Great analysis. I observed 3 CAMS non metro branches and they are all located in not so busy areas where rents are low. The branch personnel are there for the last 12 years.
61 likes including one from my side, like your video within first few minutes, appreciate your efforts in bringing bright education for all of us. Thanks indeed 😊
Isomohit Sir you are doing wonderful job for small investors like us who want to achieve our financial Goals. Please continue to educate us. May God bless you🙏
Thank you for watching our videos. 😃 We're glad to know that our content is useful for you. We hope to continue adding value to your journey. We are grateful for your support. 🙏
More than a secretary I believe this is a technology platform which acts a a central database of AMCs. Just imagine the amount of Data whjh these guys are sitting on. Data is a new oil and they have it in abundance. I have kept adding it on every fall. Wish to hold it for atleast 8 more years.
I think discussing about investment strategy would be more important than knowing the business in depth. Concise Business overview should be fine. How many parameters do you think one can apply while investing that too it is fundamentals.
Failed to understand that almost 8k views and 1/10th likes for such a quality content....free me analysis sunne me maja aye toh ek like deke iska algorithm v badhao taki sabka bhala ho
Sir majority people are crazy only for options trading , and their is news in the market that sebi going to put restrictions for retailers on options trades. Which can reduce the liquidity in options market and also put some regulations.
Hello Sir, Make a Video on "Detail Analysis on Current Economic Situations around the World". - About Debt Bubble. - About Recession. - About India's GDP Growth. - Also have a Macro-economics Micro-economics Approach. I am Waiting. 👍
Ismohit Sir: Very informative video. Lots of data and analysis. Thanks a lot for giving such a detailed presentation. One thing I was keenly expecting that you would answer as to why the promoters' stake is coming down significantly in a business that generates huge mouthwatering return on capital that has moved from 41% in FY19 to 63% in FY22 while the promoters' stake has gone down by 3.82% from June quarter to September quarter this year. More intriguingly, stock price has sharply come down from 2690 to a low of 2185 over the last two months. Are the FIIs who acquired nearly 4% extra stake in September quarter selling out in this quarter? It would be very nice if you could enlighten us in this respect. I sincerely hope you would help us solve this conundrum. (Data source: Screener App)
Nse was the promoter in 2019 but due to sebi guidelines nse has aold its entire stake in ofs during ipo, the shareholding datq is of the minority shareholdera
ishmohit sir would love to see a video on affle india it has been so long would love to see such detailed analysis of this business , all those who would want please like it
Hey Ishmohith I really like your videos after watching all your videos until the very end I feel like this might be a good stock to buy but after you describe the risks I end up with mixed feelings but anyway that are hard truths about company, In this video you said that the company is cyclical and a reason for not buying but that is due to covid so we might not go to that situation in short term like until 6 to 8 years, so we can buy this also it is right now available on discount as per it's previous high Thanks
Appreciate the detailed analysis.. your CDSL analysis too 👏👏👏 "CAMS vs CDSL" What do you think is more interesting in terms of Business model + Moat regardless of valuations? Just needed a high level of opinion!
Great analysis as usual Ishmohit. Really appreciate your efforts & Knowledge. I have been owning HDFC AMC for more the last 2 years. Experiencing the risks of valuation, cyclicality, competition, etc. Which exist in this industry.
Suppose you walk into your nearest Indusind bank & they suggest you make an investment in PPFAS flexicap fund. AMC: Has N mutual funds. Ex: Ppfas Distributor: Gets commission for promoting/ sale of mutual fund product. Ex: Indus Ind bank/ NBFC
We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜
Very nice video and clear explanation on valuations with amc leaders . Can you do a video on consumer durables as an industry and its stocks e.g. Whirlpool, Voltas, havells, etc
Thank you for watching our video. 😃 We appreciate your suggestions and will keep them in mind. In the meantime, please watch our video on the Balkrishna Industries.
Highly analytical, but fail to understand the need of Retail investor's intrest. What to do with the stock, buy, hold or sell, exit or average@ what price
Cams has very good business model and Moat. But they dont have other avenues to invest money into. This can slower their growth. Bcoz they are dependent on MF industry to grow
Thank you for watching our videos. 😃 We're glad to know this video is informative and insightful for you. We hope to continue adding value to your investing journey. 🙏
Please find out a few shares like Wipro Ltd which has given greatest returns in last 40 years. A mere 10,000 rupees investment has turned into hundreds of crores. I think you may find a few of this type. Regards.
पेंट सेक्टर पर व्हिडिओ बनाया जाये... ASIANT PAINT, INDIGO PAINT,BERGER PAINT COMPARISION.. KARE WICH BEST OF MARKET LEADER IN FUTURE... THANKS 🙏 जय हिंद सर..
Great analysis. I observed 3 CAMS non metro branches and they are all located in not so busy areas where rents are low. The branch personnel are there for the last 12 years.
61 likes including one from my side, like your video within first few minutes, appreciate your efforts in bringing bright education for all of us. Thanks indeed 😊
አይ
Great Analysis! CAMS is definitely a Muti-Bagger 😎🤟
Now its trading at 4800
Isomohit Sir you are doing wonderful job for small investors like us who want to achieve our financial Goals.
Please continue to educate us.
May God bless you🙏
Thank you for watching our videos. 😃 We're glad to know that our content is useful for you. We hope to continue adding value to your journey. We are grateful for your support. 🙏
Please do Next analysis of Route Mobile which looks very undervalued compared to its foreign peers.
I got a clear understanding about CAMS.
Thank you so much.
Still watching the video, just wanted to say thank you for book recommendation.
More than a secretary I believe this is a technology platform which acts a a central database of AMCs. Just imagine the amount of Data whjh these guys are sitting on. Data is a new oil and they have it in abundance. I have kept adding it on every fall. Wish to hold it for atleast 8 more years.
I think discussing about investment strategy would be more important than knowing the business in depth. Concise Business overview should be fine. How many parameters do you think one can apply while investing that too it is fundamentals.
Wow, it gave me more clarity. I will stay invested in Cams. Thanks so much
Now u might be enjoying it hold
Failed to understand that almost 8k views and 1/10th likes for such a quality content....free me analysis sunne me maja aye toh ek like deke iska algorithm v badhao taki sabka bhala ho
Sir majority people are crazy only for options trading , and their is news in the market that sebi going to put restrictions for retailers on options trades. Which can reduce the liquidity in options market and also put some regulations.
I think u tubers are using your labour as their content source. Otherwise finger automatically goes on like button.
Also request you to please analyse FINE ORGANICS if possible... Lots of noise around this business.. 😊
Hello Sir,
Make a Video on "Detail Analysis on Current Economic Situations around the World".
- About Debt Bubble.
- About Recession.
- About India's GDP Growth.
- Also have a Macro-economics Micro-economics Approach.
I am Waiting. 👍
Hotels sector analysis pls veere .. especially Taj GVK and Indian Hotels..supernormal profits are expected in near term in this sector
Hey Ishmohit, had not been keeping well..so have now become after after a long time..hope u doing well. Thanks for ur views on CMAS
THANK YOU ONCE AGAIN FOR ENLIGHTENING THE NEW INVESTORS...... HIGHLY OBLIGED.....
GOD BLESS.....
Ishmotji you choose hard sector stock like CAMS . REALLY GOOD NARATION WITH DEEP DIVE!!
REGARDS
🙏
Ismohit Sir:
Very informative video. Lots of data and analysis. Thanks a lot for giving such a detailed presentation.
One thing I was keenly expecting that you would answer as to why the promoters' stake is coming down significantly in a business that generates huge mouthwatering return on capital that has moved from 41% in FY19 to 63% in FY22 while the promoters' stake has gone down by 3.82% from June quarter to September quarter this year. More intriguingly, stock price has sharply come down from 2690 to a low of 2185 over the last two months. Are the FIIs who acquired nearly 4% extra stake in September quarter selling out in this quarter?
It would be very nice if you could enlighten us in this respect. I sincerely hope you would help us solve this conundrum.
(Data source: Screener App)
Yes I am also looking for these answers….. would be grateful if yoyu could answer…thanks
Nse was the promoter in 2019 but due to sebi guidelines nse has aold its entire stake in ofs during ipo, the shareholding datq is of the minority shareholdera
I quiet surprised Ishomit ignores such important questions nd replies for thank you comments. Such a unacceptable act
@@natraj6120 someone from his office must be giving thank you messages. Replies to above messages taking time bec he has to reply personally.
like is faith like is also trust like is love like is support like is motivation
Great video! Got to know the RTA business. Please make video on Tube Investments of India
ishmohit sir would love to see a video on affle india it has been so long would love to see such detailed analysis of this business , all those who would want please like it
Coincidently one of my most favorite book.
Next analysis request on Bajaj Finance.. NBFC vs Bank growth in current scenario (there is a view that banks rise is a threat to NBFC)
Hey Ishmohith I really like your videos after watching all your videos until the very end I feel like this might be a good stock to buy but after you describe the risks I end up with mixed feelings but anyway that are hard truths about company,
In this video you said that the company is cyclical and a reason for not buying but that is due to covid so we might not go to that situation in short term like until 6 to 8 years, so we can buy this also it is right now available on discount as per it's previous high
Thanks
Next video should be on Affle India🔥🔥
Promoters have heavily sold cams from last Sep quarter, which is a sign of worry.
Yes, but mainly FII bought those
Appreciate the detailed analysis.. your CDSL analysis too 👏👏👏
"CAMS vs CDSL"
What do you think is more interesting in terms of Business model + Moat regardless of valuations?
Just needed a high level of opinion!
Thank you SOIC for wonderful videos.
Always Love ❤️ your valuable work.
Please make a video on one high risk share but still good growth...
Hi sir. Future 3-D and robotic please two sectors Prescription Research in stock suggest thanks
I use Kuvera platform for my SIPs.
That's a great analysis. But on the flip side, very good analysis give very good returns but not excellent returns
Conclusion kaya hai bhayio. overvalurd under valued fairy valued?
please analyze housing finance space
Please make a video explaining all the ratios and terminologies in one video, it's okay if it will be long
Love from Gujarat ❤️
Go to his website and get free classes for beginners. Real useful material 🙏
hi ismohit, pls cover motherson Wiring. Thanks
As soon as possible
Please Analyze Tanla Platforms......looks undervalued ,PE also re rating
Great analysis as usual Ishmohit. Really appreciate your efforts & Knowledge. I have been owning HDFC AMC for more the last 2 years. Experiencing the risks of valuation, cyclicality, competition, etc. Which exist in this industry.
Sir plz review wipro, it is totally exhausted me due to going down to down 52 week low!
Great analysis. Share similar video on Tata Elexi
Already covered, you can look for the video on our channel. 👍
Himadri Speciality company. if u could make a video. thanks :)
Very informative video. Thank you for such insights.
Would like to see next video on CDSL.
Thanks for watching our video. We have analysed CDSL on our channel.
Beautifully explained !! Thanks
Who are distributors in CAMS? Any example/company name? How are they different from AMCs?
Suppose you walk into your nearest Indusind bank & they suggest you make an investment in PPFAS flexicap fund.
AMC: Has N mutual funds. Ex: Ppfas
Distributor: Gets commission for promoting/ sale of mutual fund product. Ex: Indus Ind bank/ NBFC
Sir please consider route mobile for your next anylise.
Detailed and Thorough analysis. It gave a clear picture of CAMS.
Bro market crash hone ke kitne chances hai abhi aur ho bhi sakta hai ya nhi , usko fundamentally aap discuss karo ek baar please
The Conclusion part of the Video is missing. Please re-upload. Thanks!
Please do analysis for M&M. Loving your work. Thank you.
Very helpful to understand business of cams
Nice information Sir g God bless you and your team
Thanks sir for good information 🙏🙏🙏🙏
Kindly provide ebook or physical book instead of SOIC membership. Physical would be best
Sir please make video & do analysis of Sumotomo chemical, & Sir your analysis is great.Thanks Sir.D.k.Dubey.🙏
Please make video on Indian it companies.
Thanks for making such a detailed video on CAMS
😃🙏
I could understand that
cams is average business model, 12% possible cagr, premiumly valued, average other parameters
So stay away from cams
Sir ur real financial hero for students like us..
🙏
Excellent information thank you 👍
Hi..Ishmohit sir..i wish you to make video on
jindal polyfilms..packaging industry stock..i feel its undervalued..
Perfectly analysed Ishmohit Brother 🙏🏻 🙏🏻 🙏🏻
Thank you for comprehensive information.
Wonderful Analysis Mohit 👌
Never seen such a detailed analysis.
We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤜
Reading your blogs also ... Nice 👍
Thank you for watching our videos and reading our blogs. We hope our content is informative and add value to you. 😃👍
Bro thankyou for adding subtitles,please do add it in the future videos
What you think about TRIDENT LTD? great job btw.
Will you please make a complete analysis video of Indiamart
Great analysis, recently found this channel, I think I lost a good opportunity to learn stock analysis finding this Channel late.
So you'll be covering the platform companies as of now
Video about Polyplex and packaging industry
Yes Ployplex would be a wonderful analysis with a liberal dividend payout
Does CAMS benefit when an FII or an MF AMC such as HDFC AMC invests money in the market?
Great analysis and valuation was like a cherry on top.
One of the main concern with CAMS is significant reduction in Promoters holding in last couple of years and skin of promoters is not deep...
At the same time FII stake has increased. May become professionally run company in the future like L&T, ICICI bank etc where there are no Promoters.
Well packed content with full insight on CAMS. Please do a video on ZOMATO. Does Zomato really can turn in to a successful business?
Very nice video and clear explanation on valuations with amc leaders . Can you do a video on consumer durables as an industry and its stocks e.g. Whirlpool, Voltas, havells, etc
Is K FIN is not a competitor for CAMS?
Very well analyzed. Thanks for the wonderful in sites. Great work.
Appreciate your effort, I like your video. Healthcare sector next with terminology.
Thank you for covering this business, ur doing great work keep it up..
Thank you for watching our videos. We appreciate your support for our work. 🙏 We hope our content adds value to you.
Thank you for detailed explanation
Deep dive analysis very good, agla Renewable sectors analysis kariye sir please
Thank you for watching our video. 😃 We'll consider your suggestion. Since studying the sector requires time, we appreciate your patience. 🙏
Kindly provide video on eicher vs tvs
Thank you for watching our video. 😃 We appreciate your suggestions and will keep them in mind. In the meantime, please watch our video on the Balkrishna Industries.
Great analysis. Could be a bit abridged.
Compare with KFin
Thanks for the wonderful analysis, full of quality insights ❤️
Pls make video on happiest mind share or mazgaon dock ship yard future out look for next 5 years
We have covered Happiest Minds. Please look for it on our channel
What about Kfin Tech. Jisma apne baat nai kiya...
Thanks for your interest :)
re-invested at 2200 levels, made a mistake of selling after IPO allotment ,
Thanku so much for the analysis ☺️☺️
Awesome Analysis!
Jis din bhagega sb buy kroge...futuristic company h.. smooth growth hogi..
Thank you very much sir.
Great value analysis for us
👍👍👍
Highly analytical, but fail to understand the need of Retail investor's intrest.
What to do with the stock, buy, hold or sell, exit or average@ what price
Understand the business and take independent calls
Cams has very good business model and Moat. But they dont have other avenues to invest money into. This can slower their growth. Bcoz they are dependent on MF industry to grow
Good... quiet informative 👌
Thank you for watching our videos. 😃 We're glad to know this video is informative and insightful for you. We hope to continue adding value to your investing journey. 🙏
Please find out a few shares like Wipro Ltd which has given greatest returns in last 40 years. A mere 10,000 rupees investment has turned into hundreds of crores. I think you may find a few of this type. Regards.
पेंट सेक्टर पर व्हिडिओ बनाया जाये...
ASIANT PAINT, INDIGO PAINT,BERGER PAINT COMPARISION.. KARE WICH BEST OF MARKET LEADER IN FUTURE...
THANKS 🙏 जय हिंद सर..
Indigo paint pe lagado Bhai... Next 10years me 10-15× hoga sure... Bahut scope hai growth ki...
@@nishan.1991
धन्यवाद... 🙏
Good job 👌 keep it up ji.
Thank you for watching our videos. We hope to continue adding value to you. 🙏
Kindly prepare video on cyient dlm
We've already created a video on this topic. Please check out the link for more insights:
ruclips.net/video/wYfYGjk-jKg/видео.html