Decoding Markets & Value Investing With S Naren | Risk-Reward Ratio & Valuations |'There's No Greed'

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  • เผยแพร่เมื่อ 8 พ.ย. 2024

ความคิดเห็น • 59

  • @AmarachiSteve
    @AmarachiSteve หลายเดือนก่อน +161

    Unfortunately, not all of us were financially literate early. I was 35 when I finally educated myself and started taking steps. I went from $176,000 in debt with zero savings or retirement to now, 2 years later, fully debt-free and over $1000,000 net worth. I know that doesn't SOUND like a lot, but I'm incredibly proud of it. Now I'm fast-tracking my wealth building (investing $400,000 annually) and don't owe a dime to anyone. It's a good feeling!

    • @stoneJulio
      @stoneJulio หลายเดือนก่อน

      Most people think, investing in crypto is all about buying coins and leaving it to rise, come on it takes much analysis to be a successful crypto trader

    • @FeliciaEmily-m2y
      @FeliciaEmily-m2y หลายเดือนก่อน

      Wow that's huge, how do you make that
      much monthly?

    • @AmarachiSteve
      @AmarachiSteve หลายเดือนก่อน

      It really helped trading with michelle sule stewart analysis and info, even with the market in a downward trend. Definitely riding the market wave is a good perspective.

    • @ThomasJames-g2v
      @ThomasJames-g2v หลายเดือนก่อน

      Honestly speaking.... I will continue to trade / and stick to Michelle sule / daily analysis and guides as long as it works well for me.

    • @DevinWiebe
      @DevinWiebe หลายเดือนก่อน

      The process of trading can be complicated when you have limited knowledge. However, with the right strategy and setups, you can be successful. That's the whole point of investing.

  • @modifan3144
    @modifan3144 หลายเดือนก่อน +3

    S. Naren is very good. Excellent thought process. While speaking, he should not repeat “ At this point of time” too often.

  • @manojsuri007
    @manojsuri007 หลายเดือนก่อน +6

    I am a proud investor of icici value discovery fund from the last 9 years. Thank you Naren Sir.

  • @rafikmusani2887
    @rafikmusani2887 หลายเดือนก่อน +4

    S Naren you are very straight forward and excellent. I always enjoy all your interviews. Thanks a lot. Plz come more often in media

  • @bala5782
    @bala5782 หลายเดือนก่อน +19

    He said "Assest allocation" about 25 times in 25 minutes 😊

    • @madikerirahman3201
      @madikerirahman3201 หลายเดือนก่อน +1

      And also 'At this point of time'.

    • @VishwanathBhandwale
      @VishwanathBhandwale หลายเดือนก่อน

      Him life has gone through asset allocation 😂

    • @sudheerk67
      @sudheerk67 หลายเดือนก่อน

      ​@@VishwanathBhandwaleAnd he is doing good because of that.

  • @anarambhkumar3211
    @anarambhkumar3211 หลายเดือนก่อน +1

    Amazing S Naren always...Honest, straight forward ❤

  • @althafyoosuf7945
    @althafyoosuf7945 หลายเดือนก่อน +5

    S Naren is excellent

  • @FurnitureShowroom-l2b
    @FurnitureShowroom-l2b หลายเดือนก่อน

    Wonderful talk

  • @patilsalil
    @patilsalil หลายเดือนก่อน +1

    Great to hear from you sir after a while

  • @chanduprajan5436
    @chanduprajan5436 หลายเดือนก่อน +4

    What a fantastic interview. Thank you so much❤❤❤

  • @vipulsharma1897
    @vipulsharma1897 หลายเดือนก่อน +5

    I am so glad I didn't invest in ICICI funds. He called out mid and small as overvalued last year.

    • @hyperretail
      @hyperretail หลายเดือนก่อน +1

      All fraudsters . Nilesh bhi

    • @deepeshsao1008
      @deepeshsao1008 หลายเดือนก่อน

      He is not GOD. Making 21% CAGR over 10 years is not a joke.

    • @aldrindsouza8068
      @aldrindsouza8068 หลายเดือนก่อน +1

      Fund managers just looking for ways to get stocks cheap. Sector rotation is something worth learning. Price volume action combined as well

    • @pntiwari4937
      @pntiwari4937 หลายเดือนก่อน +6

      People do not understand MF management the people's money. One bad decision and Fund Manager with Fund House dead. With our own money we can take maximum risk. Since our quantity is small so we can enter daily and exit daily. Mr Fund Manager always keep risk reward in mind.

    • @aldrindsouza8068
      @aldrindsouza8068 หลายเดือนก่อน

      ​@@pntiwari4937
      Keeping RR in mind is important for any investor big or small . What's the point in having a fund manager if they can't beat the index returns by atleast 10 percent. If one can identify good companies with good sector tail winds, MOAT etc and decent technical analysis, they can sufficiently generate good results beating index.

  • @dinzakas
    @dinzakas หลายเดือนก่อน

    Godd questions and fantastic insightful answers

  • @maheshdewani547
    @maheshdewani547 หลายเดือนก่อน

    Nice to hear you Naren ji❤

  • @DebojitBordoloi-f5p
    @DebojitBordoloi-f5p หลายเดือนก่อน

    Thank you

  • @kantharajd
    @kantharajd หลายเดือนก่อน +1

    Master class 👏

  • @TheRbhaskar
    @TheRbhaskar หลายเดือนก่อน

    Too good sir 😊

  • @sunilj10
    @sunilj10 หลายเดือนก่อน

    So basically, more money is chasing fewer stocks leading to over priced assets despite declining margins. It could lead to a longer payback periods if this goes on. Best to avoid loss making firms, margins squeezed firms, leveraged firms and risky firms. The emphasis should be on risk management now rather than returns optimization. Asset allocation works best at this stage by ensuring we are not all into equities, but have a certain balance and cash on hand. The days of mouth watering price are over and one would need to just get assets with reasonable margins and business model at a higher than usual prices. This is not the time for lump sum investing.

  • @retestkapse
    @retestkapse หลายเดือนก่อน +4

    currently market seems fully priced for next 5 years

    • @aldrindsouza8068
      @aldrindsouza8068 หลายเดือนก่อน

      How do you infer this? What are the indicators. I'd like to learn

    • @vishalbhadre178
      @vishalbhadre178 หลายเดือนก่อน

      ​@@aldrindsouza8068combination of MACD, MACD divergence, RSI and Relative Vigor index

  • @Investmentguru-d8m
    @Investmentguru-d8m หลายเดือนก่อน

    Thanks for 100 Subscribers ❤🎉

  • @lolabahu3783
    @lolabahu3783 หลายเดือนก่อน

    INOX WIND WILL ENTER INTO MSCI INDIA LIST SOON, SUZLON MADE 4X WHEN ENTERED TO MSCI, IT ENJOYS MONOPOLY

  • @deveshmaheshwari6598
    @deveshmaheshwari6598 หลายเดือนก่อน +2

    Balanced adv Funds or Hybrid Funds are best options today

    • @pntiwari4937
      @pntiwari4937 หลายเดือนก่อน

      When nothing moved then nothing moved if Nifty return is -5 percent then Balanced advantage fund return may be -1 percent or no return. So best way is to keep SIP going on or if can not see the red then better with FD return of 8.2 percent. Now market is in puzzle and I am also puzzled selling high PE stocks transfer some amount in Bank and rest invested in big large corporate house.

    • @deveshmaheshwari6598
      @deveshmaheshwari6598 หลายเดือนก่อน

      @@pntiwari4937 I rate him the best fund manager in the business

  • @ganeshbhat1052
    @ganeshbhat1052 หลายเดือนก่อน +1

    Sir, if you feel that Valuations are high, then why is that every AMC is coming up with NFOs left right and centre....???? ICICI AMC is not exception in floating NFOs....????

    • @vishalbhadre178
      @vishalbhadre178 หลายเดือนก่อน

      Because their primary goal is to make money

    • @ParagD-l4k
      @ParagD-l4k หลายเดือนก่อน

      These people never tell you the real thing

  • @OTDJ1
    @OTDJ1 หลายเดือนก่อน

    s naren
    always great mentoring 🙏

  • @bhsuni58
    @bhsuni58 หลายเดือนก่อน

    Good questions Excellent answers.

  • @maulik2500
    @maulik2500 หลายเดือนก่อน

    👍🏻

  • @lolabahu3783
    @lolabahu3783 หลายเดือนก่อน

    iNOX WIND WILL ENTER INTO MSCI INDIA LIST SOON, SUZLON MADE 4X WHEN ENTERED TO MSCI,

  • @TheNishant30
    @TheNishant30 หลายเดือนก่อน

    He should try to track the index better there's -0.75% tracking error in the last 10 year period in their nifty next 50 index fund. wtf!!

  • @ampan75
    @ampan75 หลายเดือนก่อน

    This man has fear of height.

  • @Anurag_curious
    @Anurag_curious หลายเดือนก่อน

    Asset allocation is later , but
    Need some oil in your throat sir 😢

  • @TheFreestyler1988
    @TheFreestyler1988 หลายเดือนก่อน +1

    No one became rich listening to such people.
    Follow your gut and do your study.
    It’s a trend and needs to be followed.
    94 cannot be compared with 2024 a lot has changed sir.