What’s the reason behind this fall? | Vinod Srinivasan | Sashwath |
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- เผยแพร่เมื่อ 18 ต.ค. 2024
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Even Credit cards do collect up to 40% (which is more or less like micro finance’s interests without taking any collateral) why can’t RBI stop credit cards ?
All discussions after the news!
You guys need to have an EWAS.!
When the IPO was deferred and called off…. It rang a bell and I reduced my position to 20% at 220 levels.
Now I bought half of what sold at 153 …!
Will wait for the dust to settle and buy the balance at appropriate time.
Friends please make the video in 15 minutes. Value of the video would become many fold higher.
I just waited for the fall. Entered at 150.
Hope it falls further and lets play long.
Waiting for 115 and 103 levels. Bring it on
Right time to average ?
Already got 200 at 154 avg, going to wait till it goes below 110 so that i can buy and avg it further below 125❤
Non-action is an action :) Indeed we don't have to talk about to these corrections...we have loooooong way to go.....
What i would do is buy 50% of my allocation in Manappuram now & invest remaining 50% IF it goes to 120 or sort of.
Its an opportunity from manappuram ❤❤
People who wants to hold for 10 years no need to watch this video 😜 btw thanks Vinod bro and Sash for showing that concern 🙏😊
In my view, Manappuram's intrinsic value should be around Rs 350. Whilst Muthoot is overvalued, Manappuram is deeply undervalued.
Time will come for Manappuram like how it came for Tata Motors & TVS Chakra tyres......
True
It is undervalued because of its owner.Check unethical owner can destroy well completely
Morals and ethics in terms of interest rate......
Banks differ from NBFC's & microfinance companies.
Banks are also unethical because they charge higher interest on credit cards.
Hi Saswanth ,
could you explain about the facts 22:01 which made u satisfied?
It will be really helpful .
Great opportunity in Mannapuram. Would love to go still below.
🎉🎉🎉such a nice video tnk u so much sir
Good Video Sir.. Can u add Tamil Subtitles / Do same contents in Tamil also.
A fall from 230 to 150 MUST be taken advantage of and greeted with bulk quantities of long positions.
Tiffin Coffee investing will not make you a millionaire.
Whenever there is a drastic fall in a good business that is much undervalued, one should buy adequate quantities to get a sizeable return. In these panic situations one should adopt Buffet's strategy "Be greedy when others are fearful."
Disclaimer Not financial advice
Dollar cost averaging strategy is best for people who doesn't understand about investment. It is simple yet powerful. It is a long game what Anand Sir is talking about, similar to what Buffet and Graham recommends.
It is what I thought when it is reached 170 I thought I can put 1 laksh on this with is 2 days it is went to 150, hold your horse tiffin coffee is safe.
The main advantage is I don't even know how much I put it in this script but If I put 1 laksh emotions will start paly
If you buy manappuram at the rate of less than 50 in a bulk quantity then it is a billionaire call
@@selvaganapathi4560 so true. To cut the emotions only we do dollar cost average technique (aka tiffen coffee), just to help
Some key technical levels are 140-132 and 115-103. 103 is the last bus we have to party 🥳🥳
I use pyramid entry technique for long term investment. If I have 1 lakhs I enter 20K at 150, 30K at 133 and 50K at 110 as an example.
It requires a lot of patience to wait for the price. I use Dhan and I put my forever orders at different level. Happy days! Sit and watch the show for 1 year 🥳🥳 if all order gets in you are in sync with the stock charecteristic, means don't leave this beast. It is your kimd of GEM to hang on to.
Good balamurali, but you do DCA as said above buy 33% now @ 150, then if it goes to Rs 110 or there about buy 33% and then by chance if it goes to Rs 50 buy another 33%.
Thank you sashwat and vinodh sir,this video is so good I'm an long-term investor so I'm not gonna worry about it and i know that if keep this stock for long-term about 10 years I'm gonna enjoy all it's bonuses and dividend🙏🏼
Enjoying the dip
Great analysis thanks
Both guys......well said.....
Especially with the context of cricket as an example
Thanks for detailed discussion on RBI decision on Manappuram
Let me state a fundamental truth as many of the viewers are asking for my previous comment: we are all in the market to make money, whether we are value investors, growth investors, or momentum traders. When a program is created, especially one focused on value investing, it should spark intellectual thought. However, no one criticizes like this so-called 'self-made guru' who believes he's the best of all . I encourage you to listen to Aswath Damodaran's latest lecture.
A key trait of a value investor is humility, not boasting about identifying the 'best' stock. What we’re seeing instead is the creation of a cult-like following. This turns someone into a hero, and unfortunately, people might have invested in the stock because of this individual’s influence. Take a look at the stock's 5-year performance-it hasn’t delivered any returns, even if you bought during the 'coffee tiffin' phase. Do the basic math, and you'll understand why I say this is turning into a cult-classic, where a group blindly follows and engages in hero worship
Dear Vinod,
Also do a video about Ujjivan SF bank......my humble request
I have huge quantity with average price of 40
Yes
ALWAYS HAPPY TO LISTEN YOU SIR 🙂 THANK YOU
Ah! There he goes at 16.50 💯well said Sash❤
Much appreciated video, since most were wondering what and why on the fall today, bought a good amount of tiffin 😂
Allow to speak sasw
If a video was made featuring what shaswath had calculated.. no doudt it would be an eye opener for all the ppl commenting against these ppl..
Micro finance companies have to raise money at higher rate. So they will lend at higher rate only. Also not all customers pay back the loan and there will be defaults always. These are not the car/housing/gold loan where lending companies can sell the property and recover most part of the loan principal. It is just like the bank credit card interest. No idea why reserve bank is not banning banks who charges higher/unethical interest rate for credit card payments/loan.
The video can surely be cut short and content can be precise
Can you guys try to upload within 15-18 minutes... it'll reach more people and focus clearly on the content from start to end..... I'm just keeping it as a suggestion...just ignore if it doesn't suit
It is apparent all negatives have already been priced in. For this PE & P/BV multiples it should be considered for long term.
👌👌👌👌 explanation
If the company addresses the RBI's concerns effectively, establishes better compliance, and perhaps benefits from rising gold prices or other financial services, the current worries might be seen as short-term turbulence.
I think all these videos should be made in tamil instead of english, huge following is there and mostly lay men without market knowledge, they are one who should be enlightened instead of this English channel.
Ten years is too much. I reckon it would give a good CAGR in a span of 3 years.....
To be frank the chances of going below 149 is very less. Those who want to buy more, this would be better price based on my personal opinion
What about investing in Navi Finserv Bonds?
Hi vinoth & shashwath 🎉
Anand sir already said there will be a fall upto 50 percent in manapuram that has happened nothing to worry
Last week I sold 550 shares @ 182 today i brought 200 shares @ 150 again i am waiting for the dip
I had always been curious about such things...have you calculated your taxes on selling the stocks buying it buying it back. Taxes, selling brokerage charges, again buying brokerage charges.
Can u tell does these all add up more or its really good profit for when doing this?
@@mohanazhahan2842 my average price brought @178
@@mohanazhahan2842 yes, in a long term we can get better profit with this method. But, we should buy only their suggested list.
If value suddenly out of control, just we can hold for long term.
Keep in mind, when you sell the stock market sure you're atleast more than 10% profit
my average price is 178 I sold it for 182
@@samsonvasanthakumar690 Thanks for the reply. Buying & Selling price is fine. But were you able to get the tax charges when you sold those stocks? It might be around 15% if its under short term cap gain.
Microfin is 20% of the PAT.
If 30% of this 20% get hit due to no fresh loans… it is just 6% dent in the current FY…. Which could easily be sweeper by the 10% growth in core business I.e gold loans
Happyly dipping
Thanks for the excellent information of not keep selling and buying to make magical profit and pay tax. It puts lot of stress and feel bad when it goes up.
I had Bajaj auto purchased at rs 1500 and sold at rs 3500 in April 2023.
Not it is 11k and just imagining the notional profit if I had hold it on.
I have 200 of manapuram purchased at 170 and will thing of buying the same if price goes down on Monday.
Manappuram is a long term takeover candidate. Promotor nandakumar is getting old and his daughter not interested in this business. She is a Doctor btw. Hence its a take over candidate and might be re rated to 1000. but holding time for investors will be long....
Good analysis
Jio is not ready to pay so much😅
Post merger to IDFC and IDFC First Bank 155:100 shares are not still credited to investors. Any reason why
@@anandh7447 it'll be credited before 22 November
I think it will be credited before 31 oct , I am also checking every day
This is for all who are being critical and judging the brothers. !
You need to chill and Preach some where else
- What about ITC ( since 180 ) Natco( when it was in 450-400) Amarraja( he was speaking from 400) ,
Mannapuram he was speaking ( since 90-100), Tata Motors (?? ) ,ZYDUS ( from 500) , Karnataka bank ! , Infosys ! Many more
All these without charging a single rupee. AS believes in value investing- he generally doesn’t sell stocks,listen to his Tata motors story
Before any one puts their hard earned money - they need to take full responsibility. Every investor needs to educate themselves rather than blindly following someone’s advice . He always suggested tiffin coffee range - if you keep investing in small chunks across all price ranges in a period of 10 years a middle class man would have created a huge corpus.
If you are in for quick money - money Pechu is not the channel for you. Unsubscribe
Hi..,have a doubt, why is this not a fundamental change where 1/4th of the business of Manapurram is affected
Gold price is raising more than 24 percent, micro finance profit to manapuram is not more than 5 percent.... It's a opportunity to accumulate slowly .
Waaree ipo apply pannalama
Please tell
Manappuram is a no growth stock. It is very easy to talk about 10 years as no one will remember, who said what. The art is in judgeing next few months and then another next few minths and so on.
You are swing trading. A different ball game.
@@vchandm23 why the price is same as 5 years earlier. ?? What about corporate governance ?? Why market prefers Muthoot over Mannapuram always.
@@aloksaboo8623 - Fundamentals of Manapuram is good and it is a multi bagger. If you want wealth you need to play long. It is not a cyclical stock, imho.
@@aloksaboo8623 you are talking about price we are talking about value. Two different things altogether
Sitting in kitchen. Can see chimney behind 😅
How about Bank of Maharastra. Is it worth buying.
😂😂😂 24:06
Hi make video south indian bank why the share price is going down thank u
I have manapuram avg 200 😢 ,what can I do ?
Do downward average 😊
Buy again 10 percent of ur investment of manapuram ,wait for 1-2 month to settle dust.....
Learnt the meaning parody and dot on the i’s and slash on t’s
Hi u are indirectly saying buy it hold it - based on fundamentals.
What about kothari petrochemicals
It is facetious that if you or your brother talks about any particular scrips that become a sensational topic in the market, neither you get some infos before the market know nor hypoticallly yes😅😅😅
Hi
Please talk for few more minutes to complete 1 hour 😀😀😀
👍🙏🌷
Lot of middle class investors lost money because of this channel misguided path on Manupuram
Is they told you to buy manappuram
Dai neenga ennathaan English'la pesunaalum, neenga edukura oru sheetu kuda vilangadhu😂😂
Im telling this in all of their channels...
Follow these guys is very important...
But please do UNSUBSCRIBE.
Lets put more effort by searching the videos and watch
Dont hit LIKE & UNSUBSCRIBE
- Fan of Mr Anand Srinivasan 😇
Hi Vinod, one request , pls make a video on how to make a passive income
Stop hiding behind “TIFFIN COFFEE Range” 😂
Too long, make it short in future
You guys got it completely wrong 🙂. Last 5 years if you had invested in a simple mutual fund or Nifty ETF instead of the company discussed here on the company discussed you would have got it at least 20% CAGR .Happing because of you guru who is completely biased. This is not value investing but a cult forming group completely devoid of value investing.
Not meaning to start a fight here.. But you were wrong the team had identified multibaggers. And nobody is calling to follow them. If u don't like them pls move on rather creating a digital junk
Then y are u here go to mutual fund etf
You are RIGHT
These Srinivasan brothers made investing a SHIT because of their biased view towards the government and shows them stupid panda's
I guess you should have invested in ETF. Everyone's risk appetite is different. You should know your risk appetite. Stop blaming others when something goes wrong .What discussion vinod and shashwath did before was never to buy manappuram.
😂never to buy manappuram ? Don't support blindly...
Many times the discussion is consider to buy...
Today only they just just discussed situations
@@s.nitinnitin4449
Manapuram 15 % next dupakur Bank ktk😂 no limit 😂
These are regional banks. Not a lot of growth prospects.