Markets Veteran Samir Arora Identifies Possible Multi-Baggers

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  • เผยแพร่เมื่อ 23 ม.ค. 2023
  • #MarketToday #MarketTodaySummit2023 #BusinessTodayTV #Markets #BSE #NSE #Investors #Investing
    With just eight days to go for Budget 2023, Samir Arora of Helios Capital joins Udayan Mukherjee at the BT Market Today Summit 2023 in Mumbai. The two discuss everything from stock markets to the investment climate to expectations from the union budget. Samir Arora, one of the tallest investment gurus, goes bullish on banks, consumption, and tech. He also feels that Paytm and Zomato will turn around and are good investment bets.
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ความคิดเห็น • 35

  • @prafullbhandari7242
    @prafullbhandari7242 ปีที่แล้ว +13

    Udyan is one of the finest interviewers, loss for CNBC but gain for times group.
    Keep shining udyan

  • @nafasm
    @nafasm ปีที่แล้ว +4

    Its always nice to hear Samor Arora and Udayan

  • @The3497jsm
    @The3497jsm ปีที่แล้ว +2

    One of the best sessions .. good learning on emotional detachment from stocks

  • @prafullbhandari7242
    @prafullbhandari7242 ปีที่แล้ว

    Wonderful and candid interview by sameer arora

  • @youtuber08495
    @youtuber08495 ปีที่แล้ว

    Interesting points about the IT companies

  • @bongfish1369
    @bongfish1369 ปีที่แล้ว +1

    Good solid interaction.

  • @kirtanacharya2873
    @kirtanacharya2873 ปีที่แล้ว

    Awesome interview

  • @paragvaishampayan9501
    @paragvaishampayan9501 ปีที่แล้ว

    Really appreciable content 🙏

  • @LohraspAnklesaria
    @LohraspAnklesaria ปีที่แล้ว

    Informative.

  • @AryanGupta-pd9ue
    @AryanGupta-pd9ue ปีที่แล้ว +1

    Udayan is still effortless. Timeless

  • @sureshkamath468
    @sureshkamath468 ปีที่แล้ว +2

    Does Samir has that zeal & Vigour he had in 1995 ?? He talks about the same think in a monologue.

  • @sanyal143
    @sanyal143 ปีที่แล้ว +1

    What about Sameer sir mutual fund. Not even a single question on that.

  • @Rahulkumar-sd3lf
    @Rahulkumar-sd3lf ปีที่แล้ว +2

    "hdfc bank not in index " what does he mean ?

    • @arunsadanandabhat8518
      @arunsadanandabhat8518 ปีที่แล้ว

      he is a complete stupid fool only idiots buy Zomato and Paytm , and the way he was talking about varun beverages, like all poor fools and idiots are going foolishly to spend their money there and this guy is profiting from it.

  • @KoushikSekhar
    @KoushikSekhar ปีที่แล้ว

    10:10 coal india and NTPC

  • @MuraliKrishna-vm1po
    @MuraliKrishna-vm1po ปีที่แล้ว +4

    He is a market veteran? He said Satya Nadella fired 12,000 employees. He must properly track IT companies.

  • @vivektube123
    @vivektube123 ปีที่แล้ว

    Now he will get time to invest in other Adani stocks

  • @sandycom
    @sandycom ปีที่แล้ว +1

    disbelief disbelief Indian IT COS. performing extra ordinary then why lay offs???

  • @anshuman5331
    @anshuman5331 ปีที่แล้ว +1

    Wrong info. on job cuts and economy of US

  • @AajKaFun23
    @AajKaFun23 ปีที่แล้ว

    And I thought that Udayan had retired to a peaceful life amidst nature.

  • @proych78
    @proych78 ปีที่แล้ว +2

    When they want to dump and retail investors to provide an exit, they come up with all these 'interviews'

  • @mahmoodsait116
    @mahmoodsait116 ปีที่แล้ว

    Reality majority pms have failed to give returns deleverd are lesser than FD Last 5 Years returns are 5 to 6 Percent. Don't get carried away from what ever they says Mutual fund lumpsum are better than pms check factsheet .

  • @sameertawde5
    @sameertawde5 ปีที่แล้ว +1

    Udyan you are done for this century
    there are many oraters
    Saurabh Mukhrejea
    Pranjal
    Rachana Ranade
    Warikoo
    Akshat Shrivastav

    • @anantkrlal
      @anantkrlal 8 หลายเดือนก่อน

      except Saurabh, all are crap

  • @drunkdodo5141
    @drunkdodo5141 ปีที่แล้ว

    Market veteran ...Hahahaha..Yeah Right !!!!

  • @shubhamnarayan2077
    @shubhamnarayan2077 ปีที่แล้ว +1

    Lyning so blatantly. He said hdfc bank's valuation is not even 1/3 of bajaj finance. But bujaj finance is trading at 32 PE and hdfc bank is trading at 20 PE. That's not even half for 40% YOY growth for bajaj finance.

    • @balajibarike632
      @balajibarike632 ปีที่แล้ว

      When they discuss about banks they usually mean P/B in that way makes sense

    • @shubhamnarayan2077
      @shubhamnarayan2077 ปีที่แล้ว

      @@balajibarike632 then the argument becomes more absurd as bajaj finance is not a bank.

    • @balajibarike632
      @balajibarike632 ปีที่แล้ว

      @@shubhamnarayan2077 I mentioned bank but ideally i meant lenders….During high interest regime its the bank that will have strong liability franchise that tends to outperform. Neverthless both Hdfc Bank and Bajaj Finance are excellent companies that will compound wealth over time.

    • @shubhamnarayan2077
      @shubhamnarayan2077 ปีที่แล้ว

      @@balajibarike632 But you just can't ignore profits. He singlehandedly ignored the fact that bajaj finance grew by 40% yoy in q3. That's absurd to me considering bajaj finance's current PE of 32 which is at a 35% discount from it's 10 year median.

    • @balajibarike632
      @balajibarike632 ปีที่แล้ว

      @@shubhamnarayan2077 Yes true i agree….They always find one reason to showcase that it didnt meet expectations. Probably its good to accumulate now Bajaj Finance

  • @ambalavanant
    @ambalavanant ปีที่แล้ว

    Sameer Arora is a big arrogant person