Uncovering Smallcap Investing Secrets | 🎙THE SOIC PODCAST 🎧
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- เผยแพร่เมื่อ 23 ม.ค. 2024
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Key learnings:
1. Look for Variant perception.
2. Look for top5 wealth makers and what their entrepreneurs did to reach at these scale.
3. Don't be any sector agnostic . Try to learn the value chain of the sector. Then take the call.
4. Try to look for proxies of the main theme. They usually start giving the returns after one year from original theme but can last more than the original themes. In this way we can play cyclical sectors.
5. Again focus on portfolio allocation is more important. In ishmohit sir words "Allocation is khas, baki sab bakwas".
Q
Fantastic summary
But for the retail investors it is not possible to directly connect with the promoters of the company and we have to rely on the marketing gimmicks and the news
What do you think about that?
Do you have any varient perception idea?
Also, try to get rid of biases that an investor can have
6. No Baggages
Yes paaji eagerly waiting for your smallcase to invest in, Vote who else want smallcase!!
"Paaji" is an offensive word. Kindly be respectful. Be an Indian first.
@@-doctor_ji i am using that term in a honorable manner and Ishmohit sir itself not complaining anything about it.The day when he say not to use that term,i will stop using that term
We don't have a small case at the moment. We will update if we do so
@@-doctor_jiPaaji in punjabi means big brother, it is no way offensive.
@@-doctor_jiaap ka damag thik nhi he..koi dusre doctorji ko dikhaye..khud ki dawa khud na le..kyuki aap asantulit he
Key learning - Proxy players provide ample time as well as comfort to buy,add and sell because they provide time to track underlying theme/sector and to bet accordingly.Bulb on moment✨
Surya roshni
Electrosteel casting
Maiden Forging
Tarachand
universal cable
Lykis
Bizotec
Bajaj consumer
snowman logistic
Ajmera
Agarwal industries
all are undervalued and has scope of eps growth and pe expansion ......potential multibaggers - even in some case promoter is buying heavily
Agarwal industries bhot equity dilute kar raha ha
Patience & Understanding of business ❤
क्या गजब की पॉडकास्ट है बहुत बहुत शानदार बहुत बहुत बेहतरीन कम से कम 2 से 3 घंटे की होनी चाहिए थी😊 बहुत बढ़िया मोहित सर
Waiting for episode 2 of SOIC podcast!!
We appreciate your patience and trust in us 😃. We hope to continue adding value to your investing journey. 🤞
Please continue such podcasts in future as well ❤
We deeply appreciate your ongoing support. We're delighted to contribute to your investing journey and look forward to being a part of your continued growth. 😊🌟
Best video I have ever seen..... I am fascinated by Arvind kothari... He is full of knowledge
We're glad to know you're enjoying learning from our content. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝
Superb, you people are doing a wonderful job. It's really great to watch your videos on a regular basis.
Simply Superb.
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Thanks for doing in English ishmohit sir.. Love from Tamilnadu ❤
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Yes paaji we want more such podcast in the future and if possible then even whole series would be much better.
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Excellent Discussion for doing in English Ishmohit Ji.. Love from Tamilnadu ❤
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Thanks Ishmohit, great choice of the first guest. Arvind, loved your chat during IAS as well!
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Nice one, Paaji. By the way if you put a small discussion about some topics like how to calculate the change in book value of any share if it is amalgamated with others (like Tata Steel) or how should one apply as well as be cautious about the price range of any stock if that company declares for right issues (like Grasim), I think a lot of retail investors will be fundamentally aware of it. You may make short videos on SOIC clips or may do some other formats. Actually I am thrilled to learn concepts from you and I am applogizatic if unknowingly I am giving suggestions to you.
superb podcast
thanks to Ishmohit Sir and Arvind Sir for such an insightful talk. As Ishmohit Sir has always said...learn learn and learn....Even Arvind Sir with 20 years of experience is still talking about learning from other people....
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Very very informative. Thankyou so much. Highly appreciated. ❤
You are so welcome!
Thanks for valuable podcast
Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝
Thanks SOIC for an interesting video. Identifying future business and scaling up volumes pays at some time as a blessing.Global situation and Govt policies plays a trigger. Please throw light on proxy companies to Rail,Defence ,EMS ,Solar power businesses etc
Please refer this video;
th-cam.com/video/s6DpahFK51M/w-d-xo.html
Thank you for sharing all the knowledge sir. Just one observation there is very less excitement in the mega caps especially the financial mega caps. And this is across videos across various channels.
Loved this session.. Insightful learning🙏
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Thanks for such a wonderful discussion ❤
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"Dost mereko aisi company chahiye jaha a lot could go wrong but the point is how much money I make. I am in the market to lose 30-40-50% if I am wrong but to make 4X, 5X when I am right." Profound.
Dhanayavada...
Thank you for doing so much effort. Wonderful video
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Really enjoyed a lot listening to this wonderful session... Lots of insights... Love these sessions 🤩
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Excellent work bro❤❤❤love your dedication and knowledge❤❤❤waiting for another session
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Very insightful sir thanks a lot❤
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Amazing podcast 👍
Love your work Ishmohit 🙌🙏
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Wonderful podcast...Thanks to Aravind Sir for his talk
We're glad to know you found this podcast with Mr. Arvind Kothari informative. There's a lot to learn from an investor like him.
We hope to bring you more content like this in the future and look forward to adding value to your investing journey.
What a great learning from the podcast 👍
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One of the best video of soic. Thanks to u first. Thanks arvind sir. I got lot of new thinking method. This boosted me❤❤❤
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Great fan of you Ishmohit ji and tribe member . One suggestion can be usage of lenses . You can go little close which will give more professional look. Instead of from hip close lenses to show from chest level gives more professional look. Otherwise great learning and great initiatives . Looking for more
need more of these, well done thanks
Thanks, will do!
I am learning more from ur channel thank you from TN
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First of all congratulations to Great initiative ishmohit sir...
Speechless emotion with this podcast ...great learning experience sir. Thanks both of you
Key learning
1.waree like business who is not taking outer side debt they sell their entities to raise fund with 20 people of the same people working.
2. Where is the next themes will do great.
Etc
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Thank you for the amazing podcast. Look forward to more... #LoveRespectFromKanpur
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@@SOICfinance ♥
This podcast is the goldmine..
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Excellent podcast..
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Great guidelines
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You have the best content in terms of fundamentals regarding stock market ❤
Just want to know if i should try and learn technical analysis also or only fundamentals is enough ?
Technical will help u in position sizing and exit framework
We have very detailed videos on Technicals on our channel :)
Do watch!
@@market_learner27 position sizing means ?
Just Awesome ❤
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Is the episode available in audio form at spotify?
Great start, wonderful., one advise, pls try keep your self in same screen , instead of split screen, your facial reactions on the guests view will create more interest . Clone some general popular Indian podcasts .
How to identify/reas value chain please suggest
Fantastic video. ❤
We're happy to hear that our content is helping you learn. We appreciate you viewing our videos. 😃 We wish to keep enriching your investing experience. 🤝
It sounds all rainbows and roses. But how to actually go about doing this scuttlebut investing? Retail investors often have a full time job and are trying to generate wealth by investing the money from their primary job. Is it even possible for non full-time retail investors to get into such depths of scuttlebutt investing? Who to actually talk to? What sources are relatively trustworthy,which aren't? Can we really go and visit factories of such entrepreneurs? Please do a video on the nitty gritties of this investing method.
This method is purely meant for full time investors and not for part time ones. For part time investors digital scuttlebutt is the only option other than that none. Digital Scuttlebutt like any fraud, money bytes news, not walking the talk, etc
For retail investors it is best to have a technical based exit framework. For this I would refer you to read "How to make money in stocks" by William O Niel
Think you
I enjoyed the entire podcast❤
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Great 👍
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Part2 plzz❤❤
Key learning is allocation and bet big on where your conviction is more learn and willing to work hard
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Nice efforts.....🙏
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Good podcast. Keep it up. It will be good if you add summary of learnings at the end in your own words 🎉
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Market always surprises you so "Be humble" was the key learning
Waited so long for SOIC Podcast.
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Good evening sir
Very good self less effort, please keep it up, next on micro cap please 🎉
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What a guy! Loved it
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I don't know what to say Ishmohit sir..But thanks a lot for bringing Arvind sir on this amazing podcast which full of enriching insights, wisdom 😊
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Loved it
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Jo chalta nahi wohi chalega - time for logistics and shipping??
Thanks for doing video in English 😊
The line that hit me hard was
"Having that god-like image, that boss I know that these 15 companies are clean, baki sare chor hai"
Kindly Start a Smallcase for the retail community.
We don't have a small case at the moment. We will update if we do so
Hi Sirji, where we can find analysis, research reports from Niveshaya or any other good analysis, research reports
His friend who is still holding that stock which is about 68% of his networth is Rain Industries and it's on inflection point now
Intresing Podcast on capital good and Infrastructure theme
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Paaji,podcast was🔥
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How to find theme?
Waree abhi le sakte hai ky
First view.... And best of luck to both of you
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Very knowledgeable video paaji 💖💖
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Please give timestamp
May please invite Dr. Prashant mishra sir. Genious man for small caps.
Paaji would love to see an analysis coming from your side on ethos watches
We appreciate your suggestion. We'll definitely try to take them up for our future content. 🤝😃 Thank you for choosing to study with SOIC.
When will this be available on Spotify?
Soon this will be available on Spotify.
More such podcasts sir❤
We deeply appreciate your ongoing support. We're delighted to contribute to your investing journey and look forward to being a part of your continued growth. 😊🌟
Great session with Arvind. Btw which is the unlisted steel tube company?
Thankyou for your appreciation. Answer is: Sambhv pipes
@@SOICfinance Thank you, is there a way for small retailers to invest in it now?
Rough Notes for Personal Reference
Part 1
What is Scuttlebutt way of Investing
- Management, stores, vendors
- understand entrepreneur
- finding moat of commodity boring business- scale
- lean business - less fixed cost in salary interest
- good capital structure
- waree renewable- selling solar panel at scale- high pat due to lean business- Himansu sold other business to scale up solar business but didn't take loans- de leverage
- Ethos- luxury watch is like wealth management. Wealth people maintain collection - field people meet them and throw parties and events+ with more liquidity in market Luxury goods will grow
Part 2
Small cap >> Large cap
New trends will always be small cap
Observe normal people to identify trends
Proxy investing
Identifying trends risky- whatif doesn't take off for 1-2 years
However proxies perform 3-4 quarters after main industry
Reason- existing stock will be utilised first. Then supply chain will be tapped.
Also proxy trends continue 3-4 quarters after the main trend subsides
So you get time to confirm your entry. Also a quarter to confirm your exit
Understanding value chain and supply chain- gives an idea about how big the opportunity or rerating really is
Understanding the aspirations of the enterpreneur
Attends all global events related to the industry
Reads journals related to that industry
Accurately sums up the opportunity
Market rewards more to business with single Focus rather backward and forward integration. As there are too many moving parts to handle and each of these businesses come with their own cycles.
To be rewarded in market you need to be phenomenal in your business and that hard when you have too much to handle
Also it would need lot of capex which can dilute capital or take loans-
Themes in india
Due large inflow of money in india and raising capital in ipos
- luxury goods
- capital goods
- real estate construction
Not carrying emotional baggage of past experiences
Stay grounded and do the right thing
Guest ka Twitter? Link
Lloyds Luxurious 😃
I like the part when Arvind sir gave little insight about AAC block..New insight for me
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Also pls write the name of the guest on the title of the video for future ref, and more reach of the video
Best
Which companies mfg the Aluminium Form sheets for the building construction industry? Anyone?
Technocraft
@@SOICfinance Thankyou 🙏
is it in his portfolio aditya vision have
👌keep it up
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Ishmohit the Saviour📈🙏
Thank you for choosing SOIC. We're happy to know that our content adds value to your investing journey. Happy learning! 😃🖐️
I wish to see SOIC small case..
We don't have a small case at the moment. We will update if we do so
@@SOICfinance Thank you
@soic a video on Himadri chemical please.
We appreciate your suggestions. We'll keep them in mind for our future content. 😃 We hope to continue adding value to your investing journey. 🤞
Shukra huzur ❤
Hell yes!
Kitna cost lgega
Pls small case 😍
We don't have a small case at the moment. We will update if we do so
@@SOICfinance bhaiya Rail stocks ke upar kripeya video banaiye 🙏🏻
🎉🎉🎉
👍👍👍
❤
❤❤❤
Shunt resistant?
Shivalik Bimetal company