2 Interesting Midcaps I Studied 🤓👌

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  • Опубликовано: 17 ноя 2024
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Комментарии • 190

  • @keepGoing612
    @keepGoing612 11 месяцев назад +53

    Yes paaji joined Varun Beverages Concall and asked one question on the launch of new product.Means paaji is still interested in VBL at such high valuations.
    Paaji also attended
    NEULAND CONCALL,
    GOODLUCK INDIA CONCALL,
    APCOTEX CONCALL ETC.

    • @ajinkyachaudhari010
      @ajinkyachaudhari010 11 месяцев назад +4

      Lost of respect to you as you read/heard the concalls else this would not have been possible info to dig....I have found this info in VBL concalls so Kudos...

    • @keepGoing612
      @keepGoing612 11 месяцев назад +6

      @@ajinkyachaudhari010 at last only those people win who keep on reading and educating themselves and kudos to you as well for being on the learning side.👍

    • @ajinkyachaudhari010
      @ajinkyachaudhari010 11 месяцев назад +2

      @@keepGoing612 thank you so much...let's keep reading \m/

    • @sanjaykale6235
      @sanjaykale6235 11 месяцев назад

      Hv all

    • @rahulrustagi4729
      @rahulrustagi4729 11 месяцев назад +1

      Yeah, I was also listening to the concall.. Heard Ishmohit asking 1 question..

  • @Ayeteyelahi7437
    @Ayeteyelahi7437 11 месяцев назад +10

    VBL AND POLYCAB INDIA 💕

  • @keepGoing612
    @keepGoing612 11 месяцев назад +17

    Paaji i am from a non finance background and today if i am able to read annual reports and Concall,it is all just because of you ,thank you paaji for your teachings,I will forever owe you.🙏

    • @Junaid_x01
      @Junaid_x01 11 месяцев назад

      Is there any video where he taught how to read concalls and all ?

    • @palashGohain-ks3dr
      @palashGohain-ks3dr 11 месяцев назад

      Yes

  • @devendrarawatsays
    @devendrarawatsays 11 месяцев назад +5

    Garware focussing on higher profitability at the cost of volume. Rossari in its concall says that their focus is on higher volume even at the cost of profitability... This has led to double down rating by ICICI securities analyst.. stock has corrected since then .
    How do we differentiate which strategy is good ..maybe depending on the type of the business.?

  • @Mack2211
    @Mack2211 11 месяцев назад +5

    Great video as usual Garware Films and Narayana Hridualaya both businesses are great and so is prestige estates but cement industry doesn’t give me that confidence despite being good, the sector is cyclical poses it’s own risks….

  • @rameshbhat6508
    @rameshbhat6508 11 месяцев назад +1

    Fantastic.No U TUBER gives this much knowledge. Keep it up sir.

    • @SOICfinance
      @SOICfinance  11 месяцев назад

      We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃

  • @mahendrakumarsai1178
    @mahendrakumarsai1178 11 месяцев назад +1

    The supplier of xpel has developed an alternative to ppf, they have developed a product which mixes with the paint and provides same benefits, they have tied up with 3 OEMs in US including tesla, I was invested in this company since 750 levels but sold it once I came to know that there might be disruption in market of PPF, XPEL itself might be on brink of losing business if that technology plays out, the chances of which have increased because the new technology has been proven to be good and they have on boarded customers as well like top 3 OEMs in US. I had invested in it because of PPF theme but that seems to be fizzling out. Hence sold all holdings, I think other businesses have already been priced in the current price.

  • @saumilparadkar8636
    @saumilparadkar8636 11 месяцев назад +1

    Absolutely loving the series....HELL YEAH 🎉

  • @sanjaynarang8107
    @sanjaynarang8107 11 месяцев назад +1

    Thank you, Brother, You have explained BRM in a simple manner.

  • @HoneyChoudhury786
    @HoneyChoudhury786 11 месяцев назад +7

    Sir waiting for Permanent Magnet full analysis video❤

  • @VivekSharma-ue5zk
    @VivekSharma-ue5zk 11 месяцев назад +2

    Plz study gabriel .. abhi ye janurary se sunroof bhi manufacturing chalu kar degi. Very intresting business to study...

  • @RAMESHKUMAR-gr8mh
    @RAMESHKUMAR-gr8mh 11 месяцев назад

    Great analyses of businesses, I see a daylight difference between your and some other analysts on fundamentals of the businesses

  • @RajeshKumar-uf2qg
    @RajeshKumar-uf2qg 11 месяцев назад

    Tussi great ho.. very few people give knowledgeable content.. gratitude to you 😊

    • @SOICfinance
      @SOICfinance  11 месяцев назад

      Your support means the world to us! We're thrilled to be able to enhance your investing journey with our content. We hope you keep learning and achieve great success with SOIC. 😄🚀

    • @RajeshKumar-uf2qg
      @RajeshKumar-uf2qg 11 месяцев назад

      @@SOICfinance
      Please make video on AI companies in India.. which company is doing capex in this.. it’s future . I requested earlier also.
      Keep doing good work. I follow you.

  • @geetaraturi2908
    @geetaraturi2908 11 месяцев назад +3

    Ishomith you make the analysis so simplistic and easy to understand. If you could also highlight on the risk aspect of Narayana hrudalaya… the business and management seems to be very promising.
    Thanks so much
    Regards 🙏🙏🙏

  • @kothiyals
    @kothiyals 11 месяцев назад +1

    Thank you Ishmohit...for explaining BRM in such a simple way

  • @BeNOone902
    @BeNOone902 11 месяцев назад

    I always enjoy the learnings shared by you. Gratitude:-)

    • @SOICfinance
      @SOICfinance  11 месяцев назад +1

      We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃

  • @soulfeelings90
    @soulfeelings90 11 месяцев назад

    One of the finest videos on the Market research. Learn a lot. Thanks.. pls continue such wonderful and informative videos

  • @Senor_Avila
    @Senor_Avila 11 месяцев назад +1

    Always adding new way of analysis 👍👍❤❤

  • @rajasekharv8788
    @rajasekharv8788 11 месяцев назад

    Thanks. The real question for me is , Is the future prospects already priced in now? Please cover that too.

  • @RajeshKumar-xu2qg
    @RajeshKumar-xu2qg 11 месяцев назад

    Thanks brother for this wonderful knowledge

  • @prakashshadija
    @prakashshadija 11 месяцев назад

    Hell yes Hell yes. Thanks so much for wonderful content on your channel.

  • @prashantchheda8462
    @prashantchheda8462 11 месяцев назад

    GREAT ANALYSIS ...............

  • @shreyashpatel45718
    @shreyashpatel45718 11 месяцев назад

    Happy guru purab paji ❤❤

  • @ishaan-io6iq
    @ishaan-io6iq 11 месяцев назад

    Great video sir thanks for sharing 👍

  • @SenthilKumar_Coimbatore
    @SenthilKumar_Coimbatore 11 месяцев назад

    Thanks for your useful and informative video sir. God bless..

  • @sujithkonda
    @sujithkonda 11 месяцев назад

    Thanks for in-depth analysis of concalls i definitely do my homework on prestige estates, i invested in garware hitech and narayana with similar views u explained in BRM framework and business understanding i hope garware hitech filims should be a great rerating opportunity i feel already sitting with 20% profits in both the companies thankyou I am getting great learnings from your videos trisule framework is really amazing 🙏

    • @SOICfinance
      @SOICfinance  11 месяцев назад +1

      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.

  • @djpv2002in
    @djpv2002in 11 месяцев назад

    You are unmatchable

  • @nitinrautela6741
    @nitinrautela6741 11 месяцев назад +1

    Indiamart Intermesh Ltd Analysis & Apollo Pipes Ltd Please!!

  • @MASH6666
    @MASH6666 11 месяцев назад +1

    Nice video.
    What is your opinion on Max Health Care hospitals pls?

  • @MrDeepak090289
    @MrDeepak090289 11 месяцев назад

    Hell yes. Concalls are best ways to learn

  • @neuu3563
    @neuu3563 11 месяцев назад

    Can you make P2P analysis video of all hospitals and why you prefer Narayana over other multi speciality hospitals

  • @vivekchadha4109
    @vivekchadha4109 11 месяцев назад +2

    @soic When you will cover interesting microcaps?

  • @HIMS0098
    @HIMS0098 11 месяцев назад

    Buddy these types of videos are the best....

  • @shashwat5135
    @shashwat5135 11 месяцев назад

    PA JI YOU ARE OUR ORIGINAL SUN PROOF SHEET WHICH ALWAYS PROTECT US IN SHARE MARKET KEEP IT UP GOD BLESS YOU 😊

  • @sanyamgupta4762
    @sanyamgupta4762 2 месяца назад

    Hi ishmoit, are you still invested in NH? What are your latest views about the company? It will be very helpful to me as I am looking to create a stock pitch for my college placements on NH and your view/opinion is highly valuable to me

  • @vipinjain3230
    @vipinjain3230 11 месяцев назад

    Dear sir, please make research on defence, companies

  • @luliamiller599
    @luliamiller599 11 месяцев назад +1

    Will u cover Tanla Platforms

  • @rushinshah8270
    @rushinshah8270 11 месяцев назад

    Hell yeahhh!! You help us start studying

  • @AbhishekAgrawaal-
    @AbhishekAgrawaal- 11 месяцев назад

    Xuv 700 does not come with ppf. You have an option to get it done paying extra for this

  • @balachandranpk4243
    @balachandranpk4243 11 месяцев назад

    Please discuss Philips Carbon black concall

  • @Djrahul1000
    @Djrahul1000 4 месяца назад

    Thank you ❤

  • @navabothubalkishan2653
    @navabothubalkishan2653 11 месяцев назад

    Sssuper Explanation brother Tssomuch

  • @nagendransr008
    @nagendransr008 11 месяцев назад +1

    Superb content...

  • @kurisetisainitin6903
    @kurisetisainitin6903 11 месяцев назад

    Tnq ishmohit for ur work❤❤

  • @jogendersingh3632
    @jogendersingh3632 11 месяцев назад

    Very nice. Thanks brother❤

  • @tejnathsamant741
    @tejnathsamant741 11 месяцев назад

    Great analysis. Keep it up.

  • @manojpatil2288
    @manojpatil2288 11 месяцев назад +1

    Prince pipes business analysis

  • @abhijitrana64
    @abhijitrana64 11 месяцев назад

    Apart from stock market Ismohit played Ind vs Aus 2nd T20 as Arshdeep Singh...😢😅😅😅

  • @viru127
    @viru127 11 месяцев назад

    Hi Ishmohit. Sorry Morning bad news Charlie Manager is no more. Passed away 99 years. Your regular philosophy are around his and Mr Buffett

  • @manojkumarray2936
    @manojkumarray2936 11 месяцев назад

    Sir, please make a video on Ester Industies❤

  • @manikkumardass9774
    @manikkumardass9774 11 месяцев назад

    Guruji ji pranam 🙏🙏🙏

  • @manojpatil2288
    @manojpatil2288 11 месяцев назад +1

    Aether Industries analysis

  • @maddysydney
    @maddysydney 11 месяцев назад

    Hi Ishmohit, can I request you to please do a in-depth review of InfoEdge? Apart from having 80-90% of revenues from the main business they have invested in startups, 2 of which have listed (Zomato and PB Fintech). It will be interesting to hear your thoughts and valuation as there are many other Indian companies who do investing either thru balance sheet or AIF. Thanks

  • @ashishkumardash9746
    @ashishkumardash9746 11 месяцев назад

    superb Ismohit bhai

  • @manojloose
    @manojloose 11 месяцев назад

    Great work bhai❤

  • @smpartistindia
    @smpartistindia 11 месяцев назад

    Yesss loving it

  • @manojpatil2288
    @manojpatil2288 11 месяцев назад +1

    Venus Pipes details analysis

  • @chandranayal4489
    @chandranayal4489 11 месяцев назад

    Good knowledgeable session...

    • @SOICfinance
      @SOICfinance  11 месяцев назад

      We're happy to know our content is resourceful for learners like you. We hope to continue adding value to your investing journey. 🤞😃

  • @abhijitdebnath9811
    @abhijitdebnath9811 11 месяцев назад +2

    Narayana Hrudayalaya is my 2nd top holding which accounts for 10% of my long-term portfolio. I started buying from 700. Should you advise increasing the holding to 15-20% from 10% as I believe it has a reasonable valuation with massive growth potential and honest promoter? I'm thinking of accumulating on the support level or may follow buy on dips strategy. Please suggest.

    • @tradingbuddy02
      @tradingbuddy02 11 месяцев назад +1

      Valuation is high buy at 1000

    • @SaurabhPandey725
      @SaurabhPandey725 11 месяцев назад

      ​@@tradingbuddy02how did you arrive on overvaluation?

    • @pratham24041987
      @pratham24041987 11 месяцев назад

      @@tradingbuddy02 - I just entered the stock I feel valuations are more attractive at 1200. if we see co is able to grow its profits with more 50%. with this speed I could double its EPS in less than 2 years if we consider the 35% growth in profits (Rule of 72/3= 24 CAGR). With this back of mind, I feel P/E which is currently 35 should be half over next 2 years. Stock looks even more attractive. And with clean management deserves the valuation close to Apollo Hospital

  • @SAMEERANSARI-qw9qw
    @SAMEERANSARI-qw9qw 11 месяцев назад

    Gravita India kei concall discuss karo sir ji...

  • @dheerajbhagwan6098
    @dheerajbhagwan6098 11 месяцев назад +1

    Sir .where to buy unlisted shares . Which is reliable sir .

  • @Mack2211
    @Mack2211 11 месяцев назад

    Awesome video as always 😊

  • @kaustubhkapse1034
    @kaustubhkapse1034 11 месяцев назад

    Happy GurPurab

  • @davemrunal1204
    @davemrunal1204 11 месяцев назад +1

    Sir ikio lighting concall discuss karo

  • @srikanthreddymodugula4205
    @srikanthreddymodugula4205 11 месяцев назад

    Elin electronics and welspun living

  • @skm16191
    @skm16191 11 месяцев назад +2

    Need captions in English

  • @sanjaybhattacharya7389
    @sanjaybhattacharya7389 11 месяцев назад

    Thanks

  • @RajeshKumar-gs8rf
    @RajeshKumar-gs8rf 11 месяцев назад +2

    Permanent magnet

  • @RajeshYadav-xl4gm
    @RajeshYadav-xl4gm 11 месяцев назад

    Great effort brother

    • @SOICfinance
      @SOICfinance  11 месяцев назад

      We're happy to know our content is resourceful for learners like you. We hope to continue adding value to your investing journey. 🤞😃

  • @manojranjan582
    @manojranjan582 11 месяцев назад

    Pranam sir 🙏

  • @dineshvasamshetty8031
    @dineshvasamshetty8031 10 месяцев назад

    Garware films
    Narayana hrudyalay

  • @kankipativenkataraju3009
    @kankipativenkataraju3009 11 месяцев назад

    Can you please read into KIMS.. hospital stock.

  • @kirangadge911
    @kirangadge911 11 месяцев назад

    Hell Yes!!
    An explanation on Greenfield vs. Brownfield could have been helpful

  • @deepakgarg9803
    @deepakgarg9803 11 месяцев назад

    Sir GABRIEL INDIA and Himadiri chemical k bare mein please share view

    • @SOICfinance
      @SOICfinance  11 месяцев назад +1

      We appreciate your suggestions. We'll keep them in mind for our future content. 😃 We hope to continue adding value to your investing journey. 🤞

    • @deepakgarg9803
      @deepakgarg9803 11 месяцев назад

      Sir Your Analysis is great @@SOICfinance

  • @debiprasadpradhan9617
    @debiprasadpradhan9617 11 месяцев назад

    yes

  • @harshahegde8516
    @harshahegde8516 11 месяцев назад

    Please somebody summarize his summary. Buy or dont buy!?

  • @Balsangeet
    @Balsangeet 11 месяцев назад

    He'll yes

  • @user-kx9uq6sr5w
    @user-kx9uq6sr5w 11 месяцев назад

    Nice one 👍

    • @SOICfinance
      @SOICfinance  11 месяцев назад

      Thank you for watching our videos. We hope you keep learning and achieve great success with SOIC. 😄🚀

  • @vijaykeshari393
    @vijaykeshari393 11 месяцев назад

    Hello yes

  • @sagarkhetani3253
    @sagarkhetani3253 11 месяцев назад

    yes sir

  • @rajeshsamant4884
    @rajeshsamant4884 11 месяцев назад

    Good one

  • @durgarani4193
    @durgarani4193 11 месяцев назад

    The sound you added at highlighting is irritating a lot .please change the sound / no need of background score for your vedio that's what I feel.....

    • @SOICfinance
      @SOICfinance  11 месяцев назад

      We appreciate your suggestions. We'll keep them in mind for our future content. 😃 We hope to continue adding value to your investing journey. 🤞

  • @sanjivkhungar6514
    @sanjivkhungar6514 11 месяцев назад

    Nice 👍

  • @Abraham_29
    @Abraham_29 11 месяцев назад

    hell yess

  • @relaxingvoicesofnature5712
    @relaxingvoicesofnature5712 11 месяцев назад

    HELL YESS!!!

  • @jaswantsinghsohi8267
    @jaswantsinghsohi8267 11 месяцев назад

    Hel yess

  • @mbk6907
    @mbk6907 11 месяцев назад

    Hell yes...!!!!

  • @shaonnag392
    @shaonnag392 11 месяцев назад

    HELL YES!

  • @mpsingh9013
    @mpsingh9013 11 месяцев назад

    yessss

  • @MalkitSingh-vf6fc
    @MalkitSingh-vf6fc 11 месяцев назад

    Hel yes

  • @kamalsaini1286
    @kamalsaini1286 11 месяцев назад

    Hell yess...

  • @raviprakashmaurya444
    @raviprakashmaurya444 11 месяцев назад

    Hell yeah 👍

  • @sarabjits7679
    @sarabjits7679 11 месяцев назад

    RIP Charlie Munger

  • @captveeresh
    @captveeresh 11 месяцев назад

    Hell yes!

  • @arunverma1202
    @arunverma1202 11 месяцев назад

    Hell yes paaji

  • @mitulvaghasia5038
    @mitulvaghasia5038 11 месяцев назад

    Hell yess

  • @patelmukeshb
    @patelmukeshb 11 месяцев назад

    Hell Yes 👍

  • @sairaj7698
    @sairaj7698 11 месяцев назад +1

    Hell yes 😅

  • @prasadnvv9446
    @prasadnvv9446 11 месяцев назад

    Hell yes❤

  • @dayakarreddypalwai5574
    @dayakarreddypalwai5574 11 месяцев назад

    Hell Yes!!