Overpriced doesn't mean it is going down tomorrow. An investor Paying up for co's like Happiest Minds at these valuations might sacrifice the returns of tomorrow. Overvalued business usually go through a period of time correction if the growth stops. Just be careful and understand the expectations of growth implied by Mr. Market using Reverse DCF docs.google.com/spreadsheets/d/1k9HE7mwiMP_Xr_Tdgr6kYdBfNCB7e6oD1x2uHDcKplo/edit?usp=sharing Excel Sheet^^
Giving elaboration on these kinds of topic very crucial for us rather than just getting to know about the fundamentals or other related things of a company
Excellent presentation ☺️ I also argue with my friends how we just can't guess the future PE multiple as a stock getting rerated from 40 to 23x gradually down the line ( despite growth )will be justified but it will end up burning our money by a lot. It's a tricky thing most people don't pay attention
🏫SOIC Membership (Intensive Classes + Continuous & Live Classes + Sectoral Analysis):- soic.in/soicmembership/ 🎞 Link to the presentation: soic.in/visualization 📰 Link to the SOIC Newsletter: soic.in/blogs
Was expecting a video on these lines. So many new age businesses are overvalued, but I am also clueless as to buy them or not, since valuations are way above justification. Thanks again, Ishmohit 🙏
Thanks SOIC...I request Ishmohit , can we have business analysis for Car Trade...It could be a proxy play for EV ....looks like shallow cyclical....but have some moat...
I got IPO but then since the day of listing till today its not grown even a point but then gone down by 15% & its the only profitable company in the business its operates!
Hi SOIC, A very nice presentation and explanation about valuation using Reverse DCF. I was able to understand the expectations part using it in TIJORI. HOwever the excel doesn't have a column for Discount Rate. Is it missing ?
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey. Request you to kindly look- ruclips.net/video/FPYr-QSW-JY/видео.html
I was expecting the same valuation from you, by just reading the video's title. & I'm glad you came down to same conclusion! 😀 Also thanks for showing this feature of Tijori, I was an ardent user when they were free to use. But reverse DCF was not there back then. Now I might need to subscribe for their services, I guess! 😅 Lastly, Congrats to you too for making great return during last year! (Especially in Saregama? 😉)
Pls clarify after calculation probable implied growth rate how to decide it's costly or not. Like in CDSL when u calculate it at 20% than how u conclude it's costly
thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :) We covered the same in detail in our banking sectoral webinar in depth
You are a great communicator of the abstract behaviour of Numbers that interpret how important is business to an investor..The only thing is that you need to slow down a bit..Rest it's great
Good one Soic I am not a great fundamental expert sir but their is one pattern I have observed is if a company is good on fundamentals and stock crosses the the listing day high price then it becomes a 2-3x easily from listing day price Eg: happiest minds, angel broking, cams, google, Netflix Just an observation 😅
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey. We have analysed info edge in detail in our SOIC Platform Sectoral Analysis :)
great analysis as always..always tried to understand Cams’s valuation...is it justified over HDFC amc and nam india....why itis valued more than amcs...got some idea...thanks
www.amazon.in/Expectations-Investing-Reading-Prices-Returns/dp/159139127X/ref=sr_1_1?crid=2XODHLM6UTNSF&dchild=1&keywords=expectations+investing&qid=1632518369&sprefix=expectations+%2Caps%2C292&sr=8-1 Out of stock currently
Another excellent video.. You taught all of us a new essential skill .. Congratulations to you for your multibaggers and helping loads of people in their investing journey .. Thanks... Regards 🙏🙏
Overpriced doesn't mean it is going down tomorrow. An investor Paying up for co's like Happiest Minds at these valuations might sacrifice the returns of tomorrow. Overvalued business usually go through a period of time correction if the growth stops. Just be careful and understand the expectations of growth implied by Mr. Market using Reverse DCF
docs.google.com/spreadsheets/d/1k9HE7mwiMP_Xr_Tdgr6kYdBfNCB7e6oD1x2uHDcKplo/edit?usp=sharing
Excel Sheet^^
Thanks for the Excel
Is it cagr percentage mention in the excel ?
✌
What does P/FCF mean?
Your humbleness, honesty, generousity actually impressed me. Thank you for such a valuable knowledge
Giving elaboration on these kinds of topic very crucial for us rather than just getting to know about the fundamentals or other related things of a company
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey.
Excellent, I was on the fence about CDSL, now I have the clarity...
Excellent presentation ☺️
I also argue with my friends how we just can't guess the future PE multiple as a stock getting rerated from 40 to 23x gradually down the line ( despite growth )will be justified but it will end up burning our money by a lot. It's a tricky thing most people don't pay attention
There is always something new to learn on this channel 👍👍
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
Your channel is very much under-rated sir ji, the knowledge that you spread is great, i thank you from the bottom of my heart ❤
Thanks Padmakrishna :) Hope to keep adding value in your investing journey
Dear SOIC team please add English subtitles in the videos.
As always class apart, yaar ishmohit aisa knowledge koi nahi deta, baht khoob
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
🏫SOIC Membership (Intensive Classes + Continuous & Live Classes + Sectoral Analysis):- soic.in/soicmembership/
🎞 Link to the presentation: soic.in/visualization
📰 Link to the SOIC Newsletter: soic.in/blogs
Was expecting a video on these lines. So many new age businesses are overvalued, but I am also clueless as to buy them or not, since valuations are way above justification. Thanks again, Ishmohit 🙏
Thank you Team.. Hope to see the detailed analysis on Mastek Soon.. cheers..
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey.
That music at the end was pleasantly surprising.... nice touch... and video was informative as usual.. keep up the good work...👍🤘
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey.
Superb explanation... it's becoming fun to watch and learn from your videos...hyatsoff... 🙏😊
you are my fav teacher now !kudos to your hard work
Very practical 👌advice..really like the way you advised existing investors versus new potential investors...for happiest minds and cdsl......
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey.
Thanks SOIC...I request Ishmohit , can we have business analysis for Car Trade...It could be a proxy play for EV ....looks like shallow cyclical....but have some moat...
I will check it out!
Thank you
Car trade...will be waiting for your review on cartrade tech
Thanks Dear....
I got IPO but then since the day of listing till today its not grown even a point but then gone down by 15% & its the only profitable company in the business its operates!
One more gem and hats off to you ishmohit!
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
Thank you Mohit sir and SOIC team for reverse DCF
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
Sometimes the implied growth shows negative value ?
Even if you increase the discount rate to a very high number.
Does it mean deep undervalued ?
Just now..I subscribed ur chanel.. Good work
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
Great video. Very useful topic in stock market.
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
I liked the statement congratulate your friends and colleagues who have made money. Hats off
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey.
Thank You team SOIC for a brilliant analysis !
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
V gud work and v informative vedio keep it up dear
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
Hi SOIC, A very nice presentation and explanation about valuation using Reverse DCF. I was able to understand the expectations part using it in TIJORI. HOwever the excel doesn't have a column for Discount Rate. Is it missing ?
So much useful.. New concept for me. Thank you sir
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
Goldmine of knowledge 💥
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
Where is the excel sheet link of 25-30 companies?
docs.google.com/spreadsheets/d/1k9HE7mwiMP_Xr_Tdgr6kYdBfNCB7e6oD1x2uHDcKplo/edit?usp=sharing
You miss laurus lab
Well done sir great knowledge
great analysis sir ji! Need your analysis on Apollo tricoat tubes for long-term holding.
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey.
Request you to kindly look- ruclips.net/video/FPYr-QSW-JY/видео.html
Sir, requesting you to make a video on KPIT.
Excellent inputs. Please analyze Advanced enzymes.
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
Thank you SOIC team... This is a great initiative for leaning. Hope so all the new comers like me get benefited.
Thanks Ismohit ji, great content
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
Share Academy, ka dhanyvad Ayaan ji ne bataya aap ka video dekhne ke liye, bahut deep jankari mil rahi hai aap se ,🙏
thanks alot to SOIC
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
Your videos are best.
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
Thanks ishmohit ji. You have provided enoromous knowledge to new investor like us. 🙏🙏🙏🙏🙏
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey.
I was expecting the same valuation from you, by just reading the video's title. & I'm glad you came down to same conclusion! 😀
Also thanks for showing this feature of Tijori, I was an ardent user when they were free to use. But reverse DCF was not there back then. Now I might need to subscribe for their services, I guess! 😅
Lastly, Congrats to you too for making great return during last year! (Especially in Saregama? 😉)
Glad you liked it! Saregama, Apl, Deepak,Navin etc :)
@@SOICfinance you're a inspiration for many!
So much more to learn from you. Keep rocking always!! 👍🏻😊
Thank You SOIC
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
Pls clarify after calculation probable implied growth rate how to decide it's costly or not. Like in CDSL when u calculate it at 20% than how u conclude it's costly
Check Previous 3-5 years if actual FCF growth rate is in line with the implied growth rate
Very informative 💎
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
Thanks you soic teams
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
Well done . Thanks for the guidance on valuation .
Thanks SOIC. Wonderful piece of information.
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
Thank you sir. Valuable information..
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
Wow... Brilliant analysis 🌷🙏🏻
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
Bro pls ad sub titles ASAP. Can't wait to watch it
Sure, by tomorrow it will be added :)
Wonderful content.. thanks for educating investor community.. 🙏😀
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey.
Why you have coloured green on cell in excel????
Your content are like fuel to my investing journey. Really thankful soic🙂
Waiting......Haaarrrdddd....for....this Video....... superrrrbbb.... analysis...as usual...by the....Best...One...
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
Thanks soic please make video on cholamandalam finance
thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
We covered the same in detail in our banking sectoral webinar in depth
You are truly a great teacher ♥️♥️
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey.
You are a great communicator of the abstract behaviour of Numbers that interpret how important is business to an investor..The only thing is that you need to slow down a bit..Rest it's great
thank you SOIC
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
Good one Soic
I am not a great fundamental expert sir but their is one pattern I have observed is if a company is good on fundamentals and stock crosses the the listing day high price then it becomes a 2-3x easily from listing day price
Eg: happiest minds, angel broking, cams, google, Netflix
Just an observation 😅
Next one on my observation is clean and science Technology
Sir.nice video.but at what level good to buy this all three stock..pls suggest.
I'm not able to see the link to the excel. Can anyone help?
docs.google.com/spreadsheets/u/1/d/1k9HE7mwiMP_Xr_Tdgr6kYdBfNCB7e6oD1x2uHDcKplo/edit?usp=sharing
@@SOICfinance Thank you so much ❤️
very nice explanation .
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
Nice explanation 💐💐
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
सर Laurus Lab क्या अभी फेयर वैल्यू में चल रहा है ?
Thanks SOIC... can you make a video on portfolio seizing 👍
Nice one,,, kindly analyse info edge once ...
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey.
We have analysed info edge in detail in our SOIC Platform Sectoral Analysis :)
Hi Team. How can I get the excel?
docs.google.com/spreadsheets/u/1/d/1k9HE7mwiMP_Xr_Tdgr6kYdBfNCB7e6oD1x2uHDcKplo/edit?usp=sharing
Appreciate the content. Thank you team.
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
WHY in the case of DEEPAK and PI , have u used OCF - Maintainence and why in others u have just used free cash sir ? PLS ANSWER
Thanks.great analysis.it help the investors 🙏🏻
Thank you for watching our video. 😃
We're glad that our content was informative and relevant for you. 🙏
I applied Reverse DCF to HDFC life it came out to be -6.5% assumed PE to be of 80 . Can ypu explain the negative ??
great analysis as always..always tried to understand Cams’s valuation...is it justified over HDFC amc and nam india....why itis valued more than amcs...got some idea...thanks
both r different business...
@@aravindhamurthy7128 different business but same industry
As always great. Thanks
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
Indigo paints details analysis video
Orient Electric details analysis video
Prince pipes details analysis video
Greenpenal details analysis video
LIC IPO might act as a tailwind for CDSL stock price? Just assuming.
Lots of learning, thanks
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey.
Thank you.please help us to identify undervalued companies as well
Please provide a link to buy the book? Couldn't find it on Amazon
www.amazon.in/Expectations-Investing-Reading-Prices-Returns/dp/159139127X/ref=sr_1_1?crid=2XODHLM6UTNSF&dchild=1&keywords=expectations+investing&qid=1632518369&sprefix=expectations+%2Caps%2C292&sr=8-1
Out of stock currently
@@SOICfinance it's too much costly. Better to take mentorship of you & get benefitted of lacs. 😊
I bought cdsl a week ago for 1300 will it go up any predictions
Bhttt patience chayyy bhaii 1310 i bought in July still holding so that good exit its very slow exit karlena earliest
Please work the dcf based on free cash flows please work out and the take a call..
Good learnings.
Thank you 😊 & glad you liked it. Hope to keep adding value in your investing journey :)
Thanks for the video. Its supremely informative. Please tell how can one buy non-U.S. foreign stocks in india?
Kei industries details analysis video
Hi Ishmohit! Thanks for sharing your knowledge. Please share your view on Neuland labs, stuck at a higher price
Check Podcasts-already done
Thanks for your great analysis as usual, what is your recommendation on Happiest Minds for longterm Sir
Please do fundamental analysis of CAMS. AS per current price I don't think it's overvalued
I agree with you about hm but hm will go up I think
Thank You So much for This Valuable video and please tell me, what does green color means in Excel Sheet... please Reply..
Your videos are really helpful and knowledge gaining brother. Thank you so much ♥️✌🏻
My pleasure 😊
I humble request ...pls make video...cartrade.
.many people..want this
Sure, stay tuned :)
@@SOICfinance🙏🏻🙏🏻🙏🏻
Sir aapki soic member sip
hindi me h ya fir English me h
Sir jawab jarur Dena pls
What if free cash flow is negative like in Dmart?
Ocf-maintainence capex or Net income-maintainence capex in that case
12:31 - “markets can stay irrational way more than we can stay solvent.”
Another excellent video..
You taught all of us a new essential skill ..
Congratulations to you for your multibaggers and helping loads of people in their investing journey ..
Thanks... Regards 🙏🙏
Now Fridays are SOIC day too.. 👍 excellent analysis and presentation.One question, the rows in green represent reasonable valuation ?
Relatively cheaper :)
Thank you Ishmohit ji, appreciate it 🙏
You're welcome 😊
Will you please cover companies like Exide, Aamar Raja? People say that future is battery but these shares are going down. Need your expert view.
sir, what should be the price to cash flow for clean science after 10 years In an aggressive case scenario. Currently, it is 194.
Thank you Sir for your valuable guidance 😊
Aaj mene kuch naya sikha
Thanks ishmohit 🙏
And waiting for Hidden bank
🙏🙏Coming Sunday