It would have taken me 6 months to read and research about these businesses and try to understand their fundamental pros and cons. This guy just uploaded a 50 minutes masterclass on the entire sector for free. I filled up 3 pages of my notion research notebook. What a guy 💯🙏🧠👏 Looking forward to every single video in this series.
Great Video. Key learning from this video - 3 things to check in consumption stocks - Category penetration - Volume and value growth - Trend of premiumization Mantra for FMCG business understanding Trend in Raw material prices Volume growth Margins expansion/contraction New products launches
Investing in the stock market has HISTORICALLY provided higher returns than other forms of investment. According to Morningstar, the average annual return for the S&P 500 index, which measures the performance of 500 large-cap stocks, was approximately 10% from 1926 to 2020.
Stocks are pretty unstable at the moment, but if you do the right math, you should be just fine. Bloomberg and other finance media have been recording cases of folks gaining over 250k just in a matter of weeks/couple months, so I think there are alot of wealth transfer in this downtime if you know where to look.
The best course of action if you lack market knowledge is to ask a consultant or investing coach for guidance or assistance. Speaking with a consultant helped me stay afloat in the market and grow my portfolio to about 65% since January, even though I know it sounds obvious or generic. I believe that is the most effective way to enter the business at the moment.
Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.
Very good point mentioned that Energy drinks Penetration in Pakistan is 20% instead of 5% in India. However, I feel that that could be because Alcohol penetration would be very low in Pakistan. And maybe that's why Energy drinks Penetration could be high
Your hypothesis can be examined just by looking at energy drink consumption of gujarat vs rest of india. If you can find data pertaining to that do share.
Many people have said that you only need a few stocks in your portfolio. However, in today's date, we can see that there are many companies which can grow in the future and have possibilities to earn more profits. As investors, we all want to have as many such stocks in our portfolio. So the question is, how should we manage our portfolio for long-term investing, or how many stocks should we have in our portfolio? Can we have 50 to 60 good stocks with us or we should focus on few 12 to 15 stocks ?
We're happy to hear that our content is helping you learn. We appreciate you viewing our videos. 😃 We wish to keep enriching your investing experience. 🤝
I want to buy your course badly , but i have a very small portfolio my 1/4 portfolio is your price . I understand there is so many expenses you are having to deliver us the value . Your analysis is very good. I will buy this course one day . Thanks a lot to teach us and keep us informed with your deep analysis ❤
Here to add value without anything in return. We will try cover interesting concepts on the channel. Thank you for being a subscriber/friend on YT. We are humbled!
@SOIC.... although I know my single comment will not make much difference...but your information, your hardwork has complelled me to congratulate and appreciate you for your effort....May God bless you....once again.. Dil se thanks...❤❤❤.. really thanks
@soic - Thanks Ish for the session, In sector analysis, can you consider adding the Logistics sector to your Analysis list as it might be a proxy to a lot of sectors like e-commerce and all.
Thank you for the reminder. We'll keep it in mind for our future content. ✊😃 For now we are working on a few things lined up. We encourage you to do your own research in the meantime. 👍
@soic सर आपने बहुत मेहनत करी और हिंदी में वीडियो बनाया उसके लिए आपका बहुत बहुत धन्यवाद सर आपसे बस एक निवेदन है सर कृपया वीडियो को थोड़ा मनोरंजक बनाया करें या कुछ मीमस एड करे या या कुछ और जोडे क्योंकि आपके वीडियो कम से कम 1 घंटे का होता हैं देखते देखते नींद आ जाती है दो चार बार में देखना पड़ता है जब तक पूराना हिस्सा भूल जाते हैं
Great video Ishimohit !! Next category suggestions: Solar Energy Sector and proxies. Related Chemicals and commodities. Solar wirings. Drone Agriculture. State of drone companies in India. Sugar and Liquor Industry from point of view of Ethanol as fuel. EV Sector and proxies to play. Contraplay to EVs through Green Hydrogen Fuel.
We're glad to know you're enjoying learning from our content. . We'll keep it in mind for our future content. ✊😃 For now we are working on a few things lined up. We encourage you to do your own research in the meantime. 👍
We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃 Thank you for watching our analysis videos & your support.
Thank you for the reminder. We'll keep it in mind for our future content. ✊😃 For now we are working on a few things lined up. We encourage you to do your own research in the meantime. 👍
Thank you for the reminder. We'll keep it in mind for our future content. ✊😃 For now we are working on a few things lined up. We encourage you to do your own research in the meantime. 👍
Thanks again ishmohit bhai for this short and crisp informative video on fmcg sector. I feel the biggest megatrend for coming decades is energy transition, railways and defence capex and increasing penetration/demand of automobiles. So all three please😅
Thank you. for the detailed video on FMCG. I feel the EV theme is still under exposed and needs a better understanding of the proxy players for this theme. Kindly cover this so that we can catch this bus before it is too late
Hi Ishmohit, why is Volume a big concern for packaging in Indian context because most likely in coming decade we are going to see a rising middle class and sales and volumes for FMCG shouldn't be a concern no?
Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝
Thank you for your suggestion. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝
Thank you for the reminder. We'll keep it in mind for our future content. ✊😃 For now we are working on a few things lined up. We encourage you to do your own research in the meantime. 👍
Thank you for this amazing video, i request you to make videos on infrastructure+real estate sector, Electronic manufacturing sector (including semi conductor)
The day when Indian investors will loose money by buying on tips culture and watching stock videos without fundamental analysis, they will realise how much value your channel gives. Your views might be less right now but as Indian investors get more educated, they will surely shift towards content like this.
We're happy to hear that our content is helping you learn. We appreciate you viewing our videos. 😃 We wish to keep enriching your investing experience. 🤝
We're glad to know you find value in our content. Our team at SOIC is committed to adding value to your investing journey, and we look forward to providing you with more educational resources in the future. 🙏
Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝
Thank you for the reminder. We'll keep it in mind for our future content. ✊😃 For now we are working on a few things lined up. We encourage you to do your own research in the meantime. 👍
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. 🤞
Sir good morning Your channel has been fantastic for the very new retail investors like me. Just one small request if you can teach us how to track the future contract order book of companies except annual report like you taught fiis/fiis buying few months bank. Thanks and regards
Thank you for your suggestion & trust in us. 😃Our team at SOIC is passionate about providing informative and engaging educational resources, and we can't wait to continue supporting your investment journey. 🤝
Such a detailed analysis... many thanks for sharing this to all for free.. ishmohit you are warren buffet of India.. u breath and eat stocks and analysis
We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃 Thank you for watching our analysis videos & your support. 🙏
Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝
We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃 Thank you for watching our analysis videos & your support.
We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃 Thank you for watching our analysis videos & your support.
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. 🤞
Thank you for the reminder. We'll keep it in mind for our future content. ✊😃 For now we are working on a few things lined up. We encourage you to do your own research in the meantime. 👍
It would have taken me 6 months to read and research about these businesses and try to understand their fundamental pros and cons. This guy just uploaded a 50 minutes masterclass on the entire sector for free. I filled up 3 pages of my notion research notebook. What a guy 💯🙏🧠👏
Looking forward to every single video in this series.
Thank you for choosing SOIC. We're happy to know that our content adds value to your investing journey. Happy learning! 😃🖐️
EPL
Hindustan foods
TCPL
Moldtek
Agi green pac
Bajaj consumer
Amrutanjan
Emami limited
Varun Bevarages
Nestle
Trent
ADF foods
Bector foods
CCL
Colgate
Ethos watch
Great Video. Key learning from this video -
3 things to check in consumption stocks
- Category penetration
- Volume and value growth
- Trend of premiumization
Mantra for FMCG business understanding
Trend in Raw material prices
Volume growth
Margins expansion/contraction
New products launches
आपने बहुत अच्छी मेहनत की है और अपने हिंदी में वीडियो बनाकर हम जैसे लोगों पर बहुत बड़ी मेहरबानी की है
बहुत बहुत धन्यवाद, हिंदी अधिकतर लोगों को समझ आती हैं , आप बहुत उच्च स्तरीय ज्ञान देते हैं
Investing in the stock market has HISTORICALLY provided higher returns than other forms of investment. According to Morningstar, the average annual return for the S&P 500 index, which measures the performance of 500 large-cap stocks, was approximately 10% from 1926 to 2020.
Stocks are pretty unstable at the moment, but if you do the right math, you should be just fine. Bloomberg and other finance media have been recording cases of folks gaining over 250k just in a matter of weeks/couple months, so I think there are alot of wealth transfer in this downtime if you know where to look.
The best course of action if you lack market knowledge is to ask a consultant or investing coach for guidance or assistance. Speaking with a consultant helped me stay afloat in the market and grow my portfolio to about 65% since January, even though I know it sounds obvious or generic. I believe that is the most effective way to enter the business at the moment.
@@lawrenceHart-ys2ct please who is the consultant that assist you with your investment and if you don't mind, how do I get in touch with them?
credits to *Christine Ann Podgorny* , one of the best portfolio managers out there. she;s well known, you should look her up.
Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.
Very good point mentioned that Energy drinks Penetration in Pakistan is 20% instead of 5% in India. However, I feel that that could be because Alcohol penetration would be very low in Pakistan. And maybe that's why Energy drinks Penetration could be high
Your hypothesis can be examined just by looking at energy drink consumption of gujarat vs rest of india. If you can find data pertaining to that do share.
Many people have said that you only need a few stocks in your portfolio. However, in today's date, we can see that there are many companies which can grow in the future and have possibilities to earn more profits. As investors, we all want to have as many such stocks in our portfolio. So the question is, how should we manage our portfolio for long-term investing, or how many stocks should we have in our portfolio? Can we have 50 to 60 good stocks with us or we should focus on few 12 to 15 stocks ?
Nobody knows, even big bulls are either lucky had insider news or already were rich
You are simply too good. The width and depth of your coverage is simply amazing. Best wishes to you
We're happy to hear that our content is helping you learn. We appreciate you viewing our videos. 😃 We wish to keep enriching your investing experience. 🤝
I want to buy your course badly , but i have a very small portfolio my 1/4 portfolio is your price . I understand there is so many expenses you are having to deliver us the value . Your analysis is very good. I will buy this course one day . Thanks a lot to teach us and keep us informed with your deep analysis ❤
Here to add value without anything in return. We will try cover interesting concepts on the channel. Thank you for being a subscriber/friend on YT.
We are humbled!
I hope you achieve your goals buddy
Jo bhi bnado. I like all your videos. So much info and for free. Really appreciate the efforts.
@SOIC.... although I know my single comment will not make much difference...but your information, your hardwork has complelled me to congratulate and appreciate you for your effort....May God bless you....once again..
Dil se thanks...❤❤❤.. really thanks
Thank you for your continued support. We're glad to add value to your investing journey and hope you keep learning with SOIC. 😃🤝
Thanks for keeping the deliberations in Hindi. I'm sure it benefits people in abundance. Keep shining kiddo
God bless your team!
@soic - Thanks Ish for the session, In sector analysis, can you consider adding the Logistics sector to your Analysis list as it might be a proxy to a lot of sectors like e-commerce and all.
Thank you for the reminder. We'll keep it in mind for our future content. ✊😃 For now we are working on a few things lined up. We encourage you to do your own research in the meantime. 👍
@soic सर आपने बहुत मेहनत करी और हिंदी में वीडियो बनाया उसके लिए आपका बहुत बहुत धन्यवाद सर
आपसे बस एक निवेदन है सर कृपया वीडियो को थोड़ा मनोरंजक बनाया करें या कुछ मीमस एड करे या या कुछ और जोडे क्योंकि आपके वीडियो कम से कम 1 घंटे का होता हैं देखते देखते नींद आ जाती है दो चार बार में देखना पड़ता है जब तक पूराना हिस्सा भूल जाते हैं
Ap best analysis karte hai.
consumer durable electric sector per video banayiye
Most comprehensive analysis of Consumer business Sir.
Thanks great explanation
Next pl EV Sector
Pls make a video first on pharma and then on auto sector
Chemical sector please next
Very informative, very interesting, good to see you smile on KDDL
Great video Ishimohit !!
Next category suggestions:
Solar Energy Sector and proxies. Related Chemicals and commodities. Solar wirings.
Drone Agriculture. State of drone companies in India.
Sugar and Liquor Industry from point of view of Ethanol as fuel.
EV Sector and proxies to play.
Contraplay to EVs through Green Hydrogen Fuel.
ESL, TCPL, Hindustan Foods, Moldtek packaging, & AGI green pack.
Pls do next on Enggg product manufactures as this is growth business now a days. Thanks for ur lovly detailed analysation
We're glad to know you're enjoying learning from our content. . We'll keep it in mind for our future content. ✊😃 For now we are working on a few things lined up. We encourage you to do your own research in the meantime. 👍
Superb analysis. Thanks for earnest efforts for retailers .. thank u so much .. 🙏🙏
We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃
Thank you for watching our analysis videos & your support.
Amazing analysis.
Next Sector : Sugar & Ethanol Sector..
Also Textile Sector
Chemical sector analysis is toughest.. But looks intresting at current situation.
Thank you, I would request to make videos on upcoming brands which will multiplies/20-30X companies where we can invest for 5-10 years
Thank you for the reminder. We'll keep it in mind for our future content. ✊😃 For now we are working on a few things lined up. We encourage you to do your own research in the meantime. 👍
please make next video on specality chemicals sector and amines industry
Maybe you should have top 15 automotive component companies if you can...that will be very useful
Renewable and green hydrogen business analysis pls
Thank you for the reminder. We'll keep it in mind for our future content. ✊😃 For now we are working on a few things lined up. We encourage you to do your own research in the meantime. 👍
Thanks again ishmohit bhai for this short and crisp informative video on fmcg sector.
I feel the biggest megatrend for coming decades is energy transition, railways and defence capex and increasing penetration/demand of automobiles.
So all three please😅
Thank you. for the detailed video on FMCG. I feel the EV theme is still under exposed and needs a better understanding of the proxy players for this theme. Kindly cover this so that we can catch this bus before it is too late
We want the sector which will be the next leading theme please. If we invest now it must be 10x in next 10 years
Hi Ishmohit, why is Volume a big concern for packaging in Indian context because most likely in coming decade we are going to see a rising middle class and sales and volumes for FMCG shouldn't be a concern no?
Best series by soic
Great learning and many insights
Keep it up ❤
We're happy to know our content is resourceful for learners like you. We hope to continue adding value to your investing journey. 😊🙏
Great effort and wonderfull analysis.👍🏼
Much appreciated!
A video on FMCG and Pharm please
Plz make video on EMS sector like Kaynes, Avalon etc
Very good analysis..covered all market leaders of consumer segment
Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝
Please consider sector for next discussion are Banking and Finance
Thank you for your suggestion. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝
Sir make video on Banks and NBFCs🎉
Sir the next video will be on defence sector
Emami, Bajaj consumer, AMRUITANJ
waiting for the retail business video 🤞
Make the video on Defence ....bro
SOIC, always delivers more than promised.
We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃
Very Insightful. Sir Please Make video on Green Hydrogen related companies
Thank you for the reminder. We'll keep it in mind for our future content. ✊😃 For now we are working on a few things lined up. We encourage you to do your own research in the meantime. 👍
Top EMS ( Electronic Manufacturing Sector) Companies
Sir
Next video on EV and renewable Energy business and also Auto Ancillary
Nice video.
Thank you very much.
Can you make a video on Sirca Paints. This looks interesting
Thanks
Venkat
Thanks for putting in so much effort into each and every video you post.
How do you see the recent announcement of warrants in hindustan foods?
Equity dilution risk?
Consumer discretionary pr vdo bnaiye sir
Thank you for this amazing video, i request you to make videos on infrastructure+real estate sector, Electronic manufacturing sector (including semi conductor)
That's quite a lot of hard work ! Thank you so much for this 😊
We're happy to know our content is resourceful for learners like you. We hope to continue adding value to your investing journey. 🤞😃
Sir, next is IT sector 😊
I feel 1-2 IT stocks are must have in portfolio for long term wealth creation.
Thanks 😊
Very informative video sir ❤
We're happy to know that our content adds value to your investing journey.😃 Thankyou for watching our videos. 🤝
I would like here about Green energy from SOIC !
great work as always thank you very much ishmohit sir & SOIC
The day when Indian investors will loose money by buying on tips culture and watching stock videos without fundamental analysis, they will realise how much value your channel gives.
Your views might be less right now but as Indian investors get more educated, they will surely shift towards content like this.
TCPL, AGI GREENPAC,MOLD TECH
What a guy. What a channel
We're happy to hear that our content is helping you learn. We appreciate you viewing our videos. 😃 We wish to keep enriching your investing experience. 🤝
Thank you so much... quality knowledge....its available free....very very rare things....its
Thank you for choosing SOIC. We're happy to know that our content adds value to your investing journey. Happy learning! 😃🖐️
Great!! Excellent presentation.
Very informative and eye opening research. Thank you
We're glad to know you find value in our content. Our team at SOIC is committed to adding value to your investing journey, and we look forward to providing you with more educational resources in the future. 🙏
Can you provide analysis of Textile sector.
Lot of Thanks. Next sector Auto ancillary/Chemical
Very nice
Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝
Just one word:- Excellent
We're happy to know our content is resourceful for learners like you. We hope to continue adding value to your investing journey. 🤞😃
Really helpful and learning session....sir please continue
Thank you for your continued support. We're glad to add value to your investing journey and hope you keep learning with SOIC. 😃🤝
Ishmohit sir, pls make a video on the Hospital sector. Thanks!
Thank you for the reminder. We'll keep it in mind for our future content. ✊😃 For now we are working on a few things lined up. We encourage you to do your own research in the meantime. 👍
Thank you for the wonderful informative video. Kindly make the next video on EV sector a sector which can grow in double digits.
insightful video on consumer companies keep the good work on MR arora
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. 🤞
Highly informative. Too good. Delivered the highlights in the most efficient way
Glad you liked it!
Sir good morning
Your channel has been fantastic for the very new retail investors like me. Just one small request if you can teach us how to track the future contract order book of companies except annual report like you taught fiis/fiis buying few months bank.
Thanks and regards
Thanks for great information.
Next video on electronic sector
Thank you for your suggestion & trust in us. 😃Our team at SOIC is passionate about providing informative and engaging educational resources, and we can't wait to continue supporting your investment journey. 🤝
Please prepare video on next topic of bank, nbfc,
हिन्दी भाषा का उपयोग करने के लिए धन्यवाद आपका👍🙏🙏🙏
🙏😃
Such a detailed analysis... many thanks for sharing this to all for free.. ishmohit you are warren buffet of India.. u breath and eat stocks and analysis
We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃
Thank you for watching our analysis videos & your support. 🙏
Very nicely explain, thank you, in micro cap Sheetal cool products can be dark horse in FMCG in next ten years.
Defence,Railways,Engineering sector
बहुत सुन्दर 🙏
Superb quality efforts👌
Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝
Awesome research man🙌🙌
We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃
Thank you for watching our analysis videos & your support.
Nice video, but Nastle greenmangomor company hai.
Very informative. Thank you for guiding retail investors.
We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃
Thank you for watching our analysis videos & your support.
Grt ishomit pls clarify whether art color and stationery also known as consumer industry
Please make a video on capital goods sector
Is it good to buy AGI Greenpac at current levels?
Thank you Sir, for such insightful video, learnt a lot of new things.
❤
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. 🤞
Plz cement sectors ke baray bathana sir
Thank you Bhai for such detailed video. Please make a video on EV sector.
We appreciate your suggestions. We'll keep them in mind for our future content. 😃 We hope to continue adding value to your investing journey. 🤞
Can you make a hospitality sector
Best video in Hindi
Very detailed analysis man! Please do for Pharma and healthcare if possible
Please cover Next tyre sector
Fascinating study ! Thank you Ishmohit !!
We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃
@IM @SOIC One of the best sector analysis sir, Like to see upcoming analysis on Pharma, IT , Auto/Ancillaries, Agro and Chemicals
Thank you for the reminder. We'll keep it in mind for our future content. ✊😃 For now we are working on a few things lined up. We encourage you to do your own research in the meantime. 👍