a complete understanding of CAMS’s business model and where it could be headed.
This was a much sought-after business analysis from all of you and we really gave it our all to bring you a detailed video. We hope to keep adding value to your investing journey. 🙏
Business Analysis - Computer Age Management Services Ltd ( CAMS )
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Great analysis. I observed 3 CAMS non metro branches and they are all located in not so busy areas where rents are low. The branch personnel are there for the last 12 years.
61 likes including one from my side, like your video within first few minutes, appreciate your efforts in bringing bright education for all of us. Thanks indeed 😊
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Failed to understand that almost 8k views and 1/10th likes for such a quality content....free me analysis sunne me maja aye toh ek like deke iska algorithm v badhao taki sabka bhala ho
Sir majority people are crazy only for options trading , and their is news in the market that sebi going to put restrictions for retailers on options trades. Which can reduce the liquidity in options market and also put some regulations.
I think u tubers are using your labour as their content source. Otherwise finger automatically goes on like button.
Great Analysis! CAMS is definitely a Muti-Bagger 😎🤟
Isomohit Sir you are doing wonderful job for small investors like us who want to achieve our financial Goals.
Please continue to educate us.
May God bless you🙏
Thank you for watching our videos. 😃 We're glad to know that our content is useful for you. We hope to continue adding value to your journey. We are grateful for your support. 🙏
More than a secretary I believe this is a technology platform which acts a a central database of AMCs. Just imagine the amount of Data whjh these guys are sitting on. Data is a new oil and they have it in abundance. I have kept adding it on every fall. Wish to hold it for atleast 8 more years.
Please do Next analysis of Route Mobile which looks very undervalued compared to its foreign peers.
Hello Sir,
Make a Video on "Detail Analysis on Current Economic Situations around the World".
- About Debt Bubble.
- About Recession.
- About India's GDP Growth.
- Also have a Macro-economics Micro-economics Approach.
I am Waiting. 👍
Ismohit Sir:
Very informative video. Lots of data and analysis. Thanks a lot for giving such a detailed presentation.
One thing I was keenly expecting that you would answer as to why the promoters' stake is coming down significantly in a business that generates huge mouthwatering return on capital that has moved from 41% in FY19 to 63% in FY22 while the promoters' stake has gone down by 3.82% from June quarter to September quarter this year. More intriguingly, stock price has sharply come down from 2690 to a low of 2185 over the last two months. Are the FIIs who acquired nearly 4% extra stake in September quarter selling out in this quarter?
It would be very nice if you could enlighten us in this respect. I sincerely hope you would help us solve this conundrum.
(Data source: Screener App)
Yes I am also looking for these answers….. would be grateful if yoyu could answer…thanks
Nse was the promoter in 2019 but due to sebi guidelines nse has aold its entire stake in ofs during ipo, the shareholding datq is of the minority shareholdera
I quiet surprised Ishomit ignores such important questions nd replies for thank you comments. Such a unacceptable act
@@natraj6120 someone from his office must be giving thank you messages. Replies to above messages taking time bec he has to reply personally.
I think discussing about investment strategy would be more important than knowing the business in depth. Concise Business overview should be fine. How many parameters do you think one can apply while investing that too it is fundamentals.
I got a clear understanding about CAMS.
Thank you so much.
Also request you to please analyse FINE ORGANICS if possible... Lots of noise around this business.. 😊
Next analysis request on Bajaj Finance.. NBFC vs Bank growth in current scenario (there is a view that banks rise is a threat to NBFC)
ishmohit sir would love to see a video on affle india it has been so long would love to see such detailed analysis of this business , all those who would want please like it
THANK YOU ONCE AGAIN FOR ENLIGHTENING THE NEW INVESTORS...... HIGHLY OBLIGED.....
GOD BLESS.....
Hotels sector analysis pls veere .. especially Taj GVK and Indian Hotels..supernormal profits are expected in near term in this sector
Wow, it gave me more clarity. I will stay invested in Cams. Thanks so much
Now u might be enjoying it hold
Next video should be on Affle India🔥🔥
like is faith like is also trust like is love like is support like is motivation
Still watching the video, just wanted to say thank you for book recommendation.
Please make a video explaining all the ratios and terminologies in one video, it's okay if it will be long
Love from Gujarat ❤️
Go to his website and get free classes for beginners. Real useful material 🙏
Coincidently one of my most favorite book.
Ishmotji you choose hard sector stock like CAMS . REALLY GOOD NARATION WITH DEEP DIVE!!
REGARDS
🙏
Appreciate the detailed analysis.. your CDSL analysis too 👏👏👏
"CAMS vs CDSL"
What do you think is more interesting in terms of Business model + Moat regardless of valuations?
Just needed a high level of opinion!
Thank you SOIC for wonderful videos.
Always Love ❤️ your valuable work.
Bro market crash hone ke kitne chances hai abhi aur ho bhi sakta hai ya nhi , usko fundamentally aap discuss karo ek baar please
Great analysis as usual Ishmohit. Really appreciate your efforts & Knowledge. I have been owning HDFC AMC for more the last 2 years. Experiencing the risks of valuation, cyclicality, competition, etc. Which exist in this industry.
Hey Ishmohith I really like your videos after watching all your videos until the very end I feel like this might be a good stock to buy but after you describe the risks I end up with mixed feelings but anyway that are hard truths about company,
In this video you said that the company is cyclical and a reason for not buying but that is due to covid so we might not go to that situation in short term like until 6 to 8 years, so we can buy this also it is right now available on discount as per it's previous high
Thanks
Promoters have heavily sold cams from last Sep quarter, which is a sign of worry.
Yes, but mainly FII bought those
I could understand that
cams is average business model, 12% possible cagr, premiumly valued, average other parameters
So stay away from cams
Hey Ishmohit, had not been keeping well..so have now become after after a long time..hope u doing well. Thanks for ur views on CMAS
Also do a video on cdsl & happiest mind🙏
Great video! Got to know the RTA business. Please make video on Tube Investments of India
Thanks sir for good information 🙏🙏🙏🙏
Awesome Analysis!
That's a great analysis. But on the flip side, very good analysis give very good returns but not excellent returns
Perfectly analysed Ishmohit Brother 🙏🏻 🙏🏻 🙏🏻
Nice information Sir g God bless you and your team
Wonderful Analysis Mohit 👌
Beautifully explained !! Thanks
Please make a video on one high risk share but still good growth...
The only concerns for CAMS is that the promoters have diluted their shareholdings by almost 11% in last 4 quarters.
Run away from such companies whose management dilutes holdings at such rapid rates.
That would be the case in most US companies.
Detailed and Thorough analysis. It gave a clear picture of CAMS.
Thanks for the wonderful analysis, full of quality insights ❤️
Well packed content with full insight on CAMS. Please do a video on ZOMATO. Does Zomato really can turn in to a successful business?
Please do analysis for M&M. Loving your work. Thank you.
Never seen such a detailed analysis.
We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜
Very informative video. Thank you for such insights.
Would like to see next video on CDSL.
Thanks for watching our video. We have analysed CDSL on our channel.
Sir plz review wipro, it is totally exhausted me due to going down to down 52 week low!
Very well analyzed. Thanks for the wonderful in sites. Great work.
Sir please make video & do analysis of Sumotomo chemical, & Sir your analysis is great.Thanks Sir.D.k.Dubey.🙏
Great analysis and valuation was like a cherry on top.
Thank you for detailed explanation
One of the main concern with CAMS is significant reduction in Promoters holding in last couple of years and skin of promoters is not deep...
At the same time FII stake has increased. May become professionally run company in the future like L&T, ICICI bank etc where there are no Promoters.
Excellent information thank you 👍
Sir ur real financial hero for students like us..
🙏
Great analysis, recently found this channel, I think I lost a good opportunity to learn stock analysis finding this Channel late.
The Conclusion part of the Video is missing. Please re-upload. Thanks!
re-invested at 2200 levels, made a mistake of selling after IPO allotment ,
Thank you for covering this business, ur doing great work keep it up..
Thank you for watching our videos. We appreciate your support for our work. 🙏 We hope our content adds value to you.
Very nice video and clear explanation on valuations with amc leaders . Can you do a video on consumer durables as an industry and its stocks e.g. Whirlpool, Voltas, havells, etc
Thanku so much for the analysis ☺️☺️
Who are distributors in CAMS? Any example/company name? How are they different from AMCs?
Suppose you walk into your nearest Indusind bank & they suggest you make an investment in PPFAS flexicap fund.
AMC: Has N mutual funds. Ex: Ppfas
Distributor: Gets commission for promoting/ sale of mutual fund product. Ex: Indus Ind bank/ NBFC
Hi sir. Future 3-D and robotic please two sectors Prescription Research in stock suggest thanks
Kindly provide ebook or physical book instead of SOIC membership. Physical would be best
I use Kuvera platform for my SIPs.
Deep dive analysis very good, agla Renewable sectors analysis kariye sir please
Thank you for watching our video. 😃 We'll consider your suggestion. Since studying the sector requires time, we appreciate your patience. 🙏
Please make video on Indian it companies.
Thanks for making such a detailed video on CAMS
😃🙏
Very helpful to understand business of cams
I quiet surprised Ishomit ignores such important questions in comments nd replies for thank you comments. Such a unacceptable act
What important question was missed out? 😃
Thank you for comprehensive information.
please analyze housing finance space
Jis din bhagega sb buy kroge...futuristic company h.. smooth growth hogi..
Thank you very much sir.
Great value analysis for us
👍👍👍
Great analysis. Share similar video on Tata Elexi
Already covered, you can look for the video on our channel. 👍
Please Analyze Tanla Platforms......looks undervalued ,PE also re rating
Listen, SOIC,
Please write a simple booklet explaining the basic fundamental points of a Stock, citing real examples.
"Decoding Stock for Dummies".
Like what is PE, Matket cap, Eps, debt to equity, etc. Point by point.
Promoter share, etc.
Don't get too detailed. Just basic understanding and how it can be interpreted.
Offer it to audience for ₹50 a copy. A simple booklet.
👍👍👍👍👍👍👍👍👍👍
(Select a stock or two with screenshots.)
Like Vedanta, or SRF.
(At concluding part, add helpful comments.)
Bonus: explain what is SIP.
You will be surprised some people are investing without knowing details. Also this copy will be a great gift to friends you are encouraging to invest.
🙏🙏🙏🙏🙏🙏🙏🙏
Is K FIN is not a competitor for CAMS?
Bhai lena h ya nahi ye too batao...
Itna technical loccha samaj se bahar h
Keep it up 👍
😃🙏
What you think about TRIDENT LTD? great job btw.
Appreciate your effort, I like your video. Healthcare sector next with terminology.
Himadri Speciality company. if u could make a video. thanks :)
Karvy is lot better than CAMS.
Reading your blogs also ... Nice 👍
Thank you for watching our videos and reading our blogs. We hope our content is informative and add value to you. 😃👍
Bro thankyou for adding subtitles,please do add it in the future videos
Great analysis. Could be a bit abridged.
yes , Great well done for all your efforts
Thank you for watching our videos and for supporting our channel. 🙏
Superb Video... Two things - 1. pl let us know how have the new businesses fared in the last few years - if it has been increasing consistently - then optionalities going for 25-30% may not be a bull case scenario but a realistic one. 2. Next video on GNFC fundamentals pl, if possible - quite an ignored stock i believe
Sir please consider route mobile for your next anylise.
Great video with indepth analysis. One point noticed that Promoter shareholder is getting reduced from ~30% (Sep 2020) to ~20% (Sep 2022) from last few quarters. Any specific reason?
Private Equity is the Promoter. Its a professionally run co, doesnt matter
Please make a video on Zomato and thanks for such a wonderful work for small investors.
Thank you for watching our videos. We'll consider your suggestion
Thanks for giving us your valuable time and research thanks a lot
Good... quiet informative 👌
Thank you for watching our videos. 😃 We're glad to know this video is informative and insightful for you. We hope to continue adding value to your investing journey. 🙏
Awasome session great job 👍
🙏
Does CAMS benefit when an FII or an MF AMC such as HDFC AMC invests money in the market?
Good job 👌 keep it up ji.
Thank you for watching our videos. We hope to continue adding value to you. 🙏
Cams has very good business model and Moat. But they dont have other avenues to invest money into. This can slower their growth. Bcoz they are dependent on MF industry to grow
Thank you