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 ---
This is exactly the problem middle class lost interest in FD. Today’s youth does not want to say money in ppf and epf … taxing volunteer epf was one of the biggest mistake of Nirmala Sitaraman … salaried people who preferred vepf switched to stock market
श्रीमान, वास्तविक बात यह है कि लोगों के पास बचत ही नहीं हो रही है; तो बैंक में कैसे जमा करेंगे। गवर्नर दास जी यह सच्ची बात नहीं कह सकते, क्योंकि सरकार नाराज हो जाएगी।
@@ramawadhsingh7303 भाई सहाब ऐसा नहीं हैं की RBI ने फालतू का डाटा दिया हो, सोचो अंतिम दो साल में stock market में account दो - तीन गुने हुए उनमे पैसा आ रहा हैं तो कहाँ से. हो सकता हैं महंगाई की वजह से भी 10-20% खर्चे बढ़ गए होंगे लेकिन वाकई लोग बैंक से निकाल के ला रहे हैँ पैसा, दूसरों को क्योँ कहूंगा में हीं हूँ सबसे बड़ा सबूत
Education alone is not enough Sirji, there is an article in TOI today on RBI report on employment. Kerala which has highest literacy rate has highest unemployment. Hence quality of education, atmosphere of business & growth, broad outlook and family support are also important.
The percentage of people who are successful in earning a government job is 1%, as 99% loosing, why not government think of it and take measures instead of thinking of stock market risk. The risk of getting a government job is much more, people losing their productive age, time, getting into depression, spending parents' hard earned money in coaching institutes....do not know what to do after that.
Because once they get into govt, they don't have to work much, and their salary is permanent, life set ho jayega,,and socially acknowledgement bhi milega, dahej accha milega, that's why youth is running for govt job..
Only nalayak people are running after govt. Jobs. Private people are getting more pay....but govt job give you independence of getting pay without working.....
Why these banks do not raise deposit interest rates? If they raise interest rates to 10 or 11 , then the risk taking by aam admi can be controlled. But everyone wants aam admi ka paisa at a cheaper rate so that they can loan to big business men for money laundering😢
Thats what i have been saying since long : FD rates like peanuts 7.5%, stock market is returning 750% for lumpsum and up to 250% for SIP, then which fool will keep his money in FD?
@@prakku problem is with RBI, mimicing the western world of keeping ultra low interest rates, one must understand that we are not western world to afford ultra low interest on FDs, by keeping low interest rates, RBI itself has compelled public to look towards stock market for better returns
Yes well said. No one should be able to get a home or a car loan as it will be at 15%. All these cars and home buying is moh maya. you will leave these in this world when you leave.
Whenever you say,off topic Baath hai sunkar aapko maza,aa jayega,my ears perk up and I sit up straight in my chair.We indians love spice in our food and this is the spice in your videos.
I was also there on Colombo Airport and there was delay of 3 hours. Indigo Staff did great job to work manually and did fantastic Job sir. Everyone is talking about flight cancel and all but what I appreciate is the way Indigo Airlines handled it swiftly. They also gave Food as a compliment for the delay.
Mukesh Ambani can import Chinese products (Chinese fashion brand Shein) but middle class Indians can't from AliExpress or use Tiktok. Response : "What can we do about it?" Chalta hain.
सर मैं आपका regular viewer हूं. Apne कई बार कहा है कि Low ROE business से ज्यादा Equity/Index funds returns देते हैं ..... लेकिन sir कोई भी business कई लोगों को रोजगार देता है, भले मालिक के लिए वो Low ROE का हो सकता. अगर सभी employees की सैलरी Add कर दी जाय तो उस Business की ROE ज्यादा ही होगी.
During Kargil war USA refused to give access GPS. Now India developed Navik. Similarly China, Russia etc. developed their own mapping system. Now Indians are switching to mapmyindia.
Aise bhi SEBI,RBI don't wants common men to become Rich and they continue to struggle for Money which Our Neta also wants so that they can serve freebies if we all POOR
Common man can't become rich by investing in an economy that is struggling with Low GDP and growth, high inflation, rural distress & high unemployment.
Actual freebies are being enjoyed by the elected as they get everything for FREE and above all they get huge salaries and life long pension even for attending just one day in their office or assembly or parliament. OUr tax payers money is used to feed their luxurious sprawling bunglows, foriegn tours, medical bills for getting treatment in USA or Europe, living in five star hotels whenever they visit any place, free electricity, water, body guards, servants, car drivers, luxurious SUV's, free first class travel by train / Air anywhere... and what not. Has anybody calculated their Cost to the Nation ( Same way as it is calculated for any employee of a company i.e. Cost to the Company ). I would rather support giving anykind of freebies to poor common man who atleast will spend that and the money will again be circulated in the economy and contributed to GDP.
So TRUE. But we people are so insensitive and hence Govts, Politicians,Mkt.leaders all exploit the lay public. No one will protest agree to disagree, repeat the law of karma et all.
Allocation is the most important thing in portfolio making, please elaborate with your view on that to make a long-term portfolio...as there are so many ifs and buts, confusion, lack of conviction in the process of making portfolio. I think a separate chapter should have been in ' THE THOUGHTFUL INVESTOR' on allocation, although it's really a great book...
Hello sir - I keep watching all your videos ...Question 1 : Can u pls explain the DUPONT formula decomposition Level 1) Net Profit x AT X Fin Leverage . Advance Dupont : - Tax Burden x Int Burden x Op Profit Margin x AT x Fin Leverage Question 2 : - Which screener do you use to check all the Share market info on companies
सर जी आपकी वजह से हीं हम इधर उधर का पैसा ला के Market में लगा दिया, बिज़नेस की आपने बहुत बेज्जती की हैं, लोग छोड़ के सब आ गए आपके पास, SEBI और RBI को आपको control करना चाहिए 😂, वाह रे बसंत जी हिला डाला सारा बैंक सिस्टम को
Sir when TCS share was trading at Rs.3600 in the year 2022, they went for buy back at Rs.4900. I bought some shares to get atleast 20-25% return but the price not yet reached.
Sir in your book you said in long stock pe is equal it's growth but stock like aisian paint,pidilite, marico trade at a pe of 50-60 and their growth is only 10 to 12% .❤
Basant ji, i went to my kid's school and their teachers asked me to give knowledge of market to students in a lecture some day on trading.. I was like where are we heading?? Schools should not do such things at such an early age. So, you are right, everyone is crazy without knowing the consequences of this thing.
Give them so that they can explore from young age. My younger brother was miss guided by prof about good earnings in option trading and he is CFA. so I shared him sirs channel
@@computerscienceresearch Humbly disagree with you, i think kids should get their formal education first, market would always remain here, you and me may be not remain to see it.. So kids must stay away from this mania as they neither mature to invest nor capable to handle. Even a slight exposure to profit in market can create disaster for their career.
On one side you complain Indian tech companies do not innovate and take enough risks . At the same breadth you declare you don’t invest in loss making startup companies .. I think we all have to introspect regarding this risk averse nature of our society . 😀
Income from interest on deposits should be exempt from income tax. There is no incentive to keep money in Banks saving or fixed deposit. Government at least exempt certain amount say upto Rs.1 lacs from interest income.
dear sir, banks not getting FD because banks doesn't want FD. Last time i had to fight with my RM to make an FD. they want to sell only Mutual funds, ULIPS or insurance policies. Banks incentivize employees to sell all this products and they themselves discourage FDs. kya Kare...
Sir, kindly reply. If someone buys shares then it also means that someone has sold it. Ultimately, money is going to be credited in sellers's account. So money has to go to the bank in the end. Share market does not have bank account, so how can they say the money is going away from banks to share market. This of course does not account for IPOs but are not they too small a part in overall share market to have such a large impact?
Pranam BM sir❤ Delhi bisinessmen is capable of producing any type of material with low cost , people get capital with low int rate from thier known people, labour cost is cheap compared with Mumbai and other cities Godown rent is also low , Their market base is high cater to UP , Bihar, Rajasthan , punjab , haryana etc ie covering more rjan 50 crores of popilation ji❤
Haha! You are right sir, BM meets mein aap se mil ke bilkul nahi laga aap impatient hain. In fact aisa laga that you’re the most patient man I have met who despite such success and seniority listened and guided me for an hour. That’s a great thing sir 😊🙏
Most Respected Basant Sir, Please educate options available for Minority shareholder , after NCLT Bankruptcy proceeding of GVK power. Request your team to prioritise this question in the best interest of small investors. Thanks Manish
Basantji, you are right regarding rbi view. Pahele sbi bank mutual fund k liye employee ko target dete the abhi FD badane ka target diya hai... Aapne kaha jis stock pe Jada allocation hai Usmain aapke confidence Jada hai, small case allocation k liye bhi kya aapka yehi view hai.
नमस्कार महोदय! किसी भी स्टॉक का पोस्टमार्टम करते समय अगर roe, roce, P/E, P/B, growth , marginसब कुछ सही है। तो days payable, days receivable, cash conversion cycle, inventary days, working capital days पे ध्यान देना कितना जरूरी है। Plz
Guruji Namaskar I am a big fan of yours and subscriber of your focused small case. Please keep in mind of STCG before rebalancing our smallcase, because it hurts. ❤
Sir Tanla and Route Mobile are in similar buisness but market giving high PE to Route Mobile than Tanla. While top and bottom line growth of Tanla is much better than Route Mobile. You never take my question. Ab mai soch rah hu ki apko ye bhi bata du ki mai last one year se BM FOCUSED subscriber hu. Thanks
In North India people tend to be more showy or display of vulgar wealth. In older times about 50 to 60 years back, people used to keep Refrigerator or Almirah in drawing room instead of keeping in dining room/kitchen, bedroom respectively.... 😁🤣😂
Farming News-- my friend has left job from Microsoft and started his organic farming with robotics machinery last year and he is earning so good that his colleagues at Microsoft are shocked I am asking him can we join you. He has become a big brand in MP. He did Job just to satisfy society that he can get a good job in a good company he was interested in farming because he attended a group tour during college days with the NGO. He supplies organic zero chemical pestisides food and with all organic process for germs insects etc. He is also employing local young kids gives seminars too.
Guru Ji Pranam, SBI/Canara/BOB ROE 17-18 & ROA 1..means leverage 18 times!! But earlier you told PSU like SBI having max leverage of 6-7 times ..plz explain Bank/NBFC ka leverage jyada karna good h ya bad!!
Guruji pranam, Pls solve my problem. To calculate cost to income for bnaks the formula is operating expenses ÷ operating income x 100. Toh operating income me other income bhi ginte he ke sirf annual revenue hi ginte he? Or guruji NBFC me bhi ye calculation same hota he? What is a good cost to income percentage for the bamks & NBFCs? Pls batye guruji ❤
Hello Basant sir Could you pls discuss some US tech stocks except Tesla that are impressive in terms of sector, growth & leadership? You need not recommend or influence, but pls discuss them explaining how they are the leaders of their sectors and we will do our due diligence before building positions
Guruji pranam, pls mera question lijiye bahot pareshan hu. Mere 1 stock ka current (June quarter) E.P.S 4.53 he or ttm E.P.S. 9.75 he, P.E. ratio 144 ke hisab se abhi mkt price he, to jab March 2025 ka result ayega to tabhi bhi TTM E.P.S. se P.E. calculate karke mkt bhav hoga ya sirf March ka E.P.S consider hoga? March ka EPS 9.08 expected he or ttm EPS 26.82 expected he. Guruji calculation galat ho sakta he per basic mkt calculation bataye pls
Beautiful video. Basant ji please take my question-- What is the meaning of "Company might be capitalising the interest cost". Thank you. Sajal Chakraborty
Good Evening Sir, I am smallcap smallcase subscriber started this March. Sir, Want to understand about BM PMS:- 1) Is PMS can be customised for individual or it is like 1 out of 2-3 schemes for all PMS clients. 2) Can a client give suggestions to customize the no. of stocks in portfolio. Let's say at any given time, minimum 3 stocks and maximum 5 stocks can be there, so that it is more concentrated rather than 7-10 stocks. 3) Will client have access to the PMS portfolio stocks or it is exclusively managed and controlled by you and client can't see portfolio? I am planning to switch from BM smallcap smallcase to BM PMS in next 6-12 months, trying to increase my portfofio size in mean time. please guide. Thanks in advance Sir.
Sir, I raised the issue you may remember. I asked, if the deposits of Bank are withdrawn what will be the fate of Banking industry. The issue has become very much serious. What I could perceive, each and every one cannot become an investor. Am I correct Sir?
Hi Sir, Shreepal Oswal from Pune, can analyse a company with these parameters.... M-cap - 17000cr, P/E- 4 , Bk Value - 609, ROCE - 52%, ROE- 61%, OPM- 145%
In the proportion that IPOs are coming in the market, is the start up starting? Because of that, after a while there will be no more companies left in India to be listed in the market. Will the IPO market be closed then? Request to release a video on this...
Sir mai ek largest bank me job krta .......yahan FD se jyada NFO ( mutual fund ) ka target aata hai.....Aur Life insurance aise chepa jata hai customer ko .......
शेयर बाजार से बैंक डिपॉजिट कम हो रहा है। तो सेबी और आरबीआई कानून बनवा दें कि शेयर की खरीद फरोख्त बैंक एकाउंट से हों। इस प्रकार बैंक में ही पैसा रहेगा। कस्टमर का भी फायदा होगा। इसके साथ साथ शेयर बाजार में लेन-देन भी ज्यादा होगा। जैसे आइपीओ में होता है।
Dinesh Lodha from Kolkata, Good evening sir, Sir I have posted many questions but you haven't taken any of it Please share your views on KEC INTERNATIONAL and Kalpataru Projects International for long term.
In my view interest income should either be taxed like ltcg or it should be indexed to inflation. This change will control real estate market as well as share market. Will also provide savings to banks. Charging 30% tax on interest earned is not right. If basant sir or anybody else can share some opinion.
Sir, what about steel sector. It is falling day by day and never bounced back. I have tata steel and sail of Rs. 165 and Rs. 145 respectively. Should i hold or book loss?
I ❤ this addiction .. God bless you and your loved ones n Your team. Sir how to deal with Losses in a particular stk which is fundamentally good and seeing lower price band for 1 yrs plus.. .. my allocation is less than 2 % of my portfolio
Sir mere portfolio ke xirr 18.42 % hey... Yeh 4 yrs ka hey... Ismein 60%+ large cap hey... Uske andar 10% Asian paints hey... I hold it for 3 yrs ... Asian paints ke liye xirr 20% par Nehi ho raha hey... Keya Karu?
please dont forget that BJP govt had proposed linking our savings in insurance policiies and Profident funds to stock market..... now they are worried that people are investing in the markets...
@mrinalchandra5849 if they keep increase taxes like this on everything it leads to bigger bubble No fd in banks banks will collapse Inflation is get higher
@@Charan_24k agreed.. Either govt should keep inflation in check or increase fd rate..or reduce taxed,, or invliduce any reward system for tax payers.. There's a say, india taxes like Norway and serves the tax payers like Afghanistan.
Dear sir Your sincere effort of enlightening small investors is really appreciated, Please tell me how one can value a land & assets company , which is recently demerged from its parent entity. Could you please elaborate it with the example of SCILAL ( 2 minute analysis)
Just like RBI has a tool of interest rates and repo rates to keep inflation in the economy under control by reducing money supply in the economy, what are the tools that SEBI has to keep market PE under manageable levels by regulating the excessive supply of money in the market?
Sir, please pick my question, I am nifty top 20 subscriber, should I renew the subscription in september mid or switch to nifty top 10? Will there be rebalances coming for nifty top 20 in the future?
Sir ji Namaskar Aurum Proptech ltd. recently released their quarterly results And their sales growth are 46% whereas their ROE is negative -20%. Please explain.
Basant Sir, CLOTHS, Education, Health, private Transportation r not covered in INFLATION. Real inflation INDIA is 10%. Why banks cannot match the inflation if RBI is unable to control real inflation
Sir, I thought to do FD for long term and went to very big BANK (what traditional India people might prefer) instead of doing online. Bank people started to laugh at me and advised not to do FD and go for Mutual Fund. I got surprised by hearing this. Bank people are also there for reduction of deposit fund. Might be they are getting commission for MFs.
Agar intrest bank deta nahi to people search options to beat inflation. Aur waise bhi banks konsa people ko home loan pe rahat deti hai. RBI kyu nahi banks ko bolati rate kam karne ko jab repo ghata hai
Sir, if we purchase a flat for 60 lac and rent it out Down payment - 25 lac Loan - 35 lac Rent - 25000 per month How would the ROE be calculated?? Would it be 12% 25000x12/25000 Or loan amount would also be considered?
Sir though f&o are bad but I feel due to the participation of retail even fii are not able to mov mkt as per their liking or they are not able to generate the a they were able to generate by hedging earlier. Isiliye fii are lobbying for reducing volatility by increasing the lot size. This will increase the margin required and hence puch out retailers. Sir fii to uske baad bi posn banayege for hedging. It wont be a level playing field,sir I feel increasing the lot size is a policy a bit more tilted towards fii and dii. Sir I may be wrong . Sir pls discuss in your videos
BM sir. If banks want more deposits they should start offering better interest rates. Except small finance banks and nbfc most major banks offer paltry interest rates in the range of 7-7.5% for a year. Upon that they charge penalty for prematural withdrawal. And there is no flexibility to withdraw only smallportion of the FD instead of breaking the whole deposit + highly tax inefficent So it doesn't make sense for youngsters like me to keep money in bank fds when I get flexibility and better rates with debt funds and arbitrage funds
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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
---
Dear sir
In any way PEG ratio more than 1 and negative PEG ratio can be good .
Regards
Pradeep Negi
China mein shayad kuch nhi hoga....
Nice🎉🎉
Government has killed saving mindset of Indians by taxing everything on top of gst … it is double taxation.
Bank giving less interest rate which is not beating inflation & also there is tax on this interstate income so why to keep money in FD ?
Safety.
but then u can also invest in nifty etfs or u can buy the same bank share because both are safe and in any ways if one falls we are also going to fall
This is exactly the problem middle class lost interest in FD. Today’s youth does not want to say money in ppf and epf … taxing volunteer epf was one of the biggest mistake of Nirmala Sitaraman … salaried people who preferred vepf switched to stock market
WO LOG KO " DONO HAATHSE LADOO KHANEKI AADATH PADA HAI" BANK WALONKO .
@@BGMICLASHESbro nifty ETF bhi toh market me hi invest karega na.
श्रीमान, वास्तविक बात यह है कि लोगों के पास बचत ही नहीं हो रही है; तो बैंक में कैसे जमा करेंगे।
गवर्नर दास जी यह सच्ची बात नहीं कह सकते, क्योंकि सरकार नाराज हो जाएगी।
Sahi Baat Hai.
@@ramawadhsingh7303 भाई सहाब ऐसा नहीं हैं की RBI ने फालतू का डाटा दिया हो, सोचो अंतिम दो साल में stock market में account दो - तीन गुने हुए उनमे पैसा आ रहा हैं तो कहाँ से. हो सकता हैं महंगाई की वजह से भी 10-20% खर्चे बढ़ गए होंगे लेकिन वाकई लोग बैंक से निकाल के ला रहे हैँ पैसा, दूसरों को क्योँ कहूंगा में हीं हूँ सबसे बड़ा सबूत
Education alone is not enough Sirji, there is an article in TOI today on RBI report on employment. Kerala which has highest literacy rate has highest unemployment.
Hence quality of education, atmosphere of business & growth, broad outlook and family support are also important.
The percentage of people who are successful in earning a government job is 1%, as 99% loosing, why not government think of it and take measures instead of thinking of stock market risk. The risk of getting a government job is much more, people losing their productive age, time, getting into depression, spending parents' hard earned money in coaching institutes....do not know what to do after that.
बहुत बढ़िया ... good point
Because once they get into govt, they don't have to work much, and their salary is permanent, life set ho jayega,,and socially acknowledgement bhi milega, dahej accha milega, that's why youth is running for govt job..
Thanks Boss for writing this.
@@mrinalchandra5849what if they don't get the job? What they gonna do after that?😅
Only nalayak people are running after govt. Jobs. Private people are getting more pay....but govt job give you independence of getting pay without working.....
Why these banks do not raise deposit interest rates? If they raise interest rates to 10 or 11 , then the risk taking by aam admi can be controlled. But everyone wants aam admi ka paisa at a cheaper rate so that they can loan to big business men for money laundering😢
increase the fd rates nice point
Thats what i have been saying since long : FD rates like peanuts 7.5%, stock market is returning 750% for lumpsum and up to 250% for SIP, then which fool will keep his money in FD?
Well said
@@prakku problem is with RBI, mimicing the western world of keeping ultra low interest rates, one must understand that we are not western world to afford ultra low interest on FDs, by keeping low interest rates, RBI itself has compelled public to look towards stock market for better returns
Yes well said. No one should be able to get a home or a car loan as it will be at 15%. All these cars and home buying is moh maya. you will leave these in this world when you leave.
Aaj ke video me bada maja aaya, bahut deep meaning bhi tha aur knowledgeable bhi tha, itna gyan kahan se laate ho , pls tell us
Whenever you say,off topic Baath hai sunkar aapko maza,aa jayega,my ears perk up and I sit up straight in my chair.We indians love spice in our food and this is the spice in your videos.
Absolutely agree
I was also there on Colombo Airport and there was delay of 3 hours. Indigo Staff did great job to work manually and did fantastic Job sir.
Everyone is talking about flight cancel and all but what I appreciate is the way Indigo Airlines handled it swiftly.
They also gave Food as a compliment for the delay.
Mukesh Ambani can import Chinese products (Chinese fashion brand Shein) but middle class Indians can't from AliExpress or use Tiktok.
Response : "What can we do about it?" Chalta hain.
सर मैं आपका regular viewer हूं.
Apne कई बार कहा है कि Low ROE business से ज्यादा Equity/Index funds returns देते हैं ..... लेकिन sir कोई भी business कई लोगों को रोजगार देता है, भले मालिक के लिए वो Low ROE का हो सकता.
अगर सभी employees की सैलरी Add कर दी जाय तो उस Business की ROE ज्यादा ही होगी.
ROE means ??
During Kargil war USA refused to give access GPS. Now India developed Navik. Similarly China, Russia etc. developed their own mapping system. Now Indians are switching to mapmyindia.
Aise bhi SEBI,RBI don't wants common men to become Rich and they continue to struggle for Money which Our Neta also wants so that they can serve freebies if we all POOR
Common man can't become rich by investing in an economy that is struggling with Low GDP and growth, high inflation, rural distress & high unemployment.
Right 👍
Actual freebies are being enjoyed by the elected as they get everything for FREE and above all they get huge salaries and life long pension even for attending just one day in their office or assembly or parliament. OUr tax payers money is used to feed their luxurious sprawling bunglows, foriegn tours, medical bills for getting treatment in USA or Europe, living in five star hotels whenever they visit any place, free electricity, water, body guards, servants, car drivers, luxurious SUV's, free first class travel by train / Air anywhere... and what not. Has anybody calculated their Cost to the Nation ( Same way as it is calculated for any employee of a company i.e. Cost to the Company ). I would rather support giving anykind of freebies to poor common man who atleast will spend that and the money will again be circulated in the economy and contributed to GDP.
So TRUE. But we people are so insensitive and hence Govts, Politicians,Mkt.leaders all exploit the lay public. No one will protest agree to disagree, repeat the law of karma et all.
Allocation is the most important thing in portfolio making, please elaborate with your view on that to make a long-term portfolio...as there are so many ifs and buts, confusion, lack of conviction in the process of making portfolio. I think a separate chapter should have been in ' THE THOUGHTFUL INVESTOR' on allocation, although it's really a great book...
5:28 volatility creates excitement but destroys wealth ❤❤❤❤
Hello sir - I keep watching all your videos ...Question 1 : Can u pls explain the DUPONT formula decomposition Level 1) Net Profit x AT X Fin Leverage . Advance Dupont : - Tax Burden x Int Burden x Op Profit Margin x AT x Fin Leverage Question 2 : - Which screener do you use to check all the Share market info on companies
Also sir - Pls advise if you use the Advanced Dupont in any company Analysis
सर जी आपकी वजह से हीं हम इधर उधर का पैसा ला के Market में लगा दिया, बिज़नेस की आपने बहुत बेज्जती की हैं, लोग छोड़ के सब आ गए आपके पास, SEBI और RBI को आपको control करना चाहिए 😂, वाह रे बसंत जी हिला डाला सारा बैंक सिस्टम को
“Volatility creates excitement but destroys wealth“ - BM
Bkl kya excitement h tujhe
But all want to be rich very early
Sir when TCS share was trading at Rs.3600 in the year 2022, they went for buy back at Rs.4900. I bought some shares to get atleast 20-25% return but the price not yet reached.
Sir in your book you said in long stock pe is equal it's growth but stock like aisian paint,pidilite, marico trade at a pe of 50-60 and their growth is only 10 to 12% .❤
Isiko overvalued bolte he
Basant ji, i went to my kid's school and their teachers asked me to give knowledge of market to students in a lecture some day on trading.. I was like where are we heading?? Schools should not do such things at such an early age. So, you are right, everyone is crazy without knowing the consequences of this thing.
Give them so that they can explore from young age. My younger brother was miss guided by prof about good earnings in option trading and he is CFA. so I shared him sirs channel
@@computerscienceresearch Humbly disagree with you, i think kids should get their formal education first, market would always remain here, you and me may be not remain to see it.. So kids must stay away from this mania as they neither mature to invest nor capable to handle. Even a slight exposure to profit in market can create disaster for their career.
On one side you complain Indian tech companies do not innovate and take enough risks . At the same breadth you declare you don’t invest in loss making startup companies .. I think we all have to introspect regarding this risk averse nature of our society .
😀
good point/argument
Sir hamne 2021 ka elawa koi aur near market nahi deakha hai kya samja sakte hai ki bull kab start hota aur itna time tak chalta hai and vice versa
I am working in Hilton hotel in Saudi Arabia and same all the system was shutdown for 8 hours but we did not gave any complementry
Chaina and Russia did not get impacted they have their own
US index me sip kiya to dollar appreciation ka benifit milega ga kya..... Long term min 10 yrs
Income from interest on deposits should be exempt from income tax. There is no incentive to keep money in Banks saving or fixed deposit. Government at least exempt certain amount say upto Rs.1 lacs from interest income.
dear sir, banks not getting FD because banks doesn't want FD. Last time i had to fight with my RM to make an FD. they want to sell only Mutual funds, ULIPS or insurance policies. Banks incentivize employees to sell all this products and they themselves discourage FDs. kya Kare...
Fd pe commission nahi hai😂😂
@@SonuKumar-lh5nr 😅
Sir, you are an example of "Simple living n high thinking "😊
Sir, kindly reply. If someone buys shares then it also means that someone has sold it. Ultimately, money is going to be credited in sellers's account. So money has to go to the bank in the end. Share market does not have bank account, so how can they say the money is going away from banks to share market. This of course does not account for IPOs but are not they too small a part in overall share market to have such a large impact?
Pranam BM sir❤
Delhi bisinessmen is capable of producing any type of material with low cost , people get capital with low int rate from thier known people, labour cost is cheap compared with Mumbai and other cities
Godown rent is also low ,
Their market base is high cater to UP , Bihar, Rajasthan , punjab , haryana etc ie covering more rjan 50 crores of popilation ji❤
Delhi mein business setup karna asaan hai kya?
Haha!
You are right sir, BM meets mein aap se mil ke bilkul nahi laga aap impatient hain. In fact aisa laga that you’re the most patient man I have met who despite such success and seniority listened and guided me for an hour. That’s a great thing sir 😊🙏
Most Respected Basant Sir,
Please educate options available for Minority shareholder , after NCLT Bankruptcy proceeding of GVK power. Request your team to prioritise this question in the best interest of small investors.
Thanks
Manish
Basantji, you are right regarding rbi view. Pahele sbi bank mutual fund k liye employee ko target dete the abhi FD badane ka target diya hai...
Aapne kaha jis stock pe Jada allocation hai Usmain aapke confidence Jada hai, small case allocation k liye bhi kya aapka yehi view hai.
नमस्कार महोदय!
किसी भी स्टॉक का पोस्टमार्टम करते समय अगर roe, roce, P/E, P/B, growth , marginसब कुछ सही है। तो days payable, days receivable, cash conversion cycle, inventary days, working capital days पे ध्यान देना कितना जरूरी है।
Plz
Happy Guru Purnima Sir!
Guruji Namaskar
I am a big fan of yours and subscriber of your focused small case. Please keep in mind of STCG before rebalancing our smallcase, because it hurts.
❤
Sir Tanla and Route Mobile are in similar buisness but market giving high PE to Route Mobile than Tanla. While top and bottom line growth of Tanla is much better than Route Mobile. You never take my question. Ab mai soch rah hu ki apko ye bhi bata du ki mai last one year se BM FOCUSED subscriber hu. Thanks
Infosys is just maintenance company
It's just like contract labouring
In North India people tend to be more showy or display of vulgar wealth. In older times about 50 to 60 years back, people used to keep Refrigerator or Almirah in drawing room instead of keeping in dining room/kitchen, bedroom respectively.... 😁🤣😂
Farming News-- my friend has left job from Microsoft and started his organic farming with robotics machinery last year and he is earning so good that his colleagues at Microsoft are shocked I am asking him can we join you. He has become a big brand in MP. He did Job just to satisfy society that he can get a good job in a good company he was interested in farming because he attended a group tour during college days with the NGO. He supplies organic zero chemical pestisides food and with all organic process for germs insects etc. He is also employing local young kids gives seminars too.
Guru Ji Pranam,
SBI/Canara/BOB ROE 17-18 & ROA 1..means leverage 18 times!! But earlier you told PSU like SBI having max leverage of 6-7 times ..plz explain
Bank/NBFC ka leverage jyada karna good h ya bad!!
Happy Guru Purnima Sir. 🙏
Happy Guru Purnima sir💐💐💐💐
Guruji pranam,
Pls solve my problem.
To calculate cost to income for bnaks the formula is operating expenses ÷ operating income x 100. Toh operating income me other income bhi ginte he ke sirf annual revenue hi ginte he? Or guruji NBFC me bhi ye calculation same hota he?
What is a good cost to income percentage for the bamks & NBFCs?
Pls batye guruji ❤
Sir it's 7th time plse take my question
Jab market me correction aye tab MTF me shares buy karne ke liye m.stock broker safe hai?
Hello Basant sir
Could you pls discuss some US tech stocks except Tesla that are impressive in terms of sector, growth & leadership?
You need not recommend or influence, but pls discuss them explaining how they are the leaders of their sectors and we will do our due diligence before building positions
Guruji pranam, pls mera question lijiye bahot pareshan hu. Mere 1 stock ka current (June quarter) E.P.S 4.53 he or ttm E.P.S. 9.75 he, P.E. ratio 144 ke hisab se abhi mkt price he, to jab March 2025 ka result ayega to tabhi bhi TTM E.P.S. se P.E. calculate karke mkt bhav hoga ya sirf March ka E.P.S consider hoga? March ka EPS 9.08 expected he or ttm EPS 26.82 expected he.
Guruji calculation galat ho sakta he per basic mkt calculation bataye pls
So the conclusion is the market will fall,sir why we should not redeem our MF/Stocks and again re-enter ?
Happy gurupurnima sir,🙏
Beautiful video. Basant ji please take my question--
What is the meaning of "Company might be capitalising the interest cost".
Thank you. Sajal Chakraborty
Sir u do fundamental analysis of company. please tell for entry in ur selected stock u see the chart or what u do?
Happy Guru Poornima basant sir :)
Good Evening Sir,
I am smallcap smallcase subscriber started this March.
Sir, Want to understand about BM PMS:-
1) Is PMS can be customised for individual or it is like 1 out of 2-3 schemes for all PMS clients.
2) Can a client give suggestions to customize the no. of stocks in portfolio. Let's say at any given time, minimum 3 stocks and maximum 5 stocks can be there, so that it is more concentrated rather than 7-10 stocks.
3) Will client have access to the PMS portfolio stocks or it is exclusively managed and controlled by you and client can't see portfolio?
I am planning to switch from BM smallcap smallcase to BM PMS in next 6-12 months, trying to increase my portfofio size in mean time.
please guide.
Thanks in advance Sir.
Sirji mere area main last 2 yrs main Jamin ke daam double ho gaye hain 40 kms surrounding jewar airport.
Abhi lagbhag all over india me price double hue h lekin next 5 yr isi price ke aas pass rahega...
basant sir entire youtube is dependent on BMchannel. we cannot think of youtube without BMchannel. thanks and regards.
polar
Namaskar Guru..ji,,, Book value negative (minus) me hone ka kya Matlab he? Kay aisi company ke pass koi order nahi he?
Sir 2 min analysis of sectorial stocks having 18.5 ROE, EPS 130 and PE 31. Kuch prakash dalein sir
Thank you in advance 😁
सर जी
क्या अब अडाणी जी Paints सेक्टर मे एन्ट्री करेंगे?
ये सब कुछ मुठ्ठी मे करना चाहते है.
Will it help common man in getting better price?
Infy 3 to 4% ki growth me 10% ADR up tha. And today 1 plus minus growth me 11% ADR down why and how and what is the analysis?
Sir, I raised the issue you may remember. I asked, if the deposits of Bank are withdrawn what will be the fate of Banking industry.
The issue has become very much serious.
What I could perceive, each and every one cannot become an investor. Am I correct Sir?
Sir.. Yesterday sab server down ho gaye tab Diehard 4 movie yad aa gai..
Bruce willis ki.. Movie based on technology..
good movie of a very good actor ,whole series is very good
सर आपके बोलने का speed सचमुच इतनाहि fast है जो हम सुनते है , या artificially उसे बढाया जाता है ?
Hi Sir, Shreepal Oswal from Pune, can analyse a company with these parameters....
M-cap - 17000cr,
P/E- 4 ,
Bk Value - 609,
ROCE - 52%,
ROE- 61%,
OPM- 145%
In the proportion that IPOs are coming in the market, is the start up starting? Because of that, after a while there will be no more companies left in India to be listed in the market. Will the IPO market be closed then? Request to release a video on this...
Sir mai ek largest bank me job krta .......yahan FD se jyada NFO ( mutual fund ) ka target aata hai.....Aur Life insurance aise chepa jata hai customer ko .......
शेयर बाजार से बैंक डिपॉजिट कम हो रहा है।
तो सेबी और आरबीआई कानून बनवा दें कि शेयर की खरीद फरोख्त बैंक एकाउंट से हों। इस प्रकार बैंक में ही पैसा रहेगा। कस्टमर का भी फायदा होगा। इसके साथ साथ शेयर बाजार में लेन-देन भी ज्यादा होगा। जैसे आइपीओ में होता है।
Liquid stock : simple definition : having impact cost of 0.05 to 0.10% i e any buy sell order of Rs 5 lakh will not have impact cost of more than 0.1%
Sir, wipers on spectacles Idea was invented by Mr.Prakash Shende who was my boss.
Dinesh Lodha from Kolkata,
Good evening sir,
Sir I have posted many questions but you haven't taken any of it
Please share your views on KEC INTERNATIONAL and Kalpataru Projects International for long term.
In my view interest income should either be taxed like ltcg or it should be indexed to inflation.
This change will control real estate market as well as share market.
Will also provide savings to banks.
Charging 30% tax on interest earned is not right.
If basant sir or anybody else can share some opinion.
Happy Guru Purnima, Sir. Thanks for being a guiding light in our finance journey. 🙏
Sir, what about steel sector. It is falling day by day and never bounced back. I have tata steel and sail of Rs. 165 and Rs. 145 respectively. Should i hold or book loss?
Infosys created a product called finacle which is a banking software
Better one Maheshwari-ji : Volatility Thrills but Kills ( a take on Speed thrills but kills) . My first comment here.
I ❤ this addiction .. God bless you and your loved ones n Your team. Sir how to deal with Losses in a particular stk which is fundamentally good and seeing lower price band for 1 yrs plus.. .. my allocation is less than 2 % of my portfolio
Sir mere portfolio ke xirr 18.42 % hey... Yeh 4 yrs ka hey... Ismein 60%+ large cap hey... Uske andar 10% Asian paints hey... I hold it for 3 yrs ... Asian paints ke liye xirr 20% par Nehi ho raha hey... Keya Karu?
Sir , where to invest if share market gets saturated ......is gold , currency or property the next destination.
please dont forget that BJP govt had proposed linking our savings in insurance policiies and Profident funds to stock market..... now they are worried that people are investing in the markets...
If govt put tax on fd why should I put money in bank. Mutual fund is better. Not everyone is doing fno.
That's why they'll increase tax here
@churchilkamkb sucking blood from both side.
Maybe govt want us to spent more and save less,, that's why new tax regime was introduced
@mrinalchandra5849 if they keep increase taxes like this on everything it leads to bigger bubble
No fd in banks banks will collapse
Inflation is get higher
@@Charan_24k agreed..
Either govt should keep inflation in check or increase fd rate..or reduce taxed,, or invliduce any reward system for tax payers..
There's a say, india taxes like Norway and serves the tax payers like Afghanistan.
Dear sir Your sincere effort of enlightening small investors is really appreciated,
Please tell me how one can value a land & assets company , which is recently demerged from its parent entity.
Could you please elaborate it with the example of SCILAL ( 2 minute analysis)
Yes, you are right about Delhi sir...in fact most of the start-ups and the unicorn are based out of delhi....Bangalore is second in rank...
Just like RBI has a tool of interest rates and repo rates to keep inflation in the economy under control by reducing money supply in the economy, what are the tools that SEBI has to keep market PE under manageable levels by regulating the excessive supply of money in the market?
Can we expect Bank Nifty to fall below 50,000 by 31/07/2024?
Sir, please pick my question, I am nifty top 20 subscriber, should I renew the subscription in september mid or switch to nifty top 10?
Will there be rebalances coming for nifty top 20 in the future?
Sir ji Namaskar
Aurum Proptech ltd. recently released their quarterly results
And their sales growth are 46% whereas their ROE is negative -20%. Please explain.
Bada allocation mtlb kitna quantity hota ha??10 lakh quantity kya...?
Basant Sir, CLOTHS, Education, Health, private Transportation r not covered in INFLATION. Real inflation INDIA is 10%. Why banks cannot match the inflation if RBI is unable to control real inflation
I would like to invest 10 lakh,suggest in which small case I should invest,I am 37 year old with attest 5/7 years view.
Please take my question
Sir, I thought to do FD for long term and went to very big BANK (what traditional India people might prefer) instead of doing online. Bank people started to laugh at me and advised not to do FD and go for Mutual Fund. I got surprised by hearing this. Bank people are also there for reduction of deposit fund. Might be they are getting commission for MFs.
Yes all bankers became brokers 😅
Agar intrest bank deta nahi to people search options to beat inflation. Aur waise bhi banks konsa people ko home loan pe rahat deti hai. RBI kyu nahi banks ko bolati rate kam karne ko jab repo ghata hai
Sir good morning ONGC m operhunity h sayad plz suggestion254 se hold h
@basant sir, could you recommend some books to read? Any thing not only specific stock market only?
Sir, if we purchase a flat for 60 lac and rent it out
Down payment - 25 lac
Loan - 35 lac
Rent - 25000 per month
How would the ROE be calculated??
Would it be 12%
25000x12/25000
Or loan amount would also be considered?
Simply they should increase the savings rates to 9%. Moreover Indian banks employ highest employees. That need to cut.
Namaskar SIR
SIR INTEREST RATE AGAR KAM HUA TOH BANKS KO DEPOSIT KI PROBLEM JADA NAHI HOGI??
Sir though f&o are bad but I feel due to the participation of retail even fii are not able to mov mkt as per their liking or they are not able to generate the a they were able to generate by hedging earlier. Isiliye fii are lobbying for reducing volatility by increasing the lot size. This will increase the margin required and hence puch out retailers. Sir fii to uske baad bi posn banayege for hedging. It wont be a level playing field,sir I feel increasing the lot size is a policy a bit more tilted towards fii and dii. Sir I may be wrong . Sir pls discuss in your videos
Sir, freddie mae and fannie mac abhi bhi chalte hain US Meina yaa 2008 ke baad band hogaye hai?
BM sir. If banks want more deposits they should start offering better interest rates.
Except small finance banks and nbfc most major banks offer paltry interest rates in the range of 7-7.5% for a year. Upon that they charge penalty for prematural withdrawal.
And there is no flexibility to withdraw only smallportion of the FD instead of breaking the whole deposit + highly tax inefficent
So it doesn't make sense for youngsters like me to keep money in bank fds when I get flexibility and better rates with debt funds and arbitrage funds
Hello sir! For nbfc , should we look roe or roa? And can a company manipulate roe? It's my birthday. It'll mean a lot if you wish.. thanks 😊