Ask Basant: Operator की Circular Trading & Other Queries?
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- Опубликовано: 24 июл 2024
- How do Operators do synchronised circular trading? Why is a 19% cagr tough to achieve with 30 stocks? Should you take a loan and invest in our small case?
These and a few more queries from today’s session of ‘Ask Basant’.
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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@basantmaheshwariinvesting.com
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Covered in This Video
0:00 Intro
0:35 Do not stay invested in a falling market
1:47 BRICS have not made any impact yet
3:02 Buy stocks in a suggested ratio in Smallcase
4:11 View On Portfolio
5:16 How to identify Overhangs?
6:32 Diversify in finance stocks
7:29 View On Portfolio
8:37 HDFC growth rate falling down every year
9:27 Soros is not going to change anything
9:59 AI boom will not bring stagflation, but unemployment
11:25 Not every company shows growth at the same time
12:35 What is synchronized or circular trading?
14:12 My advice is Educational
14:40 Why is Nvidia buying back stocks?
15:26 Comment
16:41 ‘Raghu Uth’ ke baad ‘Raghu Uth Gaya’ hona chahiye
17:15 Please come stay with us when in Germany
18:27 Please say a few lines in Bengali
18:50 Na bechunga, na bechne dunga
19:35 You won't get 50% CAGR now
20:35 Do not invest in stocks on Loan Money
21:10 No idea when Jio Financial will stabilize
21:59 What should we do when we reach 50 times the annual expense?
22:48 Comment
23:35 How do you get the energy to listen to Sad People?
24:29 How to tackle family members?
25:30 The Company delayed its annual report because its management was not available.
26:10 Zero book value doesn’t mean less risk
27:05 How to handle loss?
#nifty #jiofinancialservices #nasdaq #bajajfinance #operator #firstglobal #insider #cagr
#operator #mutualfunds #youtubeshorts #dowjones #gdp #shankarsharma #globalmarket #shanghai #sharemarketindia #sharemarket2023 #stock #investmentideas #financialadvices #basantmaheshwari
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Social Media Handles:
Twitter: / bmtheequitydesk
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Instagram: / bmtheequitydesk 
Развлечения
--- 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 AS UR CRICKET LOVER WHEN SUNIL GAVASKAR TOOK AUTOGRAPH ON HIS SHIRT FROM MS DHONI IN IPL FINAL. WHAT U LEARN FROM THIS?
Basant ji apka video kafi accurate lagta h , negative comments ki wjh se kuch change mat krna isme. Humare paas dusre basant ji nahi hn 😅❤
Sir if invest 50 lakh in bmvision 2030 for 3 years what should I assume return
😊😊😊😊😊😊😊😊 to ni😊😊😊😊
Sir,
I did not knew much about stock market or finance but learning from your channel.
I have only 1 stock in my portfolio of 35 lakhs -Hdfc bank.
I selected it as I do not wanted to loose money and compound decently.
What are your thoughts?
I am 31 yrs and add 30k each month. This portfolio is for my retirement.
Do you think I can achieve a decent compounding.
God bless you sir.
Charu
I really like your candid confirmation about your wrong decision/views. It gives immense confidence to become wrong sometimes.
Sir
Ur very simple & sweet by heart god bless u
Keep guiding people's so that they don't fall in trap
सर आप इसी तरह कमाने के और भविष्य बनाने के अच्छे अच्छे सुझाव देते रहे।
आपके लिए काशी विश्वनाथ जी से प्रार्थना करते है कि आप हमेशा स्वस्थ रहे।
sir apkay exmpal ek dam realstic hotay hay.....nice
सर, movie का नाम BOBBY था, मैं प्रेम हूं, प्रेम चोपड़ा
Thank You Guru Ji…🙏 Mene Aap Ke RUclips Channel dekhake Bahut Kuch Sikha Hai Aur Paisa Bhi Kamaya Hai…🙏
Thanks a lot sir for wonderful wisdom 😊😊😊😊😊
maza agaya sir .. sukriya .. keep it up ..
सर आप इतने इंटेलिजेंट हो ऐसा लगता हैं कि सारी दुनिया एक दिन भारत का लोहा मानेगी जब तक आप जैसे समझदार लोग भारत में है मैं आपको नमस्कार करता हूं
मेरा कोई प्रश्न नहीं है क्योंकि मैं जानता हू कि शेयर बाजार में दिमाग लगाने जैसा कुछ है ही नहीं माल खरीदो बड़ जाय तो बैच दो एक न एक दिन बड़ ही जाना है
पर आपका माल अच्छा हो बस या फिर इंडेक्स मे इन्वेस्ट करो that all 😊😊
Sir, you are correct. Paise jab banate hai banalo...
Pranam Guruji ❤
Namaskar Basant Ji. First of all thanks a lot for sharing your experiences and wisdom. Is it possible for someone with small capital to invest in unlisted companies through some funds (both in India and USA)? I've one more query - How to determine value of an innovation? How wise is it for an investor to give more weightage to innovation over sales/profits?
Dear Basant Sir,
Reliance Industries gave free share of Jio. The other option was the jio IPO. How are both methods technically different? Please explain through Lakhi Halwai
धन्यवाद 😊
Sir you are thinking very correct for being side ways after a gain of 50% in small cap.I also missed 15 lack profit in a electric wire cable stock in just 5 days from 5 August to 12 August.
I was rigid to sit on profit for more gain .Total investment was 30 lacks.
Dear Basant Sir ,
just one question please pick it
At current scenario Hdfc bank ka PE ratio and PB ratio are similar to those of covid levels , but eps doubled , so can we consider this as good investment now , though it’s a moota hati , isn’t current valuations attractive ?
Please suggest
Dear Basant Sir,
May God bless you! Next 5-7 year is very critical for us to get your constant guidance on share market. We are in the safe ship under the control of best reliable captain. May this time also shall pass quickly. We will definitely patiently wait till 2030,with vision 30.
Good evening sir😊
Thanks 🙏🏻 for the knowledge
Big fan of yours
Saurabh
Jai Hind 🇮🇳
Namaste Sir, Mera ek dost Stellantis me kaam karta hai.phir maine ispe research kiya. Mujhe to accha lag raha hai.apka hya rai hai. Bahut bahut danyawad apka. God bless you. Btw i am a actuve subscriber to both your bmsc (invested 6 lakhs)and vision2023 where i have invested 24 lakhs both through my wife's account
Hi sir... Big fan of your wisdom. You are a very confident guy. Itna confidence app kaha se late ho😊
Always upto mark❤
Our FM reiterate the same thing what you mentioned about China crisis will negatively affect to India.
Thank you sir .
Namastay sir , mera ek simple question h ki jb smallcase me rebalance krte h to tax bharna hota h? Aur ye kaise krna hoga kyunki maine first time isme invest kiya h to pura taxastion ka summery bta dijiye! Thanks.
Hello Basant Ji, I have just started watching your videos. They are very interesting and extremely informative. Please advise if an SIP in Titan, Asian Paints would be a wise investment decision.
Thank you sir🙏
Hello Sir ,is it right approach to sell all stocks of portfolio if value of whole portfolio goes below 5%-10% (a thought based on cash down portfolio rather to go on defensive ) ????
Sir, I am watching all your videos and l keep learning. You are doing great job. I am a long term investor and I have good profit in some stocks. My question if China invades Taiwan what will be the impact on stock market, should we exit from stocks which are in good profit and be in cash? because if I dont exit then it can happen that I will loose all the profit and to regain same profit will take time. what strategy to follow?
Sir, aapke stock in personal portfolio, pms and smallcases..How is the stock selection different. Is the difference on basis of risks( riskiest one in personal), most conviction, liquidity or something else.
Your all discussions are worth listening, i always try to listen full video if i get time. I want invest in Persistent system, tata consumer, vadilal industry for the next 5 years, sir pls take my question and assist me in my view
Namaste sir
Mera question hai ki parent companies ye kese decide krte hai ki unhe apne child company ka demerger/spinoff krna hai ya IPO list krana hai
Agr vo IPO layenge to unhe extra funds bhi milenge phir bhi demerger kyu ye structure kese decide hota hai
2nd jo company ke consolidated statement hote hai unme subsidiary ka data kabhi hota kabhi nahi eg grasim ka consolidated revenue ultratech se km hai how?
Guruji Pranam,
Please guide operating cash flow kise profit main a Gaya tha Tesla in 2018 ? Main 2018 ka annual report dekha but samajh mein nahi aya. Please guide me 🙏
Prem Chopra , no sir You are Rajesh Khanna... Keep it up...Thank you very much and all the best for everything for forever....🙏🙏🙏🙏
Basant ji, PE of many good stocks are higher than what it used to be 3 years ago. Is it re-rating or future expectation? Is it sustainable even if the growth is in same range 15%-20% over last 5 yrs? When PE fall back to lower level?
Sir ek hi question off mkt hain apka sabse pehla gemstone kaunsa tha also did it make u lucky in stock markets....
In accordance with your comment on ITC, what according to you might be reason behind Rajeev Thakkar's (Parag Parikh MF) mind with upto 8% allocation of 40k+ Cr Flexicap fund.
What is enterprise value of company?
How much it is important in investment?
Or in which sector we have to see the enterprise value ?
Basant sir, pranam🙏🙏 recently started investing (3 mnth back) put 10 L gradually in 13 small cap and mid cap stocks, where 3 stocks is doing 30% + one 20% + two each 10 & 5% +, two are in positive, three in little minus.. now trapped in Dharam Sankat, aaye Naya stock Lena nhi chahta hu, jo badh gya usme lagta hai kyon dalna, jo nhi badha vo lagta hai galat pick to nhi ho gya, 50+ monthly dalna hai portfolio me, how to deal with these kind of paranoia & prejudice.. please guide 🙏🙏
Basant sir se inspire hoke Bajaj Finance and D-mart liya. Ab bol raha dono stock mota haati. Pata nahi itna jaldi kaise mota haati ho gaya gaya😂😂😂
Jo chalega uska naam nhi bolenge ,jo phans gaya vo mota ganthi,pehle inka view jubiliant food per positive tha ,jab nikal gaye to negative ho gaya,opportunist
Hi Basant Sir. A warm goodmorning. Could you please share your views on suzlon energy? Is it a stock worth investing to bet on green energy future?
Sir, Ingersoll aur Elgi equipments ko compare kijiye via fundamental analysis.
Ingersoll ka EPS jyada hai, lekin Market leader (as per number of sales) Elgi dikh raha hai! Lekin Sales growth TTM ka Ingersoll ka jyada hai so that might overtake this!
What do you think, sir?
Dear Basant Ji
Greetings and Respects.
I am subscriber to BM Vision and Focussed, Found your books deeply intriguing and Don’t Miss any of your videos.
My question:- Assuming it’s 2006-2007, Would you be able to predict a Meltdown So accurately like Michael Bury and Steve Eisman did.
With regards
Ayaz Khan
Good evening sir 😊❤ hope u had a good day !
Great
Good evening sir
Thank you for video.😁🙏
Namste sir. Hum aap ke fan ban gaye aap bindas bol dete ho about share. Me aap ke har ek video dekhta hu.. ye muje share market me invest karn ke liye motivation dete hai....
market mere 2 questions hai
1) hum startup me kese invest kare jese ki for example zometo - nayka- etc...pehle startup tha fir listed hua pls detail me bataye... Kese startup ko identify kar sakte hai??
Aap ka koi personal view koi startup bke liye...
2) adani group vapas high pe aagya ?? Kya hinde berg report frod tha?? Aap ka personal view ya fir nahi bol ke bol ne Vali bat applicable hogi😅 as per your dailogs ❤
Sir - khoob bhaalo! 😊😊
I have been following you since 2015… and have read your book ‘Thoughful Investor’ with diligence. I have 7L invested in BM focused smallcap fund & intend to continue adding more.
Please guide -> What is the motivation for a smallcase fund manager to continue to deliver high returns for subscribers? I am asking because MF fund manager earns from expense ratio (linked to portfolio returns) but smallcase manager gets a fixed subscription fee (that does not change with portfolio returns).
Ye question paddh kar aap fees model change matt kar dijiyega please 😊
HiSir, you talked about Palintir Tech , which is a large cap. Do you have any views on UI Path Inc. which is a small cap?
Hello Sir, Manish from UK(India)
You say PE firm in the shareholding looking for exit will not allow share price to go higher, but isn't that why they invested in the forst place? Price go high then they should sell happily?
गुरुजी प्रणाम
What is the range of market cap to be considered for a small cap and mid cap stock?
You said Coforge has become 'largish' in around 33kCr mkt cap.
Please explain.
Pranam guruji. Charan sparsh. For learning purposes I want to ask about your Cupid investment.
1. Do you used to concentrate in 4 to 5 stocks at that time? at what amount to be diversified for protecting capital?
2. What red flags you missed when you invested as it was also a sector leader?
I always keep 3 to 4 stocks max and mostly in micro or small caps.
Nice Sirji
Hello Sir, Maine is company Mee invest Kia ha lakin iaa samajh me nahi aa-raha-he ki kaise laverage kar-raha-he.
Please explain kere ki kiu BEST AGROLIFE company ka ROE>ROCE ha?
Debt bhi zada nahi ha..
Dear Basant sir ,
I am regular viewer of your channel also recommand to my friends ....I am 28 year old now planning to invest in BM focused smallcase right now have 4 lacs in lumpsum and can invest 20K per month....pls suggest should I continue this plan .....huge fan BTW
Sir I invested again in focussed smallcap smallcase today as market went down. Pls rebalance smallcase only after 15th September. It will give more time to pay quarterly tax liability.
Namaste sir ji 🙏🙏🙏
Vanakkam
Sir eps dilution kya hota hain? Aur ye balance sheet main kase pata chalta hain? Especially for nbfc?
Guru ji 🙏🙏🙏
What is CFO/PAT Sir ji please bathai......
2015ka voltas (kapildev)2023ka kon SA(bhoni)
Sir QSR ki campany ka PE Over kyo hota hui
Sir JIO fin k bare me b 2 shabd ho jate.. circuit to khula but upper circuit nhi laga..
Love you sirji, please share your view on tilaknagar industries
Hello Sirjee,
You look good in T-shirt than in formals..
Religiously following your U tube vdos
Learned from your shared knowledge that currently I'm having decent portfolio but got stuck in stocks like sintex,GG engineering,GTL infra..plz share your views 🙏
Kei share kya kare?
Haaaa kya bolte ho sir aap.. Manmohan ki sarkawala me hdfc ki growth I really follow you❤thank you sir doing everything on RUclips
Sir ji mera question le lena nahi to mai isko aapka disclosure samjhunga.
View on apar industrie . Thank you, God bless you sir .
Hi sir
Can you please suggest few indian AI stock for study and education purpose
Thank you❤
Not able to transfer funds for tesla, Palantir buying
Sir qtr result me variance hone per apne aap ko kaise samjaye. Brahmdeo from patna...
Sir, your videos are very helpful. Mere pass IDFC bank 120% profit pe hai aur BSE 80% profit pe hai. Bech du ka nagraj ban ke baitha rahu?
Sir, you are very jolly man your life is minimum 100 years
Sir Bengali book k nam bol dijiye please...retail investor k liye...
Sir can we add more in polycab and astral or are they both overheated?
Sir , tata Power and tejes network ko laker enlightenment kigiya 🙏
Namaskar Basantji,
What is benefit to invest in your small case where stocks are already up by 50% -300% , may some scrips may be starts falling post fresh investment ? Do you changing stocks are in small case post significant up , what is churn of your small case ..
Hi Basant ji, I have stocks in dmat of long term holding. Afraid of SLB. Please share view.
Beautiful shirt sir looking great
Good evening sir . Chandra from Bangalore here . I have a question about valuation of SME . How do we value our business ( clinic ) if it’s making 40 lakh revenue and 14 lakh profit per month?
We want to value in order to add on a partner and expand our business
Sir please tell i have bought polyplex 150 shares at 1659 please tell what to do ?
Sir,pranam
View on subex
Sir, namste .
Please let me know which option is better Growth or dividend in selecting MF scheme
Sir one fundamental question. Let's assume Dmart PE is 95. And we assume PE is very high. Then only EPS growth will be there in stock. And if we assume eps qoq is 35. Then per quarter per share there should be increase in 35 rs . Is my understanding is correct?
Dear Maheshwari ji
Please guide on Titagarh Wagon as I am holding 1000 shares @ Rs.200/-. Now what to do ? Whether I should sale it or hold it for further jump. Thanks
Radhey Radhey 🕉️🕉️🙏🙏
Sir fundamentally strong company jab 20 percent gir jai tou kya mota paisa laga de taki ik bar jab ye wapis all time high pr aai tou bech do, pleasr guide
Hello Sir, i live in Norway. Hopefult you can come some day for Road Tripp as you have not covered norway yet. I have MAS financial from last 2 years , please suggest your view - Hold or Move to other
Basant sir,
You always encourage to read books to learn investing. But why don't you recommend "The Intelligent Investor" by Benjamin Graham?
Sirji, nice shirt again 👌
good morning sir, what is the normal PE an advertising company demands in india?
Sir,
Jio financial mai block deals ho Rahi hai. But buyer kon hai pata nahi chal raha.
Sir very helpful videos
What is quant basis fund?
Respected sir
I have som distillary (sdbl) share @125 .what should i do .what is your view on som distt
Sir, Hi, I have learnt a lot from you. I have some fundamental questions. Please apse is barein mein janne bahat subidha hogi. I am also from Kolkata (Baguiati)
How important is to check, Cash flow from operations/EBITDA ratio and is CWIP important?
Sir, what are holding companies, is it good to invest in holding companies
Hello sir. I wish you good health and prosperity. Can you please explain the fees of small cap and vision 2030. I am planning to invest but fees and how it will be charged is a question in my head. Please explain.
Basant jee you are a psychologist also
Thanks
Sar me ciniyar citizan hu mumbay rahetu hu muje sbi se rivars morgej lon mil raha hai 7lk or har mahine 2o hajar to muje lena chahiye kya ye peysa me markit me lagana chahta hu muje ye karna chahiye kya pliz advais dijiye