Every one talking about not to invest in Small and MID caps now. If I'm a long term investor like 5 years minimum. Still do I need to exit now from Small/MID cap and enter in to Large Cap. I have 2L invested in Small/MIDcaps. Avalon Tech Ami Orgnics Clean Science Goldiam Inter KPR Mills Laxmi Organics Lemon Tree SP Apparls Sadhana Nitro Sat Industries Sona BLW Uniparts Gulshan Poly Piramal Pharma Saregama JK Paper
I think it is not part of TVS Group. They separated business between family members. It is not connected with TVS group other than carrying legendary name. Please confirm it😊😊😊 @SahilBhadviya
It is always good to have a financial plan. I work with a professional planner and fixed-income strategist in NY. The fixed income portion of your portfolio won't simply serve as a buffer to the volatility of the equity portion of your portfolio, but will provide legitimate income.
Very true, people downplay planners role, until burnt by their mistakes. I remember just after my layoff early 2020 amidst covid outbreak, I needed to stay afloat, hence researched for license-fiduciary advisors. Thankfully, I came across someone of practical knowledge, and decades of experience, I liquidated 200k of 325k from my 401k it has yield nearly 1M after subsequent investments so far.
I've shuffled through a few experts in the past, but settled with LUCY ROSE CARTER. The strategy she use is recession-proof, more specifically profit-oriented , and most likely, you'd find her basic info on the net, she's a renowned advisor.
Having an investment adviser is the best way to go about the market right now especially for near retirees. I've been in touch with LUCY ROSE CARTER for a while now mostly because I lack the depth knowledge and mental fortitude to deal with these recurring market conditions. I netted over 70k$ during this dip, that made it clear there's more to the market that we average joes don't know
LUCY ROSE CARTER is the CFP responsible for my portfolio success, the lady has a private client base you can confirm her yourself on the internet, regulation an all.
Evrything is good except valuation part.. u should have calculated forward pe.. my opinion - too high valuation..can be considered when valuations become reasonable
You can include which company in India from logistics make money for investors. If it is recent phenomenon due to govt initiative then which country becomes multibagger in US or Europe or China. Thank you for discussing new companies.
Hi Sahil. Please make a video on sectors and industries which can get impacted by such high crude oil and potentially much higher petrol prices. I believe auto and transportation like airlines, cabs, trucks, tractors as well as cars, scooters.. and then tourism.. and then manufacturing including petrochem, chemicals.. and also logistics and food, agriculture could get impacted. A lot of this impact could be lowered due to holiday season and good weather.
@SahilBhadviya coming to the Diversification TVS is more popular only in South India that too Tamilnadu only. Please consider this factor into the account.
Your analysis is fine. There’s a good deal of homework that you’ve done. I have one suggestion though. Work on your pronunciation esp words like economy, technology, opportunity etc. Listening to bad pronunciation is a put off especially when you seem to be doing a good job otherwise. It’s not much of an effort to correct your self. But you need to make that effort
Originally it's IDFC only, a term lending financial institution. Subsequently the same institution secured universal banking licence and started IDFC Bank, which after merger with another micro lending unit, changed its name as IDFC Bank. Now both the units will merge into one in a year or so.
Hil k upar ek video banaiye, kya me ye stock bech doon kyuki ye badh hi nahi raha mene avg 2850 mein 5 share kharidha tha 2850 × 5 par ye badh hi nahi raha 2 saal ho ja raha hai ye stock karidhne ka..
Actually I m ur mad student,I love you so much,I tried to join paying as intelligent investor,but I have not able to pay,so I would request you to make a payment method by Google pay,how ever pls make a video on tv 18broadcaste and irfc
There are lot of domestic economic corridors coming up too over the east coast of India which could further benefit logistic companies. While shipping, ports and railways are benefitting in the first round, everyone will be talking about logistic companies in the next one. The world economy is also returning to normal growth phase after the high inflation round, and this could again boost TVS SC game. I also read that the eastern economic corridor will include massive internet lines and electricity lines for solar energy between countries. And as far as I know Modi, he will definitely form the same corridors with Africa, as it wont completely rely on Saudi Arabia. It just didnt want to start there as China will get offended due to direct competition to belt and road. Further to have solar electricity 24x7, we will have to go further west than Saudi Arabia which is just 2 hours. Africa can range from 4-7 hours which is much better I guess (time difference between east and west of India itself is 2 hours). I am guessing Powergrid (power lines) and Tata Communication (broadband lines) are the only major players here. I can be wrong. I mean Jio is there but its not the leader, and RIL anyways wont move more than 1-2% on such news.
Can't look at PE ratio what nonsense are u talking i would say financials are shit 10k cr revenue and 40cr profit slight problem and company will fall into losses will stay far away from such companies
I am big follower of u..but this stock i object at current valuation..its purely feels me like ur the stock price saver for this company..company has massive debt..and pe ratio showing very high..at this level u shouldnt reccomens....
I will forever be indebted to you you've changed my whole life continue to preach about your name for the world to hear you've saved me from a huge financial debt with just little investment, thanks so much Samantha Kaindi.
l also invest with Mrs. Samantha Kaindi she charges a 20% commission on the profit made after each trading session, which is fair compared to the effort she put in to make huge profits.
My first investment in Mrs Samantha Kaindi gave me the confidence that led me to invest without fear of loss. I have already taken 3 of my friends to their guide and they are fine.
She is really great at what she does with amazing skills, she changed my 0.1BTC to 2.1BTC within two weeks of trading, I am now fully confident that she is reliable.
Its already too expensive. who would buy with the PE of 240? a new company, which is already expensive. Buy today and you'll find out after 10 years, that price is in same range. try to avoid such companies.
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Super Video pls cover Poonawalla Fincorp Limited
Every one talking about not to invest in Small and MID caps now. If I'm a long term investor like 5 years minimum. Still do I need to exit now from Small/MID cap and enter in to Large Cap. I have 2L invested in Small/MIDcaps.
Avalon Tech
Ami Orgnics
Clean Science
Goldiam Inter
KPR Mills
Laxmi Organics
Lemon Tree
SP Apparls
Sadhana Nitro
Sat Industries
Sona BLW
Uniparts
Gulshan Poly
Piramal Pharma
Saregama
JK Paper
I think it is not part of TVS Group. They separated business between family members. It is not connected with TVS group other than carrying legendary name. Please confirm it😊😊😊 @SahilBhadviya
@@nithishkumar6834 i also heard like that.
It is always good to have a financial plan. I work with a professional planner and fixed-income strategist in NY. The fixed income portion of your portfolio won't simply serve as a buffer to the volatility of the equity portion of your portfolio, but will provide legitimate income.
Very true, people downplay planners role, until burnt by their mistakes. I remember just after my layoff early 2020 amidst covid outbreak, I needed to stay afloat, hence researched for license-fiduciary advisors. Thankfully, I came across someone of practical knowledge, and decades of experience, I liquidated 200k of 325k from my 401k it has yield nearly 1M after subsequent investments so far.
I've shuffled through a few experts in the past, but settled with LUCY ROSE CARTER. The strategy she use is recession-proof, more specifically profit-oriented , and most likely, you'd find her basic info on the net, she's a renowned advisor.
Having an investment adviser is the best way to go about the market right now especially for near retirees. I've been in touch with LUCY ROSE CARTER for a while now mostly because I lack the depth knowledge and mental fortitude to deal with these recurring market conditions. I netted over 70k$ during this dip, that made it clear there's more to the market that we average joes don't know
How can I join in? I will be happy growing my money while giving a few of it away to charity, giving back is as good as receiving.
LUCY ROSE CARTER is the CFP responsible for my portfolio success, the lady has a private client base you can confirm her yourself on the internet, regulation an all.
A rational presentation. Nothing is impossible to diligence and skill. Keep up your sincere efforts.
TVS supply chain profit margine is only 6-7 percent where as industry margines are 14-15 percent
Evrything is good except valuation part.. u should have calculated forward pe.. my opinion - too high valuation..can be considered when valuations become reasonable
Great analysis. Please make a detailed video on gateway distriparks.. Thanks
You can include which company in India from logistics make money for investors. If it is recent phenomenon due to govt initiative then which country becomes multibagger in US or Europe or China. Thank you for discussing new companies.
Awesome analysis👏👏👏 Please cover the other companies from your picks
My view is same tvs group is prestigious group also mahindra logistic is good bet for long term.
Hi sahil, Please analysis gateway distripark for longterm
Worth & insightful contents from Mr Honest!!! THANK YOU FOR YR EFFORTS!!!
Hi Sahil. Please make a video on sectors and industries which can get impacted by such high crude oil and potentially much higher petrol prices. I believe auto and transportation like airlines, cabs, trucks, tractors as well as cars, scooters.. and then tourism.. and then manufacturing including petrochem, chemicals.. and also logistics and food, agriculture could get impacted. A lot of this impact could be lowered due to holiday season and good weather.
Very, use full information. I have TVs supply chain in my portfolio
Is it a part of next multibagger series?
Great analysis sahil 💯
Can u explain why does banks like idfc have two stocks like idfc first bank and idfc ?
Going to merger
@SahilBhadviya coming to the Diversification TVS is more popular only in South India that too Tamilnadu only. Please consider this factor into the account.
This type of company invested in lands whose values increased in future with the business of company resulting big valuation of company.
Please speak about ION EXCHANGE
Your analysis is fine. There’s a good deal of homework that you’ve done. I have one suggestion though. Work on your pronunciation esp words like economy, technology, opportunity etc. Listening to bad pronunciation is a put off especially when you seem to be doing a good job otherwise. It’s not much of an effort to correct your self. But you need to make that effort
hi Sahil, again a great video on TVS Supply Chain Solutions. Thanx for explaining the company in a very balnaced way
My question is why didn't the Company raise funds in IPO to repay debt in full ?🤔
They don’t want to dilute more equity. Very simple
Thanks a lot for an informative video. Pl also make a video on snowman logistics
Mrs bector looks great @growth term and at decent valuation. Any video on ikio and bector??
I too agree with you and started picking in small qty for long term
Hi Sahil, I am looking forward to seeing some more gems from you.
PE is high... waiting for low PE... OR other logistic company available
Originally it's IDFC only, a term lending financial institution. Subsequently the same institution secured universal banking licence and started IDFC Bank, which after merger with another micro lending unit, changed its name as IDFC Bank. Now both the units will merge into one in a year or so.
what your thought on jsw infrastructure
Dear sahil I bought 200 level and sold 250 level. Should I wait for 200 level again
Also please cover Gateway Dristipark. 😊
Irrespective of PE ratio and other measurements... Can we say the price at this moment is attractive to invest for long-term? Thanks.
Nope
Sir please make detail analysis on ( ZEN TECHNOLOGY ) please sir
A complete education video to see. Thank you bhai❤
Hi Sahil ,
Please make video on ASTRAL PIPE..as it entered into ADHESIVES, TANK, SANATARY PAINT INDUSTRIES....
To the point Analysis!
** What you think about the future performance "IKIO lightning" Stock 💢
Good analysis bro, just a clarification about its vision, it is $2.5 Billion?
Hil k upar ek video banaiye, kya me ye stock bech doon kyuki ye badh hi nahi raha mene avg 2850 mein 5 share kharidha tha 2850 × 5 par ye badh hi nahi raha 2 saal ho ja raha hai ye stock karidhne ka..
Hi Sahil, plz make your in-depth analysis in Tube Investment of India Ltd./Birla Cable, Narayana Hrudayalaya Ltd.
Please cover indian wearable industry & future growth.
Please make a video on fundamental analysis of Delhivery
Sahil pls analyse Tarsons, piramal Pharma, idea forge
Hi
Pls also make videos on hot sectors at present railways n ship builders. Thks
Plz share your choice on short term multi baggers too
Please analyse GNA AXLES and TALBROS ENGINEERING
Pls post a video about IRFC and RAIL NIGAM
Hi Sahil,
Why do you think this is different than redington?
Thank you Sahil, nice information.
Mahindra logistics ka v analysis share kijiye n sahil bhai
Very nice info tqs alot bro always 💘 ur efforts
Please do analysis on kirti nutritient
Actually I m ur mad student,I love you so much,I tried to join paying as intelligent investor,but I have not able to pay,so I would request you to make a payment method by Google pay,how ever pls make a video on tv 18broadcaste and irfc
Pe is 256 is it good bet to buy at such high pe
Please do a detailed case study about VRL logistics
Super Video pls cover Poonawalla Fincorp Limited
Pls make video on RR kabel ..
please cover Blue dart
Please make veduo on tiger and Avg logistics
Ho Sahil sir can u make in depth analysis or dream folks
Excellent information Sirji 👍👍👍👌👌👌
Pl Sahil sir cover jai corp
Good evening ❤
Eki energy please make vedio
Hi sahil, analys gateway distriparks
Very good research and very well presented. 👌
There are lot of domestic economic corridors coming up too over the east coast of India which could further benefit logistic companies. While shipping, ports and railways are benefitting in the first round, everyone will be talking about logistic companies in the next one. The world economy is also returning to normal growth phase after the high inflation round, and this could again boost TVS SC game. I also read that the eastern economic corridor will include massive internet lines and electricity lines for solar energy between countries. And as far as I know Modi, he will definitely form the same corridors with Africa, as it wont completely rely on Saudi Arabia. It just didnt want to start there as China will get offended due to direct competition to belt and road. Further to have solar electricity 24x7, we will have to go further west than Saudi Arabia which is just 2 hours. Africa can range from 4-7 hours which is much better I guess (time difference between east and west of India itself is 2 hours). I am guessing Powergrid (power lines) and Tata Communication (broadband lines) are the only major players here. I can be wrong. I mean Jio is there but its not the leader, and RIL anyways wont move more than 1-2% on such news.
I really like the animation guy :) Not sure whose ideas these are but they are making videos very professional :)
Pls discuss RR kabel
Pvr inox ?
Great video sahil
Great work sir.jai hind.
Gateway is better than Tvs
Can't look at PE ratio what nonsense are u talking i would say financials are shit 10k cr revenue and 40cr profit slight problem and company will fall into losses will stay far away from such companies
Thank you for listening to my request
I am more bullish on Container crop
Uniparts Limited pls
Thanks for the value information stock is also in my watch list after listing like to here for your view on software company name is Saksoft 🙏
But this has been a loss-making company for a long 😢😢..kindly explain 😢😢
I can not find any moat in this company.
I am big follower of u..but this stock i object at current valuation..its purely feels me like ur the stock price saver for this company..company has massive debt..and pe ratio showing very high..at this level u shouldnt reccomens....
Please explain about
TVS supply chain Share holding pattern.
No FII, no DIIs. Also promoter holding also very low
What is the reason?
less than one month since ipo. it will show at end of quarter ig.
Gateway Distripark
TCI Express
Please make HD videos.
Nice
I would not invest in a company with such high debt
I will forever be indebted to you you've changed my whole life continue to preach about your name for the world to hear you've saved me from a huge financial debt with just little investment, thanks so much Samantha Kaindi.
Wow, amazing to see others trading with Mrs. Samantha Kaindi am currently on my 5th trade with her and my portfolio has grown tremendously.
l also invest with Mrs. Samantha Kaindi she charges a 20% commission on the profit made after each trading session, which is fair compared to the effort she put in to make huge profits.
This is not the first time i am hearing of Mrs. Samantha Kaindi in the trading world, please any information on how i can get in touch with her?
My first investment in Mrs Samantha Kaindi gave me the confidence that led me to invest without fear of loss. I have already taken 3 of my friends to their guide and they are fine.
She is really great at what she does with amazing skills, she changed my 0.1BTC to 2.1BTC within two weeks of trading, I am now fully confident that she is reliable.
Its already too expensive. who would buy with the PE of 240? a new company, which is already expensive. Buy today and you'll find out after 10 years, that price is in same range. try to avoid such companies.
After 10 yrs. it will be 10x. PE is not applicable here.
True.
Both clean science and Tvs logistic are insanely valued, dont buy now
Pe now -76
It will give .5x return very soon
TATA MOTORS ❤🎉❤
Gateway distribution
Tvs electronics
Transport corporation of India
Taxman technology
I fail several times to join as member. But I am not. Please the payment method or give your any of the phone number to pay through g pay.
is loss
understand the valuations man... what bullshit premiums they are asking.
Lokesh machines
❤❤❤❤❤
Apka mangal ho
1st Comment from kochi
High pe stock ,