Ask Basant: क्या है Bank के Business में ख़ास बात & Other Queries?
ฝัง
- เผยแพร่เมื่อ 20 มิ.ย. 2024
- Is Banking a business with a moat? What distinguishes a good bank from an average one? Why do people worry about losing money all the time? It’s the net result that counts.
These and a few more queries from today’s session of ‘Ask Basant’.
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Buy my book: The Thoughtful Investor only from our website www.thethoughtfulinvestor.in
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For Personal Consultation on business or finance: Please send a WhatsApp message at +91 85918 66511 or email to support@basantmaheshwariinvesting.com
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Covered in This Video
0:00 Intro
0:04 Can I do SIP in Titan and Asian Paints
1:07 Discretionary Expenses
1:48 Asian Paints is Mota Hathi
2:23 Bazar me sahi-galat chalta hai
3:40 Either stick to the consumer interface or be a manufacturer
4:42 Trading business will be wiped out in the next 15-20 years.
6:40 Tata Steel has done its best, now is the time for JSW
7:41 Manyavar is not very extraordinary
8:36 BM Meets and gifts
10:54 Where do you bring this Confidence from?
11:27 The reason behind Rajesh Export fall
13:10 EPS vc ROE
15:06 Long-term view results in less confusion
15:51 Where does my invested money go?
17:06 High valuation with low ROE
17:35 Significance of Market Cap
18:36 Accounting issues of Rajesh Export
21:02 Comments on TH-cam earnings
21:44 Emergency Funds
23:55 Is Banking a business with a moat?
25:45 Your videos help me divert my mind.
26:48 Communist vs Capitalist mind
27:43 Growth drives the whole sector in the market.
28:31 Suno sab ki karo Mann ki
29:23 Family support is most important when in loss.
#nifty #asianpaints #nasdaq #bajajfinance #titan #sip #insider #mutualfunds #youtubeshorts #dowjones #gdp #shankarsharma #globalmarket #shanghai #sharemarketindia #sharemarket2023 #stock #investmentideas #financialadvices #basantmaheshwari
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Social Media Handles:
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--- Invest in our Smallcase : Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com --- 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 ---
Sir company ka debt zero promoter holding 28,% promoter pledge 3% kya e stock fundamentaly thik hai
*sir ethos watches, bought at 900, now at 1600*
*kei bought at 700 2 years ago, now at 2500*
*also bought apl apollo, astral, pi industries, navin fl, apollo tyres, Schaeffler, balaji amines, Pidilite, Timken, bse, etc..... all at 2-4x profits*
*sir shall i add/remove/hold any stock from the above???????*
Sir koi kuchh bee kahe please aap BM meet band mat kar na.
Aap to sir ham j se logo k liye masiya ho ham ko himat de te ho aap ham j se log to aap k idea se hi stock market me investment kar ne k liye layak bane he.
Sir ji namaste,
Icici bank,kotak bank,sbi,bob me financing profit to negative hai, aur other income badhti ja Rahi hai aur uski vajah se net profit jyada dikhta hai to use kaise samajhana chahiye? Sir, please iske bare me bataye
Kya operating profit se other income jyada ho to voh company ke liye plus point hota hai
Kise jyada mahatv de operating profit ko ya net profit ko?
any book /course/ you tube where layman can help to learn to analysis the fundamental of स्टॉक & market
Dear sir मैं एक रिटेल इन्वेस्टर हूं, आपका हर वीडियो हमारी नॉलेज बढ़ाता है शेयर मार्केट के जंगल में जंगली जानवरों से बचाता है यहां गलती की सजा जरूर मिलती है। आपसे request है कि आप ये videos continue रखिए। लोग तो अच्छा और बुरा लिखते रहेंगे। हम जैसों को आपकी जरुरत है अभी तो इंडिया की १०% population bhi participate नहीं कर रही है स्टॉक मार्केट में। लोगों को हेल्प होगी आपके videos से।
Thanks a lot from the core of my heart ❤😊
Thanks sir
Can you teach some day about
Cash flow reading
1. Cash from operating profit
2. Cash from investing activity
3. Cash from financing activity
Net cash flow
Please guide on this both considering + and -
Sir you are a rich person sir gift aapko isliye dete hai ki aapko apna samjte hai aap se pyar karte hai
Sir, jai hind and namaste sada vatsale matrubhumi.
सर नमस्ते
आपने उज्जैन का नाम लिया बहुत अच्छा लगा।❤❤❤❤❤
SIR JI, DONT REFUSE THE GIFTS, THEY R FROM THE HEART.
Lage raho...sir maine sab kuch laga diya mkt me apna...god bless...
Sir the knowledge you are sharing with us is priceless. Aap har baar kuchh naya sikhaate hain. Isliye aapki har video pure dhyaan se dekhta hun.
Thanks for clearing my doubt on Chemicals (Cyclical, not to invest for the long term).
Wishing you happiness and very long life, and many many compounding years ahead❤🙏
Thank you for addressing my query. I am going to join you in this financial journey.
Pranam guruji. Charan sparsh. For learning purposes I want to ask about your Cupid investment.
1. Do you used to concentrate in 4 to 5 stocks at that time? at what amount to be diversified for protecting capital?
2. What red flags you missed when you invested as it was also a sector leader?
I always keep 3 to 4 stocks max and mostly in micro or small caps.
Its wonderful class🎉
Pranam Guru Ji…🙏 Aap Ke Videos Me Roj Dekhta Hu Aur Mujhe Bahut Fayada Bhi Hota Hai Aap Ke Gyan Se Share Bazaar Me…🙏
Hello Sir, I am Rahul Das from Tamluk, East Medinipur, please take my question. If a mutual funds company receives dividends from their stock holdings. Then how does it benefit the MF holder?
Thank you sir.
I believe NAV will adjust equivalent of the dividend amount
hats off to your views.. you are a blessing for us .. keep shining .. good evening.
in this age, so much dedication, passion... even after achieving so much in life.. i take a bow !🙇♀
Sir, I can understand the negative sentiments of PPL. I did not want say it but being religious want to share do not stop, God has blessed u with such a heart with knowledge, u are really doing great deeds by being true & honest , this God Loves. Hope u got my point. Regds Sandeep
बसन्त सर, बहुत अच्छा वीडियो। आप खुश रहो।
धन्यवाद 😊
Thanks a lot sir for wonderful wisdom 😊😊😊😊😊
Bahut achche sir 👍
Awesome ❤
Thanks for the video sir !!❤❤
VERY Good !
Thank you sir .
Thank you Sir ❤
Sir what a great wisdom you are providing consistantly hats off to you BM sir, i followed your advised to pour more money in BM focused smallcap small case on launch day it paid of great sir thanks i am luckty to have master philosopher like you sir.
After following you,
I stop following FII & DII activity falana dhimkana, not traded F&O from 16 Aug.
Only focusing on growth stock and Sitting on stock like bare land Rock.
Thanks fo guiding!
What a bulletin ❤, thanks as always 🙏
Sir, you have honestly shared your conversion with Kanpur gay "refused to helping financially only offered for leagal cost" thanks for being honest.
Namaste Sir, I am very impressed by you knowledge. Sometimes I feel I should show your videos to my kids to show them what mastery means. I am planning to invest in below 6 stocks for 5 years. Your advise on REFEX, SKM EGG, MAN INFRA, MOFS, H G INFRA ENGG and D P WIRES plzzzzzzzzzzz..... 😊Love you Basantji❤
ग्रेट सर
Good evening, Basant jee. From Kolkata. I like your ideas.
U r great sirji ❤❤
Sir apni sab somay valo thakben sustha thakben
Sir, very well explained consumer staples vs consumer discretionary stocks - thank you 🙏
Thanks
Sir love the way u deal with weird /unnecessary questions... This might be ur core competency , i.e to filter out noise 😊😊
Hello Basant sir! Thanks indeed for all what you are doing for know nothing investors like us! I just want to know your view on Air conditioning companies as a consumer discretionary like Voltas , blue star etc for longer term. Thanks
Sir
You are showing the gifts because you want to share the joy with you tube community.
Namaskar Sir ! My prayers for your good health ! You are trying hard to save retail investors..
Good Evening Basant Sir , Your Business model analysis is the best ❤ , I enjoy a lot watching your videos and learning a lot
One Question - What is the significance of F&O in share market , why does it exist . Please share your thoughts.
I am from Odisha
Thanks
guruji every gift is token of love. it fills us viewers with pride to see these gifts. they are always priceless. thanks and lots of love sir.
Sir I watched your video from the first day you have started. But today you have delivered the best dialogue " apko bolta kon ho korneko " seeing your expressio i am laughing and watching. Sir but we are saying dayakore fundamental class kobe suru korben. From bongaon. Plz sir . Don't pick my question but plzzzz start sir.
No one till date has been able to judge 100% the way market is going to move. It's understandable that people can go wrong but the main issue here is avoiding mistakes silly enough for you to lose money. That's what basant sir does... He tell us what it is... Then it's up to us. With disclaimer... From raghu uth to Mota haathi and lakhi halwai 😂.
sir i feel guilty when i forget to like ur video. great job on your part. cannot thank you enough. parnam
Thank you sir🩷❤
नमस्कार बसंतजी... कई बार प्रश्न रिपीट होते है, मोस्टली नए सब्सक्राइबर्स की और से. मेरा छोटा सा सुझाव है कि पुराने प्रश्नों का उत्तर आपके पुराने छात्र दे दे ताकि आपको नए प्रश्नों का उत्तर देने के लिए ज्यादा समय मिल पाए... 😊😊
I am regular viewer of your videos. You are bang on right on your views on finfluencers doing bad things.
As always BasantSir you are the grate, onset opponent of market
Sir you are doing finance guide relief working of people grate
Keep healthy & wealthy 🙏🙏
Vanakkam
Sir Namaskar,
Is it negative and we should exist from stock if its going from ASM list 1 to 4 I am asking about K-Solve
I have decent returns in this should I hold or exist for entertainments only
Thank yoy
Good evening sir 😊😊
I am now subscribing two channels and you r one of them
Good evening sir 😊
Thanks 🙏🏻 for the knowledge
Big fan of yours
Saurabh
Jai Hind 🇮🇳
Hi sir ,samiran Dey from Kolkata, viewer from 1 day infact apko 1st dekha equity gurukul main.. bohot inspiration Mila ..apse jurne ki moka hain bt utna capital Nehi tha ..bt 6 th lacks se starting hain last week BM focus main subscribe Kiya ..bohot Shanti hain mon main apse jurni ki.. profit or charges utna matter Nehi hain. Bt ak cheez monthly 20k sip kaise Dale same weightage main . Pls guide ,pranam sir
Need One live recording not for verification but for entrainment 🎉🎉❤
Hello sir☺️
Mai kuch time se apko regular follow krr reha hu .
Apse judne ke baad mera market ko dekhne ko view change ho gya ❤
🙏Sir Mera question federal Bank prr hai long time view ke liye 🙏
Sir aap jab Gift dikhate ho toh jo gift le ke aaya hai usko bahut zada acha lagta hai
He feels like Dekho Basant sir ne mera Gift dikhaya
And he will save the video forever
Sir, Respect from Kolkata. If PE or 'Price to Book Value' is at all time low but the stock price is trading near All Time High & the company is growing steadily, should we use for the Stock price to come down (for some external event) or buy at current price?
Nice video
ROE aur EPS ka explanation ❤
Good evening sirji
🙏💛
Basant jee,Agar koi aaj Chota hain to sirf apni chotti soch ke Karan.
Sir, in chote logon ki soch par dhyan Dena nahi hain.
Taking gift 🎁 is not bad , it's good few people r lucky to get it
Super chanel❤❤❤❤❤
Sir, please tell us what should be the TARGET SIZE OF PORTFOLIO BY AGE for a job normal doing person. For eg. Age 25, Age 30, Age 35... so on. It's good to have a Goal in place. Thank you. 🙏
Au small finance Abbott India,apl appollo tubes,schaefler India balkrishna industries,tata elaxi, mphasis,solar industries, persistent sys, mazagon dock please your views for long term
Dear Sir,
I have recently subscribed to BM Nifty Top 20.
I have a lump sum that I want to invest in this.
I have the following questions.
1. Should I invest lump sum or over a period of time?
2. If lump sum then what should be the ratio for each of the 20 stocks?
3. If over a period of time, then what should be the investing amount and frequency? Further, what should be the ratio for each of the 20 stocks?
Please advise.
Thanks & Regards
Hello Sir,
You suggested to keep an consumer discretionary stock in portfolio for long term and liquor stock for that matter , but all liquor stocks are expensive right now. Can you suggest what can be done in this case ?
@bmtheequitydesk wait for the right time to enter. buy when everyone is selling
Hello sir,
You mentioned that we look for 15% or above ROE but stocks like Ultratech cement has fluctuating ROE that hardly crosses 15%.
Even Escorts has 10% ROE since last two years but these companies are giving handsome returns.
Do you also suggest adding some other theory when ROE is around 10-12% like above companies?
Hello Sir, Manish from UK(India)
You say PE firm in the shareholding looking for exit will not allow share price to go higher, but isn't that why they invested in the first place? Price go high then they should sell happily?
@@siddharthbirdi but It doesn't seem like they exit soon, not even block deals happen soon. What is the term limit generally? I am confused as some good stock should be a great opportunity for long term but Basant sir says it will not grow too much because of PE promoters.
Namaskar Sir 🙏
❤
Hello , Basant sir. I am Bhavesh Patel following your TH-cam channel since November 2022.
You're fundamental analysis working for me. I have Viru & Pathan stocks. Please, analyze. (1) V-Mart (2) Paisalo digital
Sir today i invest 5 lakh in VBL for 15 year, Suggest me that it is good investment for long term. And ye bhi bataye ki kahi campa cola Competition to nahi dega Pepsi ko? Please Guide
Sirji aap ko sunneka maza aata Hai
Good evening. In a renowned app, you can skip name [ET markets, pe of kitex is shown as pe ratio (x) 47.46 in key matrix , while in financial ratios, it is shown 15.86. Why so huge difference? Which should be be considered? You haven't taken my single question so far. Pl discuss.
Sir kindly view on olectra green
Sir i am asking 13 time question please take my question. Promoters ka holdings kitna percentage hona chahiye company me & company growth kaise track karna chahiye
what is your opnion about Plywood and MDF Industry? And Greenply as an Investment?
6:00 It is not possible for manufacturers to sell to each and every retailer Directly. They prefer to pay 2-5% margin to the people as they also pay money early
Pranaam Sirjee!
This recent Brightcom saga has again shattered my faith in the markets. I want to take precautions going forward with all my investments. Is there any financial ratio or some numerical metric that can act as a red-flag while reading the balance sheet that will be hard for the company to fudge? Humble request for your opinion.
EXXARO TILES
making W pattern
After reaching 160 will create CUP there.
Today where every Fin-influencer is turning out to be fraud, you are like a ray of hope. I closed my DMAT account and opened a new one at a new broker where i have not activated the F&O segment and now working in cash segment only and holding my shares for long term now. Thank you 😊❤
Hello Sir, I love watching your videos. You always mention that one should invest in flavored sectors such as AI. Would EV auto ancillaries, Batteries and Defence stocks also come under flavored sectors? If yes, how long do you think there can be a bull run in these sectors?
Sumeet
New Delhi
@bmtheequitydesk
❤❤
Hello sir, mei ek wildlife photographer & traveller hu. Ap hamesha kehte h ki stock pe profit ho to nagraj bn jao. Bt sir kbhi profit bhi to book Kia jayega. Aur non- economic background hone ki wajah se bahut se log technical k base pe profit book krte h to wo big profit kaise banaye q ki technical kisi point pe aa k sell signal de hi deta h pr fundamentals nhi
Maine TH-cam premium Liya hai 123 par month par kohi add ka tension Nahi or mobile battery bhi save hoti screen off kar sakate or download kar ke bhi sun sakate hai kohi bhi video very good option to choose TH-cam premium ❤
Dear Sir,
What is your view on Insurance sector? Which one is a better business, life insurance or general insurance?
Hello Sir, I am an investor in your "BM Focused Small Cap" small case. You inspired a lot to me to think big, take risk bigger and earn return biggest. In addition, I am planning and researching on 4 companies - Titan, Bajaj Finance, Prudent and MapmyIndia. ROE in all these >20% minimum. Sir, pls🙏🙏🙏🙏 your open view on these. Kindly help me to build my own portfolio as well. Ready to stay in market for 15-18 years. Regards,
sir vaibhab global ke financial ke bare me thora bataye
Sir , Holiday ke liye Mahindra holidays kaisa hai ?... Please explain its business model ...
Good evening sir. Thank you for video.😁🙏
Hi Sir,
When you buy a stock based on fundamental research do you set a Target (Upper limit) on which you will sell or you ride the entire journey and sell when the fundamental story deteriorates?
Good evening Sir
Basant ji namaste,I am house wife from kanpur,mai aapko TH-cam shuru hone ke pahle se follow kerti hoon jahan aapka interview mil jata tha,sir @@Q - Business news chanals main aajkal BEL,BEML JAISI COMPANYKO BAHUT PROMISING BATATE HAIN KYa invest kerna chahiye ?? Pls suggest
Good evening sir. What are the risks in SME IPO? Can it be exited with listing gains on listing day if allotted?
महोदय नमस्कार मैंने आपकी किताब द थॉटफुल इन्वेस्टर खरीद रखी है परंतु कई बार खोल दी कई बार पढ़ने की कोशिश की अंग्रेजी कुछ काम समझ आती है हिंदी में कोई अच्छी किताब है जिसको मैं पढ़ सकता हूं इन्वेस्टिंग के लिए ज्ञान बढ़ाने के लिए शेयर बाजार का
Hello Basant sir, i have bought Tanla Platforms share @894 , its business model and recent acquisitions seems to be very promising but recently the stock has been in downturn after reaching 1300 . What are your views on Tanla for long term as i want to hold it for 5 plus years.