I FINALLY STUDIED CAMS!! A Monopoly💪 or A Value Trap!?😧🪤 | CAMS Business Analysis
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- Опубликовано: 11 сен 2024
- I FINALLY STUDIED CAMS!! A Monopoly💪 or A Value Trap!?😧🪤 | CAMS Business Analysis
CAMS - The Mutual Funds' Secretary | Proxy to the future of Mutual Funds in India
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"There is no such thing as a worry-free investment. The trick is to separate the valid worries from the idle worries, and then check the worries against the facts." -Peter Lynch
Dear Tribe Members, the legendary investor Peter Lynch had a peculiar style of investing and one of his favorite category of stocks was Proxies. The whole idea of proxies is so fascinating that the target industry’s direct participant may be a mediocre business whereas the one serving as its proxy may be a terrific business. However, when a business’ fortunes are tied to the fortunes of an industry that has an element of cyclicality built in, it becomes an important factor to keep a close watch on the business trajectory of the whole industry. The business we are discussing today is CAMS-Computer Age Management Services Ltd.
We will take a close look at the Sources of Revenues, Competitive Advantages, Sources of Risk, Thesis-Antithesis, and Valuations. There are a few peculiar characteristics in the CAMS business that make it durable as it functions as a Secretary of Mutual Funds that have been here and will be here for the long haul and some make it fragile as the Growth in the AUM of AMCs will outpace the Growth in the Fees for CAMS. Watch this video to get a complete understanding of CAMS’s business model and where it could be headed.
This was a much sought-after business analysis from all of you and we really gave it our all to bring you a detailed video. We hope to keep adding value to your investing journey. 🙏
Business Analysis - Computer Age Management Services Ltd ( CAMS )
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#sharemarket #soic #ishmohitarora
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 😊
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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.
Great Analysis! CAMS is definitely a Muti-Bagger 😎🤟
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. 🙏
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. 👍
Please do Next analysis of Route Mobile which looks very undervalued compared to its foreign peers.
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 got a clear understanding about CAMS.
Thank you so much.
Wow, it gave me more clarity. I will stay invested in Cams. Thanks so much
Now u might be enjoying it hold
THANK YOU ONCE AGAIN FOR ENLIGHTENING THE NEW INVESTORS...... HIGHLY OBLIGED.....
GOD BLESS.....
Thank you SOIC for wonderful videos.
Always Love ❤️ your valuable work.
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
Also request you to please analyse FINE ORGANICS if possible... Lots of noise around this business.. 😊
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.
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)
Ishmotji you choose hard sector stock like CAMS . REALLY GOOD NARATION WITH DEEP DIVE!!
REGARDS
🙏
Still watching the video, just wanted to say thank you for book recommendation.
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 🙏
Next video should be on Affle India🔥🔥
like is faith like is also trust like is love like is support like is motivation
Hotels sector analysis pls veere .. especially Taj GVK and Indian Hotels..supernormal profits are expected in near term in this sector
Coincidently one of my most favorite book.
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.
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
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.
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
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!
Great video! Got to know the RTA business. Please make video on Tube Investments of India
I could understand that
cams is average business model, 12% possible cagr, premiumly valued, average other parameters
So stay away from cams
Nice information Sir g God bless you and your team
Thanks for the wonderful analysis, full of quality insights ❤️
Bro market crash hone ke kitne chances hai abhi aur ho bhi sakta hai ya nhi , usko fundamentally aap discuss karo ek baar please
Thanks sir for good information 🙏🙏🙏🙏
That's a great analysis. But on the flip side, very good analysis give very good returns but not excellent returns
Sir please make video & do analysis of Sumotomo chemical, & Sir your analysis is great.Thanks Sir.D.k.Dubey.🙏
Detailed and Thorough analysis. It gave a clear picture of CAMS.
Very well analyzed. Thanks for the wonderful in sites. Great work.
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
Also do a video on cdsl & happiest mind🙏
Well packed content with full insight on CAMS. Please do a video on ZOMATO. Does Zomato really can turn in to a successful business?
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.
Please do analysis for M&M. Loving your work. Thank you.
Please make a video on one high risk share but still good growth...
Perfectly analysed Ishmohit Brother 🙏🏻 🙏🏻 🙏🏻
Hi sir. Future 3-D and robotic please two sectors Prescription Research in stock suggest thanks
Excellent information thank you 👍
Thank you for comprehensive information.
Thank you very much sir.
Great value analysis for us
👍👍👍
Very helpful to understand business of cams
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. 🤜
Great analysis and valuation was like a cherry on top.
Thank you for detailed explanation
Wonderful Analysis Mohit 👌
Thanks for making such a detailed video on CAMS
😃🙏
Thanku so much for the analysis ☺️☺️
Awesome Analysis!
Sir ur real financial hero for students like us..
🙏
Thanks for giving us your valuable time and research thanks a lot
Great analysis. Share similar video on Tata Elexi
Already covered, you can look for the video on our channel. 👍
Sir plz review wipro, it is totally exhausted me due to going down to down 52 week low!
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. 🙏
I use Kuvera platform for my SIPs.
please analyze housing finance space
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
Video about Polyplex and packaging industry
Yes Ployplex would be a wonderful analysis with a liberal dividend payout
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
Appreciate your effort, I like your video. Healthcare sector next with terminology.
Great analysis, recently found this channel, I think I lost a good opportunity to learn stock analysis finding this Channel late.
Jis din bhagega sb buy kroge...futuristic company h.. smooth growth hogi..
re-invested at 2200 levels, made a mistake of selling after IPO allotment ,
Does CAMS benefit when an FII or an MF AMC such as HDFC AMC invests money in the market?
Is K FIN is not a competitor for CAMS?
Kindly provide ebook or physical book instead of SOIC membership. Physical would be best
Bro thankyou for adding subtitles,please do add it in the future videos
Please make video on Indian it companies.
Thank you
Excellent piece of learning from a superb teacher.
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. 🤜
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... 🙏
Himadri Speciality company. if u could make a video. thanks :)
Aether industries Ltd details analysis
The Conclusion part of the Video is missing. Please re-upload. Thanks!
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. 😃👍
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
Yes I understood the Business.
Please make a video on Zomato and thanks for such a wonderful work for small investors.
Thank you for watching our videos. We'll consider your suggestion
hi ismohit, pls cover motherson Wiring. Thanks
As soon as possible
yes , Great well done for all your efforts
Thank you for watching our videos and for supporting our channel. 🙏
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. 🙏
Sir please consider route mobile for your next anylise.
Conclusion kaya hai bhayio. overvalurd under valued fairy valued?
Please Analyze Tanla Platforms......looks undervalued ,PE also re rating
Great analysis. Could be a bit abridged.
What you think about TRIDENT LTD? great job btw.
Awasome session great job 👍
🙏
Hi..Ishmohit sir..i wish you to make video on
jindal polyfilms..packaging industry stock..i feel its undervalued..
Ishmohit Singh is king.salute from Mizoram
Why did not you discuss PEG ratio during valuation discussion? I think PEG of CAMS is quite unfavorable as it is much more than 1
I mentioned that at max it can grow at 14%. Thus, not invested