Top 7 Books for Multibagger Returns!! 📚🤓
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- เผยแพร่เมื่อ 11 พ.ค. 2023
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Books recommended:
1. One Up on Wall Street --- Peter Lynch
2. Secrets for Profiting in Bull and Bear Markets --- Stan Weinstein
3. Masterclass with Super-Investors --- Vishal Mittal and Saurabh Bhaskar
4. Capital Returns: Investing Through the Capital Cycle: A Money Manager’s Reports 2002-15 --- Edward Chancellor
5. Trade like a Stock Market Wizard --- Mark Minervini
6. Bulls, Bears and Other Beasts --- Santosh Nair
7. How to Make Money in Stocks --- William J. O'Neil
Thank you for noting them for everyone. 🖐️ Our team is dedicated to helping you achieve your investment goals, and we can't wait to share more knowledge with you. 🙏😃
My Top 3 learnings :-
1. Have the ability to learn and unlearn. learn about new ideas and unlearn old habilts. Have an open mindset.
Application - Using both technical and fundamental analysis for investing rather than arguing for either to be the best.
2. Capital Returns learning was an amazing one. One has to be rational to look at things which are actually commodity but market’s narrative start terming it as structural. One has to be really vigilant.
3. Portfolio level returns matter the most and to be careful about valuations of the company.
Zone of Danger = Peak Margins + Peak Valuation + Peak Earnings
Entry multiple and exit multiple makes a lot of sense.
My favourite video on SOIC - I follow him for NBFC’s and Banks - Mentored by Digant Haria. (Most Insightful and the simplest bank webinar I have seen)
My key learnings from your channel:
• reading more books actually gives an edge,
• to analyse any business or industry ,
•focusing on what i understand, leaving things going top of my head.
Top 3 learnings :
1. Patience is not just a virtue, its probably the most important thing in stock market because 80% of the times you just don’t do anything! Its only the effort in those 20% of the times that makes you money!
2. Don’t chase. Do your thorough analysis and wait for the right opportunity because there is always plenty of it in the market!
3. Invest your time on learning the various nuances of the market by getting an over-arching view of everything! Once you have that, work on the specifics only in specific areas!
Your best video was the one where you taught how to do financial planning for your little nephew. Its been very helpful for me!
Firstly, you're doing a fantastic job. 3 Amazing Years!! Thank you for sharing knowledge. I save for monthly SIP and to buy SOIC Membership.
My top 3 learnings are:
1. Unlike most people, how do you gel both fundamental and technical analysis to decide buy/hold/sell a stock is simply amazing. You very effectively communicate this strategy as well.
2. Your approach towards valuations and portfolio building is great. Using bull/bear sceanrios and tijori reverse DCF in valuations, the sizing and approach to build a portfolio has taught me a lot.
3. How can we effectively use screener/trendlyne/credit ratings/investor calls and other tools as a retail investor to improve clarity about the business.
My favourite video is PI Industries. Your approach to simplify things into smaller units and then looking as a picture of whole is amazing. Keep this amazing work on!!
3 key learning from your videos
1. How to make watchlist of stocks in multiple screening methods like capex, consistent grow, debt reduction, margin expansion, best quarter results, stage breakout technical etc.
2. Invest only those stocks from your watchlist where you fully understand a business and risk reward ratio is your favour .
3. Keep tracking the stocks because it's never a buy and forget market and most of the stocks are cyclical in nature. Exit when antithesis plays out.
My favourite video: how to find multibagger stocks using screener
A) My top 3 learnings
1) Never ignore Valuations (No business is good enough to be bought at any price).
2) Be conservative in your assumptions (No one has seen future hence best is to be conservative in approach).
3) No Stock is Buy and forget (each and every stock is buy - research then decide to hold or sell).
B) My favourite video was KEI Industries video.
I really liked the bull, bear and base case scenario and why company was able to maintain such stable margins.
And how in future india will have heavy voltage wires underground instead of wires in air (Kei is market leader in it) and KEI and Polycab comparison in that video.
👏👏 deserving candidate
Great learnings Ansh 👍
💯💯
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@@chiragtaparia9076 Thank you 😊
Thank you SOIC team for yet another great video. Every time I keep learning something new by watching your videos!
a) My top 3 learnings from the SOIC Channel Videos are:
1) Fundamental Analysis can be a great measure to buy a stock but when to sell can be achieved with Technicals. So Fundamentals and Technicals both play role in when to buy and when to sell stocks.
2) Stage analysis of any stock - Stage 1, Stage 2, Stage 3 and Stage 4.
3) I believe the most important learning not for only me but for all the retail investors who have watched SOIC Videos will be - DO YOUR OWN RESEARCH!
b) Many videos are my favourite from SOIC Channel, but if have to choose one will be the one where ISHMOHIT Sir explained in depth about VARUN BEVERAGES!
Thanks for sharing and imparting knowledge to us.
My top 3 learnings
1) Never disturb your SIP Unnecessarily, First 6 years of SIP contribute a lot in FV of investment
2) In FMCG company double digit volume growth is important.
3) How to use screeners in the most effective way
My favourite video was about Asian Paints , the way you showed industry it's players and future was awesome.
Hi, I am new tribe member but loved all the videos that I have seen so far.
1. Top 3 learnings for me are - the stages in the stock price movements and how to benefit from stage 2
Second - one has to read a lot and ensure that he is fully updated on the stocks invested and always focus on Earnings, Earnings & Earnings…
Third - only need to invest in 3-10 scripts to take the maximum benefit. I have started working on this as I was having about 40 stocks in my portfolio but reducing now!
2. My favourite video so far was on the Gaming industry and latest updates for Delta Corp. the video was an eye opener as it helps to understand the sector, the potential, new capacity plan etc. I could relate it with my last year visit to the casino and with the kind of licensing requirements, new entries will be almost impossible
Top 3 learnings from soic -
1. How to use screener to find multibaggers it helped me a lot to manually screen stocks rather than watching top 10 stock videos to find ideas
2.when to exit from a stock from the video of stage analysis , i have bought ekc in the stage 4 and faced a loss of 50% approx , that video saved my very big losses 📉
3.the video of multibagger formula where I have learned how to analyze the stock of specific inustry I was confused that why Jubilant foodworld is falling and why westlife foodworld is rising after that video i completely understood why it is happening
And my favourite video is multibagger formula revealed
Where we learnt about how to do industry analysis
Congratulations Team SOIC , learned a lot from SOIC.
Top 3 Learning:
1. You need to have different checklist, different mental models for different companies.
2. We can borrow/filter stock ideas from different channels but before buying you must have conviction about Specific security/stock.
3. Select the stocks based on upside potential & take position sizing based on downside risk.
Top-1 Video (enlightening):
Art of investing with Samit Vartak|Worldly Wisdom Series
Finally:
1% Better Every Day
My top 3 learnings from this channel are-
1- I got to know that this much research is done for picking a stock and how much is that important for us. Before this channel i saw videos of 10-20 mins length and generally buy and sell recommendations video so i thought this is a easy game but your channel changed the way i looked at stock market.
2- Industry research, I got to know about different types of industries and we can study about that and by watching the videos i was able to think in that way while picking the stock, previously i never thought of sector while picking. Still i am not that good but now these parameters come to my mind.
3- Business research is important rather than researching on stock movement, so previously i thought stock market is easy as i'll copy some recommendations and will learn technical analysis and will become full time trader, but after seeing your videos i thought that it's a whole different subject and i can't do it full time so easily and started to look at stock market like a intellectual game.
So basically my whole outlook about the stock market changed by watching this channel.
.
My favorite video is - How to find Multibagger Stocks using Screener
First of all, thank you for your list of books. Extremely helpful for retail investors like me. It is difficult to mention only three key learnings after watching so many videos in your channel. Still trying:
1. How to filter stocks using a five-bucket framework before investing. It is Peter Lynch framework, but in SOIC way and in Indian context. The examples are superb and help me to understand how to select a stock. This is the best framework to understand the psychology of myself and invest in the appropriate bucket.
2. How to read annual reports and how to make the most out of it in a minimum period of time. Also, once your discussion on companies results with Tar, Sahil was mind-blowing and a treasured trove for a retail investor.
3. How to use Screener and Tijori in a very simplified manner. It is difficult, very difficult in the sea of information to find 50-100 good stocks. But his magical mastery helps reduce the noise and create a portfolio of good stocks.
In all his videos, his open-minded attitude, genuine intention to educate retail investors, caring for people without any sting attached is unparalleled and commandable.
Proud to be part of the SOIC tribe. Wish them to see at the top.
My 3 key learnings from your channel:
1. We should be giving more importance to supply side rather than demand side while projecting future growth as only future growth matters. On demand side it is easy to get carried away like in telecom sector, aviation sector etc. But that does not translate to profits due to intense competition. Hence supply side is more important than demand side analysis.
2. Margins are most important. Majority companies are cyclical and hence where there is stability of margins we need to pay attention to business models like CCL products. Companies should have the power to pass on input costs. Also, for cyclical companies always beware of peak margin and peak valuations like majority of chemical companies.
3. Allocation hai khas baki sab bakwas:
This is the biggest learning for me personally. I am in markets for last 5 years but I could learn only when I could not manage the portfolio in the fall from October 2021 onwards as I had around 100 stocks. Now trimmed it to 35. Still trying to sell few and allocate more to stocks with greater conviction.
My favourite video was - how to find multibagger stocks using screener.
A 2 hour long video that helps self research. A must watch for all.
My top 3 learnings are:
1) Always focus on portfolio-level returns rather than individual stock returns.
2) In order to maximise returns, technical analysis should be done on fundamentally strong companies before investing.
3) The valuation of a business is very important. During a bad phase, those stocks that are highly overvalued might go down and could possibly give low or even negative returns over a long period of time.
Even though I absolutely enjoy each bit of content from your end, my favourite video has to be:
'SOIC’s Secret Strategy for Multibaggers Revealed: How to do Industry Research?'
This video gives us a holistic idea about investing by considering various important parameters. A must-watch for all budding investors!
I have read Masterclass with Super Investors. Brilliant wisdom from the Investors mentioned in the book. It requires seriousness & matured mindset to read this book.
🖐️😃 We're pleased to hear your thoughts. Thank you for watching our videos.
@@SOICfinance Hi I am Harshal, can please tell me where will I get A to Z about stock market, n which channel I should go for more details. Please 🙏
My top 3 learnings from SOIC:
1. Importance of Asset allocation & portfolio sizing.
2. Importance of fundamental analysis in choosing good and ethical companies.
3. Importance of technical analysis to plan entry and exit strategies.
My favorite video from SOIC:
How to use a screener in the most effective way.
1st Answer-
MY TOP 3 LEARNINGS ARE
1: One of the first thing I learned was to look the valuations from not just P/E point of view or book value but also cfo/ebitda where actual cash is generating from operations.
2: I learned how roe is so much important for Banks and also lending companies aka nbfc where in one video you explained it's importance via examples.
3. Also one key learning I took from your research is to look broader view and how managent plays a very big role here, in case of asianpaints where they doing backward integration.
2nd Answer-
My favourite video is How to do industry research there are many videos on internet explaining companies and ratios but to improve the filter of industry and how to look and analyse not many has said but you explained it very well.
Hope wins the book👍
My top 3 learnings:
1. For an investor it is equally important to understand the risks of the business as much as he understands the strength of it.I think you do that very well by having an antithesis section at the end of every business you cover on your channel.There is a popular concept in behavioral finance by the name of confirmation bias, where anything that agrees with your belief you are only going to listen to that and anything that goes against your belief you are going to throw it away.A smart investor does the oposite where he looks for the antithesis first.I want to quote one of the sayings of Mr chetan parikh where he said,
"Progress comes from contradiction and not from confirmation."So,putting emphasis on the risk of the business as much as its strength is one of the biggest learnings for me.
2.Avoid companies when they are at their peak margins,peak sales.When the company is at its peak margin level,sales level,the earnings tend to get inflated and as a result of which the pe looks a bit lower.You had explained this very well with the example of iol chemicals,where the company was trading at a pe of 9 when the market was at its all time high level and it turned out to be a big value trap.The company was going through an up cycle which lead to spike in the opm,roce and eventually the earnings and made the stock look cheaper turning out to be a huge value trap.I want to share my own experience with respect to amrutanjan heal,the company during the covid phase had abnormal surge in its topline and opm,pushing up the earnings abnormally and now as the earnings is getting corrected,the stock price is correcting as a result of that.I didn't buy it and turned out to be a good decision on my part.
3.There are many other learnings from this channel but I want to talk about something which never gets discussed much and that is with respect to maintenance capex.This topic hardly gets discussed in investing books.Apart from berkshire hathway agm's where they talk about maintenance capex regarding their energy business it has only been you who has covered this topic.You had covered it in your podcaast style video where you were discussing the learnings of howard marks.
My favourite video on your channel has to be on kei industries:
My learnings were how kei industries had this technical moat of making high voltage cables as they did a collaboration with a Swiss company to develop high voltage cables and also one has to clear 8 years before starting its manufacturing.Even though Polycab has recently entered into high voltage cables they don't possess an immediate threat to kei as they have to serve the entry period of 8 years.
Also learnt how the management is trying to replace its epc business with its retail business.The reason for doing so is,their epc business has a retention money clause because of which a lot of money gets stranded in their working capital taking a negative hit on their working capital turnover and eventually on their roce.
Also learnt how the company is moving towards non recourse finance which will further help them to reduce their investment in debtors and help them to improve their roce and the money that comes out of their debtors will also help them to increase their free cash flow.We have seen something very similar happening with apollo steel as well where the business got more efficient in terms of its working capital efficiency and whatever cash that came out as a result of that was used for deleveraging.
My Key learnings are:
1. Look for Proxy investing, where you give an example of Mining where the mining industry was growing, however money made who were selling Jeans - This was an eye opener for me.
2. Always look for Volume growth rather than value growth where i see if any company posting stellar results, is it because of high realisations or by selling more units - Through this learning, I was able to analyse results more efficiently.
3. Always have a probabilistic mindset, nothing is correct or wrong - we need to have a probability approach where we are trying to bring more odds in our favour through our analysis - Through this learning, my perception on markets has changed entirely.
My favourite video is How to find companies doing Huge Capex.
Thanks for all your videos, through which I learnt a lot.
My 3 learning from SOIC platform:
1) How to read balance sheet ( I subscribed to your course)
2) Importance of Capex and capital cycle
3) How to plan exist strategy
Your best video, in my opinion, is evaluation of all the Housing Finance companies.
It covered almost everything about these companies in just one video.
You put up a lot of efforts👌
Keep it up and educate us about investing.
First of all heartiest congratulations on completing 3 years of spreading wisdom on youtube and educating us.
My top 3 learnings from SOIC are as follow:
1)Stage analysis:
-First time I heard through SOIC that a stock's chart moves in stages ranging from stage 1 to 4.
-I learned that when tracking stocks which are not consistent compounders, we must do such stage analysis because such companies face a series of headwinds and tailwinds.
-Because of the macro factors entire industry might move in cycles for example shrimp industry as a whole did fantastic for a couple of years when Indonesia and Vietnam were struggling with diseases in their shrimps. But as soon as their issues got resolved, the Indian shrimp industry normalized and drastically moved from stage 2 to 4, eroding all the wealth.
-Stage analysis teaches us that we should be hesitant to invest at peak margins, peak growth, peak profitability as there will be probability of things coming back to normal. For example during covid phase there was IT boom and everybody invested in IT, IT companies overhired but it didn't take much time for these companies to come back to mean reversion.
-I learned from one of the SOIC videos that at least we should do stage analysis as retail investors if we can't track the Fundamental changes in the companies or the sectors because trying to predict stages using Fundamentals is more difficult that predicting it using breakouts, volumes, moving averages and RSI indicators etc.
2)Detect fraud by using CFO/EBITDA and importance of cash flow analysis:
-learned about this very powerful tool CFO/EBITDA ratio which tells us how much of the earning is actually getting converted into cash because ultimately cash is what matters the most. As the saying goes top line is sanity, bottom line is vanity and cash in the bank is reality. I understood the very essence of this saying through this ratio.
-it is relatively easy to fudge revenue and profits as they are reported on the basis of accrual principles of accounting, as in sales and profits are entered in the books as soon as the sale is done. But cash is very difficult to fudge. Hence cash flow analysis is very important.
-we should stay away from companies having CFO/EBITDA
My top 3 learnings:
1. Never invest in stocks if you can't understand how it makes money
2. No shortcut in stocks. Long term investment makes you wealthy
3. Proxy investment strategy works everytime.
My favourite video is - my journey, my 5 key learnings.
Many many congratulations on 3rd anniversary and I would like to mention my key 3 learnings:
• Not all of one's stock picks will give outstanding results some might underperform and other might give steady returns ( It might feel quite common and obvious but it helps me a lot as an new inverter)
• investment is an art and it will take some time to be good at it. Market will certainly reward you if you start respecting it.
• after starting my journey in stock market, I developed a totally different perspective to look at Indian economy and growth potential.
Moreover, my favourite video is of
" CDSL business analysis " I learnt many conventional and out of the box way of looking at the business.
Thanks a lot in advance, team SOIC
Congratulations team SOIC on 3 years of educating and helping people making better and informed finanical decisions.
My top 3 learnings:
1) "All I need to know is where I'm going to die, so I'll never go there": this one statement has changed the way I approach the markets, it is not a place where we should look to maximize return, but to minimize risks. This is one of the common mistakes made by us retial investors, chasing moonshots, buying bankrupt companies in the hope of turnaround to get rich quick. Average returns for an above average period of time will yield amazing results.
2)The key metrics to track in a particular industry. Eg.Order Book in EPC companies, Same store sales growth for QSR, EBITDA/ton in the cement industry, ROA for banks.
Even with a good understanding of how to read a financial statement, annual report and balance sheets, it would be of limited use if I am not able to apply it in the context of the industry and evalute the company in comparison to its peers. This are things which people develop over years of experience, I was able to learn it early on in my investment jouney.
3)In a world where we are suffering from an excess of information, you have shared with us the important tools to reserach and how to use them. Eg. Screener, Company DRHP, Annual Reports, ConCalls, Investor Memos, Credit Ratings(few of my key insights I got from credit reports), ValuePickr(an amazing forum).
B) My favourite video was "How to find Multibaggers using Screener", it showed me many features I was not even aware of and helped me extract maximum value from the tool.
PS: I graduated recently and started working last year. If I am investing early on in my career, it is because of the teaching from this channel.
Thank You
🙂
My top learnings after watching SOIC videos are-
- The importance of allocations (allocation sizing khaas, baaki sab bakwas)
- Portfolio returns > individual stock returns
- Having an exit strategy/ framework in place
- Know the thesis & anti thesis pointers well
- One should compound his/ her knowledge, which will be an enabler for stock/ portfolio compounding
- Mental models & their applications
It’s hard to list only 3 as I have learned so much! 😀
One of my favourite videos is ‘How to find multi bagger stocks using Screener’ as this video perfectly encapsulates the age old adage of ‘Give a person a fish and you will feed him/ her for the day; teach him/ her how to fish and you will feed him/ her for a lifetime’.
Congratulations on completing 3 years! 🎊🎉🥳
Here’s to many more!
Thanks for adding value❤
3 key learnings:
1. To understand yourself as an investor. Self-awareness lays the foundation for successful investing, empowering you to make choices that reflect your financial objectives and personal comfort level.
2. To follow a strategy:
Without a solid plan in place, investing in stocks can be akin to navigating uncharted waters without a compass.
3. Position size in your portfolio: it provides a clear roadmap for making informed decisions and managing risks effectively (e.g: 2 - 4 - 8)
Most liked video: How to find multibaggers in small and middags??
My top three learnings-
1) How to check CFO/EBITDA to analyse whether cash is being realised for the profits shown or it is just a mechanism to hype sales and to always look for receivables as a % of sales and inventory as a % of sales.
2) How Asian Paint has used its strong network of distributorship, creativity to convert an obstacle into an opportunity, etc to carve its position as a market leader in an industry which has intense competition.
3) One should not enter into a company at a time when it is experiencing peak margins and peak valuations (as per cross sectional and time series analysis). Instead if someone is holding the stock, he should consider selling it (after analysing all the other relevant parameters like promoters off loading their position like you mentioned in case of Alkyl Amines, etc).
There are innumerable such concepts which I have learnt from SOIC in the past few months.
My one of the most favourite video is "One ratio to find frauds for retail investors"
Thank You
I will try to list down my key learnings from SOIC channel:
1) Importance of CAPEX and how to evaluate business doing it.
2) How to use tools like screener/tijori finance for evaluating the fundamentals of a company
3) How to read Annual reports of companies from different sectors and identifying the industry wide future trends
There are many more but sticking to above three only :)
My most liked video is "The FMCG Rocket" about Varun Beverages as I thought of it as just a bottling company but after watching the video came to know about the powerful brand in the making, Thanks to you!!!
I like your way of teaching, as a new investor or new in market, I watch most of your videos. I like your case studies.
My key learning from your videos is
1. Analysis of the stock before the investing.
2. Stocks should be as much as we can track, not so many companies that we can not track.
3. How to screen stock and read their results.
4. Read as much as you can for skill development.
all your videos are great and valuable learning, how can we choose one (Study on Bajaj finance, HDFC vs ICICI, next HDFC, consistent compounder) but as a new investor my best video is "How to find multi-baggers stock in small and mid-cap.
Thank you!!
My 3 key learnings from your videos were:-
1) Invest in companies which you understand and are maybe working in as that can give you an edge over others.
2) Invest in companies where there is huge capital work in progress and capex happening as it shows that sales and volumes may increase in that company in the future.
3) Invest in companies where there are new products being launched and there is high revenue growth coming in the next 3-5 years.
My favorite video was how to find multibaggers from scratch as there you showed how to analyse various industries which has helped me a lot to segregate various companies according to their industries.
My top 3 learnings:
1) 5 Bucket frameworks and the importance of a catalyst (trigger) not merely good fundamentals.
2) How to use technicals alongside fundamentals to gauge sentiments, as technical analysis ~ sentiment analysis.
3) Being open to changing my mind when the facts (narrative) changes.
My favourite video was the one which focused on ROIIC and its importance, and also the one which discussed decoding brownfield vs debottlenecking vs greenfield capex.
Thank you for participating. 😃 We're glad to know you're taking time out to learn with us. We hope to continue adding value to your investing journey. 🤜
I got all the investing learning from you. But top 3 key learning is
1. Earning, earning, and earning. Always check out those companies who has which has margin improvement, capex, dept reduction, and increasing market share.
2. The importance of management in future growth, understand of business, honesty, and risk mangement. Like murugrappa group,
3. An Exit strategy always in place. Always invest in those business that we understand so we can easily exit from it. Margin of safety should always be there before getting into any business.
My favorite deo is "how to use screener in a effective way"
That teach us complete use of Screener like how to add new ratio, how to compare stock, how to make screen, and how we can create our ratio as well. Last year i purchased a tool that is waste of money after seeing your screener video. now i can put my money in right thing.
My key learnings are:
1.Before investing in a company I learnt to always look for a future growth driver and keep tracking it.
2.The 2-4-6-8% allocation taught me how to split the pie.
3.Always search for neglected sectors for huge wealth creation.
4.The best time for exit would be when my future growth driver begins to underperform.
5.Repeat.
My favourite video was THE NEXT HDFC BANK.
3 key learnings from your videos Ishomith
1. The Trishul model
2. Intrinsic valuation of the stocks, though need to learn more as haven’t got it completely.
3. The very methodical step wise approach of sectors especially chemical, green energy, proxy business etc.
all the videos are highly informative with great value.
Now that I have jumped into investing in equity looked for the best books you have recommended. Thanks so much for motivating positively always.
Regards
My top key learning from my favorite TH-cam channel.Fundamental analysis is a method of evaluating securities, such as stocks, by examining the underlying factors that can influence their value. Here are some benefits of fundamental analysis in the stock market:
1. Assessing Intrinsic Value: Fundamental analysis helps investors assess the intrinsic value of a stock. By analyzing a company's financial statements, earnings, revenue, cash flow, and other key metrics, investors can estimate the true worth of a stock. This analysis provides a basis for making investment decisions and identifying stocks that may be undervalued or overvalued.
2. Long-Term Investment Perspective: Fundamental analysis is particularly useful for investors with a long-term investment horizon. By evaluating a company's financial health, competitive position, industry trends, and management competence, investors can gauge the company's long-term potential and make informed decisions about buying and holding stocks for the long run.
3. Identifying Quality Companies: Fundamental analysis helps investors identify high-quality companies. By examining factors such as earnings growth, profitability, debt levels, and management track record, investors can assess the overall health and stability of a company. Investing in fundamentally strong companies may lower the risk of poor performance or financial instability.
4. Understanding Industry and Market Trends: Fundamental analysis involves studying industry trends, market conditions, and macroeconomic factors. This analysis provides insights into the broader environment in which a company operates. Understanding industry dynamics and market trends helps investors identify sectors and companies that are well-positioned for growth or that may face challenges in the future.
5. Evaluating Risk and Return: Fundamental analysis enables investors to evaluate the risk and return potential of an investment. By assessing a company's financial stability, growth prospects, competitive advantage, and other factors, investors can estimate the risk associated with a stock. This analysis helps investors make informed decisions about the potential returns and risks of an investment.
6. Long-Term Value Investing: Fundamental analysis aligns with the principles of value investing. Value investors seek to identify stocks that are trading below their intrinsic value. By conducting fundamental analysis, investors can uncover stocks that may be undervalued by the market, providing an opportunity for long-term capital appreciation.
7. Making Informed Investment Decisions: Fundamental analysis equips investors with a comprehensive understanding of a company and its financial health. It provides a foundation for making informed investment decisions based on an analysis of the company's fundamentals rather than solely relying on short-term market trends or speculation.
8. Risk Management: Fundamental analysis helps investors manage risk. By thoroughly evaluating a company's financial statements, debt levels, and business operations, investors can assess the risk associated with a stock. This analysis aids in diversifying a portfolio, avoiding stocks with excessive risk, and making investment decisions based on a thorough understanding of the company's fundamentals.
It's worth noting that fundamental analysis should be complemented with other forms of analysis, such as technical analysis and market research, to form a well-rounded investment strategy. Additionally, investing in the stock market carries risks, and it's advisable to conduct thorough research, seek professional advice, and consider your own risk tolerance before making investment decisions.
🧐🧐🧐 I have no answer of your second question because all videos top for me.
Thanks sir
Hi I am big fan of you. I am so lucky that I got your channel subscribed I always watch your each video you'r such a school that gives value investing knowledge genuinely to retail investors free of cost.
my three learnings are
1) Big money become only in long term investing and not by doing day trading.
2)Before investing first select the idea which will become life changing sector (idea)so accordingly select the sector & then do the peer comparision of that sector. select from midcap smallcap and even microcap sector do the fundamental analysis of that business. what are the future plan of the managment. and then take the appropriate decision.
3) Invest in high growth value companies, having moats, well trusted managment. increasing capex. free cashflow generating & low debt componies.
4) keep alert on about invested business .
# My favourite video is about Neogen chemical. EV theme.
All SOIC's sessions are interesting from the point of learning. That definitely makes me 1% better
everyday in the field of investing. I try to apply in all the aspects of my life like personal,
professional (technical)too. I regularyly follow all the videos especially how to start Research,
finding Stock valuation, most importantly when to exit. However for the sake of choosing one I choose
- "Biggest Confusion for Retail Investors | How to Start Research?"
Key learnings:
1. Don't ignore the intrisic value of the stock before purchase
2. Stage analysis
3. Chart parameter to exit the stock
First of all congratulations to SOIC team for 3rd anniversary. You guys doing great job.
I'm subscriber and tribe member since almost 2-3 years.thanks for great contents
My top learning from videos are
1. Stock exit strategy is more important than entry.Mix fundamentals analysis and technical analysis to improve your odd of success.
2.Be a learning machine and learn new thing everyday. Compounding will give you great results. reading habits helps you a lot in investment journey.
3. A fool with plan can beat genius without plan. Financial planning planning is most important to be a successful investor.
Video on stage analysis i like most because it's save me from averaging down stage-4 loosers.
Deep gratitude to u dear teacher. My learning
1. Building the investing framework
2. How to read financial statements and detect red flags
3. Importance of valuation and allocation kyunki "Allocation hai khas and baki sab bakwas".
My favourite video on SOIC channel " Top 10 stocks which I am studying" in recent days. It made our task easy to study the business because all the businesses discussed have potential growth story..
Thank you so much
One of my favorite videos of yours is the one on Peter Lynch that you made last year. I also enjoyed the Peter Lynch video you made during the COVID-19 pandemic. Afterward, I read the book 'One Up on Wall Street,' where I learned a valuable lesson about playing a theme right based on the size of the opportunity, as well as his famous quote 'Earnings, Earnings & Earnings' and the importance of owning businesses that you understand. The application of these concepts in the Indian context, particularly in recognizing upcoming patterns, differentiates these videos and has helped me filter stocks and shortlist their concalls for potential triggers to look for.
My learnings include:
1. Importance of Moats: Understanding the sources of competitive advantage that protect a business's Return on Capital Employed (ROCE). Analyzing the longevity of moats and potential risks is crucial, along with identifying emerging moats before investing. Understanding the terms like economies of scale and switching costs fascinated me as a newcomer to the finance field.
2. 'Allocation khaas hai baki sab Bakwaas hai' and following a % of allocation started to show a significant improvement in my portfolio, Using Relative Strength (RS) and analyzing price action and volume to enter and scale up positions. I also read Mark Minervini's book based on your recommendation and wish I had come across him much earlier.
3. Importance of Proxy Investing: How playing with proxies increases certainty and reduces risks associated with cycles not playing out well. For example, investing in banks and building materials as a proxy for Capex, or Glassline manufacturing and amines as proxies for chemicals.
4. Filtering criteria from the balance sheet and income statement, such as the significance of high stable Operating Profit Margin (OPM) over 5-10 years, and how CWIP/fixed assets can be important factors to filter stocks. Additionally, various valuation techniques like DCF and reverse DCF have expanded my knowledge.
I have tried to summarize these learnings as concisely as possible. Thank you, Ish Mohit, for this wonderful journey.👏👏
First, thanks & hello’s
I have watched so many videos in the last 1.5 years learning as below points.
1) Which companies have high free cash flow identify.
2) Which companies doing high capex every year
3) Which companies higher ROCE
4) Which companies Higher EBITDA
5) Which companies’ low Debt to Equity
6) Business type B2B / B2C / B2G / B2I (I am preferring B2B/B2C)
Stage Analysis
1) Stage - 1 ( Breakout of IPO base)
2) Stage - 2 ( UP Trend I always Buy Stage - 2 Recently IEX / Sona BLW / FSL / INDIAMART)
3) Stage - 3 (Base formation)
4) Stage - 4 (( I Always sell Down Side)
Most Remember Point
1) Margin Expansion
2) New Products develop / Change.
3) Capex
4) Cost reduction
5) Industries cycle
6) Management Change
Most popular video THE FMCG ROCKET! Varun Beverages COMPANIES
First of all, congratulations for your 3rd anniversary.
Have seen almost all your videos. They are a wealth of knowledge. Thank you for your efforts in teaching us.
My top three learnings are:
1) Doing sector analysis and then understand the entire spectrum. - FMCG Rocket video
2) Learning how to sell your stock, stage analysis. Video from Stan Weinstein
3) Understanding Banking industry. HDFC vs ICICI and The next HDFC.
My favourite video is the FMCG rocket. The entire industry is explained beautifully.
Thank you again.
Top 3 learning are as below:-
(1)Discipline in more important than intelligence for making money in stock market.
(2) Follow Warren Buffet's investment strategy, i.e. Buy good business operated by honest management if available below their intrinsic value of at fair price and hold them till conditions remains the same.
(3)Have faith in fundamental of business. As Charlie Munger has said," Over a long period of time any stock does the exactly same as the underlying business"
As per my interest and finding , my favorite video is Varun Beverages. I can relate this to Warren's Coca-Cola purchase. However Varun is only bottler, but the agreement for next 20-30 year with pepsico and new coming products keep me being invested in this business since your video.
Im extremely thankful to SOIC, A PLATFORM WHERE ONLY EDUCATION IS DELIVERED AND A WAY OF THINKINKING IN INVESTMENT WORLD.
My Best 3 Learning From Your Channel are
1) Always Focus On compounding and Fundamentals of the companies and give your company a time to grow.
2) Always make yourself in the process of reading, The more you read the more you get better result.
3) More focus on research and fundamentals of the company and less focus on speculative news.
My Favourite video has to be --- How to read Annual Report-- This is the most basic v deo for every investor but this is the video which become game changer in my career growth and made my investing journey more useful and strong.
BTW Thank you soo much Ishmohit and team for making your viewers Life in investing more useful and productive 😊
My favourite videos and the learning form them are as follows
1. How to find multibagger stocks using screeners:- I interestingly found the way a fundamental investor pick his stock for fair value , on screener where u find future prospects and opportunity in the business also the key ratio which keep in the mind when u choose ur stocks like wise , income statements, cash flows, dividend yield, and many more things.
2. How to find companies doing HUGE CAPEX:- I learned how capital expenditures is one of the most significant component to pick a stock for investing at early stage of expansion. And the way u explain CAPEX in business by example of brought chairs for office is the easiest way for CAPEX understanding and with the example of how u find Deepak nitrite at the early stages of CAPEX CYCLE with top ex. 1300 cr. To 8000cr. And also I learned that all CAPEX doing companies are not a good investment like example of dynemic products ltd
3. Investment planning for my 3 year old nephew (4 dec 2022):- I learned how to manage major expenses for a child health and education, and how u cop up with these expenses with ur systematic investment plans with multi asset classes available for investing and not the last but least compounding interest is the 8th wonder of the world . He who understands it, earns it. He who doesn’t pay it.
Congratulations SOIC team 🎉 its been pleasure learning form ur in the last 1.5 year have watched ur videos multiple times to grab as much as investing knowledge and behaviour for successful businesses.
Which auto mobile stock u r tracking
My top 3 learning from SOIC are
1. Importance of financial planning like emergency fund, term insurance, Health insurance and will.
2. Language of business Accounting in simple manner
3. Importance of Exit strategy to protect our Gain.
Video I like the most and added lot of value to my life is "SIP INVESTMENT MISTAKES".
Thanks SOIC for adding value in our financial life .
3.
I am watching almost all video it's grate job . Key lerning - buy gotht oriented stock , see the mangement& commentry,see the fandamental & cash flow & pe. I love soic the videos are detail lerning thank you best video - find multibegger .(all video are great , so much hard work for retail investor to collect the deta )
Hi
My key learning from your valuable videos are
1. Investing framework is necessary
2. Must have exit strategy, because it's easy to invest but not easy to exit.
3. Invest in those company which you understand better.
And my favorite videos are
1. My portfolio strategy revealed.
2. Proxy inventing by peter lynch video.
It's really difficult to pin down any particular lesson from the ocean of knowledge that you have shared over the past years. Still my top 3 learnings are:
1) Survival is the key to success.
2) The different stages of a stock life cycle and importance of entry and exit timing.
3) After buying any stock, one should research and decide whether to buy or hold them, with new data available. Don't just mimic anyone else's portfolio.
My favourite video is the one where you discussed the story of Varun Beverages and proved the potential of this much lesser known brand.
All the best for your future journey.
Top three learning -
1. How CWIP work to select a stock ( how net block can double)
2. P/E can explain about cyclic stock(use of screener)
3.Never purchase at peak margin and peak sale(recently like jubliant ingrevia was at peak earning)
Best video till now use of screener (I learn a lot from this)❤
Following are my learnings from SOIC and Ishomit sir:
1.Diversify: Spread investments across different assets to manage risk.
2.Research: Conduct thorough due diligence to make informed investment decisions.
3.Long-term: Take a patient approach, focusing on quality investments with strong growth potential.
My favourite videos is:
One ratio to find frauds for retail investors- since most of the retail investors have half held knowledge and hence this ratio helps us analyse the company in easy and effective way.
I have been watching your channel for more than 2 and half years and my key learnings are:
1. In order to make money in the market, self studying the industry, cycle, management and company is must. Do not follow tips and media blindly.
2. Exit strategy is far more important than entry. (Earlier I used to be thinker of Buy right and sit tight but I understood cycles)
3. Our mind set should be Portfolio focused and not market driven.
The best video for me, which in fact was my first video of the channel, is of Vinati Organics, big fish in a small pond.
The way the detailed industry was discussed was awesome.
Thank you so much for wonderful content.
My learnings:
1) Exit is more important than entry
2) Always read and try to understand the business
3) Industry and sectoral analysis
I like every video as it is a pool of knowledge and it increases my jar of knowledge, thank you.
My 3 key learnings from SOIC :
1. I understood, how a bank with higher ROE can grow with a compounding speed, beating it's competitors significantly over the years..
2. Using CWIP upon net block, I am tracking capex of multiple stocks like Aarti industries and meghmani finechem to name a few... It works well !
3. I have started to apply thesis and anti-thesis to each stock I choose..
Best video: story of Bajaj finance. (How I still trust the management)
My Top 3 Learnings by this Channel is
1. Having an Exit strategy is more important than buying because nobody thinks about an exit from the stocks and booking profit or loss by the stock. If we book at the right time... Our CAGR returns will change tremendously over the years.
2. Always know what you are buying means which type of stock it is fast growers, GARP, Cyclical company, consistent compounder or slow warts as if one knows what he/she has in his portfolio, it becomes easy to track and set the expectations from a particular company.
3. Always be disciplined in the journey of investing and read a lot because one cannot invest heavy amounts on borrowed conviction and it wont work for 15-20 years. And Starting valuations of a company will decide your returns in long term as if one buys a company at 60 PE and other at 30 PE, over the span of 5 years 30 PE will definitely beat the 60 PE if other matrices are at the right place.
Following soic since last 2 years and watched almost all videos and my Favourite videos are 2 videos. 1. How to do industry research in which IshMohit sir explained in detail about how to do research from scratch
2. Video of SRF in which he himself did an in-depth analysis of a company.
I read 3 of these 7 books and will definitely read the remaining 4 now.
Thank you so much for sharing .
Top 3 Learnings
1. Reverse DCF ; can't thank enough to be introduced to this idea. Works hand in glove with position sizing.
2. Bucket Framework & Value Chain Analysis. First time saw stocks as businesses not mid or large cap.
3. Any and all videos on Chemical stocks and industry; they cohosively teach a lot about strategy, capital allocation and industry analysis.
(SRF video and recent Asian paints video)
1 what to look for in businesses before investing.
2 how to read financials and compare it with industry standards.
3 Navin fluorine video, i actually presented the complete points in my NDPMS team learning presentation..i still have the word format..had done little bit of research as well to understand how the group has high and lows before it had got into fluorination and farma api business..
Hi sir, i have been following you since 2020, videos to sari nahi dekh pata because of dutation is more. I wud love to watch your shorter videos.
Though your content is fabulous
My favourite video was
ROCE analysis
Key learnings -
1. Buy right sit tight
2. Earnings, earnings and earnings
3. book profits while buying, not on selling i.e. buy on discounted valuations
Ek mera bhi framework hai...
Just look for 3 things in a Multibagger stocks -
dhandha, banda aur manda
My top 3 learning’s
1.How to filter epic stocks using tijori finance and screener and classify the same on the basis of soic bucket framework and Peter lynch classification of stocks along with anti thesis pointers to avoid loosing money
2.How to do valuation of stocks using bear bull base scenarios and keeping rational return expectations
3.How to have a exit strategy in place using technical analysis stage analysis as described in the video and in soic webinars
My favourite all time video is of ICICI bank primary because of the ROA tree concept which in my opinion is very important in analysis of a bank and was very unique concept taught by ishmohit sir .
Proud to be forever soic tribe member and life long learning machine ❤🎉
Hi Ishmohit,
Thanks for the opportunity.
3 Key Takeaways
a. Margin of Safety
b. Importance of Portfolio Sizing & looking at overall portfolio returns
c. I really liked and am currently using Google alerts for my portfolio companies
Best Video: Secret Strategy for Multibagger & Industry research. Hands down. One slide on industry benchmark is an example of one slide covering years of wisdom & knowledge.
By the way , I am not good in selecting the stocks like others but learning 1% per day helping me a lot in stock market. My top 3 learning with SOIC family are .
1. Importance of compounding in our life to beat inflation, we can make wealth even though index fund and some good mutual fund like PPFS, without stopping SIP. ( First 6 years are very important)
2. My 2nd learning is to give priority to Emergency fund, Term insurance, Health insurance than investment in mutual fund and direct equity.
3. Return of capital is more important than return on capital.
All the videos of SOIC are good bcz its made from ❤ Dil se. I like the today video "Investing book I love" I belive in FIRST INVEST IN YOURSELF.
Thank you sir! Every video of yours enhances my respect & admiration for you...
My top 3 learnings from soic channel have been
1. Staying hungry for learning n learn from history
2. Understanding different frameworks, thesis and anti thesis
3. Ensuring that a person first understands the business in detail before even investing a rupee in it
My favourite video have been
“Investment planning for my 3yr old nephew”
My Top 3 learnings
1 Always try to understand the nature of business and valuation whenever you are investing in a stock
2 Always try to find the business where the pessimism is build upon and nobody is paying attention to that business or sector
3 Always try to check the management and there future commentary, focus on expansion or any new kind of key triggers in the business
my favourite video of this channel is one ratio to find frauds for retail investors
My top 3 learnings
1) Earning growth is supereme to drive the stocks prices
2) Do have a lower or fair valuation approach when looking for stock entry
3) do always have exit strategy in plan specially when your main PF consist of mid cap and small cap
And my one of the favourite video from this channel is the KEI video that I watched approxly a year back.
By the way thanks for the great learning brother
My top 3 learnings are:
1.Invest only in what you understand
2. Be a reading machine, the more you read the more ideas u get.
3. Peak Margins + Peak Earnings + Peak Valuation, all 3 leads to Zone of Danger.
My favorite video is : Art of Investing by Samit Vartak (Worldly wisdom series)
Top 3 learnings from Soic videos
1. Have an exit policy in place
2. Beware of peak valuations and peak margins
3. 8-6-4-2 rule on portfolio allocation of companies. Risk management is key
2 really interesting videos
1. ITC and the framework of Great, Gruesome, Good business
2. How to screen a multibagger using screener and other tools
We're happy you participated. Thank you for sharing your notes. Thank you for watching our videos. 🤝😃
My Top 3Learning are
1. Peak Valuations+Peak Earnings+Peak Margins all 3 Leads to zone of Danger
2.Reversion to the mean: Asset Price volatility and historical returns eventually will revert to the long run mean.
3.When to buy ,hold and sell using Volatility stop, Average Directional Index and Parabolic SAR.
Although I have learnt other many things which i kept the notes but only answering 3.
My Favourite Video is "How To Value a Company" From Soic Membership!
Top 03 Learnings :
1. Filter stocks from Screen with conditions
2. Fundamentals analysis along with Valuation, Leadership, Revenue and Profits of stocks
3. How stay away from shenanigans
Video :
Honestly, curious every week until watch video upload Sunday. It will be unfair and injustice your effort if pick couple of them only, because have take away from every video and all special of it love watch it. Congrats 03rd year Anniversary Ish, pray God this continue successfully very long time keeping social aware personal finance and educate with money
My 3 key learnings from SOIC videos are:-
1. Detail industry learnings and introduction about key players of the industry. One must know this prior to investing in the stock.
2. Company's product analysis and it's volume alongwith future growth so as to make it viable to buy that stock.
3. Technical analysis alongwith fundamental analysis in detail to justify it's buying and most importantly for long term compounding growth.
Most favourite video was analysis of SRF stock in which explanation of their products was remarkable.
Thanks
From-
Col Sanjiv Banerjee.
I love all your video but most love would be hdfc bank one because I work in the hdfc bank
Learning would be
1 I was very confused with when to sell stock but because of you I got to Some idea of selling stocks
2 not every stock and sector you will understand and there is no problem
3 you should buy stock which fell comfortable and you have personal research about it
Congratulations Ishmohit and team SOIC on 3rd anniversary , learned a lot from SOIC.
My top 3 Learning:
1. Fundamental when merged with technical becomes a deadly combination and we can earn good return on our investments.
2. Be a reading machine, the more you read the more ideas u get and always Staying hungry for learning n learn from history
3. If you keep getting better by 1% daily over the year you'll be 37 times better in a year.
My favourite video of yours is
" My Portfolio Strategy Revealed!
My top 3 learnings watching SOIC channel are:
1. Always try to invest in your circle of competence or at least a business which you can easily explain to 5 yrs also
2. Multiple mental frameworks which now I use before investing in any company
3. Never ignore valuation ( Buying a good business at high valuation doesn’t give any room for expansion)
One Video which I liked was- Using mental framework of Peter Lynch in Indian Market. However I think all your videos are Treasure❤.
One book which I think you could have included was the Thoughtful Investor. I would love to know your thoughts
1.Do independent research about the business before investing.
2.Invest for the long term.
3.Read good books on investing.
Best video I liked was HOW TO FIND MULTIBAGGER STOCKS.
Thanx
My top 3 Learnings :
1. Never Try to time the market; Earlier was trying to time the market and delay the purchase and switched position at the wrong time. But after becoming a tribe member had become more rule based
investor
2. Never interpret the compounding journey by stopping SIP or selling at market bottom
3. Growth at reasonable/undervalued valuation is more important and not always focus on low PE as you will get many value traps
My favourite video was of KEI Industries: Understand Industry dynamic, Growth of industry and company changing dynamic of focusing on B2C, High margin and WC improvement was a mind-blowing video
Hi
I could see this video only today. It has given 360* view on the stock market and investors.
Following are the three take away for me for seen your various SOIC videos:
1. Invest on the stocks you know and understand the company or industry.
2. Track the 10 best stocks on the gradual growth.
3. In the bull market technical analysis may help for short term gain. However, for the long term growth fundamentally analysis is the best.
Though most of the videos are good and i like the one where you have talked about "Technical Analysis Simplified for Multibaggers and Exits from scratch".
learnings- 1.how to do allocation,
2.how to use screener site properly, 3.how to find a multibagger and use of different ratios.
favorite video - my favourite video was during corona time when you motivated us to invest and believe in India and ofcourse how to use screener website which is very helpful for me and I have watched it atleast 3 times
My top 3 learnings after watching videos at SOIC channel are
1)Always have exit strategy after buying businesses
2)Always know the thesis & anti thesis of an Investment
3)Control your emotions to make rational decisions
My fav video on SOIC Channel is How to find multibagger stocks using screener which helped me a lot to scan some good undervalued stocks available in the market.
As usual good one from SOIC, Thank you so much for explaining books with multiple examples.
Here are my top 3 learnings.
1. Stay invested for long term. Staggered Investing. Goal of Investing and how to reach there.
2. Valuations matters when to sell and when to buy. However, never try to time the market. Tracking businesses is the must.
3. Sizing is khaas bhaki sab bakwas.
All the vidoes are gems each video teaches you the best, Especially, I liked the IPO analysis videos the most. I believe have seen all the videos of SOIC. ThankQ for educating Indian Investors.
My 3 learning
1. agar aap haronge hi nahi to apne aap hi jeet jaonge
2 . Size is khaas baki sab bakwaas
3. earnings earnings earnings
My favourite video is arman financial
Thank you for participating in the giveaway. 🤝😃 We hope to continue adding value to your investing journey.
My top 3 learnings
1 Patience and discipline are crucial in the stock market: Successful investing requires patience and discipline. It's important to have a long-term view of the market, and not get too caught up in short-term fluctuations. It's also important to stick to a well-defined investment strategy and not be swayed by emotions or hype.
2 Diversification is the practice of spreading your investments across a variety of different stocks and other assets but having more stock is difficult to handle and monitor. Allocation amount is importance factors. Investing in 100 company with Rs 1000 Rs will not create wealth rather invest in 10-15 stock largest amount.
3 Knowledge and research are critical for making informed investment decisions: Before investing in any stock, it's important to do your research and understand the company's financial health, competitive position, and growth prospects and business.
My favourite video is "How to find Multibagger using proxy investing"
1. Be open for new learnings whether technical or fundamental
2.margin of safety
3. compounding happens in long term
Favorite video is :-
Sajal sir's video on unseen trends in biotechnology 🙏
Have watched it several times
Congratulations and GOD blessing for the wonderful journey. I always like your videos. Thank you very much for each video.
Favourite video : that with mr
digant haria on banking sector and nbfc
Learning
1) Investing is all about keeping odds in your favour
2)dont invest at peak earning and peak margins
3)define your thesis before investing and have proper exit / selling framework ..
Thanks for this video.
Top 3 learnings from SOIC Videos:
1. Portfolio is like a team. You have to select each stock like a player in your team. In the end, portfolio returns matter. We should not get too obsessed on individual stock returns.
2. Allocation hai khas, baki sab bakwas - learnt 2-4-6-8 framework from ishmohit. 2 -4 for satellite portfolio or businesses which does not have a proven track record yet but are looking interesting for whatever reasons. 6-8 for businesses which you understand well and have studied deeply.
3. Technicals and fundamentals both can be used together for better results. We should not get into useless discussion about which one is better ane we should try to take best from both the worlds in our journey.
My Favourite SOIC Video:
1. Video on Gujarat Fluorochemicals - It is such a complex business. I always used to avoid studying it because i thought it is too complicated. After Soic video, i started to understand about business and i decided to study it deeply. Hats off to SOIC team for breaking down such a complex company into easy to understand language.
Thanks for the great work and adding value to our journey!!
Congratulations !!! on 3rd birthday of SOIC
MY TOP 3 LEARNINGS ( From your TH-cam channel, Twitter Handel and webinars are)
1. You should not make your decisions based on someone's conviction .... you should do your own research and have your own thesis and anti-thesis pointers . Stocks can be bought but conviction can't be bought.
2.Read ! The more knowledge you consume the more you become able as an investor. Listening to your podcast and Twitter spaces by some prominent investors has helped me too.
3. Allocation hai khas baki sab bakwas. The idea of 2468 and core and satellite portfolio is really effective framework.
My favourite video of yours was your valuation webinar. It has really helped me build a framework for valuing companies of various sectors.
Thank you !
Great video Sir.. thankyou for sharing your views and learning with us.. Jai Hind.
1st.. Power of compounding is the 8th wonder of the world(consistency over intensity) "you don't have to be brilliant just a little bit wiser
Than the other guys, on average, for a long, long time."
2nd..
Position Sizing is khas baki sab bakwas
How much a person allocate in a stock matters at the end of the day..
3rd.. For Investing in headwinds there are two approaches useful for any investor
Hyperbolic discounting ( market prefer instant gratification)
Myopic loss aversion
My favourite video is - "My journey|portfolio approach & 5 key learnings for you"
And many more learnings ..
Thank You! Thank You! Thank You!
My top 3 learnings are:
1) Always look at the growth opportunity a business has like colgate (you cannot brush more than twice a day)
2) Past performance never guarantees future returns
3) Play the valuation game to be a value investor
My favorite video is how to build my bear market portfolio.
My top 3 learnings:
1) how to analyse an industry in general and a stock in specific eg: chemical and Pharma sector.
2) industry cycles eg: how to understand commodity cycles
3) how to deep dive into finance and NBFC sector eg: learned a lot from Bajaj finance video
My fav video is : your explanation of ER&D space comparing HCL and LTTS, TATA elxsi.....
3 top learnings from soic
1.deep and clear funda analysis...theisis/anti theisis,theme/eps cagr linked to price cagr( tech.), position sizing.
2. Investing is game of regrets ,probability/ volatality ..so one should open to change.
3.tailwinds, cash flow,and concal ..one should read.
Best video I like was the one on ApL Apollo.
3.
op 3 key learnings from your videos are.
1. We have an framework of reachearch a bussinees in place and for that we have to First screen the stock with screening criteria taught by you.
2. After that we need to check growth triggers such as Capex, margin expansion , valuations and combined it with technical analysis and stage analysis. , for making wise decisions on any stock .
3. We have learn the allocation framework and 2 4 6 8 strategy. We understood that "sizing hai Klaas baki sab bakwaas".
The most inspiring and knowledgeable video is How to pick stock like peter lynch.
Thanks for sharing knowledge.
My top 3 learning...(1) Be a reading/ learning machine. (2) Know the business...risks..and develop the courage of conviction (3) Have a mental model .that helps to bring more clarity..
Best video i liked was about Syngene...The Chinese bamboo..mental model...😊
My top 3 learnings -
1. Be a learning machine and open your ears and eyes more than mouth, read think and observe.
2. Make a two portfolio first index and your active picking then observe your performance with index itself.
3. Must find reinvestment moat or legacy moat in your portfolio stocks.
My fav. video -
Tata consumer business analysis.
My 1st learning is when to sell is the key. Even a good stock has an expiry for our financial freedom.
2nd learning is understand the capez cycle of the company based on CWIP and fixed assets
3rd is analyzing the Promoter shareholding pattern especially when they are acquiring and another sleeping partner is exiting
My favorite video is cholamandalam investment where you have explained about the Promoter background of Murugappa group as well as their corporate governance
Congratulations on 3rd Anniversary,
My top three learnings from your journey on TH-cam are
Continuous Learning: Emphasize the importance of 1. Continuous learning and self-improvement to stay updated with market trends and investment strategies.
2.Exit Strategy: Teach viewers the significance of having a well-defined exit strategy when investing, which includes setting clear profit targets, risk management, and recognizing when to cut losses.
3. Valuation and Mental Models: Educate about the significance of understanding valuation methods and employing mental models to make informed investment decisions, ensuring investments are based on rational analysis rather than emotions or short-term market fluctuations.
Thanks for reading
Thanks for wonderful video again Prof Ishmohit.
Your best video I have liked is Top technical indicators for long term investors
3 learnings
1. Stage analysis,
2. When to buy, when to hold & when to sell,
3. Importance of ROCE , profit margins, future Capex , sales & Earnings whie taking investment decisions
Thank you for participating. We're glad you shared your learnings. We hope to continue adding value to your investing journey. 🤞😃