Thank you very much, Rishabh, Mandeep and LLA team. You guys showed the way on how production quality, storytelling & content works together .. looks like we turned out to be good students and are doing something right. ❤️ this appreciation! Am pinning it right away :)
I am building my portfolio based on this video. I read the book as well, but it doesn't has this masterclass. Now, I am confident enough to put my hard earned money with this approach. Hats-off to you Shankar. God bless you.
Thank you very much, Neeraj. It's like a 2nd innings for me, isn't it? :) Appreciate the support and motivation you have given me over these last few months. I'll continue to look at your TH-cam channel for ideas, tips, strategies and production formats. Let's connect for lunch/dinner. Talk soon.
Thanks a ton, Sahil. Your endorsement is a big thing .. btw, I am loving your small cap series and somehow you are able to pick the most important value driver in those stocks. Well done to you and thank you for the support & kind words.
Boss I literally learned alot from you and now I’m very much excited for your journey in the content creation. You’re literally one the best teacher I look up to❤
Thank you for the kind words, Swaraj. Oh yes, as a fast growing Instagramer .. I'm sure you realize it. Infact I was doing a time audit i.e. my time, videographer's time, editor's efforts, research, thumbnail, scripting, reviewing drafts etc. .. it came to almost 60 hours. 60 hours for a 15 min video! .. but that's the nature of the beast. Anyways, I'm happy the way the video has come out.
Really missed you a lot. For more than a year, you are one of the few, who constantly GUIDED me, in the complicated universe of personal Finance. My sincere gratitude - for guiding this senior Nephrologist- in his pursuit of financial Literacy
Thank you for your kind appreciation & support, Dr. Mahanta. Isn't there a nephrologist joke that goes something like "Dont worry. This too shall pass" :) .. well, I'm back now. Hope to be of service to you & everyone and help organize financial lives better.
My elder brother suggested me to listen to "Shankar Nath", and I ignored it earlier; After 3 months, I was revisiting our chat, and came across his advice and felt atleast I should listen. And now I can say, the story telling, insights provided (authenticity) in his videos are awesome. I listen to most of them, but as we all do I follow my own intuition and logic while investing. Also, the channel is mostly in English with some rare video in Hindi where one can get great insights. (So, overall it seems okay). Thank you for the free knowledge ☺️
@@shankarnath :), thanks for all your hardwork, and using a neutral language without any noise (Calm and composed behaviour is really appreciated 👍). Best of luck and thank you once again, Shankar 🙏
Watching your videos on ET Money and now on your own channel has been a genuine delight. Thank you for starting your own channel! For an audience like mine, I appreciate you producing such thoroughly researched and educational videos. I want to see more videos like this in the future, so keep up the excellent job. Btw, I have already subscribed your channel. 👍😉👏
Most welcome. I believe anyone incl. you and me can create incredible wealth using a combination of such strategies across different situations. As I make more videos, a pattern is already emerging and my own investing framework is getting modified over time.
I received your video by default and liked it very much. I am a senior citizen and do not have time for coffee can investing but relate myself with your video. My brother invested 30 years back and moved to America and forgot about the investment, but was lucky to get few multibaggers. I would love to be associated with your channel for my future queries/guidance. Thanks.
These videos are very well researched and well edited. Hats off to the amount of work put into this video! Looking forward to many such informational videos from this channel!
People like you bring trust n surity to investment for new age investors in very simple language. I've been learning alot from you from 2021 n been invested in lot of recommended products. Thanks Shankar Sir 🙏🏻♥️ I support you in this new TH-cam journey.
Thank you Ashim. Yeah, I left my job to become a TH-camr .. so it better turn out well an year from now :) I'm really excited, though & look fwd to your continued support in growing my channel within you friends circle & work connections.
I hav been a regular viewer of your videos on other channels. Today your own channels video came up on my yutube recommended, i felt delighted to see that !!! Congrats to u on start of ur own channel and very Best wishes !!! 👍👍👍
Excellent, thaught provoking. I just added net profit growth and stock returns in the screener. Also please note that most financial firms are out as their roe, roce are less generally, and debt is high, so they have to be included separately. You are doing great 👍
Glad you liked it. I'm try to use different cinematography and editing skills to spice up the content. It's a bit challenging when it comes to investing but what's life without a challenge! Thanks for your appreciation.
@@shankarnath Thank you, sir ji. Usually by the time I find some gem of a channel, they would have posted hundreds of educational videos. On one hand, its a lot of knowledge to absorb. On the other hand, I might skim through and miss out on religiously looking at every single video. I am glad that I found your channel in the initial days. I will be following your content closely and will be learning a lot from it.
Hi Shankar..loving this channel and the quality content you are coming up with. Your USP has been your honesty when you once admitted to owning 50+ mutual funds at the beginning of your career. I could resonate with that and learning from one's mistakes
Thank you very much, Sandeep. I prefer to say what's on my mind. There are no guarantees in this business but I hope my own successes & mistakes can speed up others' learning curves and help them grow their wealth & organize their finances better over the years. Appreciate the kind words .. and do spread the word over whatsapp, facebook & others with your friends and colleagues. Thx!
There was a coffee can portfolio in small case. But the manager has closed it for fresh investors. There were 10 stocks in it and I had invested in them in Nov 2016. Here are the stocks (all with equal weightage of 10%): 1. Relaxo Footwears 2. PC Jeweller 3. HDFC Bank 4. Axis Bank 5. Dr. Lal Pathlabs 6. Syngene International 7. Lupin 8. Amara Raja Batteries 9. Eclerx Services 10. Asian Paints
Thx for sharing. I'm not surprised it was closed. I mean, if the entire purpose of a coffee can list of stocks is to tell investors to buy these 10 stocks and sit tight for the next 10 years .. then it's unlikely a client would pay fund management fees over this entire period. The original advice has value but not the holding period.
Thanks Shankar for another wonderful video. One thing which I did not understand is - in the first part it is mentioned that coffee can should include potential multi baggers. But if we apply all these filters mentioned in the second part you will find that all these high quality companies will be already at a very high valuation and may not become a multi bagger.
Hello Sujith. Thank you for the appreciation 1. Think I said: a coffee can portfolio should have stocks that have a high probability of becoming multi-baggers. And per Mr. Kirby and as we studied in the video, these are stocks where the ROCE is over 15% and sales growth is 10% 2. I can understand where you are coming from. This valuation conundrum will always be there. But let's go back 10 years when Asian Paints was ~35,000 crores in market capitalization. It was already India's largest and Asia's third largest paint company. It had a 45% market share then and at a PE of 36, not only was it India's most expensive paints company, it was also the world's most expensive one. This might look easier to look at now, now that we know how the story has unfolded but this shows why current valuation becomes a slightly weaker variable when there is good sales, earnings and cashflow to back it up. Infact, let me present a small example. A company is at a PE of 100. So expensive, yes it is. But now I say, this company is growing its sales/EPS at 50%. So per quick math - the PE for you (based on your acquisition of 100) comes down to 66 in year 2. By year 5, the PE is looking a lot healthy & a massive steal at 13.2 (i.e. 100 divided by 1.5^5). As an investor, this is the goal .. and the sales growth number lends support to valuation. I'm not saying valuation is not important but when valuing companies - everything is i.e. valuation, sales growth, EPS growth, free cash flow, ROCE, industry, competitors etc. Hope this helps.
Fantastic work Shankar! Wonderfully explained the concept of Coffee Can Investing along with plenty of resources for investors to start their coffee can portfolio. And many thanks for featuring me, hope it’s useful for people watching this.
Thank you very much Gurjot .. I wanted to capture & put everything in one place, hope the video has achieved that part Thanks for your support through this process. It was very difficult for us to cut your 15 minutes of video down to 2.5 mins as there was so much there.
I made mine large garbage bin can 450 stocks anthony waste is part of my portfolio to clean up the garbage.. Very informative video by the way..good work
Thank you Shoaib. I hope it turns out the way I envisage it .. a destination for long-term everyday investors who are keen & committed to learn. (it's quite a mouthful mission statement :))
I think that screenshot was of my screener (and many other folks may think the same too)😄 btw sales median 10y on screener helps with the sales growth issue. Super glad to see you on your own channel Shankar , looking forward to see more quality content ! Do try focusing on smart beta blends next time , your analysis on ET was brilliant !
Thank you very much, Roshan. Curious to know - how does Sales Median 10Y solve the problem? For example - let's look at P&G Hygiene and Health Care Limited. It has a 10Y Sales Median of 9.2% (so very close to 10%) as per screener.in Here's the annual sales growth for this company: FY13: 29% FY14: 22% FY15: 14% FY16: -3% FY17: 2% FY18: 6% FY19: 20% FY20: 2% FY21: 19% FY22: 4% Now, we are seeking companies that have grown at 10% sales growth every year .. and per actual sales growth information, the company was below the 10% mark in 5 out of 10 years -- disqualifying it from consideration in the coffee can screeners. Anything I am missing out on? (btw, I didn't realise there was a sales median criteria on screener :) .. thx for letting me on this)
@@shankarnath I know it may cause a bit of exclusions that are borderline, I find it a bit helpful to put something like 9.8 or something for the median 😅 for a coffee can portfolio, it seems keeping it simple / painless helps (might cause a few exclusions but then again, we may need to spend more time to get it right to the tee)
@@roshannair2963 Thanks for letting me know. Your comment got me curious and for the last 20 mins, I've been looking at the sales growth of individual companies and matching them with the 10Y sales median. I went as high as 40% in terms of 10Y sales median growth and after manually looking at 20 companies .. I almost found a company which has 10 years of 10%+ sales growth. (Lancer Containers Lines Ltd is 10%+ in 9 out of 10 years). Anyways, as I said there are platform limitations .. and everyone will have their ways of circumventing that.
Loved the video .Excellent one Shankar, I've been your fan since watching you on ET Money. In get the sense that you have lesser restrictions here this being your own channel. Keep up the good work.
Great video... Each of your video, we get to learn new things and that has made me your fan... Following you from the ET Money TH-cam channel. Really happy to see your new channel. Wish you all the success in your new venture.
Hello Mr.Shankar, firstly congratulations for your own channel & thanks for it , was missing your videos on ETNow channel. Have learn a lot from your previous videos & this insightful coverage of Coffee Can concept is excellent as always. Am a avid fan of your presentation & like your unbiased approach. Please keep it up ..looking ahead for more such valuable content. All the Best 👍
Thank you very much for your kind appreciation, Minesh. Look forward to your continued patronage and feedback. Pls do share the Coffee Can video with your friends and help me grow this channel.
Hello Shankar Sir, Good to see your own channel. Had subscribed to ET NOW only because of you! Great going and all the best on growing this channel to new heights!
Very informative video sir, i have taken many screen shots , as it will help me when i will do stock analysis. Thanks ❤for making informative video sir, waiting ⏳for more videos. Editing is also good 👍👍
Very happy you liked it Jaskeerat. I've been watching your content on Instagram .. well done & congratulations on 250,000 followers on FinancialAdda IG
@Shankar Didn't realize it was your own channel till I read the comments. I am sure this will be a success as your content is very insightful and well packaged. Something I always look forward to watching. All the best! Just a feedback on this video - please also include the cons of Coffee Can investing..I recall reading that there have been periods and cases (depending on the methods used) where it has gone wrong as well.
Thank you for your kind appreciation, Vinay. Oh yes, like everything there are some cons with CCP. I highlighted a couple at the end. Honestly, I really didn't think of benefits and drawbacks when constructing this video & I think viewers will see that difference in these set of videos. I am trying out a format where my videos will give enough but not everything on a topic. I'll give resources, worksheets etc. which an interested viewer can lap up. It's a bit like leading a horse to the river .. but the horse needs to like the water aswell :) Rambling now, so I'll stop .. but hope you see what I'm hinting on. Thx for the suggestion though, definitely something CCP prospects should factor.
Great video sir , I have been following you since ET money educational videos . Your videos are awesome and different from others in the same segment. I am sure you will hit a million subscribers soon !!
10k, 100k, 1 million ... oh, that's some distance away but thank you very much for your good wishes. With support from you & others .. I'll surely give it a shot and continue my journey of simplifying finance & investing
My pleasure! Thank you Antony, glad you liked it. I really enjoyed putting this together and learnt a lot in the process. Pls do share this video over whatsapp & facebook with your friends and colleagues who appreciate financial learning. Thx!
Great to see the same quality content on your own channel Mr. Shankar. Keep it up! And judging by the Chelsea jacket, could your club also buy Ronaldo please? Thanks 😁
Hogwarts is under constant attack currently & Potter is trying to find his feet. It's going to be a difficult season, Ronaldo or not. Thanks for your good wishes, Anup. Will do my best!
Very informative (as always). Good to see you back Sir. One query, why don't we have any filter on Net profit growth or profit margins? There would be some business whose revenue has grown but profit may not have grown (with ROCE still above 15%) Also, is it okay to have businesses which has a net profit margin of just say 5% or below (asking as we don't apply any filter on margin but just ROCE).
Thank you very much, Ankur. Well, this coffee can methodology in its classical form was made a few decades back. Maybe sales growth can be taken as a proft growth proxy then. My guess is that ROCE plays the role of profit. Now, your question is valid - what if there is revenue growth but not profit growth? Ofcourse anything is possible but generally sales growth is difficult to happen without engaging more capital in the form of equity and debt to build more factories, property, machines, inventory etc. Which means, if ROCE has to be maintained over 15%, then even the EBITDA has to grow. I think its in this context, Mr. Kirby went with sales growth & ROCE as two unique but highly relevant metrics However, as I explained in the video, no one uses Coffee Can in its classical form. Everyone adds their own experience and preferences, so do go ahead and apply a profit filter to your screeners.
@@shankarnath Thanks a lot for the detailed response, really appreciate it. Agree with the color ROCE plays the part of profit here as only then business can grow.
What a wonderful video,
A deadly combination of knowledge, presentation & editing.
Thank you very much, Rishabh, Mandeep and LLA team. You guys showed the way on how production quality, storytelling & content works together .. looks like we turned out to be good students and are doing something right. ❤️ this appreciation! Am pinning it right away :)
Thanks LLA
I love your content sir 💕
Sir kabhi
Life insurance
Or health insurance
Pe full detail blog banye ❤️
I am here after you post on LLA community post
Just saw the labour law advisor's community post and came here and I don't regret it at all.. Loved it❤
Thank you Naman
I am building my portfolio based on this video. I read the book as well, but it doesn't has this masterclass. Now, I am confident enough to put my hard earned money with this approach. Hats-off to you Shankar. God bless you.
Glad you found it useful. Thanks for the appreciation!
Great to see you again on YT. All the best.
Thank you very much, Neeraj. It's like a 2nd innings for me, isn't it? :)
Appreciate the support and motivation you have given me over these last few months. I'll continue to look at your TH-cam channel for ideas, tips, strategies and production formats. Let's connect for lunch/dinner. Talk soon.
Superb! Top notch quality. Great job Shankar! Expecting more of such high quality content.
Thanks a ton, Sahil. Your endorsement is a big thing .. btw, I am loving your small cap series and somehow you are able to pick the most important value driver in those stocks. Well done to you and thank you for the support & kind words.
Boss I literally learned alot from you and now I’m very much excited for your journey in the content creation. You’re literally one the best teacher I look up to❤
I appreciate that! Thank you very much for your kind appreciation, Tejas
These 24k of shankar nath subscribers might be the most wise and well researched people in india
Thank you for the kind words, Tanmay
I can see how much efforts you have put in this 15 min video💯...hats off to you Shankar Sir☺
Thank you for the kind words, Swaraj. Oh yes, as a fast growing Instagramer .. I'm sure you realize it. Infact I was doing a time audit i.e. my time, videographer's time, editor's efforts, research, thumbnail, scripting, reviewing drafts etc. .. it came to almost 60 hours. 60 hours for a 15 min video! .. but that's the nature of the beast. Anyways, I'm happy the way the video has come out.
60 hours of your valuable time for educating the viewers.👏🏽👏🏽
Really missed you a lot.
For more than a year, you are one of the few, who constantly GUIDED me, in the complicated universe of personal Finance.
My sincere gratitude - for guiding this senior Nephrologist- in his pursuit of financial Literacy
Thank you for your kind appreciation & support, Dr. Mahanta.
Isn't there a nephrologist joke that goes something like "Dont worry. This too shall pass" :) .. well, I'm back now. Hope to be of service to you & everyone and help organize financial lives better.
+1 So glad Shankar sir is back!
My elder brother suggested me to listen to "Shankar Nath", and I ignored it earlier; After 3 months, I was revisiting our chat, and came across his advice and felt atleast I should listen.
And now I can say, the story telling, insights provided (authenticity) in his videos are awesome. I listen to most of them, but as we all do I follow my own intuition and logic while investing.
Also, the channel is mostly in English with some rare video in Hindi where one can get great insights. (So, overall it seems okay). Thank you for the free knowledge ☺️
Thanks to you and your big brother.. Glad you are finding the videos helpful
@@shankarnath :), thanks for all your hardwork, and using a neutral language without any noise (Calm and composed behaviour is really appreciated 👍). Best of luck and thank you once again, Shankar 🙏
Watching your videos on ET Money and now on your own channel has been a genuine delight. Thank you for starting your own channel! For an audience like mine, I appreciate you producing such thoroughly researched and educational videos. I want to see more videos like this in the future, so keep up the excellent job.
Btw, I have already subscribed your channel.
👍😉👏
Thank you very much, Mohit. Look forward to your continued patronage, appreciation and feedback
I too bought the book by Shri Saurab Mukherjee. Your Video made it very easy for the people. Thanks for your details with absolute clarity.
Most welcome. I believe anyone incl. you and me can create incredible wealth using a combination of such strategies across different situations. As I make more videos, a pattern is already emerging and my own investing framework is getting modified over time.
I received your video by default and liked it very much. I am a senior citizen and do not have time for coffee can investing but relate myself with your video. My brother invested 30 years back and moved to America and forgot about the investment, but was lucky to get few multibaggers. I would love to be associated with your channel for my future queries/guidance. Thanks.
Glad to have you on board, Mr. Sood. And thanks for sharing your experience
These videos are very well researched and well edited. Hats off to the amount of work put into this video! Looking forward to many such informational videos from this channel!
Thanks a ton! Glad you liked them
People like you bring trust n surity to investment for new age investors in very simple language.
I've been learning alot from you from 2021 n been invested in lot of recommended products.
Thanks Shankar Sir 🙏🏻♥️
I support you in this new TH-cam journey.
I appreciate that, Aryan! Do spread the word with your friends and family too. Wishing you the best.
All the best sir.. Starting here at about 3.5k subscribers. Exited to see this 1 year later
Thank you Ashim. Yeah, I left my job to become a TH-camr .. so it better turn out well an year from now :) I'm really excited, though & look fwd to your continued support in growing my channel within you friends circle & work connections.
Came here from LLA community post. Always loved your content and lucid presentation , Shankar Sir!
Wish you all the best!!💐
Thank you very much 🙌
I hav been a regular viewer of your videos on other channels. Today your own channels video came up on my yutube recommended, i felt delighted to see that !!! Congrats to u on start of ur own channel and very Best wishes !!! 👍👍👍
Thank you very much .. and welcome aboard!
I have been following you since ET money. As always you impart really valuable knowledge to us. Thanks a lot!
My pleasure! Thanks for your kind appreciation
Most underrated TH-cam channel for stock investing. Keep doing it we are here support you.
I appreciate that!
Congratulations Shankar !
For your own TH-cam channel.
Good wishes for future ❤️🙂.
Thank you very much, Atul
Excellent, thaught provoking. I just added net profit growth and stock returns in the screener. Also please note that most financial firms are out as their roe, roce are less generally, and debt is high, so they have to be included separately. You are doing great 👍
Thanks
That is new style to understand finance, it is totally different to others, I hope you make more video like this 😀
Glad you liked it. I'm try to use different cinematography and editing skills to spice up the content. It's a bit challenging when it comes to investing but what's life without a challenge! Thanks for your appreciation.
Shankar...good to see you back with videos !!
Thanks a ton! Its good to be back
Best wishes for new channel..soon it will reach millions subscribers (now 3k )
Thank you for your good wishes, Shankar. SIPing it for now, 1k at a time :)
Came here from LLA post.. Love your content.. Your presentation style is pleasant and easy to understand. Subscribed.
Welcome aboard!
@@shankarnath Thank you, sir ji. Usually by the time I find some gem of a channel, they would have posted hundreds of educational videos. On one hand, its a lot of knowledge to absorb. On the other hand, I might skim through and miss out on religiously looking at every single video.
I am glad that I found your channel in the initial days. I will be following your content closely and will be learning a lot from it.
@@calltobharath Thank you & happy learning to you
Hi Shankar..loving this channel and the quality content you are coming up with. Your USP has been your honesty when you once admitted to owning 50+ mutual funds at the beginning of your career. I could resonate with that and learning from one's mistakes
Thank you very much, Sandeep. I prefer to say what's on my mind. There are no guarantees in this business but I hope my own successes & mistakes can speed up others' learning curves and help them grow their wealth & organize their finances better over the years.
Appreciate the kind words .. and do spread the word over whatsapp, facebook & others with your friends and colleagues. Thx!
There was a coffee can portfolio in small case. But the manager has closed it for fresh investors.
There were 10 stocks in it and I had invested in them in Nov 2016.
Here are the stocks (all with equal weightage of 10%):
1. Relaxo Footwears
2. PC Jeweller
3. HDFC Bank
4. Axis Bank
5. Dr. Lal Pathlabs
6. Syngene International
7. Lupin
8. Amara Raja Batteries
9. Eclerx Services
10. Asian Paints
Thx for sharing. I'm not surprised it was closed. I mean, if the entire purpose of a coffee can list of stocks is to tell investors to buy these 10 stocks and sit tight for the next 10 years .. then it's unlikely a client would pay fund management fees over this entire period. The original advice has value but not the holding period.
Thanks Shankar for another wonderful video. One thing which I did not understand is - in the first part it is mentioned that coffee can should include potential multi baggers. But if we apply all these filters mentioned in the second part you will find that all these high quality companies will be already at a very high valuation and may not become a multi bagger.
Hello Sujith. Thank you for the appreciation
1. Think I said: a coffee can portfolio should have stocks that have a high probability of becoming multi-baggers. And per Mr. Kirby and as we studied in the video, these are stocks where the ROCE is over 15% and sales growth is 10%
2. I can understand where you are coming from. This valuation conundrum will always be there. But let's go back 10 years when Asian Paints was ~35,000 crores in market capitalization. It was already India's largest and Asia's third largest paint company. It had a 45% market share then and at a PE of 36, not only was it India's most expensive paints company, it was also the world's most expensive one. This might look easier to look at now, now that we know how the story has unfolded but this shows why current valuation becomes a slightly weaker variable when there is good sales, earnings and cashflow to back it up.
Infact, let me present a small example. A company is at a PE of 100. So expensive, yes it is. But now I say, this company is growing its sales/EPS at 50%. So per quick math - the PE for you (based on your acquisition of 100) comes down to 66 in year 2. By year 5, the PE is looking a lot healthy & a massive steal at 13.2 (i.e. 100 divided by 1.5^5). As an investor, this is the goal .. and the sales growth number lends support to valuation.
I'm not saying valuation is not important but when valuing companies - everything is i.e. valuation, sales growth, EPS growth, free cash flow, ROCE, industry, competitors etc.
Hope this helps.
@@shankarnath Thank you for this explanation. It helps.
I am really looking forward to some excellent content coming on this channel !!
More to come!
Fantastic work Shankar! Wonderfully explained the concept of Coffee Can Investing along with plenty of resources for investors to start their coffee can portfolio.
And many thanks for featuring me, hope it’s useful for people watching this.
Thank you very much Gurjot .. I wanted to capture & put everything in one place, hope the video has achieved that part
Thanks for your support through this process. It was very difficult for us to cut your 15 minutes of video down to 2.5 mins as there was so much there.
Sir it's great to have you here.
🙌
Congrats Sankar on your own channel and wish you success! Subscribed
Thank you very much, Krishnan
I made mine large garbage bin can
450 stocks
anthony waste is part of my portfolio to clean up the garbage..
Very informative video by the way..good work
Thank you 🙌
So nice to see you back
Great to be back. Thanks Shilpa
I have seen your video on ET✌️✌️✌️..Saw notification on LLA
Now waiting for great videos sir 🤘
Great 👍 .. welcome onboard
Came here after checking LLA post. Good luck on this journey 😊
Thank you
Was wondering your lack of presence in et money. Happy to see you again.
Thank you Arpan
Big fan of your content. Immediately subscribed. I hope your channel grows immensely. Best of luck.
Thank you very much Nikhil
Was waiting for your channel ! Welcome back and all the very best 😍😍, looking forward to your videos , missed your easy to understand explanations 😊
Thank you so much 😊
A well researched video with plenty of nuggets, as always - thanks Shankar!
Thanks Rhythm, wonderful to hear from you. Hope you are doing well.
Glad to see you having ur own channel, cheers
Thank you Shoaib. I hope it turns out the way I envisage it .. a destination for long-term everyday investors who are keen & committed to learn. (it's quite a mouthful mission statement :))
@@shankarnath I guess this had been long in the waiting, wishing all the success...
I think that screenshot was of my screener (and many other folks may think the same too)😄 btw sales median 10y on screener helps with the sales growth issue. Super glad to see you on your own channel Shankar , looking forward to see more quality content ! Do try focusing on smart beta blends next time , your analysis on ET was brilliant !
Thank you very much, Roshan.
Curious to know - how does Sales Median 10Y solve the problem?
For example - let's look at P&G Hygiene and Health Care Limited. It has a 10Y Sales Median of 9.2% (so very close to 10%) as per screener.in
Here's the annual sales growth for this company:
FY13: 29%
FY14: 22%
FY15: 14%
FY16: -3%
FY17: 2%
FY18: 6%
FY19: 20%
FY20: 2%
FY21: 19%
FY22: 4%
Now, we are seeking companies that have grown at 10% sales growth every year .. and per actual sales growth information, the company was below the 10% mark in 5 out of 10 years -- disqualifying it from consideration in the coffee can screeners.
Anything I am missing out on? (btw, I didn't realise there was a sales median criteria on screener :) .. thx for letting me on this)
@@shankarnath I know it may cause a bit of exclusions that are borderline, I find it a bit helpful to put something like 9.8 or something for the median 😅 for a coffee can portfolio, it seems keeping it simple / painless helps (might cause a few exclusions but then again, we may need to spend more time to get it right to the tee)
@@roshannair2963 Thanks for letting me know. Your comment got me curious and for the last 20 mins, I've been looking at the sales growth of individual companies and matching them with the 10Y sales median. I went as high as 40% in terms of 10Y sales median growth and after manually looking at 20 companies .. I almost found a company which has 10 years of 10%+ sales growth. (Lancer Containers Lines Ltd is 10%+ in 9 out of 10 years). Anyways, as I said there are platform limitations .. and everyone will have their ways of circumventing that.
Wow I saw your face sir in the video, and immediately pressed the subscribe button, glad your back
Thank you very much!
Loved the video .Excellent one Shankar, I've been your fan since watching you on ET Money. In get the sense that you have lesser restrictions here this being your own channel. Keep up the good work.
Thank you very much
Definitely next year will see u in millions subs sir💕
Thank you for your kind wishes, Rashab. Would love you have you are a prime contributor & supporter when the channel reaches a million
Great video... Each of your video, we get to learn new things and that has made me your fan... Following you from the ET Money TH-cam channel. Really happy to see your new channel. Wish you all the success in your new venture.
Thank you very much for your kind and encouraging words, Biplab. I'm delighted to have you onboard on my channel, welcome!
Happy to see you again... Thanks
Same here. Thank you!
Great Video Shankar 👍👌
Thanks 🙂
Trust me this channel will blow away & grow in subscribers
If he keep putting his efforts in making great content
🙌
Congratulations on Ur new TH-cam channel sir🎉, I'm Et Money Genuine member by watching Ur videos on Et Money channel.
Thank you very much, Vinay. Appreciate the kind words
Beautiful video Shankar.
And kudos to Rohith for the excellent editing. Keep up the good work 👏
Thanks a ton
Oh. Congrats on your own channel. Wisdom for us
Thank you so much 😀
Congratulations 🥳 for 10K subscribers sir 😊😊😊👍👍👍
Thank you so much Jaskeerat 😀. Apko bhi in advance .. for reaching 250k on Instagram
Impressive video on Coffee cane stock!
Thanks Shankar for sharing your great knowledge 🎉
My pleasure. Glad you found it informative 🙌
Great to see a great channel start dispensing invaluable knowledge
Thanks for your kind words, Anil
One of the finest videos I have come across to form a portfolio. Your videos are very helpful for everyone.
Happy to hear that, Ali .. and glad to play a small part in your financial journey.
Best wishes for your new channel... Always loved your content sir👍👍
Thanks a ton for your good wishes, Madan
Hello Mr.Shankar, firstly congratulations for your own channel & thanks for it , was missing your videos on ETNow channel.
Have learn a lot from your previous videos & this insightful coverage of Coffee Can concept is excellent as always.
Am a avid fan of your presentation & like your unbiased approach.
Please keep it up ..looking ahead for more such valuable content.
All the Best 👍
Thank you very much for your kind appreciation, Minesh. Look forward to your continued patronage and feedback. Pls do share the Coffee Can video with your friends and help me grow this channel.
Great value for time, keep posting such a wonderful content regularly
Thx, that's the plan!
boss have been following you from et money channel, you will do great as an independent channel 🥳
I appreciate that! Thank you Rajat
Hello Shankar Sir, Good to see your own channel.
Had subscribed to ET NOW only because of you!
Great going and all the best on growing this channel to new heights!
Thank you very much, Mitul. Great to have you onboard my channel.
Superb! and All the best to you! 👍
Thank you Tissy .. great to have you to my own channel
Thanks a lot for this valuable video. Can’t imagine these things are coming free !!!
Most welcome, thanks for the appreciation!
Best knowledge person you are sir
Keep counting .
Make vedio different sector wise better than hindi all retail investors know
Thank you very much
Huge potential to grow in TH-cam game . Waiting for new exciting meaningful content
🙌
Loving the channel, all the best 👍
Awesome, thank you Vishnu
Miss you on etmoney!Thanks to see you again.
Great to be back, Amar .. and continue our education journey!
Very informative video sir, i have taken many screen shots , as it will help me when i will do stock analysis. Thanks ❤for making informative video sir, waiting ⏳for more videos. Editing is also good 👍👍
Very happy you liked it Jaskeerat. I've been watching your content on Instagram .. well done & congratulations on 250,000 followers on FinancialAdda IG
@@shankarnath 😊😊😊🙏🙏🙏
@Shankar Didn't realize it was your own channel till I read the comments. I am sure this will be a success as your content is very insightful and well packaged. Something I always look forward to watching. All the best!
Just a feedback on this video - please also include the cons of Coffee Can investing..I recall reading that there have been periods and cases (depending on the methods used) where it has gone wrong as well.
Thank you for your kind appreciation, Vinay.
Oh yes, like everything there are some cons with CCP. I highlighted a couple at the end. Honestly, I really didn't think of benefits and drawbacks when constructing this video & I think viewers will see that difference in these set of videos. I am trying out a format where my videos will give enough but not everything on a topic. I'll give resources, worksheets etc. which an interested viewer can lap up. It's a bit like leading a horse to the river .. but the horse needs to like the water aswell :)
Rambling now, so I'll stop .. but hope you see what I'm hinting on. Thx for the suggestion though, definitely something CCP prospects should factor.
Great video sir , I have been following you since ET money educational videos . Your videos are awesome and different from others in the same segment. I am sure you will hit a million subscribers soon !!
10k, 100k, 1 million ... oh, that's some distance away but thank you very much for your good wishes. With support from you & others .. I'll surely give it a shot and continue my journey of simplifying finance & investing
Really Happy To See you again. I loved your informative videos, hope to get more here 😊❤️
Thanks so much! 😊
Great. Content of your video is topnotch
Glad you liked it
Superb explanation of the Coffee Can concept
Thank you so much, Neeraj. Glad you liked it 🙂
All the best for your new channel. Always loved your content and way of presentation. I am sure you will reach a massive subscriber base in no time
Thank you so much 🙂
Quality content 👍 Thanks for the detailed coverage on Coffee can investing 🙌
My pleasure! Thank you Antony, glad you liked it. I really enjoyed putting this together and learnt a lot in the process. Pls do share this video over whatsapp & facebook with your friends and colleagues who appreciate financial learning. Thx!
Great video.. cherry on the cake as you are too a Chelsea fan seems like!
Thank you very much. Go Blues!
This is high quality content. Thanks for sharing this knowledge Shankar.
Most welcome, Aditya
Thank you so much...
Great talk with real data...
Most welcome. Glad you found it useful
Very beautifully explained 👏...thanks Shankar
So nice of you. Thank you very much, Mahaboob Ali
Great explanation! Thx you LLA for recommending this channel, Looking forward to watching more useful videos on this channel.
🙌 Thanks
This channel is my coffee can find. Will grow to 500k subscribers in 12 months.
Thank you .. I'll toast to that (over filter coffee)
I heard a lot about you and all that is right keep it up sir. 👍
Many thanks. Hope you heard good things about me :)
Great video Sir 😊
Thanks!
What a wonderful video. Emanating from a selfless work. Thank you ❤
Most welcome and thank you for your kind appreciation
@@shankarnath 🙏😊
Huge fan sir. All the best 👍.
Thank you very much, Harikrishnan
Underrated channel ❤
Thank you!
Excellent again
Hope you are not spending too much time on editing
Quality too good
Content as always❤
Thank you!
Coffee can investment strategy well explained.
Thank you!
Your thumbnails are interesting 😊
Thanks!
Excellently worked out
Thank you very much :)
Absolutely Top notch analysis...
Thank you very much!
An excellent video Sir . Have to admit , am binge watching all your videos since I came to know of your channel. Thank you so much Sir.
So nice of you. Most welcome, I'm glad you like my work 🙌
Hats off to your hard work sir 👌🏻👌🏻
Thanks a ton, glad you liked it
Great to see the same quality content on your own channel Mr. Shankar. Keep it up! And judging by the Chelsea jacket, could your club also buy Ronaldo please? Thanks 😁
Hogwarts is under constant attack currently & Potter is trying to find his feet. It's going to be a difficult season, Ronaldo or not.
Thanks for your good wishes, Anup. Will do my best!
Very informative (as always). Good to see you back Sir. One query, why don't we have any filter on Net profit growth or profit margins? There would be some business whose revenue has grown but profit may not have grown (with ROCE still above 15%) Also, is it okay to have businesses which has a net profit margin of just say 5% or below (asking as we don't apply any filter on margin but just ROCE).
Thank you very much, Ankur. Well, this coffee can methodology in its classical form was made a few decades back. Maybe sales growth can be taken as a proft growth proxy then. My guess is that ROCE plays the role of profit.
Now, your question is valid - what if there is revenue growth but not profit growth? Ofcourse anything is possible but generally sales growth is difficult to happen without engaging more capital in the form of equity and debt to build more factories, property, machines, inventory etc. Which means, if ROCE has to be maintained over 15%, then even the EBITDA has to grow. I think its in this context, Mr. Kirby went with sales growth & ROCE as two unique but highly relevant metrics
However, as I explained in the video, no one uses Coffee Can in its classical form. Everyone adds their own experience and preferences, so do go ahead and apply a profit filter to your screeners.
@@shankarnath Thanks a lot for the detailed response, really appreciate it. Agree with the color ROCE plays the part of profit here as only then business can grow.
Superb Shankar Sir nice analysis
Thank you very much, Jacob
Really appreciate your hardwork!!!...thank you
So nice of you. Most welcome
Very good information and analysis.. thanks for your efforts 🙂.. hats off to you..
Thank you very much
Good to see your channel
🙌