Very down to earth person........No show off...Just simple personality....And a very good teacher!!!!!!...no show off like other youtubers that my office is worth billions..I own fortuner n high end cars etc.....Very dedicated hardworking person!!!!!!No show off at all
Now searching for "Capex" by companies becomes piece of cake for retail investors. The quality of teaching is unparalleled. Ismohit and SOIC team are givers, adding values everytime. I am thinking about asset turnover and calculate that for becoming a member of SOIC teaching. I can't calculate as it always comes up as infinity. The SOIC membership changed my perspective of investing and I feel anyone who wants to learn investing from scratch will be a part of the world-class teaching of SOIC. The amount I paid and the value I get can't be compared. The value of his teaching is out of the world. Wishes you all the best. Blessed to be a part of SOIC tribes. Standard disclaimer: It is my personal opinion. Nobody has paid a penny for writing this. 😃
I am not able to believe that how i missed your channel. You gives the actual facts and logics about the business. I like your way to teach. Thanks you
We're glad that you're taking time out to learn with us. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜
I started my career in 2005. I started investing in MF's from 2006. But the 2008 crises left me with eye watering (although notional) losses. I stopped investing and completely detached myself from the market. I re-started my investment journey in 2016 and when I opened my MF folios after 8 years, the CAGR returns indeed opened my eyes and I realized what an opportunity I had lost during those years. I wish I had met you during that period. Maybe by now, I would have been leading a peaceful retired life pursuing my hobbies 😄.
this is too much information for a free video. i still can't believe it. thanking you is not enough for providing such valuable information for free. much respect .
We're glad to know you're taking time out to learn with us. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜
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. 🤝
Is there any video or playlist to understand all these fundamental parameters and ratios? What they mean and how to look at them while doing fundamental analysis?
Hi Ishmohit, CWIP may not result into higher topline every time. For ex. if CWIP is into improving business efficiency, then impact will be seen incrementally over long period of time. For ex. PI industries told, during recent concall, part of their capex is going into such expense, so will it reflect immediately into top line growth?
Agreed, PI is constantly working to improve its asset turns by investing in tech and asset improvement measures. Capex is half the job done, one needs to understand what type of capex and asset turns the project will generate. Few companies can grow with minimal capex, which is happening in the case of PI.
We're glad to know you're taking time out to learn with us. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜
Hey ishmohit Sona excels in all the parameters except two: 1)valuations 2) CFO/EBITDA- 0.29 (although I understand that it is a B2B business but can't understand why it is still so less.. is it right to judge this business acc. to this ratio?)
We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜
Bahiya agar compny k paas reserves bhut pda ho...or borrowings almost zero ho...toh unko capex krne ki jarurt nahi rehti hna....eska ek latest example h CUPID STOCK....kya har wo compny jo capex ni krti wo multibagger returns ni de skti...plz solve my query ...
Hi, nice informative vedio just one question if capex is increasing so do debt of co. will also be going up,so doesn't should be consider while selecting a stock as well. As how quickly co. can repay their debts.
Hi Ishmohit, Thank you so much for the wonderful video but the problem is not huge when identifying the capex. Generally when you identify the capex the stock has already moved up quite a bit. Need is to find it when and how early can you identify this huge capex news. Otherwise it's very difficult to catch the rally
Kindly refer to the link for videos on similar topic and for more related videos please explore our TH-cam channel😀 1. th-cam.com/video/xhuegDwczWI/w-d-xo.htmlsi=cqFPEqsRv1ltUAZc 2. th-cam.com/users/livew1F6m26-LGc?si=UiFY0yv-fVM6Ghfj
Great insight for the company doing capex. I have a question regarding this If the whole sector is doing through capex then it should be taken as a sector growth or it is a sign of over supply in the coming future. I can recall an example from the past which is capex in Pharma company during 2015. I think this is currently happening in paints and cement. Please provide your opinion on this.
Hey soic I had a question On trent I had read your blog and annual report And watch a similar pattern of business tata trent has star bazar under their wings who does offline and online Yet their online present hasn't been a great side to watch Tata has acquired big basket don't you think both these entities can get together to be a synergy, and gain more of the market share... Both player in the online space are being cannibal As big basket being under trent is much better for the company What are your thoughts on it
How to find out capex in companies is now clear. But Ishmohitji you have not told how can we identify that capex will results in prominent top line growth like Deepak Nitrite? Pl.share this info.
@SOIC - IMHO, CWIP > that of previous yr is not an ideal criteria bcoz some Capex's take time to mature. So, here, we would be penalizing the companies having high previous yr capex that is yet to reflect in capacity or profits just bcoz their capex in current yr is lower. Thoughts?
1 small suggestion Sometimes your live video feed is covering the presentation, if possible pls move your video to empty spaces in presentation, Ish Mohit
Very down to earth person........No show off...Just simple personality....And a very good teacher!!!!!!...no show off like other youtubers that my office is worth billions..I own fortuner n high end cars etc.....Very dedicated hardworking person!!!!!!No show off at all
Aaj
A Teacher's biggest show off should be how many lives he/she has impacted positively.. not materialistic stuff
@@SOICfinance Your simplicity and the hight of thoughts is shown in your behaviour. Keep the same.
Now searching for "Capex" by companies becomes piece of cake for retail investors. The quality of teaching is unparalleled. Ismohit and SOIC team are givers, adding values everytime. I am thinking about asset turnover and calculate that for becoming a member of SOIC teaching. I can't calculate as it always comes up as infinity. The SOIC membership changed my perspective of investing and I feel anyone who wants to learn investing from scratch will be a part of the world-class teaching of SOIC. The amount I paid and the value I get can't be compared. The value of his teaching is out of the world. Wishes you all the best. Blessed to be a part of SOIC tribes. Standard disclaimer: It is my personal opinion. Nobody has paid a penny for writing this. 😃
We appreciate your trust in our content. Thankyou for watching our analysis videos. We hope to continue adding value to your investing journey. 😃🤝
This is a golden gem of a content
"As an Investor Hum Apna Time Pass bhi Screener Pe karte hai " this one line tells the whole story.....!!
🤝😃
you are very gentle. May God bless you.
Thankyou for watching our videos. We hope to continue adding value to your investing journey. 😃
I am not able to believe that how i missed your channel. You gives the actual facts and logics about the business. I like your way to teach. Thanks you
This video is eye opener thank you was searching for how to check company doing capex and loved the way you presented ❤
We're glad that you're taking time out to learn with us. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜
More important question is - can the capex translate to sales growth? It is important also to look at sector dynamics and management capabilities.
I started my career in 2005. I started investing in MF's from 2006. But the 2008 crises left me with eye watering (although notional) losses. I stopped investing and completely detached myself from the market. I re-started my investment journey in 2016 and when I opened my MF folios after 8 years, the CAGR returns indeed opened my eyes and I realized what an opportunity I had lost during those years. I wish I had met you during that period. Maybe by now, I would have been leading a peaceful retired life pursuing my hobbies 😄.
One of the best learning channel..
this is too much information for a free video. i still can't believe it.
thanking you is not enough for providing such valuable information for free.
much respect .
Extra ordinary term leaning in very simple word...great work🎉
We're glad to know you're taking time out to learn with us. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜
Really enjoyed watching all your detailed explanation..thorough professional ..love all your videos
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. 🤝
One more good video by SOIC. I learned about capax and how to find such companies. Keep on growing.
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. 🤝
Loved it. Revised the concepts that were learned during the last live session. Thank you SOIC team.
Thank you for watching our videos. 😃 We're glad to know you're enjoying our content. We hope to continue adding value to your investing journey. 🤜
Quality Stuffs at Free of Cost ..... !!!! Thanks a lot Sir
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. 🤝
Best person in the world ❤ so humble
Great content dear Ishmohit, gratitude 🙏 from bottom of my heart .
soic is ocean of quality content
Love it ❤ Thanks so much Ishmohit ji such kind simple and effective insights ✍️
What are the capex expansion plan of Jubilant Ingrevia? Will they succeed? Please elaborate on this.
Great. A comprehensive list of methods. 👌
One of d best person, Alway giving good information 👍
Sir no words for your of your knowledge 🙏🙏🙏🙏🙏
😃🖐️
A great session..some new thing new I learnt today on stock mkt. 🙏🙏🙏
We're happy that you're learning from our content.😃 Thankyou for watching our videos. We hope to continue adding value to your investing journey. 🤜
Great video, good to learn from you in depth. Thank you and good job!!!
To what all industries should we apply this ratio…only manufacturing or others..please explain
Good. But how to find asset turnover and plant utilisation level
Very educative video on identifying huge capex companies
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. 🤝
Is there any video or playlist to understand all these fundamental parameters and ratios? What they mean and how to look at them while doing fundamental analysis?
Love you ISHMOHIT & Loved it video🙏🙏
Too much Awsome, this channel is Knowledge Hub. Thanks again
Many many thanks for this season🎉🎉🎉
Excellent video. So much very valuable information. Kudos.
Excellent video on capex theme. Thanks for sharing this knowledge for retail investors.
Thank you for watching our videos. 😃 We're glad to know you're enjoying our content. We hope to continue adding value to your investing journey. 🤜
You're really making our investing concepts a Masterpiece ❤️❤️❤️Loved it very much brother 👌👌👌
We appreciate your trust in our content. Thankyou for watching our analysis videos. We hope to continue adding value to your investing journey. 😃🤝
Loved the video...Thanks a lot Sir. Goldmine of knowledge,
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. 🤝
Amazing video and good research! Loved it Ishmohit!
Best TH-cam channel
Hi Ishmohit, CWIP may not result into higher topline every time. For ex. if CWIP is into improving business efficiency, then impact will be seen incrementally over long period of time. For ex. PI industries told, during recent concall, part of their capex is going into such expense, so will it reflect immediately into top line growth?
Agreed, PI is constantly working to improve its asset turns by investing in tech and asset improvement measures. Capex is half the job done, one needs to understand what type of capex and asset turns the project will generate. Few companies can grow with minimal capex, which is happening in the case of PI.
Does it lead to contrast when compared against hypotheses explained in “Capital RETURNS’ book
Great work again sir, loved the way the queries are framed! Humble request - pls do share ur thoughts on goldiam
We're glad to know you're taking time out to learn with us. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜
Love u paaji...I am gaining confidence now
Absolutely Loved it!!!!!
Gold Standard Channel !
Thank you for watching our videos. 😃 We're glad to know you're enjoying our content. We hope to continue adding value to your investing journey. 🤜
Excellent as always and top notch knowledge 👍
Great content…Thanks a lot…..Is caped of a manufacturing company is equivalent to the order book of a contracting firm like RVNL..??
LOVED IT❤
A Lot to learn.. thank you soic..
😃🤝
Hii while telling u said in screener fixed assest is net block but in excel u have written gross block...
Hey ishmohit
Sona excels in all the parameters except two:
1)valuations
2) CFO/EBITDA- 0.29 (although I understand that it is a B2B business but can't understand why it is still so less.. is it right to judge this business acc. to this ratio?)
Again master strock video....thanks sir🎉
We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜
Bahiya agar compny k paas reserves bhut pda ho...or borrowings almost zero ho...toh unko capex krne ki jarurt nahi rehti hna....eska ek latest example h CUPID STOCK....kya har wo compny jo capex ni krti wo multibagger returns ni de skti...plz solve my query ...
How to put google alert 🔔? Plz guide
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The best learning channel accross the TH-cam.Massive respect ❤
Happy to hear that!
Great job
Ur good teacher
Sir how about Capex in Deepak Fertilizer..??
Amazing video very useful for beginners
Please make some content on when to buy and when to sell stocks..
Hi, nice informative vedio just one question if capex is increasing so do debt of co. will also be going up,so doesn't should be consider while selecting a stock as well. As how quickly co. can repay their debts.
Sir management change pe vi ek video bonaiye
How to know if the future earnings are already baked at the current stock price?
one of the best videos :)
LOVED IT!!!
😃🤜
Hi Ishmohit,
Thank you so much for the wonderful video but the problem is not huge when identifying the capex. Generally when you identify the capex the stock has already moved up quite a bit.
Need is to find it when and how early can you identify this huge capex news. Otherwise it's very difficult to catch the rally
Deepak was at 250 post capex completion..
Excellent knowledge sharing 👏
Loved it. Thanks a Lot Brother
😃🤜
Thanks Ishmohit!
Kindly make a video on emerging US stocks
Can you please clarify as to how capex impacts valuation
Kindly refer to the link for videos on similar topic and for more related videos please explore our TH-cam channel😀
1. th-cam.com/video/xhuegDwczWI/w-d-xo.htmlsi=cqFPEqsRv1ltUAZc
2. th-cam.com/users/livew1F6m26-LGc?si=UiFY0yv-fVM6Ghfj
loved it ♥
Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃
LOVED IT!!!!!!!!!!!!!!!!!!
Thank you for your valuable information 😊
Always,Good content & Explanation
Keep going paaji, good to hear u
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. ✌🏻
Great insight for the company doing capex.
I have a question regarding this
If the whole sector is doing through capex then it should be taken as a sector growth or it is a sign of over supply in the coming future. I can recall an example from the past which is capex in Pharma company during 2015. I think this is currently happening in paints and cement.
Please provide your opinion on this.
This video is just to find out how capex is done :) not on cycles
Really great . No words for you
Hey soic I had a question
On trent I had read your blog and annual report
And watch a similar pattern of business tata trent has star bazar under their wings who does offline and online
Yet their online present hasn't been a great side to watch
Tata has acquired big basket don't you think both these entities can get together to be a synergy, and gain more of the market share... Both player in the online space are being cannibal
As big basket being under trent is much better for the company
What are your thoughts on it
Soic is cenal of father stock market
Can you please make a video on ethos india
What about SANDUR MANGANESE?
Hey soic I want your help to understand detail analysis of share India securities ltd company.
How to find out capex in companies is now clear. But Ishmohitji you have not told how can we identify that capex will results in prominent top line growth like Deepak Nitrite? Pl.share this info.
@SOIC - IMHO, CWIP > that of previous yr is not an ideal criteria bcoz some Capex's take time to mature. So, here, we would be penalizing the companies having high previous yr capex that is yet to reflect in capacity or profits just bcoz their capex in current yr is lower. Thoughts?
Loved it !!
You are great guy, sir!
🙏😃
LOVED IT.. THANKS
😃🙏
Awesome video 👍
🖐️😃
Can you analyse kellton tech?
Loved it, bro.
😃🤝
Great content and Great presentation.
Excellent , as always
😃🙏
Thank you ishmohit Sir. ❤
😃🙏
Lovedddd it !!
😃🤜
Thanks for giving insight
😃🤝
Loved it❤😊
1 small suggestion
Sometimes your live video feed is covering the presentation, if possible pls move your video to empty spaces in presentation, Ish Mohit
Nice learning lessons.Thank u sir
Loved IT!!!!
🤝😃
Great Content shared Bro❤