Ask Basant: Get Your Stock Queries Answered?
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- Опубликовано: 24 июл 2024
- We discuss various business models to make the process of business model analysis easier for the viewer. Along with this we take your other queries relating to stocks, market and the portfolio.
This along with other queries forms today’s crux of ‘Ask Basant’.
Listen to know all this and more:
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Invest in our Smallcase :
Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com
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Buy my book: The Thoughtful Investor only from our website:
www.thethoughtfulinvestor.in
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For Personal Consultation on business or finance: Please send a WhatsApp message at +91 85918 66511 or email to support[at]TheEquityDesk dot com
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Listen to know all this and more:
0:00 Intro
0:12 View On IT INDEX
1:15 Momentum In Mid&Smallcap IT Stocks
1:36 BM SMALLCASE
2:08 Overownership & Underownership
2:44 JP MORGAN Downgrade On IT Sector!
6:26 BAJAJ FINANCE Vs POONAWALA FINCORP
8:29 My YOURTUBE Channel Business Analysis
9:54 I have a lot of faith in you
11:44 Business Problem Solving
12:45 longevity In Business
14:15 THE THOUGHTFUL INVESTOR
14:48 Super Chat
16:41 Start A Middle Class BM SMALLCASE
18:11 Mutual Fund Switch To BM SMALLCASE
19:48 IT FUNDS
20:40 Thanks For Your Free Advise
24:08 Without Knowledge Don't Invest
25:40 50K Per Hour Consultancy Fees
27:21 This Channel is not a One Side Channel
29:00 We fear when the market will fall
32:13 AJIT AGARKAR Business Model
33:44 Why don't you do TV interviews now?
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Social Media Handles:
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--- Invest in our Smallcase : Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com --- Buy my book: The Thoughtful Investor only from our website: www.thethoughtfulinvestor.in --- For Personal Consultation on business or finance: Please send a WhatsApp message at +91 85918 66511 or email to support[at]TheEquityDesk dot com ---
Sir kuch bhi karlo but ye 30 mins QnA close mat karo.
This keeps our engagement.
😊
Basant sir....I have 1cr exposure in stocks and 30lacks in Mutual Funds Equity focused.....my stock portfolio is giving 12% returns but Mutual Funds is giving me 18% returns.. I am a corporate professional at 1cr annual income..should I focus on Mutual Funds investments then stocks.
Sir myself Dev and I'm a big fan of yours.. Sir i have one question
For IT stocks with 25% CAGR having 60 PE.. Is it fine or overvalued?
❤
Hello Sir,
Your videos are very helpful for middle class families who have just started investing and who dream to move and do something in life. That's why there is high viewership for your channel because we are getting answer to questions which we had since so many years in our mind. Thank you so much sir. May God give you a long and happy life.
नमस्ते sir मैं गया से हु 1990 में मैं यहां से cantriple ये canera बैंक का शेयर था यहाँ से खरीद कर कोलकाता में बेचा करता था पैसा भी अच्छा कमाए और कमा कर एक्विटी में लगाते थे पर हर्षद मेहता प्रकरण में सारे पैसे खत्म हो गए और कुछ कर्ज़ भी हो गया था।उसके बाद आज तक अपने reletive जो कोलकाता में हि रहते है उनके tips पर शेयर खरीदता था और आज तक बहुत loss किया मेरे पास बहुत शेयर है जिनकी अब trading नही होती sanghi poly, lok housing, etc पर जब से आप को सुनता हूं मैंने फिर से बहुत पैसे बनाये पिछले 9 month में 23% बढ़ा है पोर्टफोलियो। मेरी age 51years है। आपके nature में जो ईमानदारी है वो बयाँ नही कर सकता हु।बहुत धन्यवाद sir.....दिलीप
Basant ji, the business analysis conducted for your business reminds me of your book - The Thoughtful Investor - where you differentiate between market-share and mindshare. I believe your channel is high on mindshare, which will further drive its market share. Your topics are relevant, relatable, and beneficial for your viewers. I wish you luck and ongoing success.
Appreciate your efforts to guide the people with less money to invest! Please continue your good work
शेयर मार्केट मे लोग जैसे रिलायंस के stock पर आंख बंद करके भरोसा करते है वैसे ही लोग आपको आपके ऊपर भरोसा करते है 🙏
Sir, now a days it’s routine watching your videos. Very insightful
Sir your program is perfect in all respect. God bless you. Please continue it.
I have become your ardent fan Sir. Your knowledge and deep understanding of market is admirable. Ek baat aur Americans marketing ke champion hain ya nahin, par aap ka bina marketing kiye hi marketing karne ka andaaz lajwaab hai. 👌👌👌❤
VERY nice initiative sir. Keep expanding and sharing your knowledge & wisdom
Guruji, I want to understand which ratios to check for checking on fundamentals of below sectors. Jaisa aapne banking ke liye bataya waise hi..
1. Finance
2. Manufacturing
3. Service
4. IT
5. Auto
6. Pharma
Thank you for your endeavour Sir. Nobody takes so much time out for other's learnings in the markets
Very informative and useful. Thanks a Lot.
Hello Sir, This is Shobhit. Asking for 8th time. Thanks for taking my previous questions.
Question from "The Thoughtful Investor"
Statement: A growth stock with rising dividend payout represents a potent investing combination, as the rising yield protects the downside whereas the growth helps in generating the upside.
Question: How does rising divident yield protects the downside in a stock ?
Really appreciable well said 🙏
बेहतरीन उपलब्धि ❤ से धन्यवाद
Thank you sir for the wonderful content.
Sar jab se Adani saga ki news I thi tab se mein aapko follow kar raha hun aur abhi tak ek bhi video Miss nahi karta aap Jo sikhate Hain vah incredible hai dhanyvad guruji❤❤❤❤❤❤❤❤❤
Sir aapka aik bhi Video miss nahi karte, abhi to aise lagta hai ki aap ghar ke aik member jaise hum se bat kar rahe hai,
Bahut connect karti hai aapki bate
Business concept bahut clear ho jate hai.
Hi. Sir, bhavik sheth here from Rajkot, Gujarat. I first saw you on zee business. I am a big fan of you, your knowledge and your sense of humor!! We dont only learn investing from you but also get to learn good life lessons!! You started a successful RUclips channel at this age gives us life/motivational goals. In today's video you were saying that you are thinking of hiring professionals to scale your youtube channel.. but i would say in that process you will lose the rawness of your channel.. !! People here love your channel is because of its rawness, your honesty, simplicity, humility and of course your kapil sharma like spontaneity !! People here love your channel is because there is no sponsors, no drama nothing of that sort only Useful Insights about Market, economy, world affairs, life lessons etc. We love you because - people of your caliber who has spent so much time in market and reached such heights of wealth and fame like a celebrity and still so humble and grounded and sharing his life experiences with people is rare!! You are a legend of Indian Stock Market !! Please stay like this and keep in touch with all of us like this always !! 🙏🙏🙏
Love from Madhya Pradesh and your explanation are amazing with examples
Thanks for Great info video. 🙂
Sir Good evening, sir aap ring finger me pukhraj pahne hai isse index finger me pahan lijiye aapka portfolio 50% rise ho jaayega
Thanks
Thanks for video ❤...
Sir I am working with nse and I am not allowed to buy stocks or trade...but I love to see ur videos and keep myself updated
12th attempt
Hello Basant sir, Jai Sri Ram from Ayodhya.
Sir aap bahut hardworking kar rahe hai . Aapko sunkar bahut himmat milti hai.
Sir pls smallcap packaging aur chemical sector par apna view bataiye
Col dhan s bhati jodhpur..Basabtji..you could consider starting 15 mins analysis of chapter or subject wise each Saturday or Sunday...in whatever format convenient..large scope to have concentrated listeners on a fixed time... added 15 mins to wrap up weekly already discussed issues..probably people would find it convenient to spare 30 mins weekly also others get revised.. you are going great guns..best wishes 💖
Hello sir I totally agree with you regarding Bajaj finance as today morning I went to subzi Mandi n saw Bajaj finance executive sitting next to tomato vendor I am already subscriber of ur two small cases Regards
Basant ji you are serving retailers ultimately society India. Long live
Hi Basant Sir, I have been watching your videos and interviews before this you tube channel and really appreciate your hard work. I think you should start an online course for the betterment of the people associated as it is easier to understand the concepts in a video and the way you explain being a great teacher than to read a book. Many of us are not even from the finance background and have issues understanding the concepts and implementing them. Please give it a thought.
I think many of us will be even willing to pay a nominal fee for it.
To manage time, may be you can skip the daily evening video where you takeup daily questions during that time or plan on weekend.
You have already shared enough scripts for those who only want the stock names.
Thank You Guru Ji…🙏
प्रणाम सर 🙏Route mobile vs happiest mind दोनों में से कौन सी it कंपनी बेहतर है।
Thanks for video❤
Yes Sir App bilqul Sahi bol Rahe ho. Jo App Kar Rahe ho Wo Sahi direction me ja Rahe ho.
Sir you and your channel both are superb.
Thank you Sir.🙏🙏🙏
verymuch true many having less money or less saving so channel content basant sir perfect no need to change all type of content are coming which is required
Myself , Dr Hemant bhandari ( dentist)
Watching your video is treat . Shared your video with my friends especially of equity vs real estate . Now they are your regular viewers. My question is how do you screen new stock idea? How you shortlist which microcap or smallcap company needs attention. I m passionate retail investor mostly i do my homework alone , read almost 50 60 books .. read half of CFA level 1 course .Kindly guide me
Thank you
You say it in a very nice way sir... I thought it was good🙏🙏
Hello Basant sir
Mai Akhil hu Delhi se
Aapke video roz dekhta hu aur kabhi na kabhi aapke smallcase mei bhi invest karunga abhi capital kam hai
Mujhe sir financial terms samajhne mei bahut dikkat aati hai kya aap mujhe koi book recommend kar sakte hai jisme ye financial terms aur ratio thoda simple tareeke se samjhaaye gye ho
Waise aap ek follow up book bhi likh sakte ho is topic par sir title "jalebi ki dukan", super hit ho jaayegi sir ye book.
Thank you sir .
Sir ji apke diye gyan se research ki aur aaj 2 mahine main 60% return ban rha hai .aaj main concentrated approach se invest kar rha hoon. Aap ko shat shat Naman..lots of love and respect from Bikaner ❤🎉
Namaskar Sir, Happy weekend. I am from Kolkata. Deeply admire the ocean of knowledge you have, the honest assessment and recommendation you provide and the simplicity with which you explain the hard concepts. Could you please enlighten us about the relevance of dupont analysis for analyzing bank stocks? Banks are highly leveraged and what is asset turnover for banks?
Thanks Sir
दिल से आपको कोटि कोटी नमस्कार है सर. आप फाइनेंस के महागुरु हैं। कृपया करके फंडामेंटल एनालिसिस, हम गरीब लोगों को समझाएं जिसे हम लोगों का आर्थिक स्थिति सुधार सके, व्यक्तिगत स्टॉक का नाम नहीं पूछ रहा हूं।
sir 16th time same question........BM Sir your views are wonderful...plz guide in what stocks i should invest for my kids higher education for 15years ... according to you what should be the cost of education after 15years for MBBS, engineering or MBA...
Best sir ji ap karate rahiye
Ham apako dekh k jagate rahate hai.
Thank you sir for another wonderful video..😁🙏
धन्यवाद गुरूजी,
सुबह से राह देख रहे थे
With reference to THOUGHTFUL INVESTER
Basant sir,
Hello hope you're doing extremely well and I am big fan of you and your RUclips channel. I am watching your videos, sharing your videos but not picking my questions i.e only one question your view on coforge and persistence and which is best.
Sir namaste.
Please continue like this.
It is your USP
We are taking responsibility to achieve 2.00 lac subscriber till end of July.
God bless you
Sir aapki book through full investor hindi me kijiye i know sir aap ispe lage hue hai but abhi tak padha nahi hai to esa lagta hai ki life me itni acchi book padhi hi nahi hai hame . Love from ahemdabad thank you ❤️❤️❤️❤️👍👍
Hello Sir...True fan of your knowledge and market commentry...
Please give your Analysis on Chemical sector and specially on SRF...As you have mentioned it is Capex driven company..with good ROE and market Cap is also not like bada haathi..
Sir lakin Google wale to batate hain ki aap jab aankh marte hain tabhi vo ad chalte hain
Good morning Sir. My day is incomplete without listening to you. I stay in Dubai. Pls visit sometime.
Bought your book in 2017 and following you closely since then. During those times you were bullish on housing finance co. Still remember your example on HF Train started now from CST to Delhi.. Unfortunately, I got stuck with LICHF on the higher side. Your view pls.
Thanks Sir😊
A concentrated portfolio of 10 forever stocks is well competent to beat benchmark index returns
Hello sir thank you for your fundamental tutions for free to poors like me...
Sir me janana chahta hu ki roe and roce quaterly ya yearly data se derive hota hai? Agar ha to ye ekad quaterly result se ye volatilite hoga kya? To hame roe dekh kar aurbhi kya dekhna padega?
Thank u sir
Ur sincere student..
Sir
Your show is very informative and interesting.
Which are the Top 5 sectors from where you will choose Small cap stocks for long term?
And what will be the common criteria for all of them.
With lots of love ❤️ .
From West Bengal.
apko dono stocks mein choose karna hain to app ko kaunsa achha lagta hain... PERSISTENT SYSTEM OR COFORGE.. can u do business analysis also
Good analysis ,do some recommends for retail investors.
Hello sir, Big fan of yours, discovered your channel by mistake, best mistake of my life. Meri bhi soch apke jaisi hi radical hai, but mujhe kya pata, mera stock market ka experience bass 1 saal ka hai. Mujhe small finance banks ke bare me aapke views janne the, especially Ujjivan SFB. PB ~ 2, CASA ratio ~ 26.4%, ROA ~ 4%, ROE > 30%. Also please can you highlight the regulatory risks involved in the business. Thanks.
Namaste Basant sir, I am from Pune. Aapka 30 mins ka video dekhne mei mujhe ek ya dedh ghanta lag jaata hai. Kyunki aap jin stocks ke baare mei baat karte hai unka mei video pause karke analysis karne lag jata hu. Aap midcap smallcap IT par bullish hai toh Birlasoft aur Saksoft par aapka kya view hai? Please bataiye🙏
Good evening sir 😊
Trying to watch the video since it uploaded now able to finish around 5 PM as in office hardly gets time but couldn’t resist so some how finished .
Big Fan of yours waiting for tomorrow’s video as story about such people we can’t get anywhere and specially when it is from your side it becomes priceless experience.
Thanks 🙏🏻 a lot
Big Fan of yours
Saurabh
Jai Hind 🇮🇳
Nice to hear you stayed in jammu
Sir nowadays gole market mai bahut badiya aur popular jalebi ki dukan hai bilkul magazine's ki dukan ke pass..
Sir kabi jammu aayo gai tho plz batana ager hum mil sake tho...
Worship knowledge,
Please inform in fast forward section what topics are so will decide what is useful to us
It's a ultimately game of mindset, patience, courage, and common sense
Hello sir, i follow your videos. Sir please tell the check points for selecting a stock for long term investment.
Regards
Dr. Vaibhav
Sir mei bhi ninties mei gol market ghoomta tha. Bahut movies dekhi hain Apsara aur swarn theaters mei. Zaroor kisi magazine or news paper ki dukan par aap se hello hai hui hogi.
Hello Basant Sir Thank You, Campus Active & Latent view analytics Companies kaisa perform kar sakti hai.
Hello sir happiest Mind, latent view and clean science bhut high PI stock hai ye sab le kar kaise bana sakte hai koi
Sir please explain the calculations you do for the CAGR…
Good afternoon Sir! You have seen so many finance ministers since 90s! So, in your opinion, who did best service to the nation? One offbeat question!
Thank you sir for your lovely and informative videos.. A small investor like me gets a lot of information from your videos..I understand how much time and effort it takes to make videos on a daily basis... My age is 40 kindly suggest some stocks for long term..I completely agree with your views on "chota hathi" and "mota hathi"😊
thanks once again...
Ameya Bhalerao from Pune
Sir apka video dekhna shuru kiya isi week se, maja aa raha hai abto routine ban gaya subah syam ka. Bahut acha knowledge mil raha hai thank you for that. Mere pass 30 lakh rupya hai, mere long term 2 goal hain. Ek ghar lena hai or ek retirement ka paisa chahiye. Abhi age 30 sal hai, monthly saving 40,000 hai jo age or bhi badh sakti hain. Kehne ko to ghar abhi bhi le lu lekin sara saving usme chala jayega aur age bhi EMI bharta rahunga usme mujhe koi sense nahi lagta. Better hai 15 sal bad hi le lu, tab tak rent pe mast tension free rahu.
M market se 20-25% average return nikal raha hu, kya aise hi chalne du ya BM schemes me paisa dalu? Return jyada chahiye volatility jhelne ke liye tyar hu with 15 years view.
Dr. Parveen Beniwal, Haryana
Jai shri krishna
Shrihari from belgaum
Your childhood friend Koushik mohta is my business freind
Sir mere pas xchange solution ke shere hal aap ka vew kya hai.
Sir main phle army mein Tha abhi main Punjab police mein hun apka video daily dekhta hun 3-month se continue vhut kuch sikha apse 👌👌pehle to apni income k liye study kri or next job li.. ajj main video pause krke comment kr rha hun jha app questions lete ho yeh video kha per Hota Hai bta to app hmee bhi apse kbhi questions krne ka moka mil jayee ..plss tell me ??👌😍
Kbhi ache paise bne😊 to apse milne bhi auga bhi tak to hathi the mere pass 3.5 lakh mehnat ki kmai chali gyi.. 1st dialogue apka share market he buri hai😂😂...agee dekho kya hoga abhi
Sir pls tell LTIM or Persistent sys which is good for long term
Sir thanks so much ap kamaal ka kaam rhe ho RUclips par!!!
My question is on Neogen Chemicals..what do you think of the company?
Basant Sir, You are genius. What do you think about SYRMA SGS and BIKAJI Foods fundamentally?❤❤
What is your opinion on Suzlon and Borosil renewable shares. Future is of renewable energies 50 percent of global power is expected of renewable as per the recent estimate . Share your thoughts.
Pls THROUGH LIGHT ON INSTANT RELIABLE SCREENERS IN SELECTING STOCKS DAILY
Your big fan sir long time listener & first time caller pls advise
Usually it is said to keep less number of scrips in portfolio
So question is managing 30 scrips in one demat account same as managing 10 scrips in 3 different account ?
Sir ji it was compliment monthly 15000 salary se lekar hourly paying 50000 .this is diversity i want to say with compliment...
Best wishes!!🎉🎉
Thank you basant ji for your knowledgeable videos. I am an engineer, work in private sector and don't have a pension. Please make one video, how to plan for retirement and how to manage money after retirement? Thank you
Good evening Sir Ji ❤
Gd afternoon sir....huge fan ...love the small analogies that u make about the market with a routine human behaviour...
Have a question...u say paisa under exposed share me he Banta hai....but dnt u think over exposure will cause decrease in the free float of the stock which will cause increase in artificial demand which can further increase the stock price...n visa versa for under exposed...can u elaborate on this sir..thank u
Guruji Namaste ❤
GE Sir,
Thanks for keep sharing the wisdom every day.
Wanted to highlight latest development in electric cars in India, Tesla has declared to discuss the giga factory with Indian govt, while BYD plant is rejected by the govt. What’s your view from open economy perspective? 🙏🙏🙏
Namaskar Sir ji have a nice day 🙏❤️
Sir global education me kya karna chahiye?
Sir, My question is about Sheela Foam.Retail holding is only about 1.5%. Rest all is held by promoters, FIIs and DIIs. Despite the low float the stock is languishing at around Rs1150 level .Can I take a bet for large gain ? Is the price low due to input cost pressures? The company has been gaining market share from un-organised players ? Kindly reply ? I am an avid watcher of your videos .
Regards,
H ari Joshi
Hello Basant sir please take my question 🙏
After the reliance demerger is to take place (if so) then what would happen to the reliance shares with mutual funds that hold reliance will they give us, the unit holders the JFS shares which we are entitled to in the nearest whole numbers or they'll simply sell it and allocate it somewhere else.
Sir aap ko sunne ke baad bazar mai bane rahne ki himmat aa gayi hai.
Is upl a cyclical stock. It seems to undervalued at great pe.
Hi Sir, Can you please explain how to know the amount of liquidity in a stock at a particular time and average liquidity in that stock.
Sir large bank share lenasahiye ya small finance Bank Lena sahiye ....??
No No sir, he meant you have amazing income diversity audience. From ppl asking you question from as low monthly income as 15,000₹ to as high as ppl paying you (50,000₹ per hor of meeting you or ppl having multi crore asset allocation). I too get astonished by such income diversity having hope in share market. By the way I am very happy the way you share your instint fear when even yourself get scared when market falls. It means even you repect the randomness of market but you have imminent belief in longterm returns.
Thank you sir,
Sumit
Newtown, kolkata