--- 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. 🙏💐❤️
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!!
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.
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, please tell us what should be the TARGET SIZE OF PORTFOLIO BY AGE for a job doing person. For eg. Age 25, Age 30, Age 35... so on. It's good to have a Goal in place. Thank you. 🙏
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
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.
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
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🎉
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
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.
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 🌹🌹🙏🙏🌻🌻
Please watch evergreen OLD Hindi movies of Amol Palekar / Farooq Shaikh / Deven Varma etc.. when you feel depressed - Gol Maal , Choti Si baat , Katha, Chashme Baddur , Angoor etc.
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
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.
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.
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 :)
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.
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. ❤❤❤❤❤
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 😘😘
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 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 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.
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 🙏🏻❤
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.
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
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.
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.
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!!
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.
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.
Pranam Basant sir mera naam Pratyush hai. Sir Dividend Yield Kis tarah ke stock me kitna hona chahiye ?? I am 17 years old and trying to get perfect in fundamental as I think fundamental is all.
Basant is not a fan of dividend yeild. He'd rather want companies to re-invest back into the company. Since you're 17 years old, he's gonna tell you to stop worrying about stock market and focus on studying only. He has already replied to such questions before.
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
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
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
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 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
Hi sir. Now a days you are posting super videos with loads of fundamental discussions. This format is very very interesting and we get lot to learn and understand. Thanks a ton and best wishes for you trip to Spain. Regards
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.
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
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
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.
Sir, when we read the comments we find many good quality stocks, that you don't explain such as Devyani and Sula Vineyards. ये स्टॉक्स आपके small case me honge hi. Agr hum jaise chhote investor inhe chura le, to koi dikkat to nahi? Like or comment hr video me krte hai hum.❤❤❤
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.
*i love you sir* *sir ethos watches, bought at 900, now at 1660* *kei bought at 700 2 years ago, now at 2700* *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???????*
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%.
🙏(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 me 20 sal ka hu graduation 3rd year complete hone wala hai. Stock market se kaafi lagaao ho raha and i think that i can rich by share bazar. Help me
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
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. 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 🙏.
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.
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
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 Ji Namaste. I am from odisha. Our state govt spent around 200cr on health insurance for poor people. Also central govt spent on aysushmaan bharat scheme. So it is a -ve for health insurance sector. Because majority people of Bharat got free insurance. Is it +ve for Hospital sector because many people getting good service and pvt hospital are making huge money as no one asking for bargain and hospital r just faking bills, tests and showing unwanted expences.
Good evening Sir, Amer pronam neben, Pintu from Kolkata. From initial I see your daily 2 video from during my office up-down journey time in train. and gather lot of knowledge, market view to understand the company. Kindly share your view on Zensar technology & BLS international. Thank you sir, Valo thakben..🙏
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
★★ SIR 🐯🐯 "Tiger kishiko hath kat saktahey..." But trained Tiger...shake hand with anyone. (You may include the sentence, it would be better) Thank you.
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 CDSL KA VIEW AAP NAHIN DE RAHE HAI. PLEASE GIVE YOUR VIEWS WITH DATA. CDSL HAS YET NOT PARTICIPATED. Please share in general. Only for entertainment purpose. CDSL ke bare mein aap ka kuch updates please. 7th time request.. 🙏
Sir mai job karta hon mere pass 22 stocks ka portfolio hai jayadh to hanthi hi hai is me portfolio 12 laskh ka hai 2021 se start kiya hai every month 50K dalta hon in stocks me paise jaydah ban nahi rahe 2 years me 9% ka total return hai stocks mere hai TCS, ASIAN PAINT. DMART TITAN RELAXO CAMS INFOEDGE PI INDUSTRIES PIDILITE GALAXY SURFACANTS RELLANCE ajanta pharma alkyle amine berger paint gmm pfauler lalpath lab KSCL marico vedanta in sab me rahon ya nukal jaon mere pass saving 20 laakh ki hai us ko kaisi invest karna chahiye plz help
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 ?
--- 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. 🙏💐❤️
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!!
Basantji Ksolves has disclosed that you have meet the management in recent investor meet. Pls share your insights.
Thanks 🙏
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.
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, please tell us what should be the TARGET SIZE OF PORTFOLIO BY AGE for a job doing person. For eg. Age 25, Age 30, Age 35... so on. It's good to have a Goal in place. Thank you. 🙏
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
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.
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
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🎉
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
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.
Your view for 1 year on Chemical and Fertilizer stocks which have lately started buzzing.
End of cycle.
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 🌹🌹🙏🙏🌻🌻
Please watch evergreen OLD Hindi movies of Amol Palekar / Farooq Shaikh / Deven Varma etc.. when you feel depressed - Gol Maal , Choti Si baat , Katha, Chashme Baddur , Angoor etc.
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
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 🙏
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.
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.
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
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 :)
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.
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. ❤❤❤❤❤
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 😘😘
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 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, How was the meeting with KSOLVE representatines online? Please share your opinion.
Trip video bhut accha lagta hai sir. Hum bhi aise apke sath ghum lete hai. Good evening sir. Thank you for video 😁🙏
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.
Utkarsh small finance le lo
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 🙏🏻❤
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.
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
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.
Sir after watching your video change my perspective towards market!! Lot off youtubers are just misguided people for multiple times.
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.
Hello basant sir
Kya Roe ko manipulate kia ja sakta hai kya? Profit Growth rate aur roe generally same hota hai ..thank u .
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!!
Thank you for taking my question ........you are a wonderful human being bless you
Hello sir my name is haresh kumar. In my opinion G20 is not a waste of money. Its all about reputation of host 😊
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.
Outcome of today meeting they mentioned your wealth advisor and bmspl
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.
बसंत जी जय जिनेंद्र, रियल एस्टेट क. का एनालिसिस कैसे करना चाहिए? जैसे गोदरेज प्रॉपर्टीज, dlf etc.
Pranam Basant sir mera naam Pratyush hai.
Sir Dividend Yield Kis tarah ke stock me kitna hona chahiye ??
I am 17 years old and trying to get perfect in fundamental as I think fundamental is all.
Basant is not a fan of dividend yeild. He'd rather want companies to re-invest back into the company. Since you're 17 years old, he's gonna tell you to stop worrying about stock market and focus on studying only. He has already replied to such questions before.
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
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
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
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 Nestle ka working capital negative hai bss vaise hi bta Raha hu
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
Hi sir. Now a days you are posting super videos with loads of fundamental discussions. This format is very very interesting and we get lot to learn and understand. Thanks a ton and best wishes for you trip to Spain. Regards
Sweden has ABB, Volvo, Scania, SKF, Tetra Pak, H&M etc . Sweden is very advanced, I have worked for a Swedish Bank LFAB.
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.
Sir, important question, what is Bloomberg terminal and is it useful? Which websites can we use?
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
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
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.
कुचं दीन बात मुचीयल फंड सुरू कर देणा,फिर ब्रोकर फिर दुकानदारी.. लेकीन सिरीज नहीं सुरू करोगे
Sir, when we read the comments we find many good quality stocks, that you don't explain such as Devyani and Sula Vineyards. ये स्टॉक्स आपके small case me honge hi. Agr hum jaise chhote investor inhe chura le, to koi dikkat to nahi?
Like or comment hr video me krte hai hum.❤❤❤
basant sir we love to watch foreign territories through you. great and happy journey to you sir. regards and thanks.
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.
*i love you sir*
*sir ethos watches, bought at 900, now at 1660*
*kei bought at 700 2 years ago, now at 2700*
*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???????*
Remove Pidilite and add Bajaj finance, Coforge as you haven't IT and finance stocks
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%.
Good Evening sir,
When to invest , On Announcement of CAPEX or Installation done after that. Please take this .
Thank you 😊
Sir,why good growth company like HG INFRA is trading on a low PE?????????????
Can it be rerated in future????
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🎉🎉
🙏(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 me 20 sal ka hu graduation 3rd year complete hone wala hai. Stock market se kaafi lagaao ho raha and i think that i can rich by share bazar. Help me
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
Sir, ye bull market kaise aata hai
Like an interest rate cut jaise konse perimeter hai jaise bull market start hota hai....?
Sir jamna auto industry, rossari biotech long time ke liye kesi hai, please apna view de
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. 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 🙏.
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.
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
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
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
Yes Sir although without much disturbance to you, to the extent possible, hume bhi aapke sath Spain ghumaiye please
Basant Ji Namaste. I am from odisha. Our state govt spent around 200cr on health insurance for poor people. Also central govt spent on aysushmaan bharat scheme. So it is a -ve for health insurance sector. Because majority people of Bharat got free insurance. Is it +ve for Hospital sector because many people getting good service and pvt hospital are making huge money as no one asking for bargain and hospital r just faking bills, tests and showing unwanted expences.
Good morning sir
Apne 8 September ko ksolves ke shath mitting kiyatha uska kya outcome hai?
Good evening Sir,
Amer pronam neben, Pintu from Kolkata. From initial I see your daily 2 video from during my office up-down journey time in train. and gather lot of knowledge, market view to understand the company. Kindly share your view on Zensar technology & BLS international. Thank you sir, Valo thakben..🙏
Sir, what is your opinion on PSU stocks? Recent time most PSU doing good, can invest?
Sir aap Ksolve ke management se mile aaj..
Kuch insight mila..
Thank you sir for sharing such deep knowledge.🙏🙏
Schneider electric Infra stock what's your take and how do you see the space
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
★★
SIR
🐯🐯 "Tiger kishiko hath kat saktahey..."
But trained Tiger...shake hand with anyone. (You may include the sentence, it would be better)
Thank you.
Sir pls 2 min analysis of Sula Vineyard...
Love from Gangtok Sikkim
Liquor company pr tex kafi lagta h isliye slow chlengi
Sir,
What was your discussion with ksolve management on 8th Sept virtually ?
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 aap genius Ho ..how you understand small things in stock market 😊
You said you're off to Spain. The Spanish PM is down with Covid. So Covid is coming back. Please take precautions
Sir
CDSL KA VIEW AAP NAHIN DE RAHE HAI.
PLEASE GIVE YOUR VIEWS WITH DATA. CDSL HAS YET NOT PARTICIPATED.
Please share in general.
Only for entertainment purpose.
CDSL ke bare mein aap ka kuch updates please.
7th time request..
🙏
Sir I asked a question multiple times sir. Please take my question. Please do 2 min analysis on Sula Vineyard
Jai bm
क्या अब इस समय जब हर कोई कह रहा हैं
की मिड cap और स्मॉल cap बहुत रिस्की हो गए हैं
ऐसे समय में focus स्मॉल cap अच्छा रहेगा या vision 2030
Sir naagraj Wale stocks vision me hai ya smallcap focused me hai?
Sir mai job karta hon mere pass 22 stocks ka portfolio hai jayadh to hanthi hi hai is me portfolio 12 laskh ka hai 2021 se start kiya hai every month 50K dalta hon in stocks me paise jaydah ban nahi rahe 2 years me 9% ka total return hai stocks mere hai
TCS, ASIAN PAINT. DMART TITAN RELAXO CAMS INFOEDGE PI INDUSTRIES PIDILITE GALAXY SURFACANTS RELLANCE ajanta pharma alkyle amine berger paint gmm pfauler lalpath lab KSCL marico vedanta in sab me rahon ya nukal jaon mere pass saving 20 laakh ki hai us ko kaisi invest karna chahiye plz help
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 ?