This is investment discussion in the truest sense. He is not going on about a company's share graph or financials only. The whole story of the ecosystem is to be acknowledged as well...truly brilliant👏👏
Have u made money or just feel good when u listen him. Iski baat me mujhe gyaan jaada paisa kam dikhta hai. Vijay kedia ne paisa kamaya hai par itna gyaan nahi jhaadta. Iska ek logic jo mujhe samjh aata hai, Min PB of 5 and PE of 40 leke justify karo. Ye Asian paint ,gmm pfaudler ka salesman jaada lagta hai. Sorry if i hurt u bcoz many people worship himfor his immense knowledge.
@@prashantdubey415 What is the issue with knowing stuff (what you refer to as gyan)? Not every word of his needs to be taken as gospel of truth, every human being fallible. Waisey Vijay Kedia ji bhi gyan dete hai, apni style mei and I have a lot of respect for him. As a side note I have used Saurabh's inputs for my own portfolio and have a 18% CAGR on it over last 4 years, I know it's not spectacular but I am satisfied because it helps me stay the course for next 20 years.
@@sudip_curiousmind There is no issue in gaining knowledge, but doesnt ITC fall into all his logic, or many PSU. I can name 20 stocks which have best of fundamentals and positive cash flow. But since they have not performed in last 7 yrs or available at PB of less than 1 or PE of single digit. His only criteria is buy mehanga. PB of min 5 and PE of 50. Therr are cases where peoppe dont make money for 4 yrs and then make multibagger return, so dont carried away by his return of last 4 yrs. In 2021 I said he will vanish in 2027,and now it has started. You can follow him, bcoz his idea worked for u. But i see his downfall started
@@prashantdubey415 I hope your name comes up by 2027 as someone who made multi million in dollar terms...by the time we all will see where Saurabh stands
His aim= people put their money into pms and amcs. The average retail investors gets not more than 6 or 7 %. It is AMCs and PMS houses who get rich, not us retailwalas. Relaxo tune which he used to whistle like mad is down like crazy.
Bro, he bought Relaxo when it was cheap. Retail bought it when it had already risen. To make money Do Your Own Research. Borrowed conviction and tips do not make money.
Infrastructure doubled in the last 10 years...more than what has been developed for the last 60 years combined!...I will vote for this govt as long as possible...
@@illuminati2101 Only among folks who hate development...just think, infrastructure doubled, but you are saying conflicts have increased...what kind of folks are unhappy with infra development?...and please try to keep these comments reserved for such videos...this is an investment discussion...
While road construction has ramped up, it is also a result of accounting juggling. Before 2015, highways construction were measured in actual length made; now each lane is counted separately, so 1 km of a 4 lane highway counts as 4 km.
@@hjag1019 Finally someone with a logical approach!...I appreciate your knowledge...but I would say it's still some km² worth of tarmac than nothing, of course the distance will be the same, but more vehicles would travel at once, if your data is correct
The story would be more spectacular If The medium and small industries and the largest agricultural sector also gets going - imagine the income growing from $2000 a year for an average individual jumping to $3000 or higher. This could explode purchasing power, and correspondent demand.
4 year CAGR of Indian Listed Company Earnings Sep-22 vs Sep-18 (pre Covid) ex BFSI-Oils-Metals = 14% if you adjust for drop in Corporate tax rates by approx 5% then the adjusted CAGR would be below 12%
He has to justify his portfolio. Doesn’t surprise me. Only time will tell. But his picks don’t look promising except a few. Guys working in equity will always say equity is better. We should have an open debate among representatives of each asset class.
@Dk: I have stated a fact. Where is hate in it? Xi Jingping has made 56 " a Pappu. He dare not blame China for Knocking at our doors. Only a Pappu is afraid of facing the press in a democracy.
12 months ago also economists in Russia were saying this is Russia decade. Russia will be world power. These people will always say positive because thats way they can get ur money
Chaiwala example is bonkers, 4000 cups of chai/coffee at INR25 each is 1lakh turnover everyday. Even if we assume a conservative free cash flow margin of 30% for the business, the chaiwala will take home INR 900000 every month or 1.08 cr every year. What is the possibility of this?
@@aadityashinde 10 rs /- chai & 25 rs/- Coffee + Daily Hafta to policewala . if you calculate now chaiwala will take home 5-10K which is 18-36 lacs every year
Retail investors should take every such advice with a pinch of salt. It is after all your hard earned money. Saurabh is a great clarity of thought in picking some great stocks, but he tends to go hyper with all the insights he finds. Yes, India is doing good (in terms of market), but it is still far off from a great economy. I would still suggest caution and diversify as much
Well, where did Saurabh say india is a greatest economy. He said future is all set to be great and what’s wrong with that. If u have some intolerance with party that rules, u can have ur own opinion but don’t blame him for what he did not say.
@@Vidyasagarbb Well where did I say I have any problem with the ruling govt. It is your problem that are conflating a mere YT comment for “intolerance”. Pls. read again carefully what I said - I am only beseeching retail investors NOT to be carried away by one influencers view !
@@agytjax8348 well, his comments were about indian prospects and have provided numerous facts. So unless u have a counter fact to prove his fact as wrong, u can’t be saying that he is overselling the idea of India or is “hyper”. I wonder what makes u think the india shining examples given by him are false. Anyway, despite someone believing india story or not, diversification is mandatory but it’s not because of Saurabh is overselling anything.
@@Vidyasagarbb - I am afraid you have again misconstrued my comments based on your political prejudices. Read my comments carefully again. Where did I say that what he said about Indian economy is wrong ? I said his insights based on the facts tend to be hyper. Pls. read his book Diamonds in the Dust. It is a good read. He is no doubt a great stock picker and has his own methodology to identify which companies can be multi-baggers in the long run. However, if you see his portfolio (he gives a glimpse of that in his book), barring a couple, most of them are well known to any avid long term investor. You don't have to really dig deep into Indian success story to find those stocks. That's why I said he tends to oversell whatever insights he digs (and he actually hypes it coz nobody can be sure if the future can be as rosy for a long term). And affter all the predictions/projections from him when you look at his portfolio, they are the usual suspects - no surprises. (Of course, he makes money by entering and exiting at right times and having the correct percentages, which he wouldn't reveal.) But that is clever PMS tactics- you don't need to be an economics pundit for that. But being one, like him, might help. I do follow him. But I follow others too. That is what I meant by diversification - diversify your asset classes, your sectors, investment across geos, market caps and but most importantly diversify your pool of advisors and influencers too ! Remember the fine print from MF - Past performances are not an indicator of future returns. Listen to every influencer (not just Saurabh) with a pinch of salt. Read up the financials yourself, confirm with other sources too and then you take a call - it is after all one's hard earned money
@@agytjax8348 of course I already declared that I do listen to him but do not follow his advises because i am a value investor and do not invest in such costly stocks. But my point is still he is putting his money where his mouth is and hence has every right to celebrate and showcase his success to everyone. Even selling is allowed because it’s a fact that his investors have made returns. Then also, anyone visiting this channel is exposed to lot of stock pickers and not just Saurabh hence ur point is taken care of. Next, selling is what everyone does in this channel and in this video in particular he has not done much selling but just presented his reasons to bet on India. So while I agree to ur suggestion to others, I do not see a reason for ur targeted Criticism of him. Infact everything you mentioned about Sourabh is true for other portfolio managers in mutual funds as well as PMS / AIFs. After all He doesn’t offer mutual fund. Instead he offers PMS/ AIF which is anyway for those who want to take riskier bets so I don’t find any reason for his targeted criticism. At the end of the day, as I stated earlier, I know that in the past he even paid fine to SEBI like many industrialists did for insider trading. So it’s at the end of the day choosing lesser devil and there are no angels in the commercial world.,.
Saurabh is a master storyteller.
linking of Aadhar - Jan Dhan - Jio - UPI - ONDC is actually truly remarkable... much more to come
This is investment discussion in the truest sense. He is not going on about a company's share graph or financials only. The whole story of the ecosystem is to be acknowledged as well...truly brilliant👏👏
Crystal clear speech and a basic guy having basic financial understanding can grab knowledge
🔥
Always a pleasure to listen to Saurabh sir.
Have u made money or just feel good when u listen him. Iski baat me mujhe gyaan jaada paisa kam dikhta hai. Vijay kedia ne paisa kamaya hai par itna gyaan nahi jhaadta. Iska ek logic jo mujhe samjh aata hai, Min PB of 5 and PE of 40 leke justify karo. Ye Asian paint ,gmm pfaudler ka salesman jaada lagta hai. Sorry if i hurt u bcoz many people worship himfor his immense knowledge.
@@prashantdubey415 What is the issue with knowing stuff (what you refer to as gyan)? Not every word of his needs to be taken as gospel of truth, every human being fallible. Waisey Vijay Kedia ji bhi gyan dete hai, apni style mei and I have a lot of respect for him.
As a side note I have used Saurabh's inputs for my own portfolio and have a 18% CAGR on it over last 4 years, I know it's not spectacular but I am satisfied because it helps me stay the course for next 20 years.
@@sudip_curiousmind There is no issue in gaining knowledge, but doesnt ITC fall into all his logic, or many PSU. I can name 20 stocks which have best of fundamentals and positive cash flow. But since they have not performed in last 7 yrs or available at PB of less than 1 or PE of single digit. His only criteria is buy mehanga. PB of min 5 and PE of 50. Therr are cases where peoppe dont make money for 4 yrs and then make multibagger return, so dont carried away by his return of last 4 yrs. In 2021 I said he will vanish in 2027,and now it has started. You can follow him, bcoz his idea worked for u. But i see his downfall started
@@prashantdubey415 I hope your name comes up by 2027 as someone who made multi million in dollar terms...by the time we all will see where Saurabh stands
@@007_Sun_Tzu Thanks for your good wishes.
His aim= people put their money into pms and amcs. The average retail investors gets not more than 6 or 7 %. It is AMCs and PMS houses who get rich, not us retailwalas. Relaxo tune which he used to whistle like mad is down like crazy.
Bro, he bought Relaxo when it was cheap. Retail bought it when it had already risen. To make money Do Your Own Research.
Borrowed conviction and tips do not make money.
Infrastructure doubled in the last 10 years...more than what has been developed for the last 60 years combined!...I will vote for this govt as long as possible...
Hatred and Lies are more than quadrupled
@@illuminati2101 Only among folks who hate development...just think, infrastructure doubled, but you are saying conflicts have increased...what kind of folks are unhappy with infra development?...and please try to keep these comments reserved for such videos...this is an investment discussion...
@@illuminati2101 yes the same black money looted govt between 2004 2014 making some hatred arguments..
While road construction has ramped up, it is also a result of accounting juggling. Before 2015, highways construction were measured in actual length made; now each lane is counted separately, so 1 km of a 4 lane highway counts as 4 km.
@@hjag1019 Finally someone with a logical approach!...I appreciate your knowledge...but I would say it's still some km² worth of tarmac than nothing, of course the distance will be the same, but more vehicles would travel at once, if your data is correct
The story would be more spectacular
If
The medium and small industries and the largest agricultural sector also gets going - imagine the income growing from $2000 a year for an average individual jumping to $3000 or higher. This could explode purchasing power, and correspondent demand.
4 year CAGR of Indian Listed Company Earnings Sep-22 vs Sep-18 (pre Covid) ex BFSI-Oils-Metals = 14% if you adjust for drop in Corporate tax rates by approx 5% then the adjusted CAGR would be below 12%
Brilliant... You are a masterclass
Very important video. Excellent content and compilation . Made easy to understand by Saurab with his excellent narrative.
BRILLIANT DISCUSSION AND ANALYSIS
Amazing talk
Spectacular speech. Great admiration
Crony Promoters had made sure that Raghunath was not given an extension as governor of RBI
Excellent presentation of Indian economy.
He has to justify his portfolio. Doesn’t surprise me. Only time will tell. But his picks don’t look promising except a few. Guys working in equity will always say equity is better. We should have an open debate among representatives of each asset class.
Superb,excellent
Big and many thanks
Thanks
Love you sir
Please hindi
As long as we have a Suit Boot Kee sarkar, the stock market investors have nothing to worry about.
Some people will always feel pain on their ass as long as this govt in power😃😃😃😃
@@rocksolid194True, as they cant see India going downhill
Nifty 50 increased at a higher rate during Man Mohan Singh's 10 years than during Modi's years.
@Dk: BJP is an expert in blaming others for its failures. Next, it will be blaming Prithvi Raj Chuhan for centuries of Mugal rule
@Dk: I have stated a fact. Where is hate in it?
Xi Jingping has made 56 " a Pappu. He dare not blame China for Knocking at our doors. Only a Pappu is afraid of facing the press in a democracy.
@DkIf Modi has built infra than why was china able to occupy 2000 Sq Km of our land in last 2 years?
I want to meet this Chaiwala.... Saurabh over exposed him during the last 6 months.... LOL
I need to detox after watching this
12 months ago also economists in Russia were saying this is Russia decade. Russia will be world power. These people will always say positive because thats way they can get ur money
Stick to FDs. Best investment for you.
Modi ji will make him Minister …. 😊
Great lecture
Every year 8 lakh companies are shutting down? That is an issue?
8lkh..are you serious.. ?only 6k-70k listed on market..you are saying 100 are shutting down..
@@rocksolid194 he is saying 8 lakh SME's that is all pvt ltd , partnership, properieotorsip and all unlisted companies...i think that is an issue
Saurabh can sell a kangi to a ganja..i think all the live attendees will suscribe saurabh pms
100% he is an excellent salesman .
🤣🤣
Chaiwala example is bonkers, 4000 cups of chai/coffee at INR25 each is 1lakh turnover everyday. Even if we assume a conservative free cash flow margin of 30% for the business, the chaiwala will take home INR 900000 every month or 1.08 cr every year.
What is the possibility of this?
@@aadityashinde then saurabh will be standing with his chai thela next to that chaiwala 😂
@@aadityashinde 10 rs /- chai & 25 rs/- Coffee + Daily Hafta to policewala . if you calculate now chaiwala will take home 5-10K which is 18-36 lacs every year
Either to London or Tihar jail
Dubai Bhago #
Pls bring this government back if u want ure children to rise in life
as sick as a parrot? what happened to parrot?
this guy is delusional . lock him up .
Everyone delusional has lost & loosing chance to make money 😂😂😂
DRIVER ??
@@adityapatnaik7078 let's lock you up also with him
@@rammohan1991 bad smell is coming
@@adityapatnaik7078 take a bath
Retail investors should take every such advice with a pinch of salt. It is after all your hard earned money. Saurabh is a great clarity of thought in picking some great stocks, but he tends to go hyper with all the insights he finds. Yes, India is doing good (in terms of market), but it is still far off from a great economy. I would still suggest caution and diversify as much
Well, where did Saurabh say india is a greatest economy. He said future is all set to be great and what’s wrong with that. If u have some intolerance with party that rules, u can have ur own opinion but don’t blame him for what he did not say.
@@Vidyasagarbb Well where did I say I have any problem with the ruling govt. It is your problem that are conflating a mere YT comment for “intolerance”. Pls. read again carefully what I said - I am only beseeching retail investors NOT to be carried away by one influencers view !
@@agytjax8348 well, his comments were about indian prospects and have provided numerous facts. So unless u have a counter fact to prove his fact as wrong, u can’t be saying that he is overselling the idea of India or is “hyper”. I wonder what makes u think the india shining examples given by him are false. Anyway, despite someone believing india story or not, diversification is mandatory but it’s not because of Saurabh is overselling anything.
@@Vidyasagarbb - I am afraid you have again misconstrued my comments based on your political prejudices. Read my comments carefully again. Where did I say that what he said about Indian economy is wrong ? I said his insights based on the facts tend to be hyper. Pls. read his book Diamonds in the Dust. It is a good read. He is no doubt a great stock picker and has his own methodology to identify which companies can be multi-baggers in the long run. However, if you see his portfolio (he gives a glimpse of that in his book), barring a couple, most of them are well known to any avid long term investor. You don't have to really dig deep into Indian success story to find those stocks. That's why I said he tends to oversell whatever insights he digs (and he actually hypes it coz nobody can be sure if the future can be as rosy for a long term). And affter all the predictions/projections from him when you look at his portfolio, they are the usual suspects - no surprises. (Of course, he makes money by entering and exiting at right times and having the correct percentages, which he wouldn't reveal.) But that is clever PMS tactics- you don't need to be an economics pundit for that. But being one, like him, might help. I do follow him. But I follow others too. That is what I meant by diversification - diversify your asset classes, your sectors, investment across geos, market caps and but most importantly diversify your pool of advisors and influencers too ! Remember the fine print from MF - Past performances are not an indicator of future returns. Listen to every influencer (not just Saurabh) with a pinch of salt. Read up the financials yourself, confirm with other sources too and then you take a call - it is after all one's hard earned money
@@agytjax8348 of course I already declared that I do listen to him but do not follow his advises because i am a value investor and do not invest in such costly stocks. But my point is still he is putting his money where his mouth is and hence has every right to celebrate and showcase his success to everyone. Even selling is allowed because it’s a fact that his investors have made returns. Then also, anyone visiting this channel is exposed to lot of stock pickers and not just Saurabh hence ur point is taken care of. Next, selling is what everyone does in this channel and in this video in particular he has not done much selling but just presented his reasons to bet on India. So while I agree to ur suggestion to others, I do not see a reason for ur targeted Criticism of him. Infact everything you mentioned about Sourabh is true for other portfolio managers in mutual funds as well as PMS / AIFs. After all He doesn’t offer mutual fund. Instead he offers PMS/ AIF which is anyway for those who want to take riskier bets so I don’t find any reason for his targeted criticism. At the end of the day, as I stated earlier, I know that in the past he even paid fine to SEBI like many industrialists did for insider trading. So it’s at the end of the day choosing lesser devil and there are no angels in the commercial world.,.