Notes 1. TAM (total Market size) from DHRP or investor presentation , get the theme right 2. Gov regulations in sector 3. Relative strength. 4. Identify headwind and tailwinds 5. Understand peg ration & reverse dcf 6. Growth
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Very focused way of sharing intelligent information and knowledge. Unrelated one word is not pronounced. No football..no cricket...no gabbar no nancy..no Kamala..no halwa...no stories...Thank you sir...
We deeply appreciate your ongoing support. We're delighted to contribute to your investing journey and look forward to being a part of your continued growth. 😊🌟
00:05 TVZ Framework focuses on theme, valuation, and growth in stock investing. 02:03 Understanding the importance of valuations in stock investment 05:47 Sectoral breakdown importance for stock investing 08:05 Assessing the cyclicality and growth potential of a sector 12:00 Understanding the impact of time on businesses is crucial for high returns and growth 13:41 Analyzing company earnings calls is crucial for understanding industry trends 17:15 Understanding fundamental breakout in stock market 19:20 Tailwinds indicate fast sector growth. 23:04 Market competition and regulation impact pay sizing in industries. 24:52 Identify themes and companies based on relative strength for successful investing. 28:15 Six levels of course for different expertise levels 29:48 Exploring various valuation techniques and concepts 33:23 Importance of Peg Ratio in Stock Valuation 34:59 Understanding the importance of growth and value in stock analysis. 38:16 Importance of catching growth in stock valuation 39:58 Geographical expansion and distribution are key drivers of solid earning growth. 44:10 Overpaying leads to challenges in holding, requiring understanding of growth reasons
Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝
Amazing video Ishmohit ! After many years, through trial and error, I have finally come to understand the important investing principles, though I still struggle sometimes. Your video explains the important factors so well. Kudos to you. This is superb teaching. I wish I had found someone like you when I first started to learn investing.
We're glad to know you find value in our content. Thank you so much for the kind words and appreciation! 🙏🏻Our team at SOIC is committed to adding value to your investing journey, and we look forward to providing you with more educational resources in the future. 🤜
Head wind and tailwind is Aviation language. Suppose aircraft air speed is 100 knot and there is wind from rear to direction of flight( tailwind) of 20 knot, the actual ground speed of aircraft would be 120 knot where as suppose a headwind( wind of 20 knot flowing from front to rear of aircraft) the actual ground speed would be only 80 knot. Result- in headwind ground speed decreases and in tailwind it increases.
This is icing on the cake as attended your workshop on future themes and now this presentation in the evening. Thanks for your valuable inputs Mr Ishmohith Regards
On sundays whatever we have work we dont miss SOIC ❤ just want to thank you soic you mentioned about Sudarshan chemicals a 1 or 2 months ago now what a rally came
We're thrilled to hear that you enjoyed our content and appreciated the effort we put into creating a valuable session. It's always rewarding to know that our hard work is recognised and appreciated. We hope to continue adding value to your investing journey. 🤝
We deeply appreciate your ongoing support. We're delighted to contribute to your investing journey and look forward to being a part of your continued growth. 😊🌟
Thank you ishmohit. Just attended your live session in delhi which was fabulous. Please never stop uploading such informative videos on TH-cam for retail investors 😊
Thanks for another enlightening video Ishmohit. I have observed that the Google sheet link is not present in the description. Can you please re-check from your end?
Really good. I can correlate with trishul Framework. As theame have tailwind means margin expand.. due to demand supply. Both Framework are almost same and best
We want to extend our heartfelt thanks for your unwavering support. It brings us immense joy to know that we're adding value to your investing journey. Keep exploring and growing with SOIC! 😊🌈
Themes that are doing extremely well right now (my opinion based on my technical analysis):- Auto parts and equipment Heavy electrical equipment Construction and engineering Pharmaceuticals Electrical products Realty Industrial machinery
We're happy to hear that our content is helping you learn. We appreciate you viewing our videos. 😃 We wish to keep enriching your investing experience. 🤝
Great video as always soic team I have similar parameters and indicators through which I take swing trades latest being SKF INDIA entered around 4500 and it gave perfect breakout post q4 results
@@SOICfinance : Thankyou for response , my friend suggested your channel earlier I started following you on Twitter , addicted to your videos , watched many videos but the deep knowledge u give, I found nowhere
How to identify companies before they announce turn around results so that we can deep dive into it. Do we need to track 2-3 quarter results of a company to keep it in wishlist to deep dive. Is there any tool where we can get all companies of a particular sector(theme) to pick and study?.
Hi Ishmohit, excellent video as usual. Can you make a more detailed video on theme analysis? There are several pieces of information that you've thrown in the video that seem to be a matter of fact for you as you've been clearly doing a lot of sectoral analysis. However, for a viewer like me, I'd like to know how you go through the process. For instance, can you make an over the shoulder video of how you would analyse any 3 sectors and actually show us step by step of what you typically do? Including how you apply sector wise RS indicator on trading view, how you go about finding TAM of a sector, how you see tailwind and headwind trends (which you've partly shown in this video as well), etc. That would be extremely helpful as a user. I totally understand if you'd like to keep this exclusively for SOIC members. But please do make one (maybe as part of your Saturday webinars). Thanks! Shrot
Sector not doing well... But these stocks doing well It... Newgen software It plus service... Kpit Chemical... solar industry, pi industry, epigral to some extent Banking... ICICI How we will find or analyse these stocks.. And why there are doing well in headwind
We are delighted to hear that you appreciated our content, and we truly value your kind words. Thank you for taking the time to express your gratitude. Your positive feedback motivates us to continue providing engaging and useful information.
We couldn't be happier to have your support. It's a pleasure to be a part of your investing journey, and we're dedicated to providing you with valuable resources. Enjoy the learning experience with SOIC! 😃📈
We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃 Thank you for watching our analysis videos & your support.
We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃 Thank you for watching our analysis videos & your support.
We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃 Thank you for watching our analysis videos & your support.
Hi Ishmohit. It was nice meeting you in person today at the conference. Since you’re a lot into real estate companies, could you shed some light on Geecee Ventures maybe in a video in future. It’s a small debt free Mumbai based real estate company. Looking forward to it. Maybe you find it interesting yourself.
FIEM has 73% of two wheeler ancillaries manufacturing in their plant and biggest supplier to Ola (head n tail lamp) as there is tailwind in sector and also at cheap valuation and expecting larger growth.
Fiem industries. . Auto component. . Led lights are compulsory for ev vehicles, led lights contribute higher margin for company.. company expects revenue increase from led light segment that is of higher margin. Disclaimer- Not any kind of recommendation..
Notes
1. TAM (total Market size) from DHRP or investor presentation , get the theme right
2. Gov regulations in sector
3. Relative strength.
4. Identify headwind and tailwinds
5. Understand peg ration & reverse dcf
6. Growth
👏
My favorite thing to do on Sunday is to watch Ishmohit analysis
We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃
Every Sunday SOIC is helping me to become one percent better and to harness the power of compounding in long run.Thank you the whole team of SOIC🙏
We are delighted to hear that you appreciated our content, and we truly value your kind words. Thank you for taking the time to express your gratitude. Your positive feedback motivates us to continue providing engaging and useful information.🙏🏻
Very focused way of sharing intelligent information and knowledge. Unrelated one word is not pronounced. No football..no cricket...no gabbar no nancy..no Kamala..no halwa...no stories...Thank you sir...
even lucky halwai
9:00 shark in ocean TAM Analysis : 13:00 resource
TVG.....LOVED AND THOROUGHLY ENJOYED...
GOING TO WATCH IT AGAIN AND AGAIN......SO VERY KNOWLEDGEABLE
Love u Sir,....Great Job....bahut kam channel aise hai....I think hai hea nhi........I appreciate your deep work...
We deeply appreciate your ongoing support. We're delighted to contribute to your investing journey and look forward to being a part of your continued growth. 😊🌟
00:05 TVZ Framework focuses on theme, valuation, and growth in stock investing.
02:03 Understanding the importance of valuations in stock investment
05:47 Sectoral breakdown importance for stock investing
08:05 Assessing the cyclicality and growth potential of a sector
12:00 Understanding the impact of time on businesses is crucial for high returns and growth
13:41 Analyzing company earnings calls is crucial for understanding industry trends
17:15 Understanding fundamental breakout in stock market
19:20 Tailwinds indicate fast sector growth.
23:04 Market competition and regulation impact pay sizing in industries.
24:52 Identify themes and companies based on relative strength for successful investing.
28:15 Six levels of course for different expertise levels
29:48 Exploring various valuation techniques and concepts
33:23 Importance of Peg Ratio in Stock Valuation
34:59 Understanding the importance of growth and value in stock analysis.
38:16 Importance of catching growth in stock valuation
39:58 Geographical expansion and distribution are key drivers of solid earning growth.
44:10 Overpaying leads to challenges in holding, requiring understanding of growth reasons
today episode is very very very very very very very knowledgeable.
thankyou thankyou
We're happy to know our content is resourceful for learners like you. We hope to continue adding value to your investing journey. 🤞😃
Excellent and exhaustive presentation!
We're pleased that you're enjoying learning with us. 😃 Thankyou for watching our videos. We hope to continue adding value to your investing journey. 🤝
Thank you for providing soo much value to your subscribers that too for free
Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝
I know I will be coming back to this video just to get my basics clear. Gem 💎
Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃
2:26 Saurabh Mukherjea jo taunt mara... Asian paints, PAGE and Relaxo...LOL
You mentioned very rightly to avoid justifying the tag..you are an absolute gem
Amazing video Ishmohit ! After many years, through trial and error, I have finally come to understand the important investing principles, though I still struggle sometimes. Your video explains the important factors so well. Kudos to you. This is superb teaching. I wish I had found someone like you when I first started to learn investing.
We're glad to know you find value in our content. Thank you so much for the kind words and appreciation! 🙏🏻Our team at SOIC is committed to adding value to your investing journey, and we look forward to providing you with more educational resources in the future. 🤜
Head wind and tailwind is Aviation language.
Suppose aircraft air speed is 100 knot and there is wind from rear to direction of flight( tailwind) of 20 knot, the actual ground speed of aircraft would be 120 knot where as suppose a headwind( wind of 20 knot flowing from front to rear of aircraft) the actual ground speed would be only 80 knot.
Result- in headwind ground speed decreases and in tailwind it increases.
Excellent presentation Team SOIC! Please provide Google Sheet Link
It's very helpful for us if you use dark mode in the screener. By the way, thanks for the great video.
This is icing on the cake as attended your workshop on future themes and now this presentation in the evening. Thanks for your valuable inputs Mr Ishmohith
Regards
Thank you so much! We're thrilled to have you as part of our community! We hope to continue adding value to your investing journey. ✌🏻
On sundays whatever we have work we dont miss SOIC ❤ just want to thank you soic you mentioned about Sudarshan chemicals a 1 or 2 months ago now what a rally came
SOIC videos are thoroughly researched and very helpful. Ishmohit Ji, you are doing a wonderful job! Keep it up.🎉
We're thrilled to hear that you enjoyed our content and appreciated the effort we put into creating a valuable session. It's always rewarding to know that our hard work is recognised and appreciated. We hope to continue adding value to your investing journey. 🤝
My favourite thing to do on Sunday is watching SOIC videos and analysis 👍🏻
We deeply appreciate your ongoing support. We're delighted to contribute to your investing journey and look forward to being a part of your continued growth. 😊🌟
Google Sheet link is not provided....
@SOICfinance Sir please do provide the sheet which has strong sectors listed.
Thank you ishmohit. Just attended your live session in delhi which was fabulous. Please never stop uploading such informative videos on TH-cam for retail investors 😊
which valuations should we consider to enter a stock current or forward?
Thanks for another enlightening video Ishmohit. I have observed that the Google sheet link is not present in the description. Can you please re-check from your end?
Really good. I can correlate with trishul Framework. As theame have tailwind means margin expand.. due to demand supply. Both Framework are almost same and best
You’re Universal Boss 💪 Always Nailing.
We want to extend our heartfelt thanks for your unwavering support. It brings us immense joy to know that we're adding value to your investing journey. Keep exploring and growing with SOIC! 😊🌈
This is an eye opener on why we should not fall in love with a particular stock. Thanks for the video Sir
Themes that are doing extremely well right now (my opinion based on my technical analysis):-
Auto parts and equipment
Heavy electrical equipment
Construction and engineering
Pharmaceuticals
Electrical products
Realty
Industrial machinery
Time, value & Growth three key parameters to analyse a business....good & simple presentation loved it.❤❤
We're happy to hear that our content is helping you learn. We appreciate you viewing our videos. 😃 We wish to keep enriching your investing experience. 🤝
Superb Knowledge!!
People pay lacks of ruppes for such Knowledge 😍
Great video as always soic team
I have similar parameters and indicators through which I take swing trades latest being
SKF INDIA entered around 4500 and it gave perfect breakout post q4 results
Thankyou for such a deep knowledge
We appreciate your trust in our work. 😃Thank you for watching our analysis videos. We hope to continue adding value to your investing journey. 🤝
@@SOICfinance : Thankyou for response , my friend suggested your channel earlier I started following you on Twitter , addicted to your videos , watched many videos but the deep knowledge u give, I found nowhere
Thanks for a great presentation and inputs
Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃
The content is amazing, love the channel! Thank you so much for this video!
We're pleased that you're enjoying learning with us. 😃 Thankyou for watching our videos. We hope to continue adding value to your investing journey. 🤝
As always, quality without compromise ❤
can anyone help me where can i find the google sheet mentioned in the end
Google Sheet is missing in the description section.
Thank you, its a interesting learning
We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃
TVG like frame work, I had used For BSE Ltd. Theme Value and Growth. My average in know 450 rs in BSE LTD.
How to identify companies before they announce turn around results so that we can deep dive into it. Do we need to track 2-3 quarter results of a company to keep it in wishlist to deep dive.
Is there any tool where we can get all companies of a particular sector(theme) to pick and study?.
Amazing as usual. Thanks soic❤
We're happy to know that our content adds value to your investing journey.😃 Thankyou for watching our videos. 🤝
Hi Ishmohit, excellent video as usual. Can you make a more detailed video on theme analysis? There are several pieces of information that you've thrown in the video that seem to be a matter of fact for you as you've been clearly doing a lot of sectoral analysis. However, for a viewer like me, I'd like to know how you go through the process. For instance, can you make an over the shoulder video of how you would analyse any 3 sectors and actually show us step by step of what you typically do? Including how you apply sector wise RS indicator on trading view, how you go about finding TAM of a sector, how you see tailwind and headwind trends (which you've partly shown in this video as well), etc. That would be extremely helpful as a user.
I totally understand if you'd like to keep this exclusively for SOIC members. But please do make one (maybe as part of your Saturday webinars).
Thanks!
Shrot
where is google sheet link ?
You are doing good work.Keep growing 💗
Excellent quality of content
you are doing a great work for investors community, best wishes.
would b great if u can share the excel sheet n ppt slides u discussed in video pls...tks
GREAT JOB YOU ARE DOING, GOD BLESS YOU BROTHER
We appreciate your trust in our work. 😃Thank you for watching our analysis videos. We hope to continue adding value to your investing journey. 🤝
Google sheet ka link nahi hai description mein
intelligent guy! Stay blessed 🙂
Excellent as always🎉
tvg are applied in my 2 stocks i.e. Action construction, pricol.
Very informative video sir 🙏🏻
In the presentation instead of shark in ocean it is mentioned share in ocean ..
wow . favorite thing to do on Sunday is to watch Ishmohit analysis
We're pleased that you're enjoying learning with us. 😃 Thankyou for watching our videos. We hope to continue adding value to your investing journey. 🤝
Sector not doing well... But these stocks doing well
It... Newgen software
It plus service... Kpit
Chemical... solar industry, pi industry, epigral to some extent
Banking... ICICI
How we will find or analyse these stocks.. And why there are doing well in headwind
Need to read concall
SOIC, whats your view on Private banks current valuation??
I couldn't find the google sheet mention in the video of it being in the description.
Can you share an exact or approx screener formula for capturing TVG strategy and list down potential stocks to buy?
Absolutely on point .Thanks Soic
Thank you for such Analysis and God bless you 🙏 ❤️
We appreciate your trust in our content. 😃Thank you for watching our analysis videos. We hope to continue adding value to your investing journey. 🤝
Sir if power theme is having tailwinds and stock entered become expensive peg above 2 then what to do
Best wishes. God bless you
Thank you for your continued support. We're glad to add value to your investing journey and hope you keep learning with SOIC. 😃🤝
Always Value-added Videos. Keep learning.🤲
We are delighted to hear that you appreciated our content, and we truly value your kind words. Thank you for taking the time to express your gratitude. Your positive feedback motivates us to continue providing engaging and useful information.
TVG - Excited! 😃
TVG - Excited.
Salute you ISHMOHIT, You are an outstanding personality who can do this type of videos for Retail investors. God bless you dear.. 🙏🙏🙏🙏
We couldn't be happier to have your support. It's a pleasure to be a part of your investing journey, and we're dedicated to providing you with valuable resources. Enjoy the learning experience with SOIC! 😃📈
Turnaround pe BHI video banaya kya bro....koi ..Apne...❤?
Thank you sir ❤❤
Excellent video, please share PPT as well.
I can't find the link for the Google sheet that you said is in the description.
Netweb Technologies is one of the good examples of TVG analysis. It checks all the the 3 points. I hope I am right.
Sir ,I want to ask one question on a particular stock..is it possible?
Thanks for existing buddy
Ishmohit your analysis are the best
We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃
Thank you for watching our analysis videos & your support.
Nice and educational Video!!!
Awesome video as always ❤
We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃
Thank you for watching our analysis videos & your support.
thank you bhai
*Thank you very much.*
Who great session sir Thank you for making this content......
We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃
Thank you for watching our analysis videos & your support.
Can someone help me to get google sheet and presentation of the video. I am not seeing
Excel sheet is missing! Kindly provide the link for the sheet
Kindly click on the link given below:
soic.learnyst.site/tvg-framework
What if PEG is less than 1, especially like less than 0.5 is that value trap ?
Sir make video on ai sector and automotive - chips- software self driving technology hardware
Informative video thank you
Excellent video
Based on this My successful trade was waaree renewables bought at 80PE 800 rupees and sold at 280PE 2800 rupees before result.
ALLSEC Technologies is one of the good examples of TVG analysis. It checks all the the 3 points. I got amazing valuation result
TVG ANALYSIS IS VERY NECESERY IN STOCK MARKET
THANKS SIR
Hi Ishmohit. It was nice meeting you in person today at the conference. Since you’re a lot into real estate companies, could you shed some light on Geecee Ventures maybe in a video in future. It’s a small debt free Mumbai based real estate company. Looking forward to it. Maybe you find it interesting yourself.
Tvg- excited!
TVG excited!!
FIEM has 73% of two wheeler ancillaries manufacturing in their plant and biggest supplier to Ola (head n tail lamp) as there is tailwind in sector and also at cheap valuation and expecting larger growth.
Fiem industries. . Auto component. . Led lights are compulsory for ev vehicles, led lights contribute higher margin for company.. company expects revenue increase from led light segment that is of higher margin.
Disclaimer- Not any kind of recommendation..
Excellent..
Thank you
❤ ap Acha sikhate hai
Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃
TVG - EXCITED
TVG-Excited!
Thanks a lot
🙏🏻🙏🏻