--- 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 ---
Countries as big as China or as big and diverse as India can not run based only on one industry because of employment issue. I think it's important to have different industries and thus different specialities. Lots of respect to you Basant ji! Hope to meet you someday in person. Warm regards from Punjab. Satindar. 🙏💐❤️
Hello sir 🎉🎉 I am following you from Interview with "Anil Singhvi Sir". Since I subscribed to Vision 2030, my portfolio has doubled, thank you sir. Happy journey.
Me Pratyush Saha, Thank you for answering my previous question and I have bought the original book not the fake one.😊 Again according to your book the intrinsic value of a stock equal to the discounted value of future dividends plus the residual value of the business. Please elaborate how to calculate residual value.
Good morning Basant ji. I am 64 years old, a pensioner and have invested in all your three Schemes. I had started investing in March 23 and major chunk May 23 onwards. Cumulative return is 22 percent in such a short time which is unbelievable. You are a genius and would say a very large hearted person helping commoners in right earnest. God bless you and may your tribe grow!!
Basant Ji, Namskar 🙏 You had expressed strong views regarding Ksolve India. However, other side, your team had interacted with the company management couple of days ago. Please touch upon it, as this is confusing, otherwise. Best Regards, Manoj Natholia, Mumbai
Hello Basant sir Me Pratyush Saha, And today is my birthday so as a gift please answer the question According to your book PE ratio is the perception that where the company's earning will go in the future. Then why we don't buy stocks of high PE as the high PE means that the earnings will increase in future THANK YOU
Sir aap ki honesty daily ke video main ek baar jaroor jhalak jati hai jai koi 1.5lakh vale ko aapne imandari se small case main paisa lagane se mana Kiya apni dukan nahi chalai usi tarah G20ke baare main
Gd evening sir ji..Ik bat thi apki purani interview dekhi sir atleast 9 yr before itne fatty sir face tummy sab ... But ab sir kamal kr diya itna control kiya pura change sir...really shocked sir..hairan ho gye... Ab toh bht good looking sir ji .. Thnku so much isliye learned alot things from u 🌹🌹🙏🙏🌻🌻
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.
Good evening Basant sir, always a pleasure to hear from you. My question is, could you please provide a 2-minute analysis for these stocks: 1. Atul Auto 2. Dreamfolks 3. Iris clothing ltd Thank you!!
Namaskar Sir. Abhishek Yadav here. Please explain Cash from Operating Activity, Investing Activity and Financing Activity and how to calculate Free Cash Flow from it. Thanks🎉
Sir Love from Melbourne. My father is coming next month with 2 Books which I bought from the website:-) one for me and one for my friend as a gift. Thank you very much for delivered it so so fast.
Basantsir...you're 99..not out.. Please upload your trip videos...motivation for us to plan a trip; also to know which places not too miss before getting out :) Have a good trip.
I am a regular listener & one most important thing I have learned is absolute focus on your goal of achieving good return on your investment. G20, politics India , Bharat etc are all distractions. I totally stopped watching circus in TV channels- sab apna apna dhanda me laga hua. Samir Ghosh. Dubai. 😅
Sir ji I am not from IT 😃. Somebody told he wants to sell his stocks after 15th September and you asked why, that is why I wanted to say he will get more time to pay tax instalment on capital gains if he sells after 15th September.
Kindly explain ( from economic perspective ) what made Spain / France / Britain / Portuguese most dominant once upon a time and for past so many decades US is dominating the world
Basant sir k channel ko PE expansion mil rha hai kyuki growth tikau hai ! forward looking statement to de nahi skte hai par EPS growth bdia milega is channel ko. ❤❤❤❤❤
Sir, please suggest on my portfolio: I have following 11 shares having present value of Rs.70 lacs 1. Ghcl 2. Redington 3. HAL 4. Motilal Oswal financial 5. Bajaj finance 6. Birlasoft 7. Tube investment 8. Globus spirits 9. Route mobile 10. Nmdc 11. Ujjivan SFB Please suggest, whether this portfolio is good for long-term.
Hello Sir, I am big fan of you, I am 46 year living is at Bhopal at present. Had lost money all my savings during 2008 crises, then was out of market and started again in 2020 but not in big way. After watching your video I could now understand a little bit that to make money one need to stay long like Nag Raj on the profit. I broadly sold shares when it increase around 50-70%. Now I What to invest in small case want to make 10 cr in 15 year, what money should be invested in small case with good risk appetite? I can invest 20 lacs now and can take risk. You are too good sir how you do such amazing talk without any flow. I pray god for your good health, stay healthy stay fit and take care of your health. Thanks and regards Manoj Sahu
Sir Greetings of the day - I have invested in all three - Nifty 20 - Small case Vision and Focus - I will like to know About SLBM and weather we can do same for investment in Nifty 20 ? my horizon is for 3 to 5 years - Thank you so much sir
Hello Sir, Subscriber of your focused smallcap smallcase. Kept an eye on Jyothylaboratories since it was 174. You are right jab bazar bhagta hai to entry ka mauka ni milta. Today it's trading at 370. Doubled in 2 months. Please share your views wheather to buy it now or not. Thanks, Vivek
Basant sir. Please take my question. I am a subscriber of your BM VISION SMALLCASE. Many fund managers are advising investors to exercise caution and book profits in stocks. Your views please.
Hello Basant sir my age 44 mana wardwizard innovation & mobility ma 5lakh dala ha apko stock kaisa lagta ha long term. sir joy e bike banata ha, ap pin kar danga to ma samjhunga accha ha video pa lana ki jarurat nahi ha sir. You are my guru 😘😘
Sir, Good Evening. Apnar video roj sondhai dekhi. Taka jomachhi apnar small case e entry nebo bole. Sir apnar video dekhe company search korte Sikchi. Ei parameter gulo ki thik ache? Ba ro kichu ki dkhte habe pls ektu janaben. Profit growth 3Years >15 % Sales growth 3Years >20% Market Capitalization
Jai shri krishna sir Granules 5 years Sales growth 22% Profit growth 31% Price cagr 21% Cwip and expansion hai PE 18 ROE 19 What is ur view 4 years fixasset double If possible analysis
Good morning, Basant ji. A few days ago you mentioned about how we used to decorate our homes during Janmashthmi. Aaapne puraani yaadein taaza kar di. I remember the preperations used to start 7-10 days in advance... This used to be a collective effort for our housing society, where all kids played an active role. We used to bring stones and build a mountain, then dig the soil to make a river, fill it with water, buy several idols, including "paalna/jhoola" that we used to tie to a long thread, with one end at the enterance of the pandaal. Log aate the shaam ko aur Krishna bhagwaan ko jhoola dete the. We used to distribute boondi ka prasaad to everyone who used to visit the pandaal. In fact, there used to be a competition between housing societies every year... I just wish we had mobile phones back then... it's all in our head though. Thank you again for bringing those memories to life :)
Namaste Sir what is the best way to increase ROE ..just now you told us that Nestle Roe is high due to ASSET TURN OVER RATIO ..As per your book thoughtful investor, there are three factors to increase ROE ..1) profit margin 2) asset turn over 3) leverages ... which factor impacts share price more most -Please explain
Good morning sirji, if the revenue guidance given by the company is 30-40% cagr for 4-5 years & OPM is around 40-50% & ROE is around 22-25% but it is commanding a PE of 75-85 is it worth investing, please share your views, thankyou 🙏🏻❤
Good evening sir. It's such a pleasure to listen to you. Financial learning made so simple. You are a great teacher simplifying the jargon. One has to be careful not to miss pearls of wisdom gauned with experience. Warm regards
Hello Sir, I am your regular viewer and thank you for explaining fundamental aspects. I realised importance of money a bit late, after covid since my father passed away. So in this new journey of stock market investing, I consider you my mentor. Question: If between two companies of almost same business, 1 took high leverage during covid and delivered 1.5x revenue growth in 3 years, the 2nd grew organically And delivered 1.15x growth. Netprofit, ROE of both are mota moti same. 1st has 1.7 debt to eq and second has ~0.7.. But PE of first is >100 and 2nd is
basant sir you are right, everybody's money is hard earned especially in today's times where inflation is sky rocketed, crude is high, taxes are high. you are absolutely right sir and I appreciate your hard work. Happy journey also. regards sir.
Good morning sir. Happy enjoyable and awesome journey as a traveller to you and your family. We would love if you can prepare videos at your travel locations. Thank you for your lovely wisdom and sharing happiness
Sir, I am a big fan of yours.learnt lots of knowledge from your videos.I am holding fsl from last 8 years and got 3 times return.pls take 2 minutes analysis of fsl.Shoul i continue or sell.
Hi Sir, I am thinking of investing in BM Vision 2030 smallcase. Please let me know is it the right time or should I wait for market to stagger a bit? If so please make a video on correct time to invest in the smallcase.
As I said before, there is no correct time. He's just gonna tell you to put everything now or put everything within rate cuts start next year. He has already given answer to such questions before.
Sir Argentina ki Economy khasta hal hai fir bhi uska Index (Merval) last 1 yr ne 8 Times ho gaya( 80,000 --> 6,34,000) how? Ya fir ye ek bubble create hua hai?
Sir please tell us about unlisted shares. I have 1000 shares of chennai super kings share which I received in demat account few years back when I had india cement shares. Now I want to get rid of these shares. In some sites claiming to buy and sell unlisted shares, this share is now trading at 186. Kindly give your inputs how to sell this. I had already meet you face to face on 27th July.
I am living in USA and watching your videos since day one I want to buy your book but I didn't see any options on your website for the USA Also if you analyze good AI stocks of USA 🇺🇸 it would be great 👍
Sir, how to calculate the value of a loss making company. should i use market cap to sales?? I was analyzing a company which is growing at more than 50%, recently the company became E.B.I.T.D.A. Positive, but the net profit is still negative.
Basant sir, what are your views on Prakash Pipes? RoE consistently above 20%, revenue growth more than 14% CAGR, working capital days of less than 50 days consistently and still available at PE of 10.
Basant Sirji, pl do your 2 min analysis of FACT stock I am an investor of BM small stock focus. Bought 500 shares of FACT at 63.15, should I sell and put that money in BM small stock focus. Thanks, Sameer Surkund
Sir aapke liye rapid fire round ITC ya HUL ( FMCG play) Hdfc life ya ICICI Lombard ( life insurance) Hdfc bank ya ICICI Bank Hcltech ya Wipro Marico ya Bajaj consumer M&M ya Tata motors
Sir u r meeting Ksolves management team... I thought u wouldnt be interested based on your 2 min analysis... I am invested from lower levels and will continue to remain till they show growth. Kindly share the outcome of your meet.
Basant ji, this is the third time raising my queries. Request you to pls take my query on couple of stocks. Fusion Micro, Global Spirits, Gravita India. All these stocks have sound financial numbers, do they have good future and investment can be made.
Basant Sir, pls share your views on a company with mkt cap 23k Cr, PE 65, ROE 16%. Sales cagr 3yr 16%, TTM 7%. Profit cagr 3 yr 11%, and TTM minus 15%.
How do u rate the sugar shortage issue... Is it correct the there will ne shortage and the sugar prices will go up. Las this haapened sugar stocks boomed..... Plz select a sugar stock.. Which u feel has potential... I am already holding renuka as 2% of my portfolio allocation
Sir. Stock down 15% from top in last about 2 weeks. A promoter who is MD & CEO sold shares, says he sold to repay loan (availed in the past for maintaining promoter stake). He sold < 1% stake & still holds >5%. Total promoter holding ~25%. Bank (small finance bank, Mcap~1750 crore) performance seems to be getting better post covid. Kaise dekhna chahiye Sir. Happy trip Sir 🙏.
Urgo capital has massive increase in FII holding and has a large retail holding . If retail holding is around 70 % then what is the logic of FII TO increase
🙏(RAM RAM) Namaste Sir, Mera naam Rohit h aur mei ek IT engineer hu (in one of an Indian MNC). I am invested in your BM vision and try to keep adding more in BM Vision 2030. Thank you for your informative videos. My Question - What will happen to BM Vision 2030, after year - 2030. I mean, will this Smallcase will still exist or you will going to change the name to 2040 ?🙂
Sir, namaskar from Ahmedabad. sensex has increased with marginal value, does our traditional ratios like PE, ROE .Mcap etc requires rerating in deciding levels i.e for example PE above 70 is not to be considered as costly. Kindly explain.
Thank you Sir for teaching us the ideal path to create long term wealth. Can we look at investing in US retail growth stocks like Dollar general, target etc as the sector is going through hell right now and stocks are beaten down badly due to macro & political factors which are temporary?
Hello Basant ji....such an absolute pleasure to listen to your mangal Vanni 🙏 Would be most grateful if you could do a small case study between the relationship. Of these 3 companies- NIIT Learning, NIIT MTS & COFORGE. Does NIIT Learning make for a significant investment case at this time for a 3-5 year horizon ?
I am member of BM Smallcap and getting decent return.Mera old portfolio 12L k around hai jo BM Smallcap se phle banaya tha but not getting return from that portfolio.. Jubilant food,Berger, Relaxo,Aarti Ind, Divis, Lal path labs, In shares ki sales and profit growth kam ho rhi hai kuch krne time se. Should I hold them or not. Sir SBI CARDS,TCS,Dmart to so gae hai lagta hai😥 I am also have some smallcap stocks Campus,Homefirst, Indigo paint,Rossari biotech. God bless u always sir😊
1. Free hit is on next ball, so batter knows that he can't get out 2. Even for integration between 2 companies like an aggregator and utility company, multiple meetings are held with various stakeholders. G20 meetings are important for commerce with other countries. Important stakeholders like govt, fin institutes, business send their representatives. It might not be final meeting resulting in offshore business right after it concludes but still very important platform for having such discussions. All analysis can't be done just based on few parameters that are readily available.
Basant Sir, We all are investing based on assumption of expected rate cut from Fed or RBI, But ICRA has predicted that there is no rate cut expected by RBI till Sept 2024. What do you think on this?
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.
I am from sabarkantha , Your face similar like my CM (Gujarat) After 15 years experience plus your video knowledge my eye on Hcl tech,sbi life, crompton, bajan con,upl, Please give your view, Dd ready for payment
Hi sir, What are the parameters that should be checked while judging the corporate governance of a co. i.e. if the promotor is stealing investors money?
For the BM vision or small case, are the stock you select are different if taken 6 months back or now, for the reason is that the stock must have given up run up
Dear Basant sir, Namaskar, will keep writing till you take my question, btw aapki video ka wait kartey and aapko jheltey nahi, kindly provide view with disclaimer on Equitas small bank, Godrej consumer, Tata motors and Bajaj consumer , i hold these stocks, thanks, Gaurav
Sir I want to invest 50 lakhs in your smallcases. .please advise in what proportion should I divide in the smallcases thank you..I am a senior citizen and I have one daughter 45 years....I can invest for long term.
--- 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 2 minute analysis of REC ltd & PFC
Sir apke video clips tour ke dekhna bht accha lgta hai pura us tour dekha tha us time hospital mai tha aisa lgta tha mai bhi apke sath hi hu
P
Ok p
Co to double capacity
Revenue growth of 35 % cagr
Roce to increase from 9 to 25%
Pe 90
Small cap
Please guide wheteher to buy
This is the best way to give back to the society, keep spreading wisdom 👍
Basantji loves ❤️ you
I love your comments
Countries as big as China or as big and diverse as India can not run based only on one industry because of employment issue. I think it's important to have different industries and thus different specialities. Lots of respect to you Basant ji! Hope to meet you someday in person. Warm regards from Punjab. Satindar. 🙏💐❤️
Hello sir 🎉🎉
I am following you from Interview with "Anil Singhvi Sir". Since I subscribed to Vision 2030, my portfolio has doubled, thank you sir.
Happy journey.
Me Pratyush Saha,
Thank you for answering my previous question and I have bought the original book not the fake one.😊
Again according to your book the intrinsic value of a stock equal to the discounted value of future dividends plus the residual value of the business.
Please elaborate how to calculate residual value.
Good morning Basant ji. I am 64 years old, a pensioner and have invested in all your three Schemes. I had started investing in March 23 and major chunk May 23 onwards. Cumulative return is 22 percent in such a short time which is unbelievable. You are a genius and would say a very large hearted person helping commoners in right earnest. God bless you and may your tribe grow!!
Basant Ji, Namskar 🙏
You had expressed strong views regarding Ksolve India. However, other side, your team had interacted with the company management couple of days ago. Please touch upon it, as this is confusing, otherwise. Best Regards, Manoj Natholia, Mumbai
Basantji Ksolves has disclosed that you have meet the management in recent investor meet. Pls share your insights.
Thanks 🙏
Hello Basant sir Me Pratyush Saha,
And today is my birthday so as a gift please answer the question
According to your book PE ratio is the perception that where the company's earning will go in the future. Then why we don't buy stocks of high PE as the high PE means that the earnings will increase in future
THANK YOU
Sir aap ki honesty daily ke video main ek baar jaroor jhalak jati hai jai koi 1.5lakh vale ko aapne imandari se small case main paisa lagane se mana Kiya apni dukan nahi chalai usi tarah G20ke baare main
Gd evening sir ji..Ik bat thi apki purani interview dekhi sir atleast 9 yr before itne fatty sir face tummy sab ... But ab sir kamal kr diya itna control kiya pura change sir...really shocked sir..hairan ho gye... Ab toh bht good looking sir ji .. Thnku so much isliye learned alot things from u 🌹🌹🙏🙏🌻🌻
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.
Good evening Basant sir, always a pleasure to hear from you. My question is, could you please provide a 2-minute analysis for these stocks:
1. Atul Auto
2. Dreamfolks
3. Iris clothing ltd
Thank you!!
Namaskar Sir. Abhishek Yadav here. Please explain Cash from Operating Activity, Investing Activity and Financing Activity and how to calculate Free Cash Flow from it. Thanks🎉
Sir Love from Melbourne. My father is coming next month with 2 Books which I bought from the website:-) one for me and one for my friend as a gift. Thank you very much for delivered it so so fast.
Basantsir...you're 99..not out..
Please upload your trip videos...motivation for us to plan a trip; also to know which places not too miss before getting out :) Have a good trip.
I am a regular listener & one most important thing I have learned is absolute focus on your goal of achieving good return on your investment. G20, politics India , Bharat etc are all distractions. I totally stopped watching circus in TV channels- sab apna apna dhanda me laga hua. Samir Ghosh. Dubai. 😅
Sir ji I am not from IT 😃. Somebody told he wants to sell his stocks after 15th September and you asked why, that is why I wanted to say he will get more time to pay tax instalment on capital gains if he sells after 15th September.
Kindly explain ( from economic perspective ) what made Spain / France / Britain / Portuguese most dominant once upon a time and for past so many decades US is dominating the world
Basant sir k channel ko PE expansion mil rha hai kyuki growth tikau hai !
forward looking statement to de nahi skte hai par EPS growth bdia milega is channel ko. ❤❤❤❤❤
Your view for 1 year on Chemical and Fertilizer stocks which have lately started buzzing.
End of cycle.
Sir, please suggest on my portfolio:
I have following 11 shares having present value of Rs.70 lacs
1. Ghcl
2. Redington
3. HAL
4. Motilal Oswal financial
5. Bajaj finance
6. Birlasoft
7. Tube investment
8. Globus spirits
9. Route mobile
10. Nmdc
11. Ujjivan SFB
Please suggest, whether this portfolio is good for long-term.
Sir after watching your video change my perspective towards market!! Lot off youtubers are just misguided people for multiple times.
Hello Sir,
I am big fan of you, I am 46 year living is at Bhopal at present. Had lost money all my savings during 2008 crises, then was out of market and started again in 2020 but not in big way. After watching your video I could now understand a little bit that to make money one need to stay long like Nag Raj on the profit. I broadly sold shares when it increase around 50-70%.
Now I What to invest in small case want to make 10 cr in 15 year, what money should be invested in small case with good risk appetite? I can invest 20 lacs now and can take risk.
You are too good sir how you do such amazing talk without any flow. I pray god for your good health, stay healthy stay fit and take care of your health.
Thanks and regards
Manoj Sahu
I am 70 years old man having small business. I see your videos everyday. One of these days I intend coming and meeting you. Sudhir Sethi Nasik
Hello basant sir
Kya Roe ko manipulate kia ja sakta hai kya? Profit Growth rate aur roe generally same hota hai ..thank u .
Sir Greetings of the day - I have invested in all three - Nifty 20 - Small case Vision and Focus - I will like to know About SLBM and weather we can do same for investment in Nifty 20 ? my horizon is for 3 to 5 years - Thank you so much sir
Sweden has ABB, Volvo, Scania, SKF, Tetra Pak, H&M etc . Sweden is very advanced, I have worked for a Swedish Bank LFAB.
Hello Sir,
Subscriber of your focused smallcap smallcase. Kept an eye on Jyothylaboratories since it was 174. You are right jab bazar bhagta hai to entry ka mauka ni milta. Today it's trading at 370. Doubled in 2 months. Please share your views wheather to buy it now or not.
Thanks,
Vivek
Basant sir. Please take my question. I am a subscriber of your BM VISION SMALLCASE. Many fund managers are advising investors to exercise caution and book profits in stocks. Your views please.
Hello Basant sir my age 44 mana wardwizard innovation & mobility ma 5lakh dala ha apko stock kaisa lagta ha long term. sir joy e bike banata ha, ap pin kar danga to ma samjhunga accha ha video pa lana ki jarurat nahi ha sir. You are my guru 😘😘
Sir, important question, what is Bloomberg terminal and is it useful? Which websites can we use?
Market cap - 5000 cr, PE- 23, ROCE - 27, ROC - 23 . Compound sales growth 3 year - 27%.
Can I HOld the Stock for 3 to 5 years
Batao suraj bhai stock name please 🙏
Sir,
Good Evening. Apnar video roj sondhai dekhi. Taka jomachhi apnar small case e entry nebo bole. Sir apnar video dekhe company search korte Sikchi. Ei parameter gulo ki thik ache? Ba ro kichu ki dkhte habe pls ektu janaben.
Profit growth 3Years >15 %
Sales growth 3Years >20%
Market Capitalization
Jai shri krishna sir
Granules
5 years
Sales growth 22%
Profit growth 31%
Price cagr 21%
Cwip and expansion hai
PE 18
ROE 19
What is ur view
4 years fixasset double
If possible analysis
Good morning, Basant ji. A few days ago you mentioned about how we used to decorate our homes during Janmashthmi. Aaapne puraani yaadein taaza kar di. I remember the preperations used to start 7-10 days in advance... This used to be a collective effort for our housing society, where all kids played an active role. We used to bring stones and build a mountain, then dig the soil to make a river, fill it with water, buy several idols, including "paalna/jhoola" that we used to tie to a long thread, with one end at the enterance of the pandaal. Log aate the shaam ko aur Krishna bhagwaan ko jhoola dete the. We used to distribute boondi ka prasaad to everyone who used to visit the pandaal. In fact, there used to be a competition between housing societies every year... I just wish we had mobile phones back then... it's all in our head though. Thank you again for bringing those memories to life :)
Namaste Sir what is the best way to increase ROE ..just now you told us that Nestle Roe is high due to ASSET TURN OVER RATIO ..As per your book thoughtful investor, there are three factors to increase ROE ..1) profit margin 2) asset turn over 3) leverages ...
which factor impacts share price more most -Please explain
Thank you for taking my question ........you are a wonderful human being bless you
Good morning sirji, if the revenue guidance given by the company is 30-40% cagr for 4-5 years & OPM is around 40-50% & ROE is around 22-25% but it is commanding a PE of 75-85 is it worth investing, please share your views, thankyou 🙏🏻❤
sir, How was the meeting with KSOLVE representatines online? Please share your opinion.
Good morning sir
Apne 8 September ko ksolves ke shath mitting kiyatha uska kya outcome hai?
Sir,
What was your discussion with ksolve management on 8th Sept virtually ?
Hello sir my name is haresh kumar. In my opinion G20 is not a waste of money. Its all about reputation of host 😊
Good evening sir. It's such a pleasure to listen to you. Financial learning made so simple. You are a great teacher simplifying the jargon. One has to be careful not to miss pearls of wisdom gauned with experience. Warm regards
Hello Sir, I am your regular viewer and thank you for explaining fundamental aspects. I realised importance of money a bit late, after covid since my father passed away.
So in this new journey of stock market investing, I consider you my mentor.
Question: If between two companies of almost same business, 1 took high leverage during covid and delivered 1.5x revenue growth in 3 years, the 2nd grew organically And delivered 1.15x growth. Netprofit, ROE of both are mota moti same. 1st has 1.7 debt to eq and second has ~0.7.. But PE of first is >100 and 2nd is
Sir I asked a question multiple times sir. Please take my question. Please do 2 min analysis on Sula Vineyard
basant sir you are right, everybody's money is hard earned especially in today's times where inflation is sky rocketed, crude is high, taxes are high. you are absolutely right sir and I appreciate your hard work. Happy journey also. regards sir.
Good morning sir. Happy enjoyable and awesome journey as a traveller to you and your family. We would love if you can prepare videos at your travel locations. Thank you for your lovely wisdom and sharing happiness
बसंत जी जय जिनेंद्र, रियल एस्टेट क. का एनालिसिस कैसे करना चाहिए? जैसे गोदरेज प्रॉपर्टीज, dlf etc.
Sir, I am a big fan of yours.learnt lots of knowledge from your videos.I am holding fsl from last 8 years and got 3 times return.pls take 2 minutes analysis of fsl.Shoul i continue or sell.
Namaskar BasantJi,
I am regular viewer and like you way explain stocks. Ihave around 50 lakhs portfolio with major holdings in this order:
Lumax Industries 10%
PB Fintech 10%
Reliance 10%
Maruti 10%
Tech Mahindra 5%
Suprajit 5%
HDFC Bank 5%
Tarsons Products 5%
Tech Mahindra 5%
L&T Technology 5%
PPAP 5%
ICICI Lombard 5%
Eicher Motors 5%
Moldtek Packaging 5%
Page Industries 5%
Relaxo 5%
Your views pls
Too many big companies. Consistent compounders at best you can expect
Hi Sir, I am thinking of investing in BM Vision 2030 smallcase. Please let me know is it the right time or should I wait for market to stagger a bit? If so please make a video on correct time to invest in the smallcase.
As I said before, there is no correct time. He's just gonna tell you to put everything now or put everything within rate cuts start next year. He has already given answer to such questions before.
Sir Argentina ki Economy khasta hal hai fir bhi uska Index (Merval) last 1 yr ne 8 Times ho gaya( 80,000 --> 6,34,000) how? Ya fir ye ek bubble create hua hai?
Sir please tell us about unlisted shares. I have 1000 shares of chennai super kings share which I received in demat account few years back when I had india cement shares. Now I want to get rid of these shares. In some sites claiming to buy and sell unlisted shares, this share is now trading at 186. Kindly give your inputs how to sell this. I had already meet you face to face on 27th July.
सादर प्रणाम सर,
Many thanks for educating people in a right way. Kindly make 2 minutes analysis of RHI Magnesita. Thanks a lot. God bless you🎉🎉
Outcome of today meeting they mentioned your wealth advisor and bmspl
Sir jamna auto industry, rossari biotech long time ke liye kesi hai, please apna view de
Trip video bhut accha lagta hai sir. Hum bhi aise apke sath ghum lete hai. Good evening sir. Thank you for video 😁🙏
I am living in USA and watching your videos since day one
I want to buy your book but I didn't see any options on your website for the USA
Also if you analyze good AI stocks of USA 🇺🇸 it would be great 👍
Sir, how to calculate the value of a loss making company. should i use market cap to sales??
I was analyzing a company which is growing at more than 50%, recently the company became E.B.I.T.D.A. Positive, but the net profit is still negative.
Good Evening sir,
When to invest , On Announcement of CAPEX or Installation done after that. Please take this .
Thank you 😊
Sir aap genius Ho ..how you understand small things in stock market 😊
Schneider electric Infra stock what's your take and how do you see the space
Basant sir, what are your views on Prakash Pipes? RoE consistently above 20%, revenue growth more than 14% CAGR, working capital days of less than 50 days consistently and still available at PE of 10.
Basant Sirji, pl do your 2 min analysis of FACT stock I am an investor of BM small stock focus. Bought 500 shares of FACT at 63.15, should I sell and put that money in BM small stock focus. Thanks, Sameer Surkund
Sir, ye bull market kaise aata hai
Like an interest rate cut jaise konse perimeter hai jaise bull market start hota hai....?
Sir aapke liye rapid fire round
ITC ya HUL ( FMCG play)
Hdfc life ya ICICI Lombard ( life insurance)
Hdfc bank ya ICICI Bank
Hcltech ya Wipro
Marico ya Bajaj consumer
M&M ya Tata motors
Sir u r meeting Ksolves management team... I thought u wouldnt be interested based on your 2 min analysis... I am invested from lower levels and will continue to remain till they show growth.
Kindly share the outcome of your meet.
Sir naagraj Wale stocks vision me hai ya smallcap focused me hai?
Sir,why good growth company like HG INFRA is trading on a low PE?????????????
Can it be rerated in future????
Basant ji, this is the third time raising my queries. Request you to pls take my query on couple of stocks. Fusion Micro, Global Spirits, Gravita India. All these stocks have sound financial numbers, do they have good future and investment can be made.
Basant Sir, pls share your views on a company with mkt cap 23k Cr, PE 65, ROE 16%.
Sales cagr 3yr 16%, TTM 7%.
Profit cagr 3 yr 11%, and TTM minus 15%.
How do u rate the sugar shortage issue... Is it correct the there will ne shortage and the sugar prices will go up. Las this haapened sugar stocks boomed.....
Plz select a sugar stock.. Which u feel has potential... I am already holding renuka as 2% of my portfolio allocation
Sir. Stock down 15% from top in last about 2 weeks.
A promoter who is MD & CEO sold shares, says he sold to repay loan (availed in the past for maintaining promoter stake). He sold < 1% stake & still holds >5%. Total promoter holding ~25%.
Bank (small finance bank, Mcap~1750 crore) performance seems to be getting better post covid.
Kaise dekhna chahiye Sir.
Happy trip Sir 🙏.
Urgo capital has massive increase in FII holding and has a large retail holding .
If retail holding is around 70 % then what is the logic of FII TO increase
🙏(RAM RAM) Namaste Sir, Mera naam Rohit h aur mei ek IT engineer hu (in one of an Indian MNC). I am invested in your BM vision and try to keep adding more in BM Vision 2030. Thank you for your informative videos.
My Question - What will happen to BM Vision 2030, after year - 2030. I mean, will this Smallcase will still exist or you will going to change the name to 2040 ?🙂
Sir, namaskar from Ahmedabad. sensex has increased with marginal value, does our traditional ratios like PE, ROE .Mcap etc requires rerating in deciding levels i.e for example PE above 70 is not to be considered as costly. Kindly explain.
Thank you Sir for teaching us the ideal path to create long term wealth. Can we look at investing in US retail growth stocks like Dollar general, target etc as the sector is going through hell right now and stocks are beaten down badly due to macro & political factors which are temporary?
basant sir we love to watch foreign territories through you. great and happy journey to you sir. regards and thanks.
Hello Basant ji....such an absolute pleasure to listen to your mangal Vanni 🙏
Would be most grateful if you could do a small case study between the relationship. Of these 3 companies- NIIT Learning, NIIT MTS & COFORGE.
Does NIIT Learning make for a significant investment case at this time for a 3-5 year horizon ?
I am member of BM Smallcap and getting decent return.Mera old portfolio 12L k around hai jo BM Smallcap se phle banaya tha but not getting return from that portfolio.. Jubilant food,Berger, Relaxo,Aarti Ind, Divis, Lal path labs, In shares ki sales and profit growth kam ho rhi hai kuch krne time se. Should I hold them or not. Sir SBI CARDS,TCS,Dmart to so gae hai lagta hai😥
I am also have some smallcap stocks Campus,Homefirst, Indigo paint,Rossari biotech. God bless u always sir😊
Resp.sir...I HAVE SAVITA OIL TECHNOLOGY SINCE 18 YEARS. BUT NO CAPITAL APPRECIATION...ONLY GOOD DIVIDEND...SHUD I EXIT ...PLZ GIIDE
1. Free hit is on next ball, so batter knows that he can't get out
2. Even for integration between 2 companies like an aggregator and utility company, multiple meetings are held with various stakeholders. G20 meetings are important for commerce with other countries. Important stakeholders like govt, fin institutes, business send their representatives. It might not be final meeting resulting in offshore business right after it concludes but still very important platform for having such discussions. All analysis can't be done just based on few parameters that are readily available.
Basant Sir, We all are investing based on assumption of expected rate cut from Fed or RBI, But ICRA has predicted that there is no rate cut expected by RBI till Sept 2024.
What do you think on this?
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.
I am from sabarkantha ,
Your face similar like my CM (Gujarat)
After 15 years experience plus your video knowledge my eye on
Hcl tech,sbi life, crompton, bajan con,upl,
Please give your view,
Dd ready for payment
Hi sir,
What are the parameters that should be checked while judging the corporate governance of a co. i.e. if the promotor is stealing investors money?
Sir how much percentage of our wealth should I invest in the stock market
For the BM vision or small case, are the stock you select are different if taken 6 months back or now, for the reason is that the stock must have given up run up
Yes it has given a run up and he has changed few stocks in both the schemes.
Same query
Sir. I am gopinath from Bangalore. Regularly I watch your program and update myself, thanks. I need your view on Aditya birla capital which I hold.
Sir within EMS names what's your view. ElIN, Dixion, Avalon, and Kaynes
Basantji , as I am leaving for Prague, Czech Republic , for about 19 days, can we meet there or anywhere. Please suggest.
Sir, what is your opinion on PSU stocks? Recent time most PSU doing good, can invest?
Sir view on Greenpanel is it right time to buy
2 stocks of same sector
One at PE 55 AND ONE AT PE 30
both topline is same
Why market give one stock more PE than itehr
Dear Basant sir, Namaskar, will keep writing till you take my question, btw aapki video ka wait kartey and aapko jheltey nahi, kindly provide view with disclaimer on Equitas small bank, Godrej consumer, Tata motors and Bajaj consumer , i hold these stocks, thanks, Gaurav
Hello sir
Bse ltd ko analysis kijiye
Kya derivatives segments m ye NSE ,BSE ka share 50-50 hojae ga?
Sir I want to invest 50 lakhs in your smallcases. .please advise in what proportion should I divide in the smallcases thank you..I am a senior citizen and I have one daughter 45 years....I can invest for long term.
Sir 2 minute view on Greenpanel is it right time to buy
Sir can you please share the origin of share market, who started this and what was the intention behind share trading.
Intention was to raise money for the company.