Home First Finance & other stocks - 16th May 2023
ฝัง
- เผยแพร่เมื่อ 15 พ.ค. 2023
- Invest in our Smallcase :
Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com
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Buy my book: The Thoughtful Investor on Amazon tinyurl.com/akza23k5
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In this episode of Ask Basant, we discuss the zero impact of the Karnataka elections on the market plus several other stocks.
Listen to know all these
0.00 Intro
0.25 Smallcase
0.43 Home First Finance
1.12 Mortgage market
1.34 Create Big Money
2.10 Discussion Home First Finance
2.28 Salary Class Problem
2.58 Business Class
3.48 Home First Finance Fundamental Analysis
4.53 Promoter Selling
5.16 Long Term View
5.27 Home First Finance Working Systems
5.42 Exit Private Equity In Home First Finance
5.57 Home First Finance Valuation
6.38 Promoter Selling
6.48 Pnb Promoter Selling
7.04 Bm Smallcase
7.14 Suryakumar Yadav
8.18 The Thoughtful Investor
9.14 Bm Smallcase
9.42 P/E Ratio
10.15 Home First Finance P/E Ratio
10.27 Wall Clock
11.55 Infosys View
12.21 Business Valuation
12.53 Discussion Pb Fintech
13.04 Discussion Zomato & Swiggy
13.16 Pb Fintech Strategy
13.30 Terminal Value
13.59 View On NSE
15:05 What should I do if the work is gone?
15.51 J&K Ending Story
16.25 How to Build Conviction Stock Which is New Low
17.20 Trapped In Cyclical Sector
17.58 Discussion In Real Estate
19.02 Stock Market Risk
19.42 Large vs Mid& Smallcap
19.55 Who am I
20.40 Stock Discussion
21.11 Bm Investment Style
21.51 Rerating Business
21.56 P/E Ratio Expand
22.07 Rerating Business
22.12 Discussion on IT Stocks
22.25 Rerating and Drating
22.45 Bjp Losses & Bjp Wins
23.24 Stock Market Tax
24.18 Rental Yield
24.55 Investor Community No Satisfied
25.58 Discussion In Inflation
26.20 Tata Motors & M&M
26.50 Micro Economics
27.08 Top Line Growth & Roe
27.54 Stock Discussion
28.27 My House Areas
28.57 Breakup
29.50 After Breakup Education
30.00 Focus On Your Carreer
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Invest in our Smallcase : Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com --- Buy my book: The Thoughtful Investor on Amazon tinyurl.com/akza23k5 ---
Sir EKI per apka Kiya views hai please boliya
Sir pl review praj industries and bestagrolife
😊
Hello Sir
Pls take up my question. This is the 4th time I am asking you.
Your views on Gujarat Fluorochemicals Ltd and balaji amines stocks which are with decent p/e , growth and ROE but are not held in large numbers by institutions , but held in large numbers by retail . Is this the case where retail investors are made bakra😂
gmm pfaudler
Basant sir, you are neither Lalu nor Ram Vilas Paswan, for me you are the Osho of stock market. Great Philosopher 👍
😅😅😅
@@BasantMaheshwarieye lo scammer🤣
No that USA Number❤🎉😢😮😅😊
Sir , I Goutam Ganguly from Kolkata.Sir please give GRAPHOLOGY class one day, especially SIGNATURE. That is very beneficial .
i have no question to ask but just a little heart ❤ for you
thanks man for sharing such deep ocean of knowledge 🙏
Appriciate your knowledge
Luv u Sir people r asking for personal & professional guidance it means they r getting emotionally attached to ur expertise & wisdom
Thank u sir for sharing your knowledge!!
amazing thoughts thanks for sharing.. kudos
You have never taking my question. This time I am asking regarding Route mobile. Please advise
Hi Basant sir, recently Home 1st fin did tie-up with india post arm IBPS to get more customers to give Home loans. just a simple update related to this company. I feel this move is good to expand customer base
DMart से Grocery ज्यादा खरीदी की जाती है।
कपड़ों की क्वालिटी कोई खास नहीं होती।
Footwear, Crockery, Kitchen utensil ठीक ठाक चल जाता है।
17 months & 26 days are for teetotalers. Great session. Bahut shukhriya.
Last suggestion was very good, you are very clear and quick
Sir, main daily basis par apke videos dekhti hu, aap meri wjh s ki meko sunne me problem na ho isliye paseene me hai.. main dil se apka shukriya karti hu. God Bless you sir.
Sir, humbled with your positive attitudes. Salute to you.
Amazing analysis ❤❤❤
Now I got it where I have seen these windows it's there in CG block, I stayed in salt Lake for 3 years, as far as I remember I have seen this house.. I assume its on the way to keshtopur market.. It's been 10 years.
Sir you are 'The' Basant Maheshwari... Don't worry about the AC noise. Just buy a new one.....a silent one , Diaken 😁
05:58 Abhi stock 4.06 times Price to book value PB mein hai. Private equity valonko acha exit mila hoga. Exactly
Sir I remember when I subscribed your Channel....I think I was in first top 10000 People, and I am exited to say today in less than 10 weeks you are coming close to 200k Subscribers. Wish you very very good luck for 500k milestone in next few weeks....Have a great time in Kolkatta. Ankit from Ohio
Thank you so much sir
Thank You Sir…🙏
Before starting thoughtful investor series ,just tell us because I will purchase this book to understand economics and stock market
SIR give a detailed video on how to calculate ROE for different sectors ???
Sir you have really taken to next level in explaining Stock analysis......Thanx a million for doing this almost everyday taking out time from your busy schedule.......Am watching your videos from Day one......
Also Signature analysis done by you is also detailed.......One day you can do your signature analysis( if pos 13:24 sible and purely your call)
Thanks Amit M. Shah
Sir Please throw some light on ECL and how would it impact the banks and its earnings.
Sir I really like and appreciate your energy.
Can you please talk about IIFL and what is your views of it .
Sir, thanks for your insightful show. what’s your view on Five Star finance? The lock in period ended today and I had bought this in the primary market before listing. Should I average as current price is lower than my buying price. Thanks
Each lecture is gift of knowledge
Sir, One day make video on Signature Astrology.. Will be interesting 👍🏻 you are some what versatile. But a perfect guru for us in financial and in our life too. Your experience is richer than us when we listen you.
Thanks sir❤love your video
Hi Sir,
You gave an example of 30 %topline and 10% ROE. Can you please explain why it will need constant funding from outside?
Thanks!
Really really like your content.... Sir what's your view on RVNL
Sir very interesting thing for you , the actual quote is What’s in a name? A rose by any other name would smell as sweet.
The intresting part is that this quote is of Shakespeare's and he himself has mentioned his name below the quote
Good Evening Sir. I have been following you for the last few years & watching your interview on TV channels/TH-cam. I read your book earlier even before you started the TH-cam Channel.
My question about recent development in Aavas Financiers (stepping out MD Mr Agarwal). I am not invested but reviewing it. I generally buy good companies in a troublesome period and hold for a long time.
Thank you. Happy to write to you.
I am regular viewer of ur channel, superb knowledge. 👍👍
Sir
I ordered your book from Amazon but please make the book available at kindle also. I also purchased your BM vision 2030 small case. Please continue helping guys like me
Its v good session 🎉🎉
Attempt#14
Sir , I have 25 lakhs in savings account . I don't have any desires to buy a house or car but want to secure my kids higher education ( 9 months and 3 years age) ..till 10th/12th class I can manage their education with my salary..can investing 25 lakhs in bm small cap small case can take care of their higher education (time span nearly fifteen years), if not how much should I invest ? .
Sir, thank you for giving us insights on different aspects of investment.
Please can you guide me about Hatson Agro, Its best leader in listed space in dairy products, my view is more than 10 years.
Thank you❤🙏
Basant Sir Can you please discuss on stock Kalpataru Power Transmission.
Sir please discuss Sona Comstar... Can't understand rising in prices despite such high valuations
Sir! Please take my question asking 4th time - why icici Lombard share price is trading at 34 pe even though Financials growth is good in comparison with other general insurance companies wherein pe 60 to 80. Please sir take this question. Pls
Mene b kal he liya hai home first😁 thankyou my scuttlebut basant ji
Hello sir….can u pls take a discussion on ador welding…would be great if u could
You have done wonderful analysis of Aavas and Home First...What is your advice on Canfin Homes..Please
Great Sir
Sir Namaskar, Praveen from Haryana...
Thankyou for taking my question in advance.
Sir I am holding Dixon Technologies and CAMS since IPO and ready to hold for long-term. Kindly share your view on both.
Basantji Great insight on Break up ... How people figure out no of 17 months and 26 days ....
Thank you Basant Sir. Puzzle Nahi Sir, easy hi puchh raha hun Kfin tech par ek view de dijiye Sir💐
Tqsm
How many stocks should I have in my 4 lack portfolio.
How often should I sell , return targets?
Sir inspired by your video learned a lot about equity want to invest through your wisdom is it possible to invest apart from small case option
Namaskar sir
Please give your view on ZENSAR TECHNOLOGY
Sir angle one ke bare me bta ye sir.
Sunny from Japan !! Sirji thanks for you interesting n informative Videos, they have become a important part of my Daily routine now. One thing I have observed is your Polo Shirt collection 👌🏽
Hi Basantji,
Fun to watch your videos.
My question is how to position size?
Example, should CDSL, Bajaj Finance, Cholamandalam, Kotak Bank and TITAN have same weight in a portfolio?
If you can explain this would be beneficial.
I assume this comes down to growth potential, but how do we evaluate and allocate in portfolio.
Sir your view on Deepka Nitrete and Fine Organic... It's good level to enter ?
Sir, should we look at good stocks in beaten down or out of favour sectors which have low PE. Currently, textile sector is completely out of favour and hence can stocks like Gokaldas exports help us make good money?
Sir, what is your opinion about Power Finance corporation?
Is it okay to invest in it instead of investing in bank FD?
Thank you!
HI Sir, Kindly shre your views on speciality chemical sector for long term. Can Indian goverment also put some restriction like China did due to environmental issues?
Koti koti naman sir aapko
Dear Basant ji - enjoying your style of commentary and loving it - can you please analyse MTAR Tech - it develops newer technologies and while it has risk related to the fact that govt is the biggest customer - but would like to understand your views on this stock
Hello sir, need your opinion on Tega industries and Nippon amc
Sir, what is your opinion on SIP mode investing in Good small or midcap stocks based on your analysis.
Hello Sir,
How is dividend good for share holder if the dividend amount is adjusted from the share price and also there is tax on the dividend.
Its nice 🎉🎉🎉🎉
Basant Sir can you give your views on railways stocks like Rvnl, texrail, Temaco...in last 6 months they have given fantastic returns. Thank you
Awesome
Basant sir, I'm Praful. Please take my question - Given that stock market fluctuates in 2-3 year cycles and some major expenses (like buying land, flat) need high down-payment - should we keep aside 20-30% of net worth in fixed return assets so that there is no 'regret' in selling stocks during down turns? What is your view on this, and 2nd question is what could be some high IRR options in fixed return assets
Basant Sir, Good Evening. Please do give your view about Dilip Buildcon when you get a chance.
Attempt - 8
Question
Sir, As per UN report Indias population will stabilize in 2045. Until then it's going to increase. Lifestyle of Indians is improving. Causing increase in per day per head increase in waste generation. Hence what will be the future of waste management as a sector and its future.
Good evening, sir. Views on Laurus labs for long term please.
Sir, Suryakumar Yadav ko log Shunya Kumar Yadav bhi bolte hain aaj kal - after his string of ducks 🦆🦆🦆
Sir 20 time ask please discuss VMART
Hi basant sir. its my third time asking this.please take my question.
Please discuss about the stock "rajratan global wires" as its a moat in its segment
Sir Finolex Industries / Finolex pipe per apka view chahiye.
Sir, can you please explain about REITS, how they work & is it better to invest in NIFTY 50 or REITS
शुक्रिया जी ❤
Hello Basant sir, can you please comment on NVIDIA? The stock looks overvalued but is still growing continuously. It will announce its results in few days. Is it a wise decision to buy?
Views on Aavas vs Aptus vs Canfin vs Repco?
Sir, do stove kraft hv a bright future? Do gas stove market can explode?
Sir kindly analyse Equitas small finance bank. Thanks in advance.
Also, want to know your view about Murugappa group companies.. Most of the group companies giving extraordinary return since covid(Mar 2020). Group is turning out to be dark horse (based out of south india) and still not many people/influencers are talking about it..
Hope it will not turn out to be another Anil's Reliance or Adani like group and retails see massive wealth erosion.
Sir you always say large cap companies will not give great returns and we should invest in midcap but sir if you see our large cap banks and compare them with banks worldwide then as compared to them our large cap banks are very small in size. Also with india gdp size is growing, our economy will be in top 3 economies in near future and if that happens then definitely atleast one bank will be in top 10 banks in the world
Sir should one sell ITC with 60% profit and put in bm vision 2030?
Dear Sir... Post merger and adjustment hdfc bank ki Share price compare to 'CMP or before merger price' se kum hogi ya jyada hogi? Your opinion Sir.. Thank you.
Sir can u speak about competition for nykaa coming from reliance and tata . And can u speak about nykaa moat , my analysis says they have grabbed consumer mindshare + network effect+ have won customer trust by having inventory + better engagement with customer via influencers and better UI, UX + better understanding about the industry trends + helping brands with distribution coming in india via there platform
Sir please give details about petronet lng
Sir, your view on Alkyl amines plzzz..
Sir, Your views on Jubilant foods and route mobile ...
Sir, you're absolutely correct. All governments are the same & opposite sides of the same coin.
धन्यवाद
Hello Sir,
Please compare Home First to Aavas and IIFL Finance. Aavas has low public exposure while IIFL Finance is in uptrend. Why Home First over these two?
Thanks!
Sir,kindly take my question. Your view on aarti industries and UPL!
Thank you in advance
Sir views on navin fluorine pls
Sir I am asking multiple times . Pls share your view on patel engineering and singer
Good evening sir,
Please share your view on RECLTD.
I am holding it for last 4 to 5 year.
Can I get 20-25% CAGR for next 5 to 7 year???
Pranam Guruji
Sir pl post your views n give guidnace on praj industries and best agrolife. I am invested in praj and in loss and bestagrolife I have been studying after reading the book.