--- 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 ---
Hi, sir I am subscriber of your TH-cam channel since adani issue.. I am 26 year old from Gujarat and pratice as Accountant and Tax Consultant.. Sir,PLEASE Review my portfolio, I have 10 stocks, after watching your videos i down it to 5 stock please suggest which 5 I kept SBI, Map my india, BLS INTERNATIONAL, Tata ElX., Triveni Engineering, Amber enterprise, Emudhra, AB capital , Ambuja Cement, Emami.
Pranam sir, upne MRF ke liye bola he ki PE expansion me Paisa bana he. Too mere ko ek textile brand company jiska PE =7.35 , Seles growth=8(3 year) profit growth=53(3 year) ROE=22.9 ROCE=21.4 MRF se kayi Guna bahetar stock dikh raha he. Too isme portfolio ka 15% holding bana sakte he???upko kaya lagta he?? Please please please bataye sir 🙏 ♥️
Hello Basant Sir, Few Days ago as you told in video that You had advised a lady to sell her house worth Rs 1.6 crore and make a fixed deposit, but if we take into account, 1) 20% Long term capital gain tax on sale of the house, 2) The increase in property valuation with Time. 3) The income tax to be pay on interest Income from FD every year. 4) The inflation rate which always beats the FD interest rates in India. 5) Possibility of investing rental income in equity to create wealth. 6) The social status and stability in life comes with the Property. With all due respect Sir, Considering above facts, don’t you think keeping residential property is better option than FD. Sir Please Ans., Thank You
Sir, A subscriber to your small case. I am a CA by profession. I look after my dad's steel factory company. I have been given responsibility of managing finance of our company . Please recommend 3 things that I should do to manage finance of our company and family efficiently
One of the reasons for PE expansion for MRF from 2011 onwards is its OPM expansion from 8% to as high as 22% in 2016 and then consitent decline to current level of 13%. So PE expended till 20s and then came back to less than 10. From Covid again Margins expended from 14% to 18% so PE expended to as high as 60s and came back to 30s later (on decline of margins to 10%).
Excellent 2 min Analysis of MRF, Hats off 🙏. Haven't heard anyone speaking so authoritatively, Your Amalgamation of knowledge and experience is incomparable. Waiting for a 2 min Analysis of Affle India, if you find time.
Sirji, you have more than 3 decades of experience in stock market n you must knows many interesting stories to tell us like wipro investors..there is village called Amalner near dhulia in maharashtra many crorepatis ..read on internet...to make more interesting discussion pls keep adding ..kaise koi Raja bana kaise Rank..😊 ❤❤❤❤
Topic:-NEWS & Bill Ackmen Question:-Sir aap Bill Ackmen ko kaise follow karte hai or kaha se padte hai unke bare me , and app daily apni life me kaise news collect karte hai ?
Basant sir, Google ne aapki baat soonli. Ab ads aapke "Next question lete hai" pe aane lage hai 😆. Sir your education is simply priceless, may god bless you & your family ❤🙏🏼
Hello sir. I am 27 years old. I have been watching your videos from the beginning. Learnt a lot. My grandfather has subscribed to your BM focused smallcap today.I handle my grandfather’s account. Initially I invested 5 lacs. Want to invest 20 30 lacs more in the next month. After that for monthly investments should I do that in a SIP format or do lumpsum whenever there is a fall. I do monthly option selling strategies with a target of 2-3 percent per month. One thing I noticed after subscribing to your smallcase that you have given hints of some stocks here and there in your videos. Other advisors generally don’t do that. For people demanding free stock recommendations from you, if they watch your videos regularly they cab easily buy some of your smallcase stocks.
BM SIR AAJ APPKA ENERGY LEVEL EKDAM HIGH THA DEKHKAR KHUSHI HUI.,..SIR AAP JO APNE LIFE KE EXPERIENCES BATATE HAIN UNHE SUNKAR MAJA BHI AATA HAI AUR SIKHNE KO BHI BAHUT KUCHCH MILATA HAI........AAJ APANE EKDAM VIRENDER SAHVAG KI TARAH BATTING KI....AB LAG RAHA HAI YE CHANNEL BAND NAHI HOGA.🎉🎉
Sir its great to hear GUWAHATIs name from you. You said it right, Ethnic Assamese people are majorly risk averse and baring few a handful are into business. Business is mostly dominated by MADWADIS in NORTH EAST but now few local people are also coming up. Can you kindly do a 2 min analysis on VENUS PIPES.
Sir Kudos for general awareness of people and small investors, by giving your kind informative correct way to invest in this market, I am watching in many stocks that sellers are huge in numbers and buyers are very few even then price of those is stocks is rising like Avantel Mazagon dock etc. how this is possible? please explain. Ajay Rajasthan
Hello BM Sir, Easy one for you 😂🙏 PE - 17.2, Mkt cap - 2111 Cr, ROE - 28%, OPM - 21% The company merged with parent foreign entity. EPS dropped 28 to 13 last quarter. I understand this because number of shares increased. Please analyze and advise, shall I continue to hold. Stock name Expleo Solution 😊🙏 Thanks ahead.
Hello Sir, what are your views on KPIT and Persistant system ? Are they good stocks for 3-5 years time period ? Also, if you can do 2 mins analysis of Mrs. Bector. Thanks
प्रणाम Basant Sir , please explain pros and cons of BITCOIN system(only 21 million)and pros and cons current value exchange system(can print unlimited money)????? if bitcoin become main currency then how govt. will manage inflaction ?
Sir, My request is not to stop your youtube videos. Because whatever you share, like your knowledge, your travel, your experience on market is really priceless. About Others youtubers, either thay don't know about market or try to manipulate the market. Kindly Ignore those who troll you.
Sir apka birthday aur 1 aar ya paar stock.. Waiting for that day.. I will invest a big chunk.. Risk will be mine.. Stock with line Risk hai toh ishq hai❤
Sir, please take this question for entertainment I am a subscriber to BM small cap and BM vision .. initial capital ;invested 25lac and then planning to invest 1.5lac per month for 10 years .. kya retirement le sakta huun ? [YE MAT PADHIYE -- Expecting 6.5 cr @20% returns over 10 years .sirf Haan bol dijiye Samaj jaunga :-) ]
Sir, I am TPSingh from Delhi. You really very man in the TH-cam community. Thank you very much for such a great knowledge. On Request, can you please analyse RBA
Namskar Sir, The Thoughtful Investor- Page no 61 Last paragraph "As macro-observer one has to wait for the asset to make the first move and then jump rather than jump in and then hope for the asset to make move" Question: If thing is clear then we have to pay price of clarity. Please discuss this with today's scenario?? Thank you...🤝🤝🤝🤝🤝💗💗💗👏👏👏🤝🤝🤝
Sir हम कैसे समझेंगे की PE कब expansion करेगा और किस टाइप के स्टॉक का PE expansion करता है। आप किसी स्टॉक को देखकर कैसे समझ जाते है की इसका PE EXPANSION होगा की नही
Please sir take my question....i have been posting this question from last 10-15 days 🙏🙏Hello sir, I am CA by qualification. I have been accumulating Map My India (C.E. info sol) for the last few months. Initially at Rs 1510, continuously averaging up (now at 1750, with 10 lacs invested). Can you please make 2 mins analysis and provide your view for long term investment. Thanks a lot for taking up my question.🙏
Gud evening Sir Hope u r fine. wat shud we prefer in fmcg Britannia Hul Marico Dabur Tata consumer products. Which share I shud hold for 15 yrs This is my continuous question back to back Sir.
Basant Sir if possible do a 2 minute analysis of Taparia tools with a mcap of 4.5cr and dividend yield of 1111% . Kuch to locha hai isme aur ye normal trade bhi nahi Hota. You can't buy also. Y SEBI do no ban these type of companies...??? Please do take this question.... Thanks in Advance
MRF का १० साल पहलेका PE calculation मे आपने Profit double हुआ उसका consider किया, तो PE 6 नही 12 होना चाहिए था क्योंकि earnings half थी। Is this understanding correct?
Hello Basant ji, While analysing and interpreting quarterly result nos. which single or combination of growth nos. is/are most important and what weightage should be given among them for considering investment decision ? Revenue growth or Operating Profit Margin growth or Net Profit Margin growth or Operating Cash Flow growth or free cash flow growth or EPS growth or Reserves/surplus or retained earning ? How do I know if quarter no is good? Is it should be based on QoQ growth or YoY growth or both while analysing quarterly result? Pls explain. Thank you.
9:25 And sir when I had vedanta I bought more when he wanted to delist for pennies . I saw the market didn't leave him do that and I sold it for 3× and it also strengthened my confidence in market
Sir, Manish Sethia here. Great admirer of yours. Noticed your left palm. Some observations: 1. You seem to have co joined heart, head and life line which makes you very practical, intelligent and well read. However, it also makes you less tactful in emotional matters. 2. Great fate and sun line. This reflects in your stupendous success and fame. 3. Good straight fingers, long thumb and long mercury finger with well developed mounts. This reflects your will power, leadership skills, communication and organising ability plus overall magnetic personality. 4. Clean palm with few lines. Less hurdles and hassles in life path. You have a one in a million hand. Your birth chart will cross validate these observations. You must be having one or more Maha yoga.
Basant ji, I'm addicted to ur videos and love ur content. I need to know and understand difference between Book Value & Equity. I know that Book value is equal difference between a company's total assets and total liabilities. And as per accounting equation, Equity = Assets - Liabilities. Then what differentiates between them theoretically and mathematically ? Pls Lakkhi halwai ke example se both these terms ke concepts and inke difference ko explain kariye. Thanks in advance.
Sir. I have already subscribed liking and commenting your videos. But will never and cant troll you as you are like elder brother figure to me. Thank you for your commitment and knowledge sharing 🙏
Sir page no.323 Thoughtful investor. 3rd paragraph. With banks it is not such a bad idea to switch from hdfc to second tier like indusind and axis when there is pain in industry. In next lines it seems contradictory. Please explain.
Hi Basant Sir, can we buy a syock with negative RoE and what is reason of negative RoE and can a negative RoE have any chance to improve its RoE to positive. Thanks 🙏🙏🙏
Basant ji, I have 2 questions. 1. How does QIP affects market price of a stock? 2. Equitas small finance bank has 0% promotors’ holdings. Is that a good sign? Kindly advise. Regards
Hello Sir, love and respect from Kolkata! My query is, if I want to build a smallcap only portfolio, should i stick to a handful of stocks or get 10+ stocks to mitigate the risk ?
Guru ji Salam from kashmir , I am saving money to invest in BM small case for long term ..hope to see you someday somewhere walking again on the banks of Dal lake
TH-cam channel named SOIC recommended list of five indian investors to follow... Although they didn't include you but glad to know that many comments were recommending your name... 😅
Yeah PE expansion is the major contributor for returns as earning always hovers around 15- 20 even for great industries over long term.. So the moral is to catch them when they are young.. Less than 10 PE 🤩💯
Sir listening to MRF it reminded me a news today about bigger price shares to be traded in fractions. If it happens how much would be the impact on these shares?
Dont u think ev is suicide for automobile sector becoz they have invest more for the same growth means if u launch ev bike or car people not start buying more vechicles just becoz ev..growth will be same but u have to invest more and competition also increased in ev tht was not in ice engines
MRF growth in last 10 years 10 times. Balakrishna tyres in last 10 years 20 times. US has risk capital for innovation because $ are printed free of cost. Is there any chance of Indian pharma industry to grow via innovation rather than contract manufacturing.
Sir Deepak from Chandigarh, Pls do 2 minutes analysis on Gold. From 2003 to 2023 Gold gives approx 12 times return, if we assume same return for next 20 years Gold rates should be around 6 Lac per 10grm. Is it possible?? What's your take on this.
Basant Sir, thanks for taking my question, as you said single stock is too much risk, so can i buy KOTAK , HDFC and SGB(GOLD) in place of land in equal percentage. These three looks cheapest and safest because i have everything invested in Smallcap.
Hello Basant Sir, We loved our explanation of stock price and EPS with husband and wife going for a walk analogy. Can you add PE to this equation and explain us the concept/importance of PE? Regards,Sankalp Rao
Hi Basant sir, Sumit this side. Can I target 18% in 10 years with a portfolio that includes Bajaj Finance, CDSL, Campus, DIVIS, DMART, Godrej Properties, Jubilant Food, Kotak, LTIM, SRF, Titan, and Ultratech. By the way, me and my father really love your videos, haathi and halvai are favorites! Thank you.
Hello Basant ji. I am from kolkata. My name is Sucheta Das. I am a subscriber in your focus small cap. I have some berger paints shares. What is the future of this shares?sell it or hold it?
Basant ji Namaskar!! 🙏 We hear and read that merger of HDFC has negative impact on margins of HDFC Bank but normally you prefer & suggest that housing finance companies are more efficient than banks... can you please explain if this negative impact is HDFC specific? - Thanks Ajai Singh
Basant ji pls make 2 minutes analysis on polycab and finolex cables....I have exposure in both the stocks...I want to cut one stock and keep the best one Venkatesh elluru
What you said abt MRF is true...no where in the world TIRE company had made money for investors...be it Michelin, Bridgestone, continental tire company...but sir India me exception hai. BALKRISHNA AND MRF... agar sir MRF mein growth utni nahi thi to uska P/E 7 se 35 kyu hua..uska logic kya deta hai MARKET ..?
Hi Basant Sir, Jitne IPO's bull run mein aate hai utne attempt ho gaye for my question to be taken. Jokes aside I found 2 companies Cupid and Expleo solutions fundamentally attractive but while reading concall found promoter exiting in both so dropped investing in both. Want to know ur view on how to deal with promoter exit situations?
Sir Google translate app use kar lete. Aap hindi/english m app m bolte aur spanish m translate hoke usko suna dete. very convenient. but ha sign language m batane ka maza hi kuch aur hai.
3rd try: DON'T take my name. sir, i found a ~300cr mar.cap. company, saw expensive cars like jaguar and Mercedes outside their office. confirmed significant value of vehicles in their fixed assets and their building was also extravagant. How do you see promoters spending money like this... or is it alright for a promoter to do so?
Hello sirji.. You said two stocks of Nasdaq are not sufficient and need to have more in portfolio.. then sir what shall be the minimum no of stocks for US markets. Also please regularly update the US markets and Nasdaq results in the coming results season.
Sir , vo sajavat Vali jhadu (decorative broom) ko bhi sath lekar India ana. Idhar video banate samay piche rakhna. Usse video background bahut acha lagta hai
Dear Basant sir, you talk about PE expansion. So i was looking at PE of stocks in my portfolio. I have UPL. PE of UPL is 16.6 and industry PE is at 27.8. And stock is also in a downtrend for quite a while. Now it is slowly moving. I am going to hold it for long term. So can you please give your views on it. Thank you
Sir I purchased one lot of cholamandlam inv & fin in future when it was 1080 but on same date at 11.30 it was sold without my order . Remark was system generated order. I had sufficient balance in my account to take care of any losses. I have registered my complaint with my broker ( icici security) but they are not replying . Pl suggest wether i can registered my complaint with sebi or is there any way to recover my losses due to the mistake of my broker. Sir this may be happening with other peoples and the quidence from the legend like you will help not only me but many more. Thanks for your most valuable teachings every day. Prem Prakash
Sir namaskar from Ahmedabad. One question from heart. Right now we are in bull run or bear run because everyone is making contradictory speeches. I think till LS election we are in neutral phase.
--- 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 ---
Hi, sir I am subscriber of your TH-cam channel since adani issue..
I am 26 year old from Gujarat and pratice as Accountant and Tax Consultant..
Sir,PLEASE Review my portfolio, I have 10 stocks, after watching your videos i down it to 5 stock please suggest which 5 I kept
SBI, Map my india, BLS INTERNATIONAL, Tata ElX., Triveni Engineering, Amber enterprise, Emudhra, AB capital , Ambuja Cement, Emami.
sir nifty smallcap ki petai abhi start nahi hui ha in compare to nifty 50.
kya operates wait kar rahe h jor ka jhatka dene k liye
Pranam sir, upne MRF ke liye bola he ki PE expansion me Paisa bana he. Too mere ko ek textile brand company jiska PE =7.35 , Seles growth=8(3 year) profit growth=53(3 year) ROE=22.9 ROCE=21.4 MRF se kayi Guna bahetar stock dikh raha he. Too isme portfolio ka 15% holding bana sakte he???upko kaya lagta he?? Please please please bataye sir 🙏 ♥️
😊😊❤
Hi Sirji Agr Bajaj Finance agle 3 saal 25% Revenue Growth de aur 25% Profit Growth de to kitne ka P.E. dena chahiye ??? Please Reply
Hello Basant Sir, Few Days ago as you told in video that You had advised a lady to sell her house worth Rs 1.6 crore and make a fixed deposit, but if we take into account,
1) 20% Long term capital gain tax on sale of the house,
2) The increase in property valuation with Time.
3) The income tax to be pay on interest Income from FD every year.
4) The inflation rate which always beats the FD interest rates in India.
5) Possibility of investing rental income in equity to create wealth.
6) The social status and stability in life comes with the Property.
With all due respect Sir, Considering above facts, don’t you think keeping residential property is better option than FD.
Sir Please Ans., Thank You
Sir, A subscriber to your small case. I am a CA by profession. I look after my dad's steel factory company. I have been given responsibility of managing finance of our company . Please recommend 3 things that I should do to manage finance of our company and family efficiently
One of the reasons for PE expansion for MRF from 2011 onwards is its OPM expansion from 8% to as high as 22% in 2016 and then consitent decline to current level of 13%.
So PE expended till 20s and then came back to less than 10. From Covid again Margins expended from 14% to 18% so PE expended to as high as 60s and came back to 30s later (on decline of margins to 10%).
That 2 minutes analysis of MRF was fundamental masterclass. Superb
Indeed basant sir it was super
Excellent 2 min Analysis of MRF, Hats off 🙏. Haven't heard anyone speaking so authoritatively, Your Amalgamation of knowledge and experience is incomparable.
Waiting for a 2 min Analysis of Affle India, if you find time.
Sirji, you are on spot on; it's Total, enunciated as Totaal, and I believe it's a French Energy Company.
Sirji, you have more than 3 decades of experience in stock market n you must knows many interesting stories to tell us like wipro investors..there is village called Amalner near dhulia in maharashtra many crorepatis ..read on internet...to make more interesting discussion pls keep adding ..kaise koi Raja bana kaise Rank..😊 ❤❤❤❤
Sir I never taught of going abroad. But after watching your trip I am very much interested to visit different places.
Topic:-NEWS & Bill Ackmen
Question:-Sir aap Bill Ackmen ko kaise follow karte hai or kaha se padte hai unke bare me , and app daily apni life me kaise news collect karte hai ?
Please do 2 minute analysis of Redtape , which demerged from Mirza International
Yes i was also asking the same question
Redtape will be multibagger
Redtape may double in one year
Redtape might cross 800 after q3 result
😂 बिना गिरे आपका व्हिडिओ पुरा नहीं होता 😂
😂
गिरा हुआ वीडियो 📸😂
Thanks sir, for remembering.
.
.
I really hope to meet you again.
Basant sir, Google ne aapki baat soonli. Ab ads aapke "Next question lete hai" pe aane lage hai 😆. Sir your education is simply priceless, may god bless you & your family ❤🙏🏼
I think, The only reason MRF price is high, bcoz of very low floating stock.
Hello sir. I am 27 years old. I have been watching your videos from the beginning. Learnt a lot. My grandfather has subscribed to your BM focused smallcap today.I handle my grandfather’s account. Initially I invested 5 lacs. Want to invest 20 30 lacs more in the next month. After that for monthly investments should I do that in a SIP format or do lumpsum whenever there is a fall. I do monthly option selling strategies with a target of 2-3 percent per month. One thing I noticed after subscribing to your smallcase that you have given hints of some stocks here and there in your videos. Other advisors generally don’t do that. For people demanding free stock recommendations from you, if they watch your videos regularly they cab easily buy some of your smallcase stocks.
BM SIR AAJ APPKA ENERGY LEVEL EKDAM HIGH THA DEKHKAR KHUSHI HUI.,..SIR AAP JO APNE LIFE KE EXPERIENCES BATATE HAIN UNHE SUNKAR MAJA BHI AATA HAI AUR SIKHNE KO BHI BAHUT KUCHCH MILATA HAI........AAJ APANE EKDAM VIRENDER SAHVAG KI TARAH BATTING KI....AB LAG RAHA HAI YE CHANNEL BAND NAHI HOGA.🎉🎉
Sir its great to hear GUWAHATIs name from you. You said it right, Ethnic Assamese people are majorly risk averse and baring few a handful are into business. Business is mostly dominated by MADWADIS in NORTH EAST but now few local people are also coming up. Can you kindly do a 2 min analysis on VENUS PIPES.
Are u from Guwahati
Sir Kudos for general awareness of people and small investors, by giving your kind informative correct way to invest in this market, I am watching in many stocks that sellers are huge in numbers and buyers are very few even then price of those is stocks is rising like Avantel Mazagon dock etc. how this is possible? please explain. Ajay Rajasthan
Hello BM Sir,
Easy one for you 😂🙏
PE - 17.2, Mkt cap - 2111 Cr, ROE - 28%, OPM - 21%
The company merged with parent foreign entity. EPS dropped 28 to 13 last quarter. I understand this because number of shares increased.
Please analyze and advise, shall I continue to hold.
Stock name Expleo Solution 😊🙏
Thanks ahead.
Hello Sir, what are your views on KPIT and Persistant system ? Are they good stocks for 3-5 years time period ?
Also, if you can do 2 mins analysis of Mrs. Bector.
Thanks
प्रणाम Basant Sir ,
please explain pros and cons of BITCOIN system(only 21 million)and pros and cons current value exchange system(can print unlimited money)?????
if bitcoin become main currency then how govt. will manage inflaction ?
Sir,
My request is not to stop your youtube videos. Because whatever you share, like your knowledge, your travel, your experience on market is really priceless. About Others youtubers, either thay don't know about market or try to manipulate the market. Kindly Ignore those who troll you.
Sir apka birthday aur 1 aar ya paar stock.. Waiting for that day.. I will invest a big chunk.. Risk will be mine.. Stock with line Risk hai toh ishq hai❤
Great narrating skill ! And great sense of humor !
Sir, please take this question for entertainment
I am a subscriber to BM small cap and BM vision .. initial capital ;invested 25lac and then planning to invest 1.5lac per month for 10 years .. kya retirement le sakta huun ?
[YE MAT PADHIYE -- Expecting 6.5 cr @20% returns over 10 years .sirf Haan bol dijiye Samaj jaunga :-) ]
Sir, I am TPSingh from Delhi. You really very man in the TH-cam community. Thank you very much for such a great knowledge. On Request, can you please analyse RBA
Namskar Sir,
The Thoughtful Investor- Page no 61 Last paragraph
"As macro-observer one has to wait for the asset to make the first move and then jump rather than jump in and then hope for the asset to make move"
Question: If thing is clear then we have to pay price of clarity.
Please discuss this with today's scenario??
Thank you...🤝🤝🤝🤝🤝💗💗💗👏👏👏🤝🤝🤝
सर जी प्रणाम 🙏,
आनंद राणा फ्रॉम इंदौर,
सर जी MRF में जो PE बढ़ा है वो किस शेयर में कब और कैसे पता कर सकते है को इसका PE कब और कितना बढ़ जाएगा 🙏
Sir हम कैसे समझेंगे की PE कब expansion करेगा और किस टाइप के स्टॉक का PE expansion करता है। आप किसी स्टॉक को देखकर कैसे समझ जाते है की इसका PE EXPANSION होगा की नही
Please sir take my question....i have been posting this question from last 10-15 days 🙏🙏Hello sir, I am CA by qualification. I have been accumulating Map My India (C.E. info sol) for the last few months. Initially at Rs 1510, continuously averaging up (now at 1750, with 10 lacs invested). Can you please make 2 mins analysis and provide your view for long term investment. Thanks a lot for taking up my question.🙏
Sir suggest some good books including yours.
Love and respect from midnapur,kolkata.
Gud evening Sir
Hope u r fine.
wat shud we prefer in fmcg
Britannia
Hul
Marico
Dabur
Tata consumer products.
Which share I shud hold for 15 yrs
This is my continuous question back to back Sir.
Basant Sir if possible do a 2 minute analysis of Taparia tools with a mcap of 4.5cr and dividend yield of 1111% . Kuch to locha hai isme aur ye normal trade bhi nahi Hota. You can't buy also. Y SEBI do no ban these type of companies...??? Please do take this question....
Thanks in Advance
Tax chori ho rahi h
Sir, Your sense of humour is at very high level today. And i found the reason in the last minute. Welcome back Home. 🤗
MRF का १० साल पहलेका PE calculation मे आपने Profit double हुआ उसका consider किया, तो PE 6 नही 12 होना चाहिए था क्योंकि earnings half थी। Is this understanding correct?
Mrf has just a equity of Rs 4 crore undiluted since inception. Valuation not expensive. Eps rs 2910. Low floating stock.
Sirji...your videos are part of life now. I'm invested in all 3 BM small cases. Please do 2 min analysis for SRF and Sona comstar.
Regards
Sachiien
Sir ji Bajaj electric ke demergar ho gaya par bajal project ke share kb account me credit hoge
Today u were rocking,Sir.I liked the comments about Yes Bank ,bullet trains .
*sir any views on Sula Vine & Ethos???*
*both looks great on charts & on fundamentals also*
Hello Basant ji,
While analysing and interpreting quarterly result nos. which single or combination of growth nos. is/are most important and what weightage should be given among them for considering investment decision ? Revenue growth or Operating Profit Margin growth or Net Profit Margin growth or Operating Cash Flow growth or free cash flow growth or EPS growth or Reserves/surplus or retained earning ? How do I know if quarter no is good? Is it should be based on QoQ growth or YoY growth or both while analysing quarterly result? Pls explain. Thank you.
Sir 2 mnt comparison BKT Vs MRF What make different in same sector analysis please sir 😊😊 MRF analysis is Fabulous sir
9:25 And sir when I had vedanta I bought more when he wanted to delist for pennies . I saw the market didn't leave him do that and I sold it for 3× and it also strengthened my confidence in market
Sir, Manish Sethia here. Great admirer of yours.
Noticed your left palm. Some observations:
1. You seem to have co joined heart, head and life line which makes you very practical, intelligent and well read. However, it also makes you less tactful in emotional matters.
2. Great fate and sun line. This reflects in your stupendous success and fame.
3. Good straight fingers, long thumb and long mercury finger with well developed mounts. This reflects your will power, leadership skills, communication and organising ability plus overall magnetic personality.
4. Clean palm with few lines. Less hurdles and hassles in life path.
You have a one in a million hand. Your birth chart will cross validate these observations. You must be having one or more Maha yoga.
Basant ji,
I'm addicted to ur videos and love ur content.
I need to know and understand difference between Book Value & Equity. I know that Book value is equal difference between a company's total assets and total liabilities. And as per accounting equation, Equity = Assets - Liabilities. Then what differentiates between them theoretically and mathematically ? Pls Lakkhi halwai ke example se both these terms ke concepts and inke difference ko explain kariye. Thanks in advance.
MRF is in Fut n options.... Lot size 10..since 3 yrs approx
Sir. I have already subscribed liking and commenting your videos. But will never and cant troll you as you are like elder brother figure to me. Thank you for your commitment and knowledge sharing 🙏
Sir page no.323 Thoughtful investor. 3rd paragraph.
With banks it is not such a bad idea to switch from hdfc to second tier like indusind and axis when there is pain in industry.
In next lines it seems contradictory.
Please explain.
Hi Basant Sir, can we buy a syock with negative RoE and what is reason of negative RoE and can a negative RoE have any chance to improve its RoE to positive. Thanks 🙏🙏🙏
Sir aap se mujhe bahut umid hai.
Thankyou Basant ji
Basant ji, I have 2 questions. 1. How does QIP affects market price of a stock? 2. Equitas small finance bank has 0% promotors’ holdings. Is that a good sign? Kindly advise. Regards
Hello Sir, love and respect from Kolkata!
My query is, if I want to build a smallcap only portfolio, should i stick to a handful of stocks or get 10+ stocks to mitigate the risk ?
Guru ji Salam from kashmir , I am saving money to invest in BM small case for long term ..hope to see you someday somewhere walking again on the banks of Dal lake
God bless you to educate the new retail investors.
❤Guruji Pranam.Apnar Katha khub valo laglo amar
TH-cam channel named SOIC recommended list of five indian investors to follow... Although they didn't include you but glad to know that many comments were recommending your name... 😅
Ask basant dekhe Bina neend hi nhi ati. So much addicted😊.
Yeah PE expansion is the major contributor for returns as earning always hovers around 15- 20 even for great industries over long term.. So the moral is to catch them when they are young.. Less than 10 PE 🤩💯
Sir listening to MRF it reminded me a news today about bigger price shares to be traded in fractions. If it happens how much would be the impact on these shares?
It won't happen so soon
Companies Act, 2013 doesn't allow fractional shares. So, it will take atleast one year.
Dont u think ev is suicide for automobile sector becoz they have invest more for the same growth means if u launch ev bike or car people not start buying more vechicles just becoz ev..growth will be same but u have to invest more and competition also increased in ev tht was not in ice engines
MRF growth in last 10 years 10 times.
Balakrishna tyres in last 10 years 20 times.
US has risk capital for innovation because $ are printed free of cost.
Is there any chance of Indian pharma industry to grow via innovation rather than contract manufacturing.
Sir I asked MRF type questions about HONEYWEL AUTOMATION u didn't take my question.Althow I am your early subscriber
Sir Deepak from Chandigarh,
Pls do 2 minutes analysis on Gold.
From 2003 to 2023 Gold gives approx 12 times return, if we assume same return for next 20 years Gold rates should be around 6 Lac per 10grm. Is it possible?? What's your take on this.
Basant Sir, thanks for taking my question, as you said single stock is too much risk, so can i buy KOTAK , HDFC and SGB(GOLD) in place of land in equal percentage. These three looks cheapest and safest because i have everything invested in Smallcap.
Hello Ayushji - Do let me know if you want to invest some money. I can help you get some extra returns. Thanks
Basant sir ke kehne par aagaya aapko message mutual fund wale ka😂😂
Sir toh bola aap bank nifty le sakte ho..
Sgb ka yield can’t even beat the Fds sometimes..
@@saswatimajumdar2721 Gold gave almost 12% return in last 10 yrs and i am expecting same as US will keep on printing money.
Sir idea forge technology stock ka buying price analysis plz
Hi Sir,How Low ROE stock like Olectra Greentech becomes multibagger? Your views please.
Hi Sirji Agr Bajaj Finance agle 3 saal 25% Revenue Growth de aur 25% Profit Growth de to kitne ka P.E. dena chahiye ??? Please Reply
Basanji, make a video on difference in cultures, mode of transport & thinking in different countries across the world.
Hello Basant Sir,
We loved our explanation of stock price and EPS with husband and wife going for a walk analogy. Can you add PE to this equation and explain us the concept/importance of PE?
Regards,Sankalp Rao
Hi Basant sir, Sumit this side.
Can I target 18% in 10 years with a portfolio that includes Bajaj Finance, CDSL, Campus, DIVIS, DMART, Godrej Properties, Jubilant Food, Kotak, LTIM, SRF, Titan, and Ultratech.
By the way, me and my father really love your videos, haathi and halvai are favorites! Thank you.
@@AshutoshKumar-ns9rd Basant sir se sun kar tasalli ho jaegi 😄
Sound has been always good..no issues sir
Pranam sir ❤
Hello Basant ji. I am from kolkata. My name is Sucheta Das. I am a subscriber in your focus small cap. I have some berger paints shares. What is the future of this shares?sell it or hold it?
Train k toilets k mug ka chain.. Abhi sunte samay train m tha😂.. Bahut hnsi aayi.. Really good/perfect discuss
Basant ji Namaskar!! 🙏 We hear and read that merger of HDFC has negative impact on margins of HDFC Bank but normally you prefer & suggest that housing finance companies are more efficient than banks... can you please explain if this negative impact is HDFC specific?
- Thanks
Ajai Singh
Basant ji pls make 2 minutes analysis on polycab and finolex cables....I have exposure in both the stocks...I want to cut one stock and keep the best one
Venkatesh elluru
What you said abt MRF is true...no where in the world TIRE company had made money for investors...be it Michelin, Bridgestone, continental tire company...but sir India me exception hai. BALKRISHNA AND MRF... agar sir MRF mein growth utni nahi thi to uska P/E 7 se 35 kyu hua..uska logic kya deta hai MARKET ..?
Hi Basant Sir,
Jitne IPO's bull run mein aate hai utne attempt ho gaye for my question to be taken. Jokes aside I found 2 companies Cupid and Expleo solutions fundamentally attractive but while reading concall found promoter exiting in both so dropped investing in both. Want to know ur view on how to deal with promoter exit situations?
Sir Google translate app use kar lete. Aap hindi/english m app m bolte aur spanish m translate hoke usko suna dete. very convenient. but ha sign language m batane ka maza hi kuch aur hai.
3rd try: DON'T take my name. sir, i found a ~300cr mar.cap. company, saw expensive cars like jaguar and Mercedes outside their office. confirmed significant value of vehicles in their fixed assets and their building was also extravagant. How do you see promoters spending money like this... or is it alright for a promoter to do so?
Sir, how to find if ROE is sustainable or not ? Sites provide PE vs time, PB vs time chart but no one provide ROE vs time chart.
Good evening sir,
I must confess that your videos are very useful to me to learn about the business. I appreciate your effort.! God bless you.!
Hello sirji.. You said two stocks of Nasdaq are not sufficient and need to have more in portfolio.. then sir what shall be the minimum no of stocks for US markets. Also please regularly update the US markets and Nasdaq results in the coming results season.
Sir ,Debasis from Behala Kolkata. Is it Better to Buy HDFC Bank Shares then Invest in FD for 5 Years ( expect 2 x Growth )
Namastey Sir, aap down market may bahar jaker ghum aatey hai, uper market suru honeypar vaapes aatey hai, mast timing hai sir 👌👌😊
Sir , vo sajavat Vali jhadu (decorative broom) ko bhi sath lekar India ana. Idhar video banate samay piche rakhna. Usse video background bahut acha lagta hai
Sir mera question us hathi k liye h jo ruka hua h fasa hua hai
Agar ye chlega to kitna chlega 2x, 4x or 8x???
Or kitne time tak chlega?
Dear Basant sir, you talk about PE expansion. So i was looking at PE of stocks in my portfolio. I have UPL. PE of UPL is 16.6 and industry PE is at 27.8. And stock is also in a downtrend for quite a while. Now it is slowly moving. I am going to hold it for long term. So can you please give your views on it. Thank you
Sir palamu jharkhand se hu. palentir ke bara me kuch bataiye bahut hol hala hai iska . Kya ye defence me fundamentally good hai
Ur guidance & analysis is worth a mine. Had bought Vedanta for 249 on ur repeated analysis had sold @233 . Now feeling relieved
@@James-Bond-007_Guruji loss kam karvadiye / loss kam ho gaya
सर जी नमस्ते,क्या Lupin मैं जितना खराब होना था, वो हो गया है क्या? सर please give us fundamental view please, please please
Thank you 🙏 🙏🙏
Apollo tyres and JK tyres
In dono ka 2 mints analysis ho jaye to mja aa jaye sir
Kya ye multibagger bun sakte h kya??
Sir, great learning from your videos. Please share your view which sector will perform well in the next 1 -2 years.
Guru Ji Pranam,
Arman Financial...last 10 years return 130x ...2 minutes analysis plz
mrf jessa apko itc bias ko side me rakh ke invest kijiye....
Sir I purchased one lot of cholamandlam inv & fin in future when it was 1080 but on same date at 11.30 it was sold without my order . Remark was system generated order. I had sufficient balance in my account to take care of any losses. I have registered my complaint with my broker ( icici security) but they are not replying . Pl suggest wether i can registered my complaint with sebi or is there any way to recover my losses due to the mistake of my broker. Sir this may be happening with other peoples and the quidence from the legend like you will help not only me but many more. Thanks for your most valuable teachings every day. Prem Prakash
Sir ur views on Surat Textile Weaving Industry, It has ROE(including of Real estate) of 7% to 12%( in Tezi period).
Sir namaskar from Ahmedabad. One question from heart. Right now we are in bull run or bear run because everyone is making contradictory speeches. I think till LS election we are in neutral phase.