You are amazing analyst and your inner wisdom and knowledge looks like a moving encyclopedia Being a soic member I am very happy with you and your course
@@SOICfinance Sir please provide a service in which you show your portfolio for this we are happy to give some fees Bec as retailer it's hard to find All details of companies reading annual report, concallsetc.
Some folks on twitter can hate you as much as they like but it's hard to find people like you - the spirit to give and share amazing knowledge...in a lighter vein, I feel like after watching your content that the mental model you are applying is "win win"....simply awesome!! More strength to you!
Get well soon, Ismohit. This is another blockbuster. Such a wonderful way to explain the business and equate it with mental models, simply outstanding. Underwear wars will be interesting.
Comparison of no of subscribers on your channel and other superficial fake investment channel on youtube actually tells us about our attitude towards learning today. People who aren't learning from you and running after shortcuts don't know what they are missing as investors. I like you mental model "Knowledge is the King". Keep up the good work Ishmohit. Thank you for helping us understand the Indian businesses. 👏
I am holding a huge quantity since 2017 when prices were 4.20/-. and am planning to stay invested for 10 more years. All the past guidance of the company have been met and i am optimistic about the super growth of the company.
Cheers Ishy... " BRILLIANCE DELIVERED "yet again, as per the standards that you have set for everyone to deep dive Into intricacies of any Business to understand them better. Would love to see you dive into the tyre industry next and i have this gut feeling that it's an evergreen industry as long as civilization keeps moving and transporting , a person might even skip wearing underwear and do without it easily but he wouldn't be able to even step out without tyres on his wheels ( Unless Jet propulsion gets mainstream😋). I'm sure you would come up with pointers that may be out of one's line of thought about tyre companies.Looking forward to it asap. Keep the faith dear brother.
good video, in fact CNG stations are being slowly setu in kokkata as well, most Auto rickshaw however runs in LPG. Please cover Raj ratan global wire as tyre proxy.
I would say this is an alternate option other than EV as they are less polluting then our current petrol & disel Cars, so i would say it is complementary industry that will grow as Ev grows though at not rate,but still.
very informative and in depth study on CNG and LPG. I hv invested in guj gas, and EKC but didnt know many things, which are visible now. Thnaks for such amazing effort
Every fresher / new graduate student can have some amazing work experience by doing live projects , internships, no stipend assignments etc. I have been engaging such students for more than 10 years as of now and would request you to keep motivating such students to approach employers for such opportunities
I have heard lot of analyst speaking on stocks, but you presentation along with your detailed talk is different from others hope to become soic member at the earliest
Superb analysis of Confidence petroleum & adding value to investor community as always. Prayers for speedy recovery of you and family. Hats off to your contribution to investing community.
2 years down the line the stock has moved, Thanks to tieup with BW, but Auto LPG demand will not pick up as CNG distribution and CNG cars have picked up . Cooking LPG penetration has been achieved.
Sir evehicle ki k aane se ispe koi frk pdega ??? Or jo ajkl ghr k andr direct pipe the gas aari hai bo project bhi government k aage bd rhe hain , iska iske upr kya frk pdega
These are things which we analysts have to keep tracking, still opportunity size could be large in CNG as explained in the video. Thanks for your interest :)
for Auto LPG stations, there is continuous fall in Auto LPG stations from 2015 to 2021 (from 681 to 651), as seen in the chart, a point to think on is despite payback period of less than 2 years and low capex, why are auto LPG stations degrowing? also looking at how Maruti and Tata have launched CNG variants, makes me more bullish on CNG than LPG.... Great work team SOIC, hope for speedy recovery of you and your family Ishmohit! :)
Excellent video Ishmohit. Hope to see more videos on education about individual business products and services. Mental models explanations also getting better!
🙏, praying speedy recovery for you and your family. Get well soon. I prefer tyre proxy play as holding Nocil from bottom level and want more information as planning to switch from nocil to Philips carbon black.
Wonderful nd very informative video like always. Thank you for all the hard work u put into each video of urs. Keep up ur great work nd sharing of ur knowledge so much indepth. Praying for ur Speedy recovery along with ur family members too. Wud be waiting eagerly for ur next video on the Tyre proxies. Thank you once again nd God Bless u Always.
Pls made as your video Raj rattan & comparison with others .as u made previous videos with Raj rattan having entry barrier & best in bead wire . Sir your analysis with companies awesome . Keep doing it & hatts off to you . Great .👍🏻
Hi sir, i am currently doing cfa & your videos are so inspiring for me, when you do so much indepth analysis it's just awesome to learn from you, & i would love to see a video on lux industries tracking that from a long time though whatever you make is good😅.
You are amazing analyst and your inner wisdom and knowledge looks like a moving encyclopedia
Being a soic member I am very happy with you and your course
+1
Thanks Raj for your kind words :) Hope to keep adding value in your investing journey
@SOIC Bill up vj
P
@@SOICfinance Sir please provide a service in which you show your portfolio for this we are happy to give some fees Bec as retailer it's hard to find All details of companies reading annual report, concallsetc.
Some folks on twitter can hate you as much as they like but it's hard to find people like you - the spirit to give and share amazing knowledge...in a lighter vein, I feel like after watching your content that the mental model you are applying is "win win"....simply awesome!! More strength to you!
Thank you so much for your kind words :) My aim is to keep adding value and providing you in-depth analysis :)
Get well soon Ishmohit. Hope you and ur family doing fine. Pray for speedy recovery of you and your family.
Thank you so much for your well wishes :)
Content kaafi acha hota hai apka. Precise aur clear information
Thanks for your interest. Hope to keep adding value.
Salute to the dedication of this Son Of Sardar, Awesome video release in unwell times! Take care, God Bless! Wish you speedy recovery... ❤️ You!
Thank you so much Yuvaraj for your lovely wishes :) Hope to keep adding value in your investing journey
What is future of gas companies like IGL, MGL ? What would be the impact of renewable energies, EV on them?
This is super helpful information about Confidence Petroleum
Get well soon, Ismohit. This is another blockbuster. Such a wonderful way to explain the business and equate it with mental models, simply outstanding. Underwear wars will be interesting.
Thank you!
Superb analysis. Nitin kharaji is passionate about his business and wants to take it to 10000 CR mcap.
Brother what's your view on new Delhi policy for EV?
Will this majorly Impact IGL?
Please give us some hint or Something 🙏🙏
Best part of soic membership is-
Eshmoit Arora ji.....
Comparison of no of subscribers on your channel and other superficial fake investment channel on youtube actually tells us about our attitude towards learning today. People who aren't learning from you and running after shortcuts don't know what they are missing as investors. I like you mental model "Knowledge is the King". Keep up the good work Ishmohit. Thank you for helping us understand the Indian businesses. 👏
Beleive me, never ever I found in youtube, such detailed, realistic and futuristic analysis of companies. How can you manage this bro?
Thanks for your kind words. Hope to keep adding value.
Get well soon Isghmoit. and thanks for this video.
I am holding a huge quantity since 2017 when prices were 4.20/-. and am planning to stay invested for 10 more years. All the past guidance of the company have been met and i am optimistic about the super growth of the company.
Cheers Ishy... " BRILLIANCE DELIVERED "yet again, as per the standards that you have set for everyone to deep dive Into intricacies of any Business to understand them better.
Would love to see you dive into the tyre industry next and i have this gut feeling that it's an evergreen industry as long as civilization keeps moving and transporting , a person might even skip wearing underwear and do without it easily but he wouldn't be able to even step out without tyres on his wheels ( Unless Jet propulsion gets mainstream😋). I'm sure you would come up with pointers that may be out of one's line of thought about tyre companies.Looking forward to it asap. Keep the faith dear brother.
Thanks for your kind words :) Sure, we will be making a video on the same next. Stay tuned
Rupa vs lux vs page, please textile sector signing at present time so please consider above topic
Superb Analysis...Next video must be on RajRatan
Sir,I pray to God for you and your family good healthy. Your analysis is awesome, no one can do this type of analysis. I am big fans of you.
Thanks Ramasish :) Hope to keep adding value
good video, in fact CNG stations are being slowly setu in kokkata as well, most Auto rickshaw however runs in LPG.
Please cover Raj ratan global wire as tyre proxy.
Hats off to your dedication towards this community sir.
Wishing you a speedy recovery😀
Started watching your videos since yesterday, and loving them. Your analysis and explanation is excellent👏👏
Get well soon. Excellent analytical information.
I pray to God that You and your family recover speedily. Wish you good health and get well soon.
Super Informative VDO. Really appreciate the way information is shared & educated us. Thank You.
Hi Ishmohit
Get well soon .
Wishing you and your family speedy recovery.
Take care
My question is how would this play out in competition with EVs?
I would say this is an alternate option other than EV as they are less polluting then our current petrol & disel Cars, so i would say it is complementary industry that will grow as Ev grows though at not rate,but still.
EV is going to stay terribly expensive for atleast another decade. For a price sensitive country like India, EV will take time
The largest auto seller MSIL is leaning heavily towards CnG, I guess it can be a good bet for next few years.
very informative and in depth study on CNG and LPG. I hv invested in guj gas, and EKC but didnt know many things, which are visible now. Thnaks for such amazing effort
Get well soon. And as always a good sunday learning.
Every fresher / new graduate student can have some amazing work experience by doing live projects , internships, no stipend assignments etc. I have been engaging such students for more than 10 years as of now and would request you to keep motivating such students to approach employers for such opportunities
सर जी आपकी बात ही अलग है।। क्या बात है दोस्त।। बाकयी। हम समझ सकते हैं एक वीडियो के लिए कितनी मेहनत और तैयारी करते होगें आप।। ❤️🌹🌹🥰🥰🥰👍🙏🏽🙏🏽🙏🏽
Get well soon , hope your family doing fine 🙏 for speedy recovery
Very nice video. Which CNG proxy you were referring to at the end of the video, can you please share.
I am invested in Likhitha- Great proxy player for CNG growth
Rupa --> next. Thank you for this amazing insights.
Thanks for your interest.
Brother thanks for your specious study and spreading the same...
Take care of yourself & your family.
Paaji, tainu rab rakhe.
Lux , Rupa and Dollar ind comparison video please
Also on Tyre ancillary companies
Wish you get well soon!
Thanks :)
Page vs rupa vs lux.... Suggestion...Would be very interesting... Thanks... Amazing as usual
Thanks for your suggestion :)
I have heard lot of analyst speaking on stocks, but you presentation along with your detailed talk is different from others hope to become soic member at the earliest
Thank you IshMohit Ji for superb analysis. We want analysis on tyre industry.
Superb analysis of Confidence petroleum & adding value to investor community as always. Prayers for speedy recovery of you and family. Hats off to your contribution to investing community.
Sir 😍😍😍😍😍😍😍😍😍😍😍 ye apke liye company aap bahut acche padte ho sir aap
Why there is no mention of time techno ? They are also into composite cylinders and won big order very recently from oil companies
Neither did I cover EKC or Kirloskar no? Stock specific vid with some sectoral analysis. Will cover others too!
Take care..wish you speedy recovery
2 years down the line the stock has moved, Thanks to tieup with BW, but Auto LPG demand will not pick up as CNG distribution and CNG cars have picked up . Cooking LPG penetration has been achieved.
Sir evehicle ki k aane se ispe koi frk pdega ??? Or jo ajkl ghr k andr direct pipe the gas aari hai bo project bhi government k aage bd rhe hain , iska iske upr kya frk pdega
These are things which we analysts have to keep tracking, still opportunity size could be large in CNG as explained in the video.
Thanks for your interest :)
for Auto LPG stations, there is continuous fall in Auto LPG stations from 2015 to 2021 (from 681 to 651), as seen in the chart, a point to think on is despite payback period of less than 2 years and low capex, why are auto LPG stations degrowing? also looking at how Maruti and Tata have launched CNG variants, makes me more bullish on CNG than LPG....
Great work team SOIC, hope for speedy recovery of you and your family Ishmohit! :)
Due to this reason Confidence is entering CNG stations now. And LPG cylinder focussed business going ahead.
excellent analysis…gained a lot of knowledge about Lpg and cng industry…get well soon…and my vote is tyre proxy video
Get well soon bro you are loved infinitely ☺️
Aap ke sabhi video main dekhta hun aapki analysis Ka jawab Nahin please nocil pe video banaiye ❤️ se 🙏🙏
Wishing a speedy recovery Ishmohit. Really appreciate your efforts
सर आपका confidence भी आज कमाल का था
Excellent video Ishmohit. Hope to see more videos on education about individual business products and services. Mental models explanations also getting better!
Hydrogen fuel bhi kuch stocks bta sakte h kya ?
Wish you very fast recovery from omnicrn to perform like a UNICORN!
Ishmohit I am following you, from quiet a while and your working teriffic
Health hai to Wealth hai!
Pls take a break.. Recharge urself & come with such excellent contents.. Pls dont push urself in fever 🙏
Nice work as usual..Sir i would like to know ur view on city gas distribution companies like MNGL IGL Gujrat gas
Thanks Rushikesh :) We will soon cover it under our sectoral analysis. Stay tuned
Almost everyone on this platform like me is already invested in some related stock...I am in loss in igl ...so pls guide ...so we can take decision...
Great video, and superb explanation, get well soon sir
🙏, praying speedy recovery for you and your family. Get well soon. I prefer tyre proxy play as holding Nocil from bottom level and want more information as planning to switch from nocil to Philips carbon black.
Pray for speedy recovery. God bless.
Superb video....
confidence petro have advantages.. manufacturing of cylinder...
And which proxy player do u invest
Thanks for your feedback. Mentioned the name of the company in video itself :)
As always nice one,Would like to have video on phillips carbon .
Thank you sir. GTPL HATHWAY and TV today companies your opinion on management and growth?
Go for the companies that provide components to these
@@Garyhryfrufr7dyfu example?
Wonderful nd very informative video like always. Thank you for all the hard work u put into each video of urs. Keep up ur great work nd sharing of ur knowledge so much indepth. Praying for ur Speedy recovery along with ur family members too. Wud be waiting eagerly for ur next video on the Tyre proxies. Thank you once again nd God Bless u Always.
Great explanation 🙏
Thanks for your feedback. Stay tuned.
NOCIL should be the next one. Superb video once again. No match. Congratulations n best wishes. Jai Hind
Thank you so much 😀
thanks for the informative video.... and Get welll soon...
Thank you so much for educating in cNG and LPG sector. I think i love to hear tyre proxy stocks.
God bless you 🙏🙏🙏
Thanks for good wishes.
Take care.
Pls made as your video Raj rattan & comparison with others .as u made previous videos with Raj rattan having entry barrier & best in bead wire . Sir your analysis with companies awesome . Keep doing it & hatts off to you . Great .👍🏻
Thanks for your suggestion :) Stay tuned.
Dear Friend, get well soon.
Get well soon. As usual indepth wonderful business analysis 👏
Thank you very much 😊
Very Exhaustive study .Appreciable.
Lovable Lingerie instead of your selection. For tyres Philips Carbon is my choice. Second thought is Rubfila
Sir can you help me understand about aegischem business? Is it logistic company or gas company?
Why should not person invest in mgl and igl as compare to confidence petro..just a thought
Hi sir, i am currently doing cfa & your videos are so inspiring for me, when you do so much indepth analysis it's just awesome to learn from you, & i would love to see a video on lux industries tracking that from a long time though whatever you make is good😅.
All the best!! Sure will do Inner Garment companies next :)
@@SOICfinance please do intellect design arena next
lux may volume growth ka problem hai bro. valiepickr ka forum may jake discussion padho idea ajayega
Wow
Great analysis
Pls do video on Nocil
bhai 5-6 years back tey were some corporate governance issue in the company ,couldn't remember what were those exactly. please look into those as well
ISMOHIT BHAI YOUR EVERY ANALYSIS IS VERY VERY GOOD
Wishing speedily recovery Ishmohit and ur family
what is the other proxy player you are holding Ish?
Thankyou now #soic reading mind too!
Jai Hind at the end was best 🇮🇳
Very interesting business.. Time Technoplast also in similar business
Thanks, haven't studied Time Techno :)
IshiMohit ji, pls keep the CC turned on for all your videos . Thanking you in advance.
Thank you nd get well soon sir
Awesome analysis thanks a lot and please take care of your health :)
Next: RajRatan please.. thanks a lot :)
Amazing video!!! Waiting for Rajratan one First and underwear wars later!!!
Great insight sirjee..... next analysis may be from tyre proxy plays.... 🎉🎉
Thanks for your suggestion :)
Sir, try to search benefits of using PNG as a fuel it is much more useful and profitable than CNG
Loved the Video !!
Pcbl seems interesting.
Awaiting your video on it
Noted. Thanks.
Bhai Hikel ka present situation ke bare me koi video ban sakta hai kya?
Any reason why EKC has posted poor results?
Thank you Brother 🙏😇
All the tyre proxy cos: phillips carbon, nocil and rajratan