2 Interesting Midcaps I Studied 🤓👌
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- Опубликовано: 15 окт 2024
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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.
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...
@@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.👍
@@keepGoing612 thank you so much...let's keep reading \m/
Hv all
Yeah, I was also listening to the concall.. Heard Ishmohit asking 1 question..
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.🙏
Is there any video where he taught how to read concalls and all ?
Yes
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.?
VBL AND POLYCAB INDIA 💕
Absolutely loving the series....HELL YEAH 🎉
Thank you, Brother, You have explained BRM in a simple manner.
Tussi great ho.. very few people give knowledgeable content.. gratitude to you 😊
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. 😄🚀
@@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.
Fantastic.No U TUBER gives this much knowledge. Keep it up sir.
We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃
Sir waiting for Permanent Magnet full analysis video❤
Great analyses of businesses, I see a daylight difference between your and some other analysts on fundamentals of the businesses
I always enjoy the learnings shared by you. Gratitude:-)
We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃
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….
One of the finest videos on the Market research. Learn a lot. Thanks.. pls continue such wonderful and informative videos
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 🙏🙏🙏
Thank you Ishmohit...for explaining BRM in such a simple way
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.
Plz study gabriel .. abhi ye janurary se sunroof bhi manufacturing chalu kar degi. Very intresting business to study...
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
Thanks brother for this wonderful knowledge
GREAT ANALYSIS ...............
Great video sir thanks for sharing 👍
Always adding new way of analysis 👍👍❤❤
Thank you ❤
Hell yes Hell yes. Thanks so much for wonderful content on your channel.
Nice video.
What is your opinion on Max Health Care hospitals pls?
Indiamart Intermesh Ltd Analysis & Apollo Pipes Ltd Please!!
Thanks. The real question for me is , Is the future prospects already priced in now? Please cover that too.
Can you make P2P analysis video of all hospitals and why you prefer Narayana over other multi speciality hospitals
Sssuper Explanation brother Tssomuch
Thanks for your useful and informative video sir. God bless..
Superb content...
You are unmatchable
Happy guru purab paji ❤❤
Will u cover Tanla Platforms
Very nice. Thanks brother❤
😊🙏
Sir .where to buy unlisted shares . Which is reliable sir .
@soic When you will cover interesting microcaps?
Buddy these types of videos are the best....
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.
Valuation is high buy at 1000
@@tradingbuddy02how did you arrive on overvaluation?
@@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
Great work bhai❤
Yesss loving it
😊🙌
Great analysis. Keep it up.
Please discuss Philips Carbon black concall
Hell yeahhh!! You help us start studying
😊🙌
Dear sir, please make research on defence, companies
superb Ismohit bhai
😊🙏
Xuv 700 does not come with ppf. You have an option to get it done paying extra for this
Aether Industries analysis
Prince pipes business analysis
Venus Pipes details analysis
Sir ikio lighting concall discuss karo
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 🙏
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.
Good knowledgeable session...
We're happy to know our content is resourceful for learners like you. We hope to continue adding value to your investing journey. 🤞😃
Great effort brother
We're happy to know our content is resourceful for learners like you. We hope to continue adding value to your investing journey. 🤞😃
PA JI YOU ARE OUR ORIGINAL SUN PROOF SHEET WHICH ALWAYS PROTECT US IN SHARE MARKET KEEP IT UP GOD BLESS YOU 😊
Sir, please make a video on Ester Industies❤
Hell yes. Concalls are best ways to learn
Awesome video as always 😊
Hi Ishmohit. Sorry Morning bad news Charlie Manager is no more. Passed away 99 years. Your regular philosophy are around his and Mr Buffett
Thanks
Gravita India kei concall discuss karo sir ji...
Happy GurPurab
😊🙏
Apart from stock market Ismohit played Ind vs Aus 2nd T20 as Arshdeep Singh...😢😅😅😅
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
Guruji ji pranam 🙏🙏🙏
Tnq ishmohit for ur work❤❤
Elin electronics and welspun living
yes
Garware films
Narayana hrudyalay
Can you please read into KIMS.. hospital stock.
Sir GABRIEL INDIA and Himadiri chemical k bare mein please share view
We appreciate your suggestions. We'll keep them in mind for our future content. 😃 We hope to continue adding value to your investing journey. 🤞
Sir Your Analysis is great @@SOICfinance
Nice one 👍
Thank you for watching our videos. We hope you keep learning and achieve great success with SOIC. 😄🚀
Pranam sir 🙏
Need captions in English
He'll yes
Good one
Permanent magnet
Nice 👍
Hello yes
😊🙌
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.....
We appreciate your suggestions. We'll keep them in mind for our future content. 😃 We hope to continue adding value to your investing journey. 🤞
Hell Yes!!
An explanation on Greenfield vs. Brownfield could have been helpful
hell yess
yes sir
😊🙌
Please somebody summarize his summary. Buy or dont buy!?
HELL YESS!!!
😊🙌
Hell yes!
😊🙌
Hell yes...!!!!
😊🙌
HELL YES!
😊🙌
Hell yeah 👍
Hell yess
yessss
😊🙌
Hel yess
❤
Hell yes❤
😊🙏
Hel yes
😊🙌
Hell yes sir
Hell yes paaji
😊🙌
Hell yes 😅
Hell yess...
hell Yes Buddy
😊🙌