Siddhartha Bhaiya Shares His Mantra To Buy Multibaggers & Re-Enter Indian Markets I Talking Point

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  • เผยแพร่เมื่อ 23 ธ.ค. 2024

ความคิดเห็น • 123

  • @PraveshKumar-qf5me
    @PraveshKumar-qf5me หลายเดือนก่อน +40

    For a public fund manager to take such bold calls is commendable. Markets can remain irrational for long period of times. He is willing to go through underperformance for extended periods for times shows his conviction in his research. That's why he keeps minimum 10 cr ticket size for his funds. He doesn't want panicky investors.

    • @66Dakshinian
      @66Dakshinian หลายเดือนก่อน

      He personifies long term investing which is something so rare in the Indian stock market.😅

  • @akashkumar3924
    @akashkumar3924 หลายเดือนก่อน +41

    Finally siddhartha got courage after actually seeing market fall 😂

  • @mahendramundada1440
    @mahendramundada1440 หลายเดือนก่อน +8

    Thank you Neeraj for bringing good managers and helping investors

    • @waytorich6471
      @waytorich6471 หลายเดือนก่อน

      please chk the link that I have shared which was opposite of this discussion

  • @elonmusk7192
    @elonmusk7192 หลายเดือนก่อน +14

    The only logical person in the entire market

  • @joytotheworld1097
    @joytotheworld1097 หลายเดือนก่อน +14

    His 80% cash is generating 6-7 % return.
    If his avg sale price is at nifty 25000 then he can buy again next year and stll match or beat market if market remains below 27000.

  • @InvestingJourneyWithYogesh
    @InvestingJourneyWithYogesh หลายเดือนก่อน +12

    Peter Lynch says, “Far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves.”

  • @66Dakshinian
    @66Dakshinian หลายเดือนก่อน +2

    Never invested in his AIF/PMS but always followed his advice given on such TV appearances. Because of him, sold my entire Indian market portfolio in Sept. & as a result made quite the returns. Ready to reinvest again.Much respect!🙏🏽😊

  • @sachinkmehta
    @sachinkmehta หลายเดือนก่อน +38

    Nat Friedman famously said “pessimists sound smart, optimists make money.”

    • @shaurya92ful
      @shaurya92ful หลายเดือนก่อน +7

      His fund has delivered annually 25%+ returns over the last decade or so... If he has booked profit and reduced his exposure. what is wrong with that?

    • @sachinkmehta
      @sachinkmehta หลายเดือนก่อน

      @shaurya92ful Nifty 500 Index itself gave 20% returns in last 5 years & Nifty Midcap index returns were 27%.

    • @shaurya92ful
      @shaurya92ful หลายเดือนก่อน +3

      @@sachinkmehtapoint to point returns easy to say. 10 plus years that is not the return. I beleive nifty 500 return is around 13% CAGR

    • @soumikmajumder1967
      @soumikmajumder1967 หลายเดือนก่อน +2

      How these guys come out only when there is a fall? So much what ifs!

    • @shubhendusingh1991
      @shubhendusingh1991 หลายเดือนก่อน +2

      and he made the most money in compare to other pms (10 year duration)

  • @gauravjauhri5
    @gauravjauhri5 หลายเดือนก่อน +1

    Please provide link for the white paper that Sidharth talked about. Thanks

  • @PGovindaa
    @PGovindaa หลายเดือนก่อน +3

    As always great to hear Siddhartha

  • @sarveshkoushik9294
    @sarveshkoushik9294 หลายเดือนก่อน +3

    Great analysis. Must watch. Do make notes of parameters used by these analysts to guage market.

  • @Pokchok44
    @Pokchok44 หลายเดือนก่อน +2

    Great interview !!

  • @itpatil
    @itpatil 23 วันที่ผ่านมา

    Excellent. Thank you.

  • @134278
    @134278 หลายเดือนก่อน

    Superb interview, lots of learning

  • @optionbuyerbull
    @optionbuyerbull หลายเดือนก่อน +2

    This guy got clear idea, what he is doing....

  • @dilipgala6455
    @dilipgala6455 หลายเดือนก่อน +1

    Exceptional!

  • @awenindo
    @awenindo หลายเดือนก่อน +2

    Awesome interview by Siddharth Bhaiya. But is possible he is discounting the energy required for AI. Perhaps on a 3 year horizon, the supply will still be short.

  • @vipuls5900
    @vipuls5900 หลายเดือนก่อน +3

    It's time to raise minimum wages significantly so take some money from companies to people .

  • @Akash-g7c
    @Akash-g7c หลายเดือนก่อน +1

    Thanks for a great insight

  • @Rahu5457
    @Rahu5457 หลายเดือนก่อน +1

    Inter subjective reality is very different from objective reality. Yes market is overvalued but I think it will remain over value. China is cheap but remember they want Taiwan in 2027.
    Bhaiya said best time to buy when earnings deteriorates but they have 80% cash.Thank you for sharing your experience with us.

  • @thelayman6189
    @thelayman6189 หลายเดือนก่อน +12

    If I'm right, exactly an year ago, Sidhartha Bhaiya said he still had investing options that will go multiple X !! Now im surprised he says he predicted a crash and has 80% in cash...

    • @joytotheworld1097
      @joytotheworld1097 หลายเดือนก่อน

      He is not predicting a crash.
      More like the market is unlikely to go up atleast for another year.

    • @anuragharsole6387
      @anuragharsole6387 หลายเดือนก่อน

      Check his April interview on this channel.

    • @harimukundan2908
      @harimukundan2908 หลายเดือนก่อน

      true.

    • @thelayman6189
      @thelayman6189 หลายเดือนก่อน +1

      @harimukundan2908 👍

  • @thatspiritualhumane
    @thatspiritualhumane หลายเดือนก่อน +3

    He calls a spade a spade, excellent talk

  • @Darkings
    @Darkings หลายเดือนก่อน +2

    Finally sum1 telling the truth as it is

  • @Harsh-bn3ql
    @Harsh-bn3ql หลายเดือนก่อน +2

    Contrarian 💪🏼

  • @S_Pry6513
    @S_Pry6513 หลายเดือนก่อน

    Very good discussion

  • @chintandesai8398
    @chintandesai8398 หลายเดือนก่อน +1

    Could have asked siddhartha's views on capital market theme !!

  • @saikarthik995
    @saikarthik995 หลายเดือนก่อน +1

    The comment section clearly suggests much deeper fall to come through. Too much optimisim yet with no fear whatsover.

  • @janakkanwar9513
    @janakkanwar9513 หลายเดือนก่อน

    Any comments on adani share?

    • @KalaTharanga
      @KalaTharanga หลายเดือนก่อน

      Adani port is much cheaper in terms of valuation, and it is a monopoly. Just because of news it is falling.

  • @waytorich6471
    @waytorich6471 หลายเดือนก่อน +1

    I appreciate NDTV's efforts, my request is when extreme opinions are aired, it is better to review with the same guest in a month or quarter to see if things have improved.

    • @fortuneltd3591
      @fortuneltd3591 หลายเดือนก่อน

      Don't need to be lazy. Once PE drops below 20 it's undervalued market, a simple Google search will you give that result. Invest like you would in your own business, with proper calculation and learning

  • @AnishShukla88
    @AnishShukla88 หลายเดือนก่อน +11

    These guys have now sold their position and looking to buy lower. So narrative is now being build to buy at lower prices. Keep buying.

  • @abhijoshi17
    @abhijoshi17 หลายเดือนก่อน +4

    He is underestimating the power of retailers... Now due to knowledge and AI people are buying high quality share with low valuation...
    They are not leveraged
    People are becoming smarter
    U are thinking about blood bath... No one is going to sell his high quality low valuation share to you just because market corrects 10 or 20 percent
    If you are really in 80 percent cash you will be in cash forever

    • @rohan4326
      @rohan4326 27 วันที่ผ่านมา

      Nice

  • @sajanjoseph1797
    @sajanjoseph1797 หลายเดือนก่อน

    While I agree to some comments but I find that I disagree on some. There is growth in 2W in auto. Bajaj for instance. There is growth in oil and gas sector. PSU banks are growing well and Govt is going to receive massive dividends this year. The first 6 months of this FY has been tough, weather related. Watch out for the second half.
    Also, India might get a rating upgrade soon, India has been fiscally prudent.

  • @UZworld123
    @UZworld123 หลายเดือนก่อน

    Thanks for sharing

  • @sagarsaxena6318
    @sagarsaxena6318 หลายเดือนก่อน

    If BYD Is growing at 50% rates and capturing global market share then it's not going to be able to grow at this rate for long. It's totally counter-intuitive.
    On the other hand,why will allocation to equities go down when index & the value of holding is up atleast 3-3.5x in last 4.5 years? No one sells and buys like SB is suggesting.

  • @deekshantbelwal1269
    @deekshantbelwal1269 หลายเดือนก่อน +2

    I am 60% in cash. I agree with this guy abt valuations. Real Money is made by buying at low valuations and selling at high multiples.

  • @Dhun2013
    @Dhun2013 15 วันที่ผ่านมา

    This guy was 99℅ in cash 2 weeks back

  • @AmitAgarwal_Kolkata
    @AmitAgarwal_Kolkata หลายเดือนก่อน +13

    This guy has been on cash since october 2023 and was spreading fears of market over valuation. He sold at 21k and wishing market to comeback 15k so that he can buy back cheap again. He will face fate similar to Jim Rogers who is negative since 2010 🤣🤣

    • @nikhil92k
      @nikhil92k หลายเดือนก่อน

      Yes, and one day he will come back and say I was correct.😂

    • @Visionntpc
      @Visionntpc 28 วันที่ผ่านมา

      You people are having lot of money to lose to FII

  • @deependerbora3142
    @deependerbora3142 หลายเดือนก่อน

    Eye opener

  • @KalaTharanga
    @KalaTharanga หลายเดือนก่อน

    Select companies have done really well like PNB, Yes Bank, AdaniPort, KPI Green Energy, ZenTech., Tejas Network etc..:)

    • @Guru-vn7sw
      @Guru-vn7sw หลายเดือนก่อน

      Can you explain your view on yes bank ?!

    • @KalaTharanga
      @KalaTharanga หลายเดือนก่อน

      @@Guru-vn7sw Yes bank has delivered excellent results in Q2 better than most of the banks. profit margin is up by >90%, Earning per share increased by 125%. But valuation is still high. But sooner or later Yes bank stock will start performing.

    • @KalaTharanga
      @KalaTharanga หลายเดือนก่อน

      @@Guru-vn7sw Yes bank has delivered much better result compared to most of the banks in Q2. Earnings per share increased >120 %. Though valuation is little high, if it delivers another quarter with similar results, it is going fly

    • @Guru-vn7sw
      @Guru-vn7sw หลายเดือนก่อน

      @ thank you for the response

  • @MutualfundsahiHainbutkaunsa
    @MutualfundsahiHainbutkaunsa หลายเดือนก่อน

    If you all know such things then why owner not selling his stocks.
    Owner focuses on his business to grow and over time he knows his stocks will grow.
    Same as equity mutual fund investment.
    For me if u cannot run sip for 20 yrs then dont invest in pure equity fund. Fund return can be zero for 10 yrs.
    So asset allocation is the key.

  • @Gauravkr0071
    @Gauravkr0071 หลายเดือนก่อน +2

    I want debate between siddarth and saurabh

    • @baidya12345
      @baidya12345 หลายเดือนก่อน +2

      Saurabh is nonsensical, only a good storyteller.

  • @Travhogger
    @Travhogger หลายเดือนก่อน +2

    Reality check finally

  • @AyuSHweta
    @AyuSHweta หลายเดือนก่อน +1

    He will buy when there is blood on the streets. Are all these adjectives when we look in past. Common dude people now understands

  • @MAYANKPARNAMI
    @MAYANKPARNAMI หลายเดือนก่อน +1

    Gold

  • @SwapyBond
    @SwapyBond หลายเดือนก่อน

    The problem with such guys is that either they are unable to identify great companies or they are very over confident about their analysis and projections, that's why they generalise everything and keep on preaching the notion of valuations being expensive. Though he may be right about the nuisance right now among the semi literates to earn a quick buck, almost gambling in the market but what I don't agree is the fact that he is sitting on a major amount of cash instead of deploying at least 50 percent. The Indian stock market is so huge, there are so many mind blowing companies with great exponential future potential and these guys approach it very robotically. The 80 percent cash he is sitting on will ultimately be invested at higher levels, that's the price one needs to pay for being oversmart. Don't over analyse the market, keep it simple.

  • @princelenord1967
    @princelenord1967 หลายเดือนก่อน +3

    Good time to buy Adani Group Stocks it is down by 10% to 20% today. Looking for some more correction of another 10% for investment.

    • @anilprasanna
      @anilprasanna หลายเดือนก่อน

      Buy the dip in adani stock and become crorepati within 3 months. No need to work for 70 hours per week for 25 thousand rupee monthly salary to make Narayan Murthys just born grand baby crorepati. Throw the resignation paper to HR and say I QUIT and wont let you eat any more commission from end client dollars from my blood sweat and tear.

  • @Drdinesh79
    @Drdinesh79 17 วันที่ผ่านมา

    More money is lost by waiting for crash that investing systematically- Peter Lynch ❤

  • @harimukundan2908
    @harimukundan2908 หลายเดือนก่อน

    Asian paints ,titan ,hdfc bank ,bajaj finance ,dmart and see the valuations even now is very low and they are going to make money for the investors look at HDFC and D mart it self.You wont get BHEL @ 10 rupeese (jocker) till the time ukrain russia ,isrel and azerbhaigan to armenia wars are going on.

  • @abhijoshi17
    @abhijoshi17 หลายเดือนก่อน

    Retailers have privilege to entry and exit at any levels but you don't have this power

  • @chiragdash
    @chiragdash หลายเดือนก่อน +1

    Personally finding very good value in markets. Seems he is not looking deeply enough

  • @fazalurahman1308
    @fazalurahman1308 หลายเดือนก่อน +2

    love this guy siddhartha.

  • @abmundra
    @abmundra 26 วันที่ผ่านมา

    Thankfully there is a fund manager who thinks about his investors before his fees 😉

  • @mayankbpt18
    @mayankbpt18 หลายเดือนก่อน +1

    The automobole companies are growing at 15 to 20 perecent in India. How can you compare pe ratio of indian companies with forign companies all of which have shown negative growth

  • @shalendrasingh3994
    @shalendrasingh3994 หลายเดือนก่อน +1

    Seema he konws very well about ED,IT, and CBI.if he speaks his mind these agencies willl knock his doors tomorrow 😂😂😂😅😅

  • @India1947o
    @India1947o หลายเดือนก่อน +1

    Modiji with media made enough of jhumlas on development now reality is stepping in

  • @zest6932
    @zest6932 หลายเดือนก่อน

    While i agree with most of what he says but the case with BYD is not agreeable..people should research what BYD has been doing in China..sooner or later it will fall on its own weight

  • @amolpatel1436
    @amolpatel1436 10 วันที่ผ่านมา

    Nothing of what is mentioned in the title of this video clip is being covered. Totally waste of time watching

  • @investinghindi5837
    @investinghindi5837 หลายเดือนก่อน

    Fenku bhaiya ...

  • @S_Pry6513
    @S_Pry6513 หลายเดือนก่อน

    👍

  • @tacfooddxb4770
    @tacfooddxb4770 หลายเดือนก่อน +1

    No one can forecast the stock market, interest rates, or the future course of the economy. Disregard all of these predictions and focus on the actual performance of the businesses you have invested in. It can't harm you if you're ready for a stock market downturn. When the market is declining, it's a perfect chance to grab the deals that investors who are panicking are leaving behind. Rs 5800 crore cash, orders worth Rs 21000 crore in hand. You can buy this entire business for just Rs 8000 crore! This is the case when you are buying shares of PNC Infratech Company at the current market price.

  • @BNF_SL_HUNTING
    @BNF_SL_HUNTING หลายเดือนก่อน

    NO sir its gambling only until you do not know shit about it.
    I was earning handsomely with weekly expiries and know many who started making substantial profits, which obviously turned out bad in the eyes of our regulators and in turn our government and that is why they stopped it all of a sudden.

  • @Agarwal.ankit2810
    @Agarwal.ankit2810 หลายเดือนก่อน +1

    Treat to listen to Siddharth

  • @MARKCRASTO
    @MARKCRASTO หลายเดือนก่อน

    CJI got a new job😮

  • @ankitagarwal7937
    @ankitagarwal7937 หลายเดือนก่อน

    'There is no power shortage in the country ' 😂😂

  • @digvijaysinghbaghel2575
    @digvijaysinghbaghel2575 หลายเดือนก่อน

    no, adani has been showing blood all iver

  • @swamidasdalvi4845
    @swamidasdalvi4845 หลายเดือนก่อน

    "Wake up and smell the coffee" - The whole of NDTV Profit crew has made a career out of that idiom. 😂

  • @Darkings
    @Darkings หลายเดือนก่อน

    Last npa cycle was in 2008? What is he talking

  • @capraveshkhatri
    @capraveshkhatri หลายเดือนก่อน +2

    Itna confidence laate kahan se ho.. u went miserably wrong 6 month back.. now again muh utha ke aajate ho 🤬🤬

  • @rajivkamra6408
    @rajivkamra6408 หลายเดือนก่อน

    There are thousands of utuber...
    and market gurus teaching options ..and claiming that he drives auto and makes money..
    Big laugh 😂😂😂
    Ironey us that those idiots teaching options doesn't make money themselves....

  • @tapk1995
    @tapk1995 หลายเดือนก่อน

    Bhaiya wants ur money to give it G media

  • @India1947o
    @India1947o หลายเดือนก่อน

    Modi Ji has already taken LOAN fully now there’s no money for infrastructure spending

    • @arjunk1894
      @arjunk1894 หลายเดือนก่อน +2

      😂 do u understand economics a little Atleast, keep blaming modi 😂😂😂

  • @atifkhan7660
    @atifkhan7660 หลายเดือนก่อน

    Laal hai❤

  • @gauravvvvv
    @gauravvvvv หลายเดือนก่อน

    please invite BASANT MAHESHWARI Ji

  • @SanatanaDharma0108
    @SanatanaDharma0108 หลายเดือนก่อน

    Ye haaf kyu raha hai 😮😮

  • @abhijoshi17
    @abhijoshi17 29 วันที่ผ่านมา

    Market ko dek ke lagta hai tum 80 percent cash ki FD karoge...

  • @sangramchavan3649
    @sangramchavan3649 หลายเดือนก่อน

    Bhaiya ji ismile...

  • @sunilajmera2578
    @sunilajmera2578 หลายเดือนก่อน

    NDTV down 300% 🤣🤣

  • @AyuSHweta
    @AyuSHweta หลายเดือนก่อน +1

    Its easy to comment after significant correction that this joker is sitting on 80% cash. When entire world is predicting that India is is growing at a good pace. Its all hoax and lies to become a good fund manager

  • @VJ_The-Rockstar.
    @VJ_The-Rockstar. หลายเดือนก่อน

    Valuation is high and all these all are bullshit talk, why don’t we talk about actual problem as government expenditure is very low if government expenditure and government is busy in their elections. Is government think about economy and India?? Or they just want to win elections that is their goal?? Please talk about some insights of market instead of valuation valuation.

  • @Barwal7
    @Barwal7 หลายเดือนก่อน

    BYD has one of the most substandard cars for offer. Beyond the flashy looks and jumping on suspensions, the cars are absolute crap. Typical Chinese stuff that goes cheap and wipes out competetion only due to price. The quality is absent as always.

  • @manjuM-f5v
    @manjuM-f5v หลายเดือนก่อน +1

    This guy is negative on everything 😭😭

  • @jateenjain
    @jateenjain หลายเดือนก่อน

    He will still on cash until market hits ATH

  • @anilprasanna
    @anilprasanna หลายเดือนก่อน

    Buy the dip in adani stock and become crorepati within 3 months. No need to work for 70 hours per week for 25 thousand rupee monthly salary to make Narayan Murthys just born grand baby crorepati. Throw the resignation paper to HR and say I QUIT and wont let you eat any more commission from end client dollars from my blood sweat and tear.

  • @AyuSHweta
    @AyuSHweta หลายเดือนก่อน

    He talks like bhaiya from bihar only. Its easy to quote past, he is comparing lows of covid with current situation. Seriously NDTV are we seriously showing his views to 150 billion Indians. On very high base we are comparing the performance of Indian market and after this correction a joker is coming on large channel and declining the good work. I hate BJP but still better than this joker

  • @captainsinghdevendersingh
    @captainsinghdevendersingh หลายเดือนก่อน

    ❤❤❤❤❤ what’s the percentage of success in professional examination like IIT, IIMs,AIIMS, NDA or in any professional sports
    How many plays for India. What is the failure rate in such professional ventures ?????
    Even more than 99 percent aspirants unfortunately fails in passing exams , it’s waste of money, time and energy. Millions of hours getting wasted
    So like option trading they must ban various entrance examinations.
    Ban smoking ban drinking ban trading. It appears these guys are full of inferiority complex and jealousy.

  • @kumarmohit-m3k
    @kumarmohit-m3k หลายเดือนก่อน

    Suiddhart bhaiya if you are reding this comment please reply to my mail .....☺

  • @AyuSHweta
    @AyuSHweta หลายเดือนก่อน

    Its easy to comment after significant correction that this joker is sitting on 80% cash. When entire world is predicting that India is is growing at a good pace. Its all hoax and lies to become a good fund manager

  • @AyuSHweta
    @AyuSHweta หลายเดือนก่อน

    He talks like bhaiya from bihar only. Its easy to quote past, he is comparing lows of covid with current situation. Seriously NDTV are we seriously showing his views to 150 billion Indians. On very high base we are comparing the performance of Indian market and after this correction a joker is coming on large channel and declining the good work. I hate BJP but still better than this joker

    • @millionaireclub9899
      @millionaireclub9899 หลายเดือนก่อน +1

      Check his pms last 10 year return
      He is intelligent guy