but he always seems to buy the best performing stock. Like I remembered he spoke about owning RIL when it had a massive run. Here he speaks about Tata Steel, Dixon, SBI, buying them at the right time. But there is no strategy. Just look at the range of stocks. How has he managed to buy all these stocks at the right time. I mean this is not even a 3-5 year period. This is an year to two period. To consistently buy the best performing stocks in such a short period is next to impossible. He even claimed he bought 1 million of Zomato. And he says we did not expect it to rise 3 time or 5 times. It does not add up. Now I conclude Samir is true Delhi guy. Good at bluffing. No disrespect but this strategy cannot be based on logic and reasoning. Nobody would have expected Tata Steel to rise 5 times in the last 2 years or Dixon to rise 8 times. I mean metals were down in the dumps and following Covid nobody expected metals to rally as they did. Similarly Dixon was a contract manufacturer and I doubt if it has set up its independent unit under the PLI scheme. Same with ICICI Securities. Did anybody think lockdown will encourage people to get into share trading. I mean it requires a super genius to buy these stocks consistently at the right time. Or he is bluffing.
But sir Saurabh mukherjea says that any stock whose roce is not certain percentage doesn't make money and they chor promoters, only 15 companies seem to make money, is it not true? Because he comes to every webinar and says the same
It is simply wrong. If you take 30 yr view it may be correct for few companies do well in the very long run. Otherwise 100s of companies do well all the time
well Saurabh's stocks have done well. I mean yes HDFC Bank has underperformed but Bajaj Finance, TCS, Asian Paints, Pidilite have done well and risen with the market. I still think that is the better way to make money. Samir Arora's strategy of trying to understand the changing dynamics of industry is really hard to follow. I mean Dixon rose 800% with the mere announcement of PLI scheme. Or Tata Steel rose 500%. Very hard to invest and get such returns. Its impossible.
@@brajeshsingh2391 it is impossible to catch these trends like Dixon or Tata Steel fully, Saurabh's strategy works on hindsight only after the stock has outperformed for atleast a year, Sameer has sector filter but atleast he picks one or two of these momentum plays and participates in the rally, point is you can't build a story on hindsight it's your ability to pick something ahead of the rally that gives outsized returns, atleast Sameer's approach sounds more humble and practical plus it's not concentrated like Saurabh's high pe stock portfolio, it is more risky there perhaps
A very different approach. ...only problem is that all these people are shit scared of Marcellus. ...so everyone is trying to belittle Saurabh MUKHERJEA. This only shows the inner insecurities of these people. Remember SHANKHAR sharma also. Noteworthy that Saurabh is dignified enough not to stoop to such low levels to badmouth the rival PMS firms.
Should give you 15 % return ...same as index ..maybe he can call it samir arora nifty etf . If you own 75 or 80 stocks you should generate 15 %. Who is good ? How do we know ? Which company is better? How do we know ? So I buy everything...wow what a strategy...so impressed !
Haha, yes 😀 There are so many loopholes in his process, which he gives away himself (Bajaj Finance, Zee examples), it'll take me an hour to list them all! Still, good luck to him and his team
@@rickrichards5474 afraid I don't understand the point you're trying to make. Look, the way he explained his entire process, it seems to less skill and more luck. Investing in everything, and dumping a few stocks which have declined over time, sounds like they're merely reacting, and not predicting (to a far degree of confidence - something I would expect someone who I've handed 50 lakhs to be able to do). Not to mention, the sheer arrogance of this chap - his so called mind-blowing strategies (his words not mine) and misrepresenting other fund managers strategies to make his point belies a lack of conviction in his own methods
sorry but Samir Arora is a super genius. Saurabh shares his stocks with logic. But Samir's choice of stock is just incredible. To buy stocks like RIL, Tata Steel, Dixon, SBI in the last 2 years or even less than 2 years, an year and half to precise requires out of the world stock picking abilities. Anybody who has been in the market for some time would realize this.
Samir's Presentations are always brilliant!
True
but he always seems to buy the best performing stock. Like I remembered he spoke about owning RIL when it had a massive run. Here he speaks about Tata Steel, Dixon, SBI, buying them at the right time. But there is no strategy. Just look at the range of stocks. How has he managed to buy all these stocks at the right time. I mean this is not even a 3-5 year period. This is an year to two period. To consistently buy the best performing stocks in such a short period is next to impossible. He even claimed he bought 1 million of Zomato. And he says we did not expect it to rise 3 time or 5 times. It does not add up. Now I conclude Samir is true Delhi guy. Good at bluffing.
No disrespect but this strategy cannot be based on logic and reasoning. Nobody would have expected Tata Steel to rise 5 times in the last 2 years or Dixon to rise 8 times. I mean metals were down in the dumps and following Covid nobody expected metals to rally as they did. Similarly Dixon was a contract manufacturer and I doubt if it has set up its independent unit under the PLI scheme. Same with ICICI Securities. Did anybody think lockdown will encourage people to get into share trading. I mean it requires a super genius to buy these stocks consistently at the right time. Or he is bluffing.
Super analysis
Thanks
Please plan for the rest 2nd part for the remaining part of the presentation.
Sure
Great session.. thoroughly enjoyed 🙏🙏
Thanks
Good guy to start mutual funds..own 75 to 80 stocks ..keep 1.25% in each..
Great presentation. Is the ppt available for reference.
Yes, it is
Fantastic !!
Thanks Rohan
Great learnings 👍
Thanks bipul
SUPERB SIR EXCELLENT 👌👏
Thanks Sumit
Good Session Sir
Thanks
But sir Saurabh mukherjea says that any stock whose roce is not certain percentage doesn't make money and they chor promoters, only 15 companies seem to make money, is it not true? Because he comes to every webinar and says the same
It is simply wrong. If you take 30 yr view it may be correct for few companies do well in the very long run. Otherwise 100s of companies do well all the time
It's all misleading consistent compounding stocks..I think..
well Saurabh's stocks have done well. I mean yes HDFC Bank has underperformed but Bajaj Finance, TCS, Asian Paints, Pidilite have done well and risen with the market. I still think that is the better way to make money. Samir Arora's strategy of trying to understand the changing dynamics of industry is really hard to follow. I mean Dixon rose 800% with the mere announcement of PLI scheme. Or Tata Steel rose 500%. Very hard to invest and get such returns. Its impossible.
@@brajeshsingh2391 it is impossible to catch these trends like Dixon or Tata Steel fully, Saurabh's strategy works on hindsight only after the stock has outperformed for atleast a year, Sameer has sector filter but atleast he picks one or two of these momentum plays and participates in the rally, point is you can't build a story on hindsight it's your ability to pick something ahead of the rally that gives outsized returns, atleast Sameer's approach sounds more humble and practical plus it's not concentrated like Saurabh's high pe stock portfolio, it is more risky there perhaps
@@brajeshsingh2391 o
A very different approach. ...only problem is that all these people are shit scared of Marcellus. ...so everyone is trying to belittle Saurabh MUKHERJEA. This only shows the inner insecurities of these people. Remember SHANKHAR sharma also. Noteworthy that Saurabh is dignified enough not to stoop to such low levels to badmouth the rival PMS firms.
Good session
Thanks Nikhil
Appreciate him a lot for that exposing those consistent compounder frauds
Should give you 15 % return ...same as index ..maybe he can call it samir arora nifty etf . If you own 75 or 80 stocks you should generate 15 %. Who is good ? How do we know ? Which company is better? How do we know ? So I buy everything...wow what a strategy...so impressed !
Haha, yes 😀 There are so many loopholes in his process, which he gives away himself (Bajaj Finance, Zee examples), it'll take me an hour to list them all! Still, good luck to him and his team
@@ankit1400 Funny- you never understood the point. That stock limits have to be kept in control for not everyone is investing at the same point.
@@rickrichards5474 afraid I don't understand the point you're trying to make. Look, the way he explained his entire process, it seems to less skill and more luck. Investing in everything, and dumping a few stocks which have declined over time, sounds like they're merely reacting, and not predicting (to a far degree of confidence - something I would expect someone who I've handed 50 lakhs to be able to do). Not to mention, the sheer arrogance of this chap - his so called mind-blowing strategies (his words not mine) and misrepresenting other fund managers strategies to make his point belies a lack of conviction in his own methods
Pls do one session with Sunil Singhania Sir🙏🙏
Sure feedback is well taken
We will organise the same
@@vikasagrawal6619 Thank You Sir😊😊
Taking shots at saurabh Mukherjee
Yup nd rightly so..
sorry but Samir Arora is a super genius. Saurabh shares his stocks with logic. But Samir's choice of stock is just incredible. To buy stocks like RIL, Tata Steel, Dixon, SBI in the last 2 years or even less than 2 years, an year and half to precise requires out of the world stock picking abilities. Anybody who has been in the market for some time would realize this.
Rupa lekar bhagane balwa company hai