Multibagger Approach to Investing by Siddhartha Bhaiya, Fund Manager - Aequitas PMS

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  • เผยแพร่เมื่อ 27 พ.ย. 2024
  • We at PMS Bazaar opine that it is prudent for the investors to connect with Portfolio Managers. In order to boost the knowledge, morale and confidence of every investor, PMS Bazaar conducts webinar series periodically and in this series, we have covered a topic
    " Multibagger Approach to Investing "
    Mr. Siddhartha Bhaiya, Managing Director & Fund Manager - Aequitas Investment Consultancy Pvt. Ltd. shared their presentation on " Multibagger Approach to Investing "
    Mr. Sivaram - Head - Client Relation - PMSBazaar moderated the webinar.
    It was overwhelming response and Webinar created an opportunity to interact with the experienced investment experts.
    Speakers Profile:
    Siddhartha a qualified Chartered Accountant is the driving force behind Aequitas & has over 13 years of experience into Equity research and Equity Fund Management. Siddhartha started his career as a Research Analyst with Sushil Finance and has worked with Strat cap Securities. Principal PNB AMC & Reliance Capital Asset Management (RCAM)
    #siddharthabhaiya #aequitas #pmsbazaar #multibagger #portfoliomanagers #webinar #portfoliomanagementservices #PMS #AIF #pallavarajan #aequitaspms #aif #aequitasinvestmentconsultancy
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ความคิดเห็น • 27

  • @mathewseapen7000
    @mathewseapen7000 2 ปีที่แล้ว +3

    This man knows his business very well. Having his own set of investing rules. Has already proved his metal. Good vdo. Thankyou PMS

  • @badrivenkata6694
    @badrivenkata6694 2 ปีที่แล้ว

    Buy sector leaders which have long structural growth when market Havent reliased it's true potential u will end up getting good value + growth combination without worrying about exit ..

  • @vikrantdeshmukh8189
    @vikrantdeshmukh8189 3 ปีที่แล้ว +3

    Great talk.he is very confident.

  • @prastutrecipe806
    @prastutrecipe806 2 ปีที่แล้ว

    GOOD INSIGHT!

  • @Arihant997
    @Arihant997 3 ปีที่แล้ว +2

    If it was so simple..everyone would be rolling in money 💰....

  • @bipulkumardeka2239
    @bipulkumardeka2239 3 ปีที่แล้ว +1

    Great👍

  • @rishi3362
    @rishi3362 3 ปีที่แล้ว

    Bhai. Agar PE 60 hai theek hai. What if the company commands 20% profit growth for the next few years. And it has decent ROCE of about 30%. Why shudnt the company command a high PE

    • @rajeshaaidu
      @rajeshaaidu 2 ปีที่แล้ว

      It is like you are comparing features of Ferari with Ashok Leyland Truck😅🤣😂
      Both are completely different with different uses!

    • @arkay5004
      @arkay5004 2 ปีที่แล้ว +1

      Saurabh Mukherjea will certainly underperform over the next few years. Just watch. Pricing power won't increase the bottom line anymore, but will just maintain the bottom line now.
      Because it's easier to talk about 20% growth in hindsight. Plus, you're just assuming that the best case scenario will take place. It's quite difficult to make such precise predictions into the future for most people. Even Jhunjhunwala relies on a wide range of growth assumptions, rather than assuming the best.

    • @OmPom-h9o
      @OmPom-h9o 2 หลายเดือนก่อน

      ​@@arkay5004 Arka maan gaye

    • @arkay5004
      @arkay5004 2 หลายเดือนก่อน

      @@OmPom-h9o guru, hum toh sirf basic logic bata rahe hai. Aaj returns nahi ban rahe toh log Saurabh ko gaali de rahe - tab Saurabh return de raha tha toh logon ne "god of investing" bana diya. Har cycle mein aise guru banenge aur girenge - basic logic sahi rehna chahiye bas.

  • @pankaj5080
    @pankaj5080 2 ปีที่แล้ว

    chacha itna confidence mein hai ki kya bole...

  • @KC-ge2ui
    @KC-ge2ui 3 ปีที่แล้ว +8

    Asian Paints and Pidilite are far greater in quality than L&T and Tata Steel.

    • @rajeshaaidu
      @rajeshaaidu 2 ปีที่แล้ว

      Can you tell same thing about Sirca paints and HP Adhesive today?
      It is all hindsight bias what u are telling! Tata and L&T were big name even when asian paint and pidilite were starting.

    • @KC-ge2ui
      @KC-ge2ui 2 ปีที่แล้ว

      @@rajeshaaidu - Nope. Tata Steel and L&T don't have any free cash flow. I'm not speculating here, simply stating facts.

    • @DiabloNemes
      @DiabloNemes ปีที่แล้ว

      @@rajeshaaiduhe is speaking about Tata steel not tata…any Tata steel is cyclical

  • @rishi3362
    @rishi3362 3 ปีที่แล้ว +4

    After listening to people like Saurabh Mukharjea these people sound pretty ordinary and living beyond expiry dates.

    • @vishalbhadre178
      @vishalbhadre178 2 ปีที่แล้ว +6

      Saurabh is a good story teller

    • @ggara1377
      @ggara1377 2 ปีที่แล้ว +5

      @@vishalbhadre178 he is marketing manager for asian paints.😀

    • @deveshkhandelwal
      @deveshkhandelwal ปีที่แล้ว +4

      Saurabh mukherjea is a salesman
      Not a investor , marcellus has performed terribly over four years .

    • @LakshayBussi
      @LakshayBussi 10 หลายเดือนก่อน +2

      Marcellus and saurabh are terrible. This guy is practical. Saurabh could not even follow what he preached in his books and could not make his investors wealthy in 2023

    • @arkay5004
      @arkay5004 2 หลายเดือนก่อน

      @@rishi3362 lol, how is it going now mate?

  • @sureshvarma6692
    @sureshvarma6692 3 ปีที่แล้ว +4

    greedy man ..sab ko khade me dalega

  • @adityaagrawal4388
    @adityaagrawal4388 2 ปีที่แล้ว

    K ki baat karo bakchodi nahee....

  • @sanjaykale6235
    @sanjaykale6235 3 ปีที่แล้ว +4

    Very rough and overconfodent man..all water..and no content..he will be taken to cleaners