Thank you very much, Senthil for this gratuity. Much appreciated! Look forward to you using this information along with my previous videos in improving your own investing framework
@@karthikreddy8567 Hi. I don't manage anyone's portfolios presently due to paucity of time on my part. Creating TH-cam videos is a full time activity and I'm still doing it by myself. Once I have hands to help then I'll explore monetization opportunities
One of the best and the most underrated channels on TH-cam. The content is top notch, Shankar! I can’t thank you enough for sharing content like this and that too for free! Come the day when you launch a paid full course on the stock market, I promise I’ll be your first student!
Thank you Jay for your vote of confidence. It's still early days but I want to have a couple of courses (one for beginners and one for moderate investors) by the turn of this year. I'm myself learning when creating these videos so I'll ensure that those materials offer a lot more value than the investment required. Appreciate your kind words .. and please forward the videos you like to your friends and well-wishers over social media and whatsapp. Thx again!
Thank you very much Murali for your kind appreciation and this gratuity. Will be wonderful to see you use parts of this presentation in improving your own stock selection approach and portfolio. I think I've explained 5 different portfolio selection methods so far and a combination of its best parts should help anyone build long term wealth. Hope you too see it that way.
So nice of you. Please do share it with your friends, colleagues & whatsapp groups and push them to subscribe/watch the videos. I'm certain they'll find it profitable. Thx!
Glad you liked it, Deepesh and thanks for this gratuity. Do try to incorporate some parts of this to improve your own stock portfolio -- an opportunity portfolio.
U bieng as professional and making others professionals through ur valuable knowledge and experience , great Idea, Hat's off, Thank you very much sir God Bless you always
Shankar kudos to you.. Have never seen such a detailed analysis for each topic that you pick and discuss.. It is as though you want each one to win.. Very well articulated and with practical help tools as well.. Becoming a big fan of you.. Do keep posting more videos
Thank you Shankar ji for your clean, clear and detailed video of identifying and choosing great monopoly stocks. I really appreciate your hard work in finding all the data and summarising it meticulously for us to understand in a seamless manner. Your way of communicating is second to none. Keep enlightening me. Thank you very much. 🙏🙏🙏
Thank you very much Partha ji for your kind appreciation and encouragement. The sincerity & respect for my work shows in your comment and as creators/educators, this propels us to do more and do better. Happy to receive your note
You are the only finfluencer really teaching the retail investors how to pick stocks and not lose money without plugging your members community or some course. You are truly appreciated. Thank you.
Most welcome. Curious to know -- why you say a content creator's rep goes down because he/she is packaging one's research & knowledge in a community or course? I ask so because -- a) I have attended a few workshops & courses over the years & after each such session, I carried with me 3-4 useful pointers that has helped me earn good money over the years b) I'm myself part of a few communities (investing & content creation) and they've helped me a lot to bring me to where I am right now. Infact some of the teachings you like in my videos had it's genesis in those discussions
@@shankarnath The content creators rep doesn’t go down just because he/she packages a course to make money. That is understandable. Just an example, Akshat Srivastava always plugs his member community at least 5-7 times in a single video and keeps reminding us that he’s always holding back on information. Or if you a finfluencer repeatedly plugs in his course, once at the end is fine. People need to earn money, I understand that. But give us some value and then tell us at the end if you want more value, you can buy this course, like LLA does. Nothing against people trying to sell courses.
Sir, you are awesome and of course I would say your approach is very much different and unique from other youtubers....it's always value to listen you👍👍👍
This is the first time I saw your content in this channel after seeing the quality of content delivered I immediately subscribed please continue with more and more quality content 🔥
Thanks for your high quality info. Keep doing amazing work. I wish you get more subscribers into crores so that every Indian invests in high quality stocks and become financially sound. Regards.
This is a great exercise. I appreciate the back calculation in 2017. Most of the time, our stock selection has a bias, this quantitative approach can tell us the importance of pure fundamental analysis. Yet, the past is not the indicator for the future. The market is the real GOD.
Hi Shankar, Great video as always but I think for a lot of stocks (especially the PSUs) the dividend needs to be considered when calculating the total returns as well. Hindustan Zinc from the period of 2017 to 2023 has paid out dividends worth Rs 187 which gives a total return of close to 62%.
You are fabulous Shankar...means Kudos to you and your Team for this wonderful presentation with a great effort and knowledge sharing this weekend I learnt and will be learning more if you bring up more framework for portfolio beginners who can start journey from April 2023 ...start ....Superb Video again ..Thank you 😊
Thank you Shankar for your wonderful, educative, thought provoking videos. I enjoy them a lot and am trying to understand and implement what I learn. God bless
So nice of you and most welcome. My own stock picking approach has improved tremendously over the past few months as I continually read and research more materials. I'm glad all this is helping you.
Exception can be IEX which after issuing bonus in the ratio of 2 shares per 1 held, it's ex-bonus price may be near to 270, currently it has considerably down to 127 today on 29.03.2023. what can be reason un-known to common small investors !!!
Thanks for the effort and great work as always. I would request and recommend that if you could design a fee based SMALLCASE based on all the learning, it'd be great way to monetize for you as well as help a few of us who understand the concept but aren't able to invest the time for research based on the same and don't actually capitalize on the learnings.
Most welcome. Presently I am focussed on education and am keen on exploring monetization opportunities within that box. Fund management/advisory is a separate box with different skills and challenges. Thanks for the suggestion
Awesome & insightful... thanks a lot Sir One small thing on the side - I recently watched your video on how you shot / make the videos. Quite helpful. I've been catching up on similar videos recently by other TH-camrs. You may want to consider using a light behind and on top of your back / Shoulder - this helps create more depth and separates you from the background. just fyi - Your content is outstanding anyways.
superb and quite clear analysis, good for even beginner investors. do create 1 video for L&T and 1 fsolely on Govt. companies like ntpc, nmdc, coal india, ongc, Oil india, etc.- maybe 1 from each industry
Very insightful Shankar. I find your videos very useful and helps me make investment decisions. with 22-23 data in the spreadsheet, how do I determine Grade A, B & C? Did you use any formula or manually looked at the ratios in 17 sheet?
Great Video! Thanks for all the hard-work you put in to share this amazing content. Could you pls elaborate more on how you came up with grades for each of these companies towards the end of the video? Thanks again and keep up the great work.
Most welcome, glad you found it useful. I did not use any particular weighting for the grades so one can say that these are equally weighted. I used a bit of subjectivity (first impressions and qualitative parameters) when bucketing the companies. The idea was not to be precise but approximately right
@shankarnath Sir do you think the sales to capital employed ratio should be moderated given these cos are not from same industry and differ in m caps..so how did you conclude that sales to capital employed ratio helps in stock price appreciation if the ratio has not been moderated to make them comparable What is the criteria of grading the cos? Are A category cos to be bought at any price or only when peg
1. Yes. Pls recall the 10-bagger video on my channel where two blocks of 3 years were taken when examining sales to capital employed. 2. It's subjective, used my assessment per 2017. I didn't use a scientific method but over time & with experience, I can understand that a 20% sales growth is better than a -12% sales growth. So used that knowledge to pick & choose 3. Haven't tested it 4. Personally I don't use PEG.
@@shankarnath what about valuation guideline? If we had bought in 2088 peak before market crash would it still have worked? What is the criteria for bucket classification?
Hi Shankar, great video. As an enthusiast, I learnt a lot. One question - how did you classify the stocks into 4 grades (A, B, C, D) based on the 7 factors? Do all of them carry equal weightage or they have different weightages (appeared to be different based on what I gathered from the video). Any pointers will be helpful.
Thanks. The classification was subjective based on my assessment of valuation, growth, relative metrics. I can't really put in the form of a scientific system as there is an element of intuition in it.
@Shankar Nath Really great and informative video. Thank you so much for the same. Wanted to check with you where did you get the market share data from for different companies?
Very informative ...sir I have IEX at 175 average..I want to hold it 3-5 years ..should I average down it or not please suggest.. Presently it is going down rapidly..
I totally resonate with your thought process and content. Let me be part of your journey. I wanted to join u as co worker ,partner or student or what whatever u say. Looking forward.
Now that debt funds are taxable according our tax slab, what’s the debt fund alternatives? Where to keep our money for emergencies and short term goal? Could you please provide us the details
Thanks
Thank you very much, Senthil for this gratuity. Much appreciated! Look forward to you using this information along with my previous videos in improving your own investing framework
@@shankarnath sir, this was the most helpful video for person like me who started investing this year.
thank you so much 💓
@@shankarnathsir , how much do you charge for managing a portfolio?
@@karthikreddy8567 Hi. I don't manage anyone's portfolios presently due to paucity of time on my part. Creating TH-cam videos is a full time activity and I'm still doing it by myself. Once I have hands to help then I'll explore monetization opportunities
One of the best and the most underrated channels on TH-cam. The content is top notch, Shankar! I can’t thank you enough for sharing content like this and that too for free! Come the day when you launch a paid full course on the stock market, I promise I’ll be your first student!
So true
Thank you Jay for your vote of confidence. It's still early days but I want to have a couple of courses (one for beginners and one for moderate investors) by the turn of this year. I'm myself learning when creating these videos so I'll ensure that those materials offer a lot more value than the investment required. Appreciate your kind words .. and please forward the videos you like to your friends and well-wishers over social media and whatsapp. Thx again!
@@shankarnath very deep infomative video sir
The reason behind this ….language barrier 🎉 change to Indian language
Watch videos of Vivek singhal. You will forget all other youtubers
You sir are the perfect definition of a value stock. The market has not realised your value yet, but in time you will be a youtube multibagger.
Thank you very much!
Thanks
Thank you very much Murali for your kind appreciation and this gratuity. Will be wonderful to see you use parts of this presentation in improving your own stock selection approach and portfolio. I think I've explained 5 different portfolio selection methods so far and a combination of its best parts should help anyone build long term wealth. Hope you too see it that way.
I like monopolies like HAL, BHEL, Mazgaon Dock, CDSL, BSE, Titan, Pidilite, DMart
Hope you will get 1Million subscriber soon. You deserve that.
The value you put in your video is unmatchable. Thank you so much ❤
So nice of you. Please do share it with your friends, colleagues & whatsapp groups and push them to subscribe/watch the videos. I'm certain they'll find it profitable. Thx!
Monopolies I have and capturing Market share
1 CDSL
2 Asian paints
3 Rajratan Global wires ( promoters increasing stake )
4 Pidilite
Promoter increasing stakes
5 Aster DM
6 Krsnaa diagnostics
Internet duopoly
7 Tips
8 Saregama
Thanks
Excellent content!
Glad you liked it, Deepesh and thanks for this gratuity. Do try to incorporate some parts of this to improve your own stock portfolio -- an opportunity portfolio.
@@shankarnath yes. Working that out
U bieng as professional and making others professionals through ur valuable knowledge and experience , great Idea,
Hat's off,
Thank you very much sir
God Bless you always
So nice of you. Glad to know you are finding the content and videos useful
Shankar kudos to you.. Have never seen such a detailed analysis for each topic that you pick and discuss.. It is as though you want each one to win.. Very well articulated and with practical help tools as well.. Becoming a big fan of you.. Do keep posting more videos
So nice of you. Thank you very much for your kind appreciation 🙌
Thank you Shankar ji for your clean, clear and detailed video of identifying and choosing great monopoly stocks. I really appreciate your hard work in finding all the data and summarising it meticulously for us to understand in a seamless manner. Your way of communicating is second to none. Keep enlightening me. Thank you very much. 🙏🙏🙏
Thank you very much Partha ji for your kind appreciation and encouragement. The sincerity & respect for my work shows in your comment and as creators/educators, this propels us to do more and do better. Happy to receive your note
you are a great teacher, taking things in an orderly way. great contribution to the society, in a very organic way. stay blessed
So nice of you. Thank you!
Watching your all videos for understanding as a am new to investing, you deserve 10 M subscribers. The knowledge on this channel is unique
Thank you very much
You are the only finfluencer really teaching the retail investors how to pick stocks and not lose money without plugging your members community or some course.
You are truly appreciated.
Thank you.
Most welcome. Curious to know -- why you say a content creator's rep goes down because he/she is packaging one's research & knowledge in a community or course?
I ask so because --
a) I have attended a few workshops & courses over the years & after each such session, I carried with me 3-4 useful pointers that has helped me earn good money over the years
b) I'm myself part of a few communities (investing & content creation) and they've helped me a lot to bring me to where I am right now. Infact some of the teachings you like in my videos had it's genesis in those discussions
@@shankarnath The content creators rep doesn’t go down just because he/she packages a course to make money. That is understandable.
Just an example, Akshat Srivastava always plugs his member community at least 5-7 times in a single video and keeps reminding us that he’s always holding back on information.
Or if you a finfluencer repeatedly plugs in his course, once at the end is fine.
People need to earn money, I understand that. But give us some value and then tell us at the end if you want more value, you can buy this course, like LLA does.
Nothing against people trying to sell courses.
Sir, you are awesome and of course I would say your approach is very much different and unique from other youtubers....it's always value to listen you👍👍👍
Thanks a ton 🙌 I'm glad you found this helpful and hopefully you'll use it to improve your own investing framework.
Excellent Video !! i liked the idea of using the data from 2017 and extrapolate it to 2023. As usual, great content and presentation.
Much appreciated! Thank you very much
The most deserving TH-camr amongst stock market channels
Big thumbs up
Keep growing ❤
Thank you very much for the appreciation and encouragement
One of the best teaching videos to come across in TH-cam
Specially for beginners
Thank you
You're very welcome! Happy to have played a small part in your financial journey
I'm surprised I didn't come across this channel earlier. Great content!
Welcome aboard!
Thanks!
Thank you very much! Glad you liked this video and found it useful. Do add your own layer of analysis on this and try it out 🙌
Detailed explanation about the portfolio building.
Thank you Shankar Nath
Most welcome. Glad you found it useful, Nagaraj
Such a methodical approach, making total sense! Great work @Shankar, keep it up!!
Thank you very much!
This is the first time I saw your content in this channel after seeing the quality of content delivered I immediately subscribed please continue with more and more quality content 🔥
Thank you very much and welcome aboard!
Thanks for the analysis of Monopoly Companies. Absorbed some and will have to see it again to absorb a little more.
My pleasure! Glad you found it helpful
Jordar.
What a lovely and unique way to teach us.
Salute
Glad you liked it
Wish you all the best with a lot more subscribers thank you shankarji for bringing this data..
Thank you so much 🙂
Wonderful video with data analysis. Your ascent is so good that every body will keep on listening and learn things.
Thank you very much. Appreciate the kind words
Shankar you are simply the best. Great value addition 🙏
Glad you liked it. Thanks!
🙏🙏🙏 best simplified worksheet i ever watch on TH-cam
Glad you found it useful 👍
Thanks for your high quality info. Keep doing amazing work. I wish you get more subscribers into crores so that every Indian invests in high quality stocks and become financially sound. Regards.
Thanks a ton, Abdul ji. Glad you are finding my content useful and informative
This is a great exercise. I appreciate the back calculation in 2017. Most of the time, our stock selection has a bias, this quantitative approach can tell us the importance of pure fundamental analysis. Yet, the past is not the indicator for the future. The market is the real GOD.
Thank you very much. Glad you found it useful
One of the best videos on stocks
Glad you found it useful
Seedhi baat, no bakwaas!
Great video again Mr Shankar.
Thanks for watching, glad you liked it
Excellent work Shankar.. Thanks for your effort..
Most welcome. Glad you liked it!
Watching from Bangladesh. I Love to watch your videos. Please go on
Thank you Hamid ji. Glad you are finding it useful and informative
Hi Shankar, Great video as always but I think for a lot of stocks (especially the PSUs) the dividend needs to be considered when calculating the total returns as well. Hindustan Zinc from the period of 2017 to 2023 has paid out dividends worth Rs 187 which gives a total return of close to 62%.
Thanks for your suggestion
Dear Shankar, All your videos are great. Thanks a lot. I subscribed to your channel.
Thanks Balaji and welcome aboard!
You are fabulous Shankar...means Kudos to you and your Team for this wonderful presentation with a great effort and knowledge sharing this weekend I learnt and will be learning more if you bring up more framework for portfolio beginners who can start journey from April 2023 ...start ....Superb Video again ..Thank you 😊
Most welcome, Sujit ji. I'm happy you found this video useful and I'll be happier if you use parts of it to improve your own investing strategy
Very Useful! Thanks for the Videos!
Most welcome!
Class apart. Neat and clear approach. Thank you Shankar. Brilliant one.
You're most welcome 🙌
Those who have not subscribed you may be missing gem of stock market research and analysis presented beautifully...I feel pity for them...👍
I guess it takes time to find a gem .. they'll eventually get there :). Thanks for your kind endorsement of my work
AMAZING Video. Soon you will cross ETMoney Total Subscriber itself.
Thank you
Thank you Shankar for your wonderful, educative, thought provoking videos. I enjoy them a lot and am trying to understand and implement what I learn. God bless
So nice of you and most welcome. My own stock picking approach has improved tremendously over the past few months as I continually read and research more materials. I'm glad all this is helping you.
Another good research output. Thanks to you to come up with something other than backtesting. 🎉
Most welcome
Exception can be IEX which after issuing bonus in the ratio of 2 shares per 1 held, it's ex-bonus price may be near to 270, currently it has considerably down to 127 today on 29.03.2023. what can be reason un-known to common small investors !!!
Your videos are of great help for us to learn various ways and new concepts to analyse stocks and market.. pure gold 🎉
I'm glad you find them useful, Senthil. Thanks for the appreciation
You are the best. Following your tips verbatim
Happy to hear that!
Very good content. Understood few good things. Thank you so much for your efforts and knowledge sharing .:)👍
Most welcome Amol ji
As always.. amazing analysis.. i will follow the metrics you suggested...
All the best, Ramya Sri .. and thanks for your appreciation
Not seen such superior content before ❤
Glad you found it useful
Good video n easy understand. Naam me hi God hein ❤️
Great! Happy to know you found it useful
Sir, This is exactly what i had been looking. Thank you sir for this presentation 🙏
You are most welcome. Glad you found it useful
Excellent and painstaking exercise. Thanks for a wonderful and enlightening video sir.😊
So nice of you. Glad you liked it
Excellent value from this video. Thanks
Glad it was helpful!
another excellent video Shankar ji..keep rocking, thank you
So nice of you. Thank you very much Ram Kumar
high quality episode. The worksheets are great.
Thank you very much
very nicely explanation, thank you....
Most welcome 🙌
Great work Shankar !
Thank you very much
What an amazingly interesting video 👌
Great to hear 🙌
Awesome..subscribed!
Thanks for the sub!
Thanks for the effort and great work as always.
I would request and recommend that if you could design a fee based SMALLCASE based on all the learning,
it'd be great way to monetize for you as well as help a few of us who understand the concept but aren't able to invest the time for research based on the same and don't actually capitalize on the learnings.
Most welcome. Presently I am focussed on education and am keen on exploring monetization opportunities within that box. Fund management/advisory is a separate box with different skills and challenges. Thanks for the suggestion
Awesome & insightful... thanks a lot Sir
One small thing on the side - I recently watched your video on how you shot / make the videos. Quite helpful. I've been catching up on similar videos recently by other TH-camrs. You may want to consider using a light behind and on top of your back / Shoulder - this helps create more depth and separates you from the background. just fyi - Your content is outstanding anyways.
Thank you for your suggestion
Thanks a lot for your efforts. Amazing analysis. Regards.
Most welcome, glad you liked it
Hi sir ,pls explain how to choose best Midcap and small cap mutual fund
Great Content Sir Very Informative.Thanks For Creating Such A informative video 🙏🙏🙏
So nice of you. Most welcome, hope you'll use it in improving your own stock portfolio
Wonderful video sir..thanks
Most welcome
Simply a fantastic video 👍
Many thanks!
Wow! What a video!
Glad you liked it!
superb and quite clear analysis, good for even beginner investors. do create 1 video for L&T and 1 fsolely on Govt. companies like ntpc, nmdc, coal india, ongc, Oil india, etc.- maybe 1 from each industry
Thanks for the suggestion. I am not a fan of government majority public sector companies. I'll explain that over a video when I'm back from my break
As usual..excellent
Thanks!
Superb Shankar
Thank you
Mind blowing Analysis
Thank you!
Really appreciable well designed content. with hard work 🙏
Thanks a ton for your kind apprecation
This video was a gem my friend . Now only people eed the right amount of money to achieve their investment dreams
Thanks 🙌
Very insightful Shankar. I find your videos very useful and helps me make investment decisions. with 22-23 data in the spreadsheet, how do I determine Grade A, B & C? Did you use any formula or manually looked at the ratios in 17 sheet?
Thanks. Think I explained in the video, the grading was a subjective assessment.
Thank you very much for sharing this. Very informative 👌
So nice of you. Glad you liked it, Revanth 🙌
Great job, thanks for your input
My pleasure!
Great content..
Crystal clear 👍 understanding
Glad to hear that. Thank you Baskar
@@shankarnath I have forwarded to my doctor friends
Want them to get benefitted
Thanks!
Great with fully research backed _
Glad you liked it
An amazing peice of work
Thanks!
excellent information. Cheers
Glad it was helpful! Thank you Pranay
Nice Explanation..
But the investment capital is too high for middle class
Does this work with sip too
Happy that I subscribed. Fantastic content. Please do an episode on Duopoly. May be I am getting greedy. Thanks…
Thanks for your suggestion
Such great contents from ur channel for free. Good karma will pay back
Thank you very much. Glad you are finding it useful
Great Video! Thanks for all the hard-work you put in to share this amazing content. Could you pls elaborate more on how you came up with grades for each of these companies towards the end of the video? Thanks again and keep up the great work.
Most welcome, glad you found it useful. I did not use any particular weighting for the grades so one can say that these are equally weighted. I used a bit of subjectivity (first impressions and qualitative parameters) when bucketing the companies. The idea was not to be precise but approximately right
@Shankar Nath Thanks again!
Motilal oswal nasdaq 100 vs iciic prudential US blue chip fund can ylu ols siggets which is best
Looking to invest 10k per month for next 7 years for a short term goal. Guide with some of the names if possible.
@shankarnath Sir do you think the sales to capital employed ratio should be moderated given these cos are not from same industry and differ in m caps..so how did you conclude that sales to capital employed ratio helps in stock price appreciation if the ratio has not been moderated to make them comparable
What is the criteria of grading the cos?
Are A category cos to be bought at any price or only when peg
1. Yes. Pls recall the 10-bagger video on my channel where two blocks of 3 years were taken when examining sales to capital employed.
2. It's subjective, used my assessment per 2017. I didn't use a scientific method but over time & with experience, I can understand that a 20% sales growth is better than a -12% sales growth. So used that knowledge to pick & choose
3. Haven't tested it
4. Personally I don't use PEG.
@@shankarnath what about valuation guideline? If we had bought in 2088 peak before market crash would it still have worked?
What is the criteria for bucket classification?
Thank you for excellent content👌👍
My pleasure, glad you liked it
Hi Shankar, great video. As an enthusiast, I learnt a lot. One question - how did you classify the stocks into 4 grades (A, B, C, D) based on the 7 factors? Do all of them carry equal weightage or they have different weightages (appeared to be different based on what I gathered from the video). Any pointers will be helpful.
Thanks. The classification was subjective based on my assessment of valuation, growth, relative metrics. I can't really put in the form of a scientific system as there is an element of intuition in it.
Thanks again Shankar!! This is very helpful!!
Shankar, this is invaluable knowledge. You are also making us lazy though. :P
Sorry about that
@Shankar Nath Really great and informative video. Thank you so much for the same. Wanted to check with you where did you get the market share data from for different companies?
Most welcome. I used screener.in for the most part
Very informative ...sir I have IEX at 175 average..I want to hold it 3-5 years ..should I average down it or not please suggest.. Presently it is going down rapidly..
I totally resonate with your thought process and content. Let me be part of your journey. I wanted to join u as co worker ,partner or student or what whatever u say. Looking forward.
Sir is Axis Growth Opportunities fund still good to invest in?
Thanks...i am wondering where to invest in the stocks...will do it in the A category now and will see how it performs in 23-28...
Most welcome
Now that debt funds are taxable according our tax slab, what’s the debt fund alternatives? Where to keep our money for emergencies and short term goal? Could you please provide us the details
Yes. I have a video scheduled on the 5th of April
Most underrated TH-cam channel. Loved this video in particular
Thank you!
A Huge thumbs up to you sir
Thank you!