Agree about Bajaj Fin. Topping up during Covid (2020 - March) was good. Today concerns are GMM. Promoter selling stake and price conking 15% is a concern @SaurabhMukherjea
Pfaudler International has sold stake. GMM has not and Tarak Patel is in-charge. Only track what Tarak is saying and achieving or not. They have improved the Operating Margin as forcasted for Consolidated operation.
For long term anyhow 2-3 stocks out of portfolio of 12-15 stocks will create the real wealth for the investor. So thinking that all need to perform will be just an exaggerated idea.
Two schools - Saurabh’s , for example, buy well researched stocks. Hold for 10 years or more. Time important not Timing. Other, for example, Sandip’s Timing matters. BAAP doesn’t work. Retail investors is in dilemma ..
Sourabh is a gentleman and a great stock picker, but, and there is a big but, every time he blurts out a stock in the public domain, especially from the mid cap and small cap space, that particular stock positively falls...... It may be a coincidence but it has become a pattern of sorts.
His investment strategy is great. Some time if he can suggest the name of company to retail investors when they identify and start investing. Mai retail investors will be obliged
you are in way right. the last 3 years since Covid market performance cannot be taken as a real benchmark. It has been really fluctuating. Plus Saurav being a PMS manager can be really nimble unlike a MF which have to face redemption pressures. And anyways there are a group of stocks in nifty that will rise with market. And metal and commodity stocks will not show much return over time. TCS HDFC Bank will rise with market. If its really long term it has to be seen after 5 years of Covid crash. these fund managers choose dates which enhances the returns. I challenge any fund manager to pick 2 dates at random and show the performance. Then it will be realized how difficult it is to beat benchmark.
A good interview. Anuj's heading the AWAAZ Team is a great move....... as the current set of people are not focused at all........am sure the quality of the programs will improve. They need a few new and better analysts as well.......
Agree about Bajaj Fin. Topping up during Covid (2020 - March) was good. Today concerns are GMM. Promoter selling stake and price conking 15% is a concern @SaurabhMukherjea
Pfaudler International has sold stake. GMM has not and Tarak Patel is in-charge. Only track what Tarak is saying and achieving or not. They have improved the Operating Margin as forcasted for Consolidated operation.
Saurabh Mukherjee always a good stock picker..
BALLS!!! anybody who had picked shares 3, 2, 1.5 yr back has made lots of money but see 2021 and after
Real Hero of Share Market
For long term anyhow 2-3 stocks out of portfolio of 12-15 stocks will create the real wealth for the investor. So thinking that all need to perform will be just an exaggerated idea.
Openly Day time loot by BF FD @ 8% lending @36%+
Two schools - Saurabh’s , for example, buy well researched stocks. Hold for 10 years or more. Time important not Timing.
Other, for example, Sandip’s Timing matters. BAAP doesn’t work.
Retail investors is in dilemma ..
Can one really time the market then?
Sandip is a waste of space. What's his performance, does he publish anywhere? It's all talk until one has to publish.
Sourabh is a gentleman and a great stock picker, but, and there is a big but, every time he blurts out a stock in the public domain, especially from the mid cap and small cap space, that particular stock positively falls......
It may be a coincidence but it has become a pattern of sorts.
Thank you saurabh sir 🌹🌹🌹
Divis lab is good buy. Dip and buy should do.
I respect sourav Mukherjee
His investment strategy is great. Some time if he can suggest the name of company to retail investors when they identify and start investing. Mai retail investors will be obliged
Still today the charges for dr lall is expensive compared to vijaya diagnostics and kraashna diagnostics.
Very straight cut answer
If any investment of less than 3 years is immaterial, then why TV channels are running market investment channel on daily basis 😃
Bunty kaise hai tera ?
888888
Because running a business channel is a good business. For running the channel 24X7 they need to show speculative and cooked up stories
You tube revenue and Ad revenue.
Less than 3 years doesn't matter how it performans.
you are in way right. the last 3 years since Covid market performance cannot be taken as a real benchmark. It has been really fluctuating. Plus Saurav being a PMS manager can be really nimble unlike a MF which have to face redemption pressures.
And anyways there are a group of stocks in nifty that will rise with market. And metal and commodity stocks will not show much return over time. TCS HDFC Bank will rise with market.
If its really long term it has to be seen after 5 years of Covid crash. these fund managers choose dates which enhances the returns. I challenge any fund manager to pick 2 dates at random and show the performance. Then it will be realized how difficult it is to beat benchmark.
Great 👍🏻
Love you sir
NOW HIS STOCKS ARE UNDER PERFORMING BADLY ASAIN PAINTS DIVIS LAB ETC HE QUIT HDFC BANK WHICH IS PERFORMING NOW NEEDS TO ROTATE HIS STOCKS
Radheshyam
💕💕💕
A good interview. Anuj's heading the AWAAZ Team is a great move....... as the current set of people are not focused at all........am sure the quality of the programs will improve. They need a few new and better analysts as well.......
Kaal muhurt main bhi fiis net sellers they
Sourav buy BECTOR FOOD
Saurabh must research more, good student not studying, many followers worried 😥😔
Of these only asian paints and pidilite look like great compounders ...not sure about dr.lal pathlabs and hdfc life
Voice problem
Writing should be in English .
I do know as to why you writing I Hindi
Virat kohali ka exap. Or stock mkt .has no realation .
P
Mi
@Akshat S. ㊉①⑥⓪③⑤⑤⓪⑥⑤⑨⑤ hi
0⁹56
Virat Kohli ka example fit nahi baith Raha..
Ab Beth raha hoga
@@gouravjhawar6148 bro, is baat ko bhi man na padega ki bujhta diya bhi fadfadata jarur hai...
Saurabh Banarjee ka advice hamesha nuksan pahuchata hai.