--- Invest in our Smallcase : Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com -- Become a Jalebi Investor. Join our TH-cam channel. --- Buy my book: The Thoughtful Investor only from our website: www.thethoughtfulinvestor.in --- For Personal Consultation on business or finance: Please send a WhatsApp message at +91 85918 66511 or email to support[at]TheEquityDesk dot com ---
Thank you for taking my question on TTK! Really appreciate your analysis. Read the analysis on ttk and hawkins in your book but wanted to get your fresh view which I got it. Thank you guruji🙏🏻
Good evening sir, Excellent explanation on ROE & ROCE, cash on balance sheet drags down the ROE. Sir, you are teaching us Markets, Business and also about life. Only because of you I could learn fundamental investing. God bless you sir. Regards
Sir Jai Hind...mere pas n to Paisa lagane ko lekin m aaka video you tube pr aane wait krta hun.....bahut achha lagta h aapko you tube pr dekh ke.plz carry on sir.
Sir..aap ne bilkul sahi kaha tha. Abhi abhi news main dekha ki USA ne 2000 personnel deploy kar raha hain Middle East main. Abhi ta weapon sell karke Kam chala raha tha abhi to direct army le k aa gaya. Aur hoga middle East destabilize aur complicate hoga uha ka situation.
Thank you Basant ji for taking my question about operating cash flow and net profit. I am especially impressed that I asked this question yesterday and you replied today. Amazing! Aapko pranam!😊
Basan Sir Namaskar. I am from Chapra Bihar and have been watching your channel for the last six months. Stock market me credit rating agencies ka kya Kam hota hai and enko revenue kaha se milta hai. Lakhi halwai ke example me samjhaye. Thank you in advance!
Sir ur views on Surat Textile Weaving Industry, It has ROE(including of Real estate) of 7% agar koi sal Tezi wala period raha to upto 12% Capex to nahi karna chahiye ye pata hai sir but jo exciting business hai usko continue kare ya sell?
Namaste sir. Thank you for taking my query on retiring with 6 crore corpus. Your view on allocating the corpus as below, 1 crore BM focused small cap 1 crore BM vision 2030 2 crore in Nifty50 ETF 1.5 crore in commercial property below my society(running rent of 70K now for monthly expense) 50 lakh in fixed deposit. Your sincere feedback will help me immensely.
Hi Basant sir Recpect Sir salute to you share great knowledge investment in stock in other sector Plz sir 1 min analysis DSSL stock 3 year sales growth-35%profit growth-76%ROE-30 above plz share your knowledge this stocks Thank you sir ❤
6th ATTEMPT. Pronam Sir, I have learnt a lot frm you and your book. Honestly speaking this is only you, Guruji who have turned many traders into investors.Thank you sir. I shall be highly obliged if you kindly make a 2 min analysis of Cantabil Retail. I know this is a small cap company. Neverthless I pray to you to analyze obviously if you have no compulsion to do it.
Cantabil retail accha company hain. Fundemental thik thak hain. Toda debt hain isilia ROC zada dikha Rahi Hain. Aap bas iska sells aur growth ka number dekhia.
Namaskar Vasant ji. I see you in different T-shirts everyday. I Just wonder how big your wardrobe must have been to contain so many dresses. Thanks for reading.
Sir, one question. Please take: Why does book value increases after a QIP? With more shares issued and cash received against it, shouldn't the book value remain almost same? I noticed IDFC first banks book value increased by approx. 5% after recent qip.
Hello Sir, please do 2 min analysis of US stocks as well, especially the technology stocks. I know most people might be interested in India but analyzing US stocks can give a new perspective and understanding of new age business models. Please start with Zoom video stock :). Thank you.
Sir today GDP per capita our nation is 2500 $ and it's expected to grow to 5000 $ by 2030 growing at 10 % cagr. but today already few people are having GDP per capita above 5000 $ . and these people are spending on premium segment .So by 2030 premium segment should gain market share from mass and masstige so companies catering to premium segment should do well and even base is very low for premium segment.
Sir Senco Gold aur IKIO Lighting pe apna view dein. Kya abhi is stocks mein long term ke liye position le sakte hain. Valuation or growth ke hisaab se aapko yeh stocks kaise lag rahe hain?
Like share to krte h but mera question aaj tak nhi liya aapne phir bhi i like you because aapki kahi hui bat bhagwat geeta k tarh h. Stock geeta kah skte h
Hello Basant Sir, Can you please tell us why skf india gets less p/e compared to Schaeffler India and Timken India even though ROE of skf india is more than both , also let us know which one is good for 4 to 5 years. your suggestion will be valuable and we will consider it as entertainment. Thank you.
Hello Basant Sir- I like your selection of Hugo Boss shirts a lot :) I want to understand if QIP is good or bad for existing investors. After QIP the EPS reduces becauses the number of shares increases. Unless company is able to use the capital , the ROE also decreases beacause share capital goes up.
Sir, one suggestion for the people obsessed with Mota Haatis. Buy it keep it for one month and sell. Anyways you will not gain or loose anything as price will not go anywhere.
Dear sir, My self Jagdish patke Pl take my question. I have subscribed BM FOCUS SMALL CASE and BM vision 2030. I want know about PSM and how it works. Very much thanks for explaining technical term with simple lakki halwai example. Thanks HAVE A GOOD DAY.
Sir , L & T is having orders in hand for more than 4-5 years , ROE and ROCE both are just 11.50% , PEG - 12.80 , is it a over valued stock ? or Do you advise to invest at current rate for get 20% CAGR for next 2-3 years seeing the sector momentum ?
Hello Sir, Thank you for valuable lessons on analysis. I request you to explain what could be possible scenario if a company balance sheet is reporting increasing number in inventory section. I have listened to most of your videos but did not hear about this aspect. May be I havr missed. I will be grateful to you for explaining this concept and its implication on business and profits. And if inventory is high then will trade receivable number also increase proportionately ?? Thanking you, sincerely..
Sir, aapke stock in personal portfolio, pms and smallcases..How is the stock selection different. Is the difference on basis of risks( riskiest one in personal), most conviction, liquidity or something else.
Learn something from Sumit Mehrotra of CNBC - whenever the viewer praises him he doesn’t read the praises but just thanks him and straight away takes the stock in question.
If india is growing. Then indian companies will also grow globally. Then what you think about hdfc bank like citi bank. Haldiram like coke. Lemon tree like hilton
hello sir, myself dr ankit vakil...i stuck in HIL and Naukri...can u please suggest whether should i book loss or wait for my price... already invested in your both small case...vision and focused.. have a healthy life ahead
Mood theek hai Sir ka aaj. Sir ki car toh badia hai but aap ka wardrobe is to awesome. 50 lac ki gaadi Kharidne se mushkil 50 hazar ki belt Kharidna hota hai.
--- Invest in our Smallcase : Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com -- Become a Jalebi Investor. Join our TH-cam channel. --- Buy my book: The Thoughtful Investor only from our website: www.thethoughtfulinvestor.in --- For Personal Consultation on business or finance: Please send a WhatsApp message at +91 85918 66511 or email to support[at]TheEquityDesk dot com ---
Gr@v!t@ india 25% cagr
*sir any views on Sula Vine, Pricol & Ethos???*
*both looks great on charts & on fundamentals also*
BMW honne ke baadd bhi aaap etna humble hai, Love ur Teachings !
Thank you for taking my question on TTK! Really appreciate your analysis. Read the analysis on ttk and hawkins in your book but wanted to get your fresh view which I got it. Thank you guruji🙏🏻
Good evening sir,
Excellent explanation on ROE & ROCE, cash on balance sheet drags down the ROE.
Sir, you are teaching us Markets, Business and also about life.
Only because of you I could learn fundamental investing.
God bless you sir.
Regards
Sir Jai Hind...mere pas n to Paisa lagane ko lekin m aaka video you tube pr aane wait krta hun.....bahut achha lagta h aapko you tube pr dekh ke.plz carry on sir.
Sir, jai Hind and namaste sada vatsale matrubhumi.
*sir any views on Sula Vine, Pricol & Ethos???*
*both looks great on charts & on fundamentals also*
Basant ji i am learning a lot from your videos beating market from your strategies,
A big thank you ❤
Sir..aap ne bilkul sahi kaha tha. Abhi abhi news main dekha ki USA ne 2000 personnel deploy kar raha hain Middle East main. Abhi ta weapon sell karke Kam chala raha tha abhi to direct army le k aa gaya. Aur hoga middle East destabilize aur complicate hoga uha ka situation.
Thank you Basant ji for taking my question about operating cash flow and net profit. I am especially impressed that I asked this question yesterday and you replied today. Amazing! Aapko pranam!😊
What a humour u have sir !Ongc ghar ka bada beta hai jo jyada kamaye v to govt. lay leta hai 😂😂😂 ek hi sentence say clear hojata hai .Pure knowledge.👏
Thank you very much sir...
I am not getting time to listen...but whenever possible I listen....I like your straight view...
6:42 same story here, in my house same cooker is being used for almost 5yrs. 😅
Thank U For Fundamental of TTK 👍 Your View on " Sterling and Wilson Co. " Solar Industry
Basan Sir Namaskar. I am from Chapra Bihar and have been watching your channel for the last six months. Stock market me credit rating agencies ka kya Kam hota hai and enko revenue kaha se milta hai. Lakhi halwai ke example me samjhaye. Thank you in advance!
Roe and roce explanation is what i was trying to understand since 10 yrs but understood today only
Sir ur views on Surat Textile Weaving Industry, It has ROE(including of Real estate) of 7% agar koi sal Tezi wala period raha to upto 12%
Capex to nahi karna chahiye ye pata hai sir but jo exciting business hai usko continue kare ya sell?
Yes "BOSS" u are looking smart.
Today you are looking very good... and thankyou for your guidance..,❤❤❤
What people don't realise it is: Valuation of a company is determined by its growth rate!!!
Not by its growth rate, but by its potential growth rate.
@@sp4youtube potential growth rate of expected cash flows it can generate
This is a market leader, & beginner in cooker. Ladies prefer their brand & are ready to pay higher price than other. Manufacturers.
LUCKY HALWAI AND KULDEEP. ... A BEAUTIFUL COMBINATION /
Namaste sir. Thank you for taking my query on retiring with 6 crore corpus.
Your view on allocating the corpus as below,
1 crore BM focused small cap
1 crore BM vision 2030
2 crore in Nifty50 ETF
1.5 crore in commercial property below my society(running rent of 70K now for monthly expense)
50 lakh in fixed deposit.
Your sincere feedback will help me immensely.
Hi Basant sir
Recpect Sir salute to you share great knowledge investment in stock in other sector Plz sir 1 min analysis DSSL stock 3 year sales growth-35%profit growth-76%ROE-30 above plz share your knowledge this stocks
Thank you sir ❤
6th ATTEMPT. Pronam Sir, I have learnt a lot frm you and your book. Honestly speaking this is only you, Guruji who have turned many traders into investors.Thank you sir. I shall be highly obliged if you kindly make a 2 min analysis of Cantabil Retail. I know this is a small cap company. Neverthless I pray to you to analyze obviously if you have no compulsion to do it.
Cantabil retail accha company hain. Fundemental thik thak hain. Toda debt hain isilia ROC zada dikha Rahi Hain. Aap bas iska sells aur growth ka number dekhia.
Thank you so much sir for ROE and ROCE example! You make fundamentals so simple to understand, Best wishes sir😊
Sir , the mic is very good, no background noise at all, we cannot hear wall clock sound
Namaskar Vasant ji. I see you in different T-shirts everyday. I Just wonder how big your wardrobe must have been to contain so many dresses. Thanks for reading.
Sir ji aaj khush lag rahe he... 😊
Love from ajmer, rajasthan❤
Mere Dada ji kabhi school nahi gaye
Humne B A kiya, unke sawalo ke jawab dene mein bahut kathin hote hai, wo bade aasani se samjhate hai.
Good Evening Sir... Thank you very much for sharing very valuable information... regards..
Sir, one question. Please take: Why does book value increases after a QIP? With more shares issued and cash received against it, shouldn't the book value remain almost same? I noticed IDFC first banks book value increased by approx. 5% after recent qip.
Pranam Guruji
RoE and RoCE difference example was so good 😊
Good evening sir
Thanks 🙏🏻 for the knowledge
Big fan of yours
Saurabh
Jai Hind 🇮🇳
Hello Sir, please do 2 min analysis of US stocks as well, especially the technology stocks. I know most people might be interested in India but analyzing US stocks can give a new perspective and understanding of new age business models. Please start with Zoom video stock :). Thank you.
Namaste Basant Ji, KPit technology ka 2min analysis kisjiye aur Agro chemical sector ke bare me kuch bataiye. Dhanyawad.
Sir you are really great,
Sir aapke hishab se Defance ka sab se achha stock ko sa he 2L invest karna he❤❤❤
Sir today GDP per capita our nation is 2500 $ and it's expected to grow to 5000 $ by 2030 growing at 10 % cagr. but today already few people are having GDP per capita above 5000 $ . and these people are spending on premium segment .So by 2030 premium segment should gain market share from mass and masstige so companies catering to premium segment should do well and even base is very low for premium segment.
Good evening sir, hats off to your knowledge and confidence🙏🙏
Sir Senco Gold aur IKIO Lighting pe apna view dein. Kya abhi is stocks mein long term ke liye position le sakte hain. Valuation or growth ke hisaab se aapko yeh stocks kaise lag rahe hain?
Dear sir , short term , medium term aur long term se kitna mahina ya kitna saal samjha Jaye ?
Sir kya footwear industry me invest karu, competition bahut hai esme, aur local players bhi bahut hai
Good evening sir
Hats off for your courage and unbiased opinions always.
❤❤
How sweet your bengali is sir..
Love u .. 💓 from bengal..
good evening sir, you are doing some great work here. Thank you
Hello Basant Sir! Can you please emphasize the difference between the PMS and smallcase services you offer. If you brief on the number of stock.
DII, FII ke lene se stock nhi chalta hai to kiske lene se chalta hai...... Kon price upar move karta hai
Love you sir🙏
Sir, Dmart & Asian Paint m ROE ka difference h..
Dono ka comparison analysis krke btaye k kisko select krne ka kya fayda h?
Thanks
Thank You Guru Ji…🙏
Basant sir, please please please share your views on Zen Technologies. Thank you
Sir namaste🙏, क्या हर महीने एक Fix Date को SIP की तरह पैसे लगाना चाहिए Or saving account में पैसा जमा कर buy on deep करना चाहिए।
Like share to krte h but mera question aaj tak nhi liya aapne phir bhi i like you because aapki kahi hui bat bhagwat geeta k tarh h. Stock geeta kah skte h
Hello Basant Sir, Can you please tell us why skf india gets less p/e compared to Schaeffler India and Timken India even though ROE of skf india is more than both , also let us know which one is good for 4 to 5 years. your suggestion will be valuable and we will consider it as entertainment. Thank you.
Sir my name is Akib and I am from Ahmedabad. Why FACT is trading at the PE of 60-70 when other fertilizer stocks are trading at 10-15 PE
Hello Basant Sir- I like your selection of Hugo Boss shirts a lot :)
I want to understand if QIP is good or bad for existing investors. After QIP the EPS reduces becauses the number of shares increases. Unless company is able to use the capital , the ROE also decreases beacause share capital goes up.
Parnaam Sir 🙏🙏
Thanks sir
Sir, one suggestion for the people obsessed with Mota Haatis. Buy it keep it for one month and sell. Anyways you will not gain or loose anything as price will not go anywhere.
Sir, review on your past view on Hosiery stocks please.
Basant ji Radhe Radhe 🕉️🕉️🙏🙏
Khub valo laglo apnar mukhe bangla sune❤
Love your passion sir. Stuck in IT job, want to switch career in Stocks.Have been in/out of stock market in last 8 yrs . Please guide where to start.
I repeatedly asked about ABFRL , however you did not comment on it. Could you please do a two minutes analysis of ABFRL. Thanks
Pls share ur view on JSW Infra
सर promoter के share pledge हो तो स्टॉक लेना चाहिए या नहीं please answer
Dear sir,
My self Jagdish patke
Pl take my question.
I have subscribed BM FOCUS SMALL CASE and BM vision 2030.
I want know about PSM and how it works.
Very much thanks for explaining technical term with simple lakki halwai example.
Thanks
HAVE A GOOD DAY.
Please send a WhatsApp message on +91 85918 66511 or email to support [at] basantmaheshwariinvesting dot com ---
Thank you Basant ji for your daily videos.
Really we are learning a lot from your view ❤❤❤❤❤
Thanku sir anylises karneke liya
Dear Basant ji, do you think Sheela Foam is at the same stage today as Hawkins was when you bought it?
Feni seem less addictive than morning and evening doses of your videos. Love you Sir.❤❤❤
Sir, please provide us two minutes analysis on Shankara Building Products
Sat Sri akal Basant ji
2 minutes analysis Rec ltd ka ker dijiye?? Please 🙏
Regards
Prem
Sir please two minute analysis on Mphasis
If even now law is made to compulsory list companies above 1000 mrkt cap , it would be good for share mrkt n it's related people
Sir , L & T is having orders in hand for more than 4-5 years , ROE and ROCE both are just 11.50% , PEG - 12.80 , is it a over valued stock ? or Do you advise to invest at current rate for get 20% CAGR for next 2-3 years seeing the sector momentum ?
Hi Sir, Good Evening. What is Operating Leverage and Finance Leverage and what is the effect on Share price. Thank You...
Amaraja batteries aur exide batteries me Kaun lena cahiye kindly apna view dein
Hello Sir, Thank you for valuable lessons on analysis. I request you to explain what could be possible scenario if a company balance sheet is reporting increasing number in inventory section. I have listened to most of your videos but did not hear about this aspect. May be I havr missed. I will be grateful to you for explaining this concept and its implication on business and profits. And if inventory is high then will trade receivable number also increase proportionately ?? Thanking you, sincerely..
Very knowledgeable discussion
Sir, question: is it advisable to invest in defence stock during this war time? Like BEML and genus power?
consider defence stock of US Markets, as they work in war more than ours
guruji Pranam, tyre companies ka RoE low Kyo hai. Kya low RoE company return generate nahi karti.
Guruji Dupont analysis thoda samjhaiye.
Sir retail consumer company like arvind fashion, ABFL me sab depreciation bahut krete h to value kese kare pls smajaye...
Hi Sir, please share your views on companies like Borosil renewable, ICIC GI & Max Healthcare. Thanks
Sir, aapke stock in personal portfolio, pms and smallcases..How is the stock selection different. Is the difference on basis of risks( riskiest one in personal), most conviction, liquidity or something else.
Basant sir, give your views on Karur Vysya Bank.
Thank you for the valueablr insights sir. Can you analyse Bosch India stock? Thanks
Learn something from Sumit Mehrotra of CNBC - whenever the viewer praises him he doesn’t read the praises but just thanks him and straight away takes the stock in question.
If india is growing. Then indian companies will also grow globally. Then what you think about hdfc bank like citi bank. Haldiram like coke. Lemon tree like hilton
सर , ट्रेडिंग or investment मतलब सही example खरगोष or कछूआ
Thanks for this valuable information❤
Hello Basant sir...
Nvidia PE ratio is very high. Will this be right time to invest considering such a high valuation.
hello sir, myself dr ankit vakil...i stuck in HIL and Naukri...can u please suggest whether should i book loss or wait for my price... already invested in your both small case...vision and focused.. have a healthy life ahead
Sir how you take decisions in any critical situation. Please elaborate o this topic.
Thank you.
Hello basant sir my question on Symphony abhi kaafi time se fasa hua hai 6% down hai mere rate se kya future hai sir iska hold karna chayie
Mood theek hai Sir ka aaj.
Sir ki car toh badia hai but aap ka wardrobe is to awesome.
50 lac ki gaadi Kharidne se mushkil 50 hazar ki belt Kharidna hota hai.
Stones are pelted on fruit giving trees only. Similarly u cannot avoid trolls but u can ignore or neglect them.