Invest in our Smallcase: Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com --- Buy my book: The Thoughtful Investor only from our website www.thethoughtfulinvestor.in --- For BM Meets (Personal Consultation on business or finance). Please send a WhatsApp message at +91 85918 66511 or email to support@basantmaheshwariinvesting.com ---
Sir, I think in future the bond market will boom in India because the money flows going to share market So banks have to raise the funds through Bonds. I’m I thinking right sir????
Sir I am your BM vision 2030 and BM focussed smallcase subscriber . Sir kindly discuss the Tata Motors dvr conversion to Tata motors because the shareholders have not received the full quantity of shares as per 7:10 ratio . TDS has been deducted . We are unable to understand “DEEMED DIVIDEND “. 😢
This person named AKSHAY SHETTY WORKS AT BIRLA AMC LAST MANY YEARS HAS TAKEN DOWRY IN 7 FIGURES HE THINKS AFTER MARRIAGE HE IS ENTITLED TO DOWRY AND DOMESTIC VIOLENCE ADITYA BIRLA EMPLOYEES SHOULD SACK HIM
I am Dr Saurabh Professor at MBA institute .I wanted to take a moment to express my sincere gratitude for the incredible content you are creating .Your videos have been a tremendous help in preparing lectures for my class. The clarity and depth of your explanations have made complex topics much more easy and engaging for my students.Thanks Basant Sir
Prof do your own study and research not borrowed knowledge I wonder the quality of knowledge knowledge you are imparting to your students BM lectures are not extraordinary that you ae showing so much praise on him
Namaskaram Maheshwari ji, I am a regular listener of your daily videos from the last six months As I am a seventy years old Sr citizen from India Punjab now living in Canada with my son’s family I like your videos very much being very much interesting style with good comedian talks also taking good knowledge also . Love you God bless Ashok Galhotra
Dear Basant Sir, I would like to humbly request you to share more of the inspiring struggle stories of the people you meet during the BM Meets. As someone on the long journey of learning about stock market investing, these stories of patience, resilience, and eventual success are immensely encouraging for young investors like myself. I truly miss hearing those motivational stories from BM Meets, and I believe they offer great value for all of us who are learning from your as well as their experience. Warm regards,
Namaste Basant sir, Me aapka video roz dekhta hun, subah wala video raat ko dekhta hun, balle aapka video muje daily trading me Itna helpFul nai hota, lekin trading is all about phycology aur aapke videos se meri phycology ko help milti hai, hats off to your knowledge about world economy, really, and you spontaneous command our words, without seeing telepompter, you deliver such a flowless speech🎉❤
Hey sir, I was travelling through Kovalam to Trivandrum when you mentioned about Kovalam in this video 😂 what a coincidence.... I normally listen to your video while traveling to work... Thank you for great videos.... Very helpful in setting my investment mindset....
Good morning sir, I wanted to thank you for your amazing recommendation of reading the book “Predictably Irrational”. It was truly a mind blowing book and worth reading. I met you in July with my Dad and I asked you for your recommendation in books and this was one of the books you suggested. Thank you so much Shitij Aggarwal
Sir, in one of your earlier videos you mentioned that investing in NBFCs like Shriram finance has a higher margin of safety since they are systemically important. But several years ago, even DHFL, Reliance Capital and IL&FS were systemically important in their time. They still went bust. So what makes Shriram finance different than these companies? And what checks and balances are a must before investing in these kind of companies?
Hello sir, greetings from Vancouver. My wife is your PMS subscriber. Please do a 2 minute analysis on BLS International. Today I went to surrender my passport and I saw that all across Canada they have an appointment backlog of 3 months; they charge hefty fees such as 40$ for courier, 1$ per page for photocopy; they don't even accept credit cards to avoid interchange fee; the office premise is also in a warehouse away from prime real estate to save rent costs; they have a lounge service which just has one small sofa and table for which they charge extra 100$ and I spoke with the staff who was working there for last 1 year and she said it's busy all year round. Looks like a good buy, what you see.
Hello Sir, I like your channel because you don’t recommend any stock.. rather you give the knowledge and learning on how to navigate the stock market. There is a famous English proverb…“Give a man a fish, and you feed him for a day; teach a man to fish and you feed him for a lifetime.” Otherwise in all social media platforms everyone is just giving multi bagger stocks every second.
QUESTION* Hello sir , i am your new subscriber your videos are very useful thank you so much for sharing your wisdom with us sir , i am in my 20s i know you tell people to read books as much as possible please recommend some books in financial sphere to read and acquire knowledge about financial industry , once again thank you sir for your videos they are great and keep them coming .
Sir, I have learned a lot from your Book bought a month ago and completed it. I can proudly say that this book is the bible of Stock Market , no doubt in saying that. I have read around 20-25 books on investing but your book covers everything. One request from my side if you give your view of VFX Industry business ( Phantom Fx, Digikore) .
बसंत सर, आपने ये ठीक कहा कि सभी को अपनी price set करने का हक है ! जैसे कमेंट में आपको ट्रॉल करने वाले कुछ "सरकारी अंडभक्तों" ने अपनी कीमत "दो कौड़ी" तय कर रखी है ! ये लोग हमेशा से दो कौड़ी के थे और इनकी कीमत हमेशा दो कौड़ी की ही रहेगी ! 😊
Good Morning Sir, Even China Started with Low End Manfacture initially, remember the days we used to prefer Japanese made and Scorn Chinese made items. So no need to Scorn over current Indian Manfacturing because it'll just Grow over period of time if the GOI Impetus persists. Glad to see computer components with made in India batch. Its a slow and steady work in progress.
Good evening sir, I am on a trip to Singapore yet I am making time and viewing your daily video. Your videos are very addictive but more importantly it is healthy as well as gives ideas to get wealthy. I would request you to share your views on water treatment and waste management sectors for long term investment. I have narrowed down on 2 stocks ION Exchange Ltd. Gravita India Ltd., respectively Would be helpful if you share your views on it.
Bajaj Housing should consolidate until it trades at similar valuations like other private players. During the tailwind to housing finance sector, other players will get relating, which might be good for Bajaj housing as the valuation gap will narrow down. Then Bajaj should start further upmove.
Namaskar sirji. One fundamental quotation Index 1% bathtub hai to portfolio 1.25%badhta hai Index 1% ghata hai to portfolio 0.75% Kam Hota hai To Mera equity portfolio barabar hai ,ya me apka pms me laga do. Prakash
Good morning sir, One suggestion from our side is that if possible There will be paid TALKS ON CALL at least 5 minutes talk with you over mobile phone like BM meets. Therefore We can get an opportunity to take your view on our portfolios. Thanks
Sahi hai sir. Aapka channel dekne se hi bahut knowledge milta hai. Itna achha baten paid vebinar mein bi sunne ko nahi milta. Market ka saara saar yahi mil jaata hai. Thank you sir for your great effort.
Fantastic and insightful as always. Besides the plethora of knowledge which you share with us free, I am a great fan of your attitude. The statement regarding new phone purchase was Jabardast!!!!!😀
Sir I am hooked to your videos since you started recording while you were traveling in USA. I just heard you travel through Ashburn. Sir I missed it. I am in Ashburn for past 20 years. Do let us know if you come again.😊 I am from USA and I have question why Indian companies do dumb buybacks? Is it really better paying investor more than market price or smartly buy from market from low value. I see American companies generate far better value compared to Indian companies. Indian companies CFO does very poor job for investors.
Pranam guru ji I am Sunitha Singh from Bangalore,I watch all your videos without fail and thankful for sharing your enormous knowledge. Pls take my question, in the SWOT Analysis of a company it is mentioned in the STRENGTHS as PROFIT TO LOSS COMPANIES, My doubt is how can a company show this as STRENGTH , pls explain, as per my understanding company is making loss means how is it mentioned in the STRENGTH . Pls clarify my doubt Sirji
I agree with you 100%, Mr. Maheshwari, best to buy a new phone only when the old one wears out. So long as the old one does it's job, why waste money on buying a new one?
Sir, I watch all your videos with great interest and appreciate the good work being done by you. Why is it that Nifty is hitting new highs almost every day, but my portfolio does not show that upward movement, it is in notional loss on most such days?
Hello sir, thanks for the all the knowledge sharing and your valuable time , I came in BM meet on 1 Jan 2024 and I am also small case subscriber. Sir query on the poster boy 1) - sir you say and written in your book about poster boy of the bull market - how to find the poster boy of the bull market ( if we understand correctly it has to be from new sector ) 2) can poster boy can be many like from different sector like PSU , defence or one bull market can only have one poster boy 3) can poster boy be geographically specific also like for India it’s Adani and for US is Tesla.
Thank you very much BM sir from Dubai, daily I have been listening to your videos. In your book page#95. Irrespective of valuations, there are times in the market where a seller of securities has to abstain from selling because he feels that price will rise further and there are times when buyer has to refrain from buying because he fears that prices will plummet even lower. There is nothing wrong in this strategy as ultimately markets are about making money rather than buying stocks at precisely at right valuations. .. if so when we should start being happy (so to buy) or scared (so to sell) of market.. because valuations go insane either way during extreme bull and bear runs ? Today also we keep discussing many bull market stocks are highly valued against their growth. Can you pls guide sir🙏
Sir, I have 1 question please 🙏 answer If promoter 1(electronic mart india) sells 8% stake at market price And promoter 2 (easy my trip)sell 8% stake at 8% discount .Should I sell both companies stocks?? Both are at now my buying price
Sir, technically when interest rates are lowering, assets prices should go higher? However despite higher interest rates in last couple of years, still our equity markets were high along with property markets, and even US markets were high. How is this? Pls guide. I m subscriber to your 2 small cases.
Sir please do 2 min analysis of Aditya vision Ltd, aapne kaha hai buy what you see, Maine Aditya vision ko bahut closely dekha hai kyonki main Bihar se hi Hun but pehle share market ke perspective se nahi dekh pata tha. Aditya vision has captured Bihar totally. Ye to aapka video dekhne ke bad hi samajh aaya ki meri ankhen kitni band thi.
Sir It’s very easy for you to say that PhD holders in Maths in India don’t start their own companies, we can’t generalise them, we have to understand the situations that people are facing, and in India generally the mentality is to start earning money faster, we always and especially the South Indians get into services than think of starting businesses. I wish more people like you could guide our youngsters in our country
Question - What is the difference in stock price - when a take over is done by taking debt and not equity? Is this to protect the EPS and service the debt from new companies earning?
Basant Sir, please take my fundamental question ♥️♥️ kya ak commodity Trading ( *like- Metal trading* ) mei *High Inventory trun over, Bellow 20 Working capital days, stable low EBITDA Margin with 30 % ROC and 'Cash and Carry' business model* karke business ko Sustainable bana payunga? Or apke hisab se kya kya or chis karne se is business sustainable ban sakhta hei?
Hi Sir, I am a focused subscriber. Thank you for all you wisdom that you share with us. My que is, if a company which is into housing mortgage business, they already have a security against the loan. So they should provide micro unsecured finance as they already have mortgage for same customers in housing category.
Good morning sir ji 🌞 Last time when you reduced the time frame for BM Meets somebody commented why did Hiked the price by 200% but it was 100% at the time 😂 Well now you can tell him/her that it's 200% where you have started from 😂😂 Thank you for your knowledge 🙏🏻😊....
Sir BSE aur MCX mei invested rehna shi rhega kya ? Kyuki exchange hai aur growth bht jabardast hai usme Last month mei 40% growth aagyi hai Bse mein Please answer Love from Punjab
Sir Ji, to contract money supply, why doesn't RBI increase CRR instead of increasing interest rates. will increase in CRR impact only newer credit to be issued? 🙏❤
Sir as per my view krn heat exchanger is good bet for long term ,I feel their is a tail wind in sector,as a first mover advantage it will grabe market share,as well as they are increasing their capacity.request your views
sir mujhe lagta hain apko 1 lakh deneki koi jarurat nahi , jo bhi aapke video dekhega to uss se jo wisdom milega woh bahut kuch sikhayega ... and that person will get financial success for sure ... respect and love
Basant Sir, please take my Question.......❤️❤️ Ak commodity metal trading company ka business model kesa hona chahiye.... Sir, apke hisab se kya kya or chis karne se is business sustainable ban sakhta hei long run me?
Good morning sir, Company - Black Box ltd, market cap- 9194 cr. PE 47.7, price to book-19.1.OPM is only @7 percent. Means this company has no pricing power. Still its ROE is @40 percent. How its possible? Is it due to more leverage or high ROA? Please clarify
Sir waiting for that day when we can see u positive or happy on any news no matter india aor globally..because in general u always look like " ha theek hai to kya hua koi badi bat nahi hai age bolo" kabhi to bologe are ye Hui na bat ab maza ayega...😅😅😅
Namaskar Basant sir, I sincerely appreciate your efforts in sharing your extensive knowledge. Today, I came across news regarding a discounted block deal in EaseMyTrip. Could you please explain why companies choose to opt for discounted block deals instead of launching FPO? Thank You Tanmay Das
Basant sir like you said ask intelligent questions not sure mine is 🤔 but my question is what does it say about a consumer company management if one has 75% holding vs another 25% ?
Basant Sir, I am Yogish a big fan of your videos. What is the reason for one of the NBFC in your BM vision small case to run up around 80% in one year - when other NBFCs and Banks did not do so well? Do you think such appreciation is possible even from current levels ?
Dear Basant sir, the parameters u explained for analyzing a bank or nbfc and the numbers u mentioned in your book ex p/b of 2.5 to 3 is fair , can these same parameters be used to analyze banks or nbfcs in Australia or any part of the world. Plz explain.
Hi Sir, i am Dipin software engineer, previous major stock market crash before covid was 2007 finincial crisis btw these 2 , small corrections happened but not equal to these 2, if you see the interval its 12 years does it mean this bull run will last for next 12 years?
Basant Ji ne BM meets ka price change karke apne target segment ko change kiya hai. He is looking for high networth customers now. Thats what i think is the reason behind his move. By the way Basant ji agar aapke paas US tech stocks hote toh aap abhi kya karte? Rakhte ya beich dete?
Sir Namaskar, aaj EasemyTrip ke profit pe nagraj ban ke baithna bhari pad gaya. Share 2 saal se consolidate position me tha aur aaz Promoter ke bechne par 20% ka lower circuit lag gaya. Viase promoter ka share bechna should not be treated as a negative news.
Hi Basant Sir, I am your subscriber of small case and I have a Funadamental question. I have been following Akshat Shrivastav and he mentioned that due to this new wave of quantitative easing and tightening by Feds and high debts, the markets cycles of bear and bull will be shorter and hence, we will have high REAL inflation moving on. For example inflation is high in US and still interest rate are cuts. Then does it make more sense to have more fixed assets as high inflation means high inflated valuations and low absolute returns in stock market while fixed assets will have high absolute retuns in long term >10 years?
Invest in our Smallcase: Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com
---
Buy my book: The Thoughtful Investor only from our website www.thethoughtfulinvestor.in
---
For BM Meets (Personal Consultation on business or finance). Please send a WhatsApp message at +91 85918 66511 or email to support@basantmaheshwariinvesting.com
---
😊😊😊😊1😊❤❤
Sir, I think in future the bond market will boom in India because the money flows going to share market So banks have to raise the funds through Bonds. I’m I thinking right sir????
Sir I am your BM vision 2030 and BM focussed smallcase subscriber . Sir kindly discuss the Tata Motors dvr conversion to Tata motors because the shareholders have not received the full quantity of shares as per 7:10 ratio . TDS has been deducted . We are unable to understand “DEEMED DIVIDEND “. 😢
अच्छा है जो दिन का एक वीडियो कर दिया आपने अब शाम को 30 मिनट बच जाते हैं... शाम को हम भी कुछ stocks खोज लेते हैं और गरीब chartist बन जाते हैं🎉🎉
This person named
AKSHAY SHETTY
WORKS AT BIRLA AMC
LAST MANY YEARS HAS TAKEN DOWRY IN 7 FIGURES
HE THINKS AFTER MARRIAGE HE IS ENTITLED TO DOWRY AND DOMESTIC VIOLENCE
ADITYA BIRLA EMPLOYEES SHOULD SACK HIM
I am Dr Saurabh Professor at MBA institute .I wanted to take a moment to express my sincere gratitude for the incredible content you are creating .Your videos have been a tremendous help in preparing lectures for my class. The clarity and depth of your explanations have made complex topics much more easy and engaging for my students.Thanks Basant Sir
Wow❤
Prof do your own study and research not borrowed knowledge I wonder the quality of knowledge knowledge you are imparting to your students BM lectures are not extraordinary that you ae showing so much praise on him
Namaskaram Maheshwari ji,
I am a regular listener of your daily videos from the last six months
As I am a seventy years old Sr citizen from India Punjab now living in Canada with my son’s family
I like your videos very much being very much interesting style with good comedian talks also taking
good knowledge also .
Love you
God bless
Ashok Galhotra
Dear Basant Sir,
I would like to humbly request you to share more of the inspiring struggle stories of the people you meet during the BM Meets. As someone on the long journey of learning about stock market investing, these stories of patience, resilience, and eventual success are immensely encouraging for young investors like myself. I truly miss hearing those motivational stories from BM Meets, and I believe they offer great value for all of us who are learning from your as well as their experience.
Warm regards,
Namaste Basant sir, Me aapka video roz dekhta hun, subah wala video raat ko dekhta hun, balle aapka video muje daily trading me Itna helpFul nai hota, lekin trading is all about phycology aur aapke videos se meri phycology ko help milti hai, hats off to your knowledge about world economy, really, and you spontaneous command our words, without seeing telepompter, you deliver such a flowless speech🎉❤
Hey sir, I was travelling through Kovalam to Trivandrum when you mentioned about Kovalam in this video 😂 what a coincidence.... I normally listen to your video while traveling to work... Thank you for great videos.... Very helpful in setting my investment mindset....
AM HAPPY I DID BM MEETS BEFORE THE PRICE INCREASE 😍 IT WAS GR8 meeting you Basantji
Good morning sir,
I wanted to thank you for your amazing recommendation of reading the book “Predictably Irrational”. It was truly a mind blowing book and worth reading.
I met you in July with my Dad and I asked you for your recommendation in books and this was one of the books you suggested.
Thank you so much
Shitij Aggarwal
Sir, in one of your earlier videos you mentioned that investing in NBFCs like Shriram finance has a higher margin of safety since they are systemically important. But several years ago, even DHFL, Reliance Capital and IL&FS were systemically important in their time. They still went bust. So what makes Shriram finance different than these companies? And what checks and balances are a must before investing in these kind of companies?
good question
Wah Kya bath hai Basant sir, IPhone lene ka maamla hai tho middle class mindset, BM Meets fees ka maamla hai tho Warren Buffet mindset !!!
Guruji when do you wake up by 6’o clock you are uploading one hour video … thank you from bottom of my heart
Hello sir, greetings from Vancouver. My wife is your PMS subscriber. Please do a 2 minute analysis on BLS International. Today I went to surrender my passport and I saw that all across Canada they have an appointment backlog of 3 months; they charge hefty fees such as 40$ for courier, 1$ per page for photocopy; they don't even accept credit cards to avoid interchange fee; the office premise is also in a warehouse away from prime real estate to save rent costs; they have a lounge service which just has one small sofa and table for which they charge extra 100$ and I spoke with the staff who was working there for last 1 year and she said it's busy all year round. Looks like a good buy, what you see.
Hello Sir, I like your channel because you don’t recommend any stock.. rather you give the knowledge and learning on how to navigate the stock market. There is a famous English proverb…“Give a man a fish, and you feed him for a day; teach a man to fish and you feed him for a lifetime.” Otherwise in all social media platforms everyone is just giving multi bagger stocks every second.
QUESTION*
Hello sir , i am your new subscriber your videos are very useful thank you so much for sharing your wisdom with us sir , i am in my 20s i know you tell people to read books as much as possible please recommend some books in financial sphere to read and acquire knowledge about financial industry , once again thank you sir for your videos they are great and keep them coming .
Sir, I have learned a lot from your Book bought a month ago and completed it. I can proudly say that this book is the bible of Stock Market , no doubt in saying that. I have read around 20-25 books on investing but your book covers everything.
One request from my side if you give your view of VFX Industry business ( Phantom Fx, Digikore) .
बसंत सर, आपने ये ठीक कहा कि सभी को अपनी price set करने का हक है ! जैसे कमेंट में आपको ट्रॉल करने वाले कुछ "सरकारी अंडभक्तों" ने अपनी कीमत "दो कौड़ी" तय कर रखी है ! ये लोग हमेशा से दो कौड़ी के थे और इनकी कीमत हमेशा दो कौड़ी की ही रहेगी ! 😊
Abdul bhai.. Madarse se padhai ki hai kya?? Madarso walo ki bhasha bol rahe ho
Good Morning Sir,
Even China Started with Low End Manfacture initially, remember the days we used to prefer Japanese made and Scorn Chinese made items.
So no need to Scorn over current Indian Manfacturing because it'll just Grow over period of time if the GOI Impetus persists. Glad to see computer components with made in India batch.
Its a slow and steady work in progress.
Good evening sir,
I am on a trip to Singapore yet I am making time and viewing your daily video. Your videos are very addictive but more importantly it is healthy as well as gives ideas to get wealthy. I would request you to share your views on water treatment and waste management sectors for long term investment.
I have narrowed down on 2 stocks
ION Exchange Ltd.
Gravita India Ltd., respectively
Would be helpful if you share your views on it.
Bajaj Housing should consolidate until it trades at similar valuations like other private players. During the tailwind to housing finance sector, other players will get relating, which might be good for Bajaj housing as the valuation gap will narrow down. Then Bajaj should start further upmove.
Jab apne phone k bare main bola
Maine 1st tym apke net worth Google pe search Kiya..
Respect sir..
Very good learning in the morning..
🙏🙏
When is a formal economic model useful over and above simple intuition?
Its also a wonderful knowledge class 🎉
Dear Sir. Im a big fan of your brutal analysis and forthrightness. Can you pl do a fundamental analysis of Ganesh housing please
Namaskar sirji.
One fundamental quotation
Index 1% bathtub hai to portfolio 1.25%badhta hai
Index 1% ghata hai to portfolio 0.75% Kam Hota hai
To Mera equity portfolio barabar hai ,ya me apka pms me laga do.
Prakash
Sir if I would have bought, BM MEETS share when the price was 1hours for 50,000. then today my portfolio would be 4X in 1year.
200 ke pe par pahuch gya hai
Important & Intelligent question
By when Market should fully price in Rate cut cycle ??
Namaste Sir
5y Sales Growth 19%
3yr sales 36%
3yr ebita 46%
3yr profit 50%
Opm 13%
Yearly sales 875cr Mcap 1000cr
Rushil Decoder
DII holding is zero. Why Sir Respected, kindly take my question
Good morning sir,
One suggestion from our side is that if possible There will be paid TALKS ON CALL at least 5 minutes talk with you over mobile phone like BM meets. Therefore We can get an opportunity to take your view on our portfolios.
Thanks
Sahi hai sir. Aapka channel dekne se hi bahut knowledge milta hai. Itna achha baten paid vebinar mein bi sunne ko nahi milta. Market ka saara saar yahi mil jaata hai. Thank you sir for your great effort.
Basant can you honestly answer how many US stocks you have please.
Thanks
Chendra Mohan
Good morning sir
BM meets k liye bes ye hi kehoga Dil k arman aasuo me beh gaye 🥹
Thanks 🙏🏻 for the knowledge
Big Fan of yours
Saurabh
Jai Hind 🇮🇳
Fantastic and insightful as always. Besides the plethora of knowledge which you share with us free, I am a great fan of your attitude. The statement regarding new phone purchase was Jabardast!!!!!😀
Sir I am hooked to your videos since you started recording while you were traveling in USA.
I just heard you travel through Ashburn. Sir I missed it. I am in Ashburn for past 20 years. Do let us know if you come again.😊
I am from USA and I have question why Indian companies do dumb buybacks? Is it really better paying investor more than market price or smartly buy from market from low value.
I see American companies generate far better value compared to Indian companies.
Indian companies CFO does very poor job for investors.
Pranam guru ji
I am Sunitha Singh from Bangalore,I watch all your videos without fail and thankful for sharing your enormous knowledge. Pls take my question, in the SWOT Analysis of a company it is mentioned in the STRENGTHS as PROFIT TO LOSS COMPANIES, My doubt is how can a company show this as STRENGTH , pls explain, as per my understanding company is making loss means how is it mentioned in the STRENGTH . Pls clarify my doubt Sirji
I agree with you 100%, Mr. Maheshwari, best to buy a new phone only when the old one wears out. So long as the old one does it's job, why waste money on buying a new one?
Sir how much should an investor really pay for growth?
Using the rule of 72, Even a 30 P/E @ 40% growth would take 8-9 years to breakeven
Sir, I watch all your videos with great interest and appreciate the good work being done by you. Why is it that Nifty is hitting new highs almost every day, but my portfolio does not show that upward movement, it is in notional loss on most such days?
Hello sir, thanks for the all the knowledge sharing and your valuable time , I came in BM meet on 1 Jan 2024 and I am also small case subscriber.
Sir query on the poster boy
1) - sir you say and written in your book about poster boy of the bull market - how to find the poster boy of the bull market ( if we understand correctly it has to be from new sector )
2) can poster boy can be many like from different sector like PSU , defence or one bull market can only have one poster boy
3) can poster boy be geographically specific also like for India it’s Adani and for US is Tesla.
Good morning sir. Thank you very much for very good information about the world market each and every day 🌹
Sir greetings from UK🇬🇧 , I have been following Anand rathi stock since long , seems a good stock to me , can you please do 2min analysis. Thank you 🙂
BM sir ram ram... Mai daily aap ka speech sunta hu... Aur main ek long term invester hu ... Matels, bank, food main
Thank you very much BM sir from Dubai, daily I have been listening to your videos. In your book page#95. Irrespective of valuations, there are times in the market where a seller of securities has to abstain from selling because he feels that price will rise further and there are times when buyer has to refrain from buying because he fears that prices will plummet even lower. There is nothing wrong in this strategy as ultimately markets are about making money rather than buying stocks at precisely at right valuations. .. if so when we should start being happy (so to buy) or scared (so to sell) of market.. because valuations go insane either way during extreme bull and bear runs ? Today also we keep discussing many bull market stocks are highly valued against their growth. Can you pls guide sir🙏
Sir,
I have 1 question please 🙏 answer
If promoter 1(electronic mart india) sells 8% stake at market price
And promoter 2 (easy my trip)sell 8% stake at 8% discount .Should I sell both companies stocks?? Both are at now my buying price
Easemytrip is totally fraud, the Pitti brothers are chor, I have booked my losses long ago
Sir, technically when interest rates are lowering, assets prices should go higher?
However despite higher interest rates in last couple of years, still our equity markets were high along with property markets, and even US markets were high.
How is this? Pls guide.
I m subscriber to your 2 small cases.
Sir DELAWARE 🇺🇸 STATE tax free hai isliye 8-10% Bach jata hai overall same price hi hai else Apple products ka
Basant Sir, I love your video❤ but your Book The Thoughtful Investing is more Aggressive rather than your daily video.....
Best of luck ❤
Good morning sir, just wanted your 30 seconds view on gold vs real diamonds for long term investing.
Great knowledge thanks you sir
Sir please do 2 min analysis of Aditya vision Ltd, aapne kaha hai buy what you see, Maine Aditya vision ko bahut closely dekha hai kyonki main Bihar se hi Hun but pehle share market ke perspective se nahi dekh pata tha. Aditya vision has captured Bihar totally.
Ye to aapka video dekhne ke bad hi samajh aaya ki meri ankhen kitni band thi.
Sir
It’s very easy for you to say that PhD holders in Maths in India don’t start their own companies, we can’t generalise them, we have to understand the situations that people are facing, and in India generally the mentality is to start earning money faster, we always and especially the South Indians get into services than think of starting businesses. I wish more people like you could guide our youngsters in our country
Question - What is the difference in stock price - when a take over is done by taking debt and not equity? Is this to protect the EPS and service the debt from new companies earning?
Sir 2 minutes analysis on comparison between Tata elxsi and persistent systems please. Thank u.
Sir G Namaskar Happiest Mind your valuable view on the company pls (02 minute Analysis)
Very nice analysis of infra companies, Sir!
Basant Sir, please take my fundamental question ♥️♥️
kya ak commodity Trading ( *like- Metal trading* ) mei *High Inventory trun over, Bellow 20 Working capital days, stable low EBITDA Margin with 30 % ROC and 'Cash and Carry' business model* karke business ko Sustainable bana payunga?
Or apke hisab se kya kya or chis karne se is business sustainable ban sakhta hei?
Hi Sir, I am a focused subscriber. Thank you for all you wisdom that you share with us.
My que is, if a company which is into housing mortgage business, they already have a security against the loan. So they should provide micro unsecured finance as they already have mortgage for same customers in housing category.
Good morning sir ji 🌞
Last time when you reduced the time frame for BM Meets somebody commented why did Hiked the price by 200% but it was 100% at the time 😂
Well now you can tell him/her that it's 200% where you have started from 😂😂
Thank you for your knowledge 🙏🏻😊....
Sir BSE aur MCX mei invested rehna shi rhega kya ? Kyuki exchange hai aur growth bht jabardast hai usme
Last month mei 40% growth aagyi hai Bse mein
Please answer
Love from Punjab
Good morning,Sir.your way of presentation is superb with clear concepts and lot of knowledge.
Great Advice Sirji
Hello Sir, i am a subscriber of BM Focused Smallcase..
Can you do 2 mins analysis for Sonata software & Birlasoft Company
सुप्रभात महोदय बाबा केदारनाथ की कृपा आप पर हमेशा बनी रहे❤
Jai bhole Nath
Sir Ji, to contract money supply, why doesn't RBI increase CRR instead of increasing interest rates. will increase in CRR impact only newer credit to be issued? 🙏❤
Congratulations Sir 🎉
Sir as per my view krn heat exchanger is good bet for long term ,I feel their is a tail wind in sector,as a first mover advantage it will grabe market share,as well as they are increasing their capacity.request your views
Sir
This is Siddhartha.
Request you to throw some light on Importance of Term Plan and Mediclaim Policy. Would love to know your Opinion
sir mujhe lagta hain apko 1 lakh deneki koi jarurat nahi , jo bhi aapke video dekhega to uss se jo wisdom milega woh bahut kuch sikhayega ... and that person will get financial success for sure ... respect and love
What's your view on nifty 500 index fund. Does it beat the market growth in long term being all cap companies together ?
Basant
When is NSE public issue.
What will happen to BSE .
PLEASE do 2 minutes analysis of BSE.
❤❤
Bse is overvalued highly think of selling i think
When might price controls be appropriate or inappropriate in healthcare markets, and why?
Basant Sir, please take my Question.......❤️❤️
Ak commodity metal trading company ka business model kesa hona chahiye....
Sir, apke hisab se kya kya or chis karne se is business sustainable ban sakhta hei long run me?
Good morning sir,
Company - Black Box ltd, market cap- 9194 cr. PE 47.7, price to book-19.1.OPM is only @7 percent.
Means this company has no pricing power. Still its ROE is @40 percent.
How its possible?
Is it due to more leverage or high ROA? Please clarify
प्यारे बसंत दादा जी को सुबह का नमस्कार 🙏😊
Need your view on growth or value investing at this time
Tata and birla are respected as industrial house not for the net worth or money/ property they own... they are in industry and here to stay.
Sir please do a 2 min review on Cantabil Retail.
Also sir what to understand when we see companies coming up with QIPs nowadays with very slow growth.
Hello Sir, what do you think about high yield dividend plays listed on Hong Kong Stock exchange ?
Sir what ever everyone tries we can never beat China on manufacturing ..as its huge producer and no one can compete with them
Jai shree krishna Basant ji
Sir waiting for that day when we can see u positive or happy on any news no matter india aor globally..because in general u always look like " ha theek hai to kya hua koi badi bat nahi hai age bolo" kabhi to bologe are ye Hui na bat ab maza ayega...😅😅😅
Namaskar Basant sir,
I sincerely appreciate your efforts in sharing your extensive knowledge. Today, I came across news regarding a discounted block deal in EaseMyTrip. Could you please explain why companies choose to opt for discounted block deals instead of launching FPO?
Thank You
Tanmay Das
Basant sir like you said ask intelligent questions not sure mine is 🤔 but my question is what does it say about a consumer company management if one has 75% holding vs another 25% ?
BM Sir log keh rahe interest cut ke sath bull market ka aakhri leg shuru hochuka hai yani market saturated hogaya. Isper aap ki opinion Kia hai?
Basant Sir, I am Yogish a big fan of your videos. What is the reason for one of the NBFC in your BM vision small case to run up around 80% in one year - when other NBFCs and Banks did not do so well? Do you think such appreciation is possible even from current levels ?
Shriram finance
I have a good amount Ready for your new smallcase sir
Please do the needful for your total smallcap smallcase which could be highly volatile
Dear Basant sir, the parameters u explained for analyzing a bank or nbfc and the numbers u mentioned in your book ex p/b of 2.5 to 3 is fair , can these same parameters be used to analyze banks or nbfcs in Australia or any part of the world. Plz explain.
Namaste Sir ji 🙏🙏🙏
Jai Mata Di 🙏🙏🙏
Hi Sir, i am Dipin software engineer, previous major stock market crash before covid was 2007 finincial crisis btw these 2 , small corrections happened but not equal to these 2, if you see the interval its 12 years does it mean this bull run will last for next 12 years?
As in chapter 29 of your book, high quality sector you mentioned is consumer. What are the other high quality sector and why are they high quality?
Hi BM Sir,
Whats your view on wealth management sector in coming years ?
Basant Ji ne BM meets ka price change karke apne target segment ko change kiya hai. He is looking for high networth customers now. Thats what i think is the reason behind his move.
By the way Basant ji agar aapke paas US tech stocks hote toh aap abhi kya karte? Rakhte ya beich dete?
Trade Mill bala example awesom.Self tested 😊
40% topline bottom-line ROE wala share had 20% lower circuit. EaseMyTrip ki 2 minute EASY analysis please.
Good morning Sir
Sir pls 2 minute analysis on Varun Beverages for 2-3years time horizon.
Excellent sir ❤
Sir Namaskar, aaj EasemyTrip ke profit pe nagraj ban ke baithna bhari pad gaya. Share 2 saal se consolidate position me tha aur aaz Promoter ke bechne par 20% ka lower circuit lag gaya. Viase promoter ka share bechna should not be treated as a negative news.
Vlad Tanev - dropped out of PHD from UCLA. He did bachelors in Math from Stanford. But Harmonic - the new start up is exciting
Hi Basant Sir, I am your subscriber of small case and I have a Funadamental question. I have been following Akshat Shrivastav and he mentioned that due to this new wave of quantitative easing and tightening by Feds and high debts, the markets cycles of bear and bull will be shorter and hence, we will have high REAL inflation moving on. For example inflation is high in US and still interest rate are cuts.
Then does it make more sense to have more fixed assets as high inflation means high inflated valuations and low absolute returns in stock market while fixed assets will have high absolute retuns in long term >10 years?
(a+b) के Whole Square में 2ab Extra मिलेगा - छोड़ दिया तीर Sir ने 😅😅
मोदी जी के यह लाजिक मुझे भी हजम नहीं होता।
Good morning sir.....mai roj 1.50 lakh bachata hu.....aapke sath 45 minitue BM meet karata hu.... youtube par...
😊
:-)
Don't mention it in the public forum bro. Warna Nimo tai tax rate badha degi 😅
Add 18% GST also, that's also charged
Bhai yeh u tube se hi BM meets ka business and small case etc ka bus bada gaya Hai BM sir ka