One small correction, realized it later 1 rupee would have turned 36000 rupees not 36 Lakk repees as I by mistake mentioned in the video. Thank you for the love and support!!
I became a fan of your fundamental analysis! The level of depth you have gone to, the number of years of Titan and its evolution, it’s ads, customer brand building, placement, acquisitions and how it has affected Titan’s growth and differentiation etc etc which you have analysed, explained in simple terms and expended so much effort into this… kudos! Hats off!!!
Making the decision to keep those TV ads in the video was bold. Video might not get ad revenue for this. But what it does show that this is a channel that is truly here to give its viewers value. I really hope it doesn't get demonetized.
small correction, after compounding at 20.1% the returns are 3,641,613% (PERCENT) meaning that it would be the return on every $100 invested further implying that every dollar would turn into $36,416 and not $3641613. That's mind-blowing nonetheless, Great video! Cheers!
What a excellent detailed research covered all minute points...your all videos worth watching helpful..but one request kindly make it maximum 10 minutes..or in two parts....AKM. Dwarka..Delhi. .
The biggest anti thesis pointer is there is no margin of safety if the thesis goes wrong the stock price can correct more than 40% from current levels if you call yourself a value investor do you find any value in buying a company at this valuation?
Margin of safety is an incredibly pertinent point. Titan currently (June 26 2022) is at 5 year average PE. In the absence of any tailwind for titan (triggers for revenue growth, margin growth are absent currently in the backdrop of high inflation environment), it will be interesting to look at Apr-June quarter result and management guidance in their commentary.
Then when u will buy these companies.......at one time p/e wil look very high.,..then earnings will grow..eps increases p/e decreases......i have been seeing this happening in asian paints , page industries etc......i keep buying when i get 10% correction....otherwise wait for events like GFC and Covid
Titan should start at least 20 stores in Kerala and try for better penetration. Kerala is a big market for gold and there Titan means only watch. They should increase the awareness in south India.
Wonderful Analysis as always Ishmohit. Congratulations Team SOIC on acquiring 2 Lakh subscribers. Wishing you guys a lot more success. You have proved your desire to win is also well deserved. For me, this has been the best 2.5 years of learning. Thank guys for all your efforts.✌️
@@SOICfinance That credit also goes to you guys. When I took up your membership, I was clueless about most business terminologies. But over time, it got better and I also started to enjoy reading and listening about businesses. Still a long way to go. Will continue to learn and grow with SOIC.
Very decent and fully comprehensive analysis of Titan company. Thanks a lot for providing such a holistic information in an excellent manner. Please keep on.👍
Thanks sir Need great affort for making in depth analysis like this video Mean a lot for us who is beginner in stock market like me Keep it up friend. Appreciate your affort
Thank you so much, next month I am about toopening a Tanishq store in a small town of odisha so your video is giving me more confidence for my business.
Me & my friends using Fastrack bag, so much light weight, comfortable, very very durable and also value for money. I can say that FT is underrated brand TATA also should focus on Fastrack.
I think buying apple share is same as buying a jewellery ,watchwear company at much sustainable growth there are more mobile stores than jewellery stores also the ticket size to buy mobile is equivalent to jewellery and also people change mobile phones more frequently than jewellery
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.
Excellent & Deep Analysis of this great company which I am already stockholder. Looking at its growth prospects I will adding. Thanks a lot 🙏. Pl take Cholamandalam for next deep dive.
There are different voices regarding nature of company and their growth prospect. For instance people say large cap company do not have much growth prospect, instead small cap can grow faster. On the other hand some argue that the big will become bigger. What is your opinion regarding it??
Great analysis as always 👍 Would be more useful if analysis is done for a TITAN in the making/growing stage so we get the benefits by boarding the train in time. Would request for the next analysis on RELIANCE Industries
Great analysis as always. Would be more useful ifa analysis done in the making/ growing stage so we get the benefits boarding In the train in time. Would request for the next analysis on Reliance Ind.
@@ishmohit1 20 years before.....when late big bull started investing......but still i feel it will be a consistent compounder over the next decade or so.....I am invested in it....and will keep accumulating..
Thank you sir . Your video is very informative for every time . Reliance buissnes is in all areas and mostly everybody invested in Reliance Industries . So Reliance Industries future is very big and her segment are different so you make video on Reliance Industries Limited .
Sirji, nice coverage on Titan. But we expect, with your gr8 knowledge, come with share which is unknown but has gr8 business and has potential to give return like Titan, Bajaj Finance etc... Looking forward to see you coming with some new shares with indepth analysis, which is difficult to find by normal person.
Nobody's know that it's harsh reality even mr warren buffet....u can track market by it's history performance....agar yeh pata chal jaya to mai to apna ghar bech ke laga du osi company mai
India is a leading jwellery exporter. Why Titan didn't take interest here. Do they have any plan regarding this? Happy to know they are opening in UAE, but isn't it too little?
Nice sectoral syatematic analysis. But one thing, hv u considered how much growth in titan business is due to GOLD PRICES appreciation and how much actual business growth ? If gold prices don't appreciate for 2-3 yrs, will titan be able to grow its business at 20%
One small correction, realized it later
1 rupee would have turned 36000 rupees not 36 Lakk repees as I by mistake mentioned in the video.
Thank you for the love and support!!
Titan is Tanisq Tanisq is gold gold is dependent on dollar and dollar down to Titan down
Better to watch SOIC than CNBC 😜
I became a fan of your fundamental analysis! The level of depth you have gone to, the number of years of Titan and its evolution, it’s ads, customer brand building, placement, acquisitions and how it has affected Titan’s growth and differentiation etc etc which you have analysed, explained in simple terms and expended so much effort into this… kudos! Hats off!!!
Thanks for watching our videos! Glad to hear that it's adding value to your investment journey 🙏
Making the decision to keep those TV ads in the video was bold. Video might not get ad revenue for this. But what it does show that this is a channel that is truly here to give its viewers value. I really hope it doesn't get demonetized.
Anything to add value :)
SOIC makes Sunday special for investors.🙏🙏
Hope to keep adding value in your investing journey :)
@@SOICfinance wow thanks for your video and I like your new t shirt by the way bro it is super cool
@@SOICfinance Would love to know about cholamandalam investment co business analysis bro
@@SOICfinance sardar saab course di fee kini aa ..🙏
Very informative...was thinking to start SIP in Titan for 3-5 years view....now view is firmed...thanks Ishmohit as always..
The Boys are Back 😎 looks amazing
small correction, after compounding at 20.1% the returns are 3,641,613% (PERCENT) meaning that it would be the return on every $100 invested further implying that every dollar would turn into $36,416 and not $3641613. That's mind-blowing nonetheless, Great video! Cheers!
Cheers! You are right :)
Many thanks for this analysis. Started adding Titan on SIP basis as valuations are becoming reasonable.
What a excellent detailed research covered all minute points...your all videos worth watching helpful..but one request kindly make it maximum 10 minutes..or in two parts....AKM. Dwarka..Delhi. .
The biggest anti thesis pointer is there is no margin of safety if the thesis goes wrong the stock price can correct more than 40% from current levels if you call yourself a value investor do you find any value in buying a company at this valuation?
Upto you :) I don't own the stock. It's a business analysis, never asked you to buy or sell!
Buying/selling decisions are your own choice. Lean the biz, and do independent valuation analysis :)
Margin of safety is an incredibly pertinent point. Titan currently (June 26 2022) is at 5 year average PE. In the absence of any tailwind for titan (triggers for revenue growth, margin growth are absent currently in the backdrop of high inflation environment), it will be interesting to look at Apr-June quarter result and management guidance in their commentary.
Then when u will buy these companies.......at one time p/e wil look very high.,..then earnings will grow..eps increases p/e decreases......i have been seeing this happening in asian paints , page industries etc......i keep buying when i get 10% correction....otherwise wait for events like GFC and Covid
Titan should start at least 20 stores in Kerala and try for better penetration. Kerala is a big market for gold and there Titan means only watch. They should increase the awareness in south India.
Bhai, tanishq would need to source ma..dhwar gold similar to the existing players in Kerala to get same OPM 😂😂
Wonderful Analysis as always Ishmohit. Congratulations Team SOIC on acquiring 2 Lakh subscribers. Wishing you guys a lot more success. You have proved your desire to win is also well deserved. For me, this has been the best 2.5 years of learning. Thank guys for all your efforts.✌️
Thanks a ton!
You asked some very good question in Q4FY22 Webinar!
@@SOICfinance That credit also goes to you guys. When I took up your membership, I was clueless about most business terminologies. But over time, it got better and I also started to enjoy reading and listening about businesses. Still a long way to go. Will continue to learn and grow with SOIC.
Very decent and fully comprehensive analysis of Titan company. Thanks a lot for providing such a holistic information in an excellent manner. Please keep on.👍
Glad you enjoyed it!
Thank you for making the every Sunday special.
Thanks sir
Need great affort for making in depth analysis like this video
Mean a lot for us who is beginner in stock market like me
Keep it up friend.
Appreciate your affort
Aapke sare videos awesome h sir...... Great detailed business analysis
Amazing Analysis Ishmohit as usual 👏🏼👏🏼 Next Up Reliance!
4:43 wrong calculation 1₹ converted in around ₹36thousand not 36 lakh
मनमोहन सिंह जी के बाद इकनोमिक की समझ वाला दूसरा सरदार देखा लगे रहो पाजी
Many thanks for educating me on the history of Titan. This is a big help for people like me and a big motivation.
Thank you so much, next month I am about toopening a Tanishq store in a small town of odisha so your video is giving me more confidence for my business.
Most welcome 😊
Next analysis - Reliance ✅
Superb addition on Sunday special for investors.
Really a great analysis , great effort done by soic here !
Me & my friends using Fastrack bag, so much light weight, comfortable, very very durable and also value for money. I can say that FT is underrated brand TATA also should focus on Fastrack.
Superb analysis of TITAN with research & value adding. Hats off.
Like to have Chola Finance Finance analysis in next session.
I think buying apple share is same as buying a jewellery ,watchwear company at much sustainable growth there are more mobile stores than jewellery stores also the ticket size to buy mobile is equivalent to jewellery and also people change mobile phones more frequently than jewellery
Tanishq making charges and wastage cost is higher though designs might be good, we do compare with the rest on this cost.. design vs. cost.
Sir, jai Hind and namaste sada vatsale matrubhumi. Please let us know EBITDA of Gold and Diamond each separately. Excellent analysis.
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.
Very good analysis Ishmohit! I am already a shareholder in Titan, will add more in this correction :-) Pls do Chola analysis in your next video!
SOIC Den is sick bro!!!!! ❤️❤️❤️❤️
BTW, the skyscrapers of termite are called Termite "Mounds" not Mould. Just an irrelevant correction...
You were supposed to open shop of Tee's
❤️ Your t shirt 😭
Day by day you growing
As well as we growing. 🙏🤘
It's always mesmerizing to see the different different Backgrounds 🔥
Thank you so much 😀
Grate analysis and lot to learn from this. NEXT VIDEOS COME SIMULTANEOUSLY ON BOTH.
Thanks love you team SOIC.
Excellent.... Highly Satisfied with detailed analysis of my company "Titan" businesses.
Superb analysis!! Added to my watchlist for more research 😊
What a wonderful video with tons of amazing information 👏
Thank you for watching our videos and for your feedback. We're glad you enjoyed learning with us. 😃
Kitna knowledge hai yaar ....you love market very much it seems
Reliance Industries 🙏🙏
I love the Analysis as always.
Excellent & Deep Analysis of this great company which I am already stockholder. Looking at its growth prospects I will adding. Thanks a lot 🙏. Pl take Cholamandalam for next deep dive.
Superb analysis Ishmohit sir thanks so much .my vote for Chola investment.
Awsome business analysis. Would love to have next analysis on Reliance retail specifically
Thank you for watching our video. 😃
We will consider your suggestion. 👍
next analysis - cholamandalam fin. ; especially the comparison with bajaj finance : "Can it be the next bajaj fin."?
Look at Quality of video . Top notch 👌 👏
Pure gold Arora ji 👍🏻
You should have done valuation analysis here also ...🌝
🤣
Thanks a lot for your valuable analysis Mohit sir waiting for more updates from SOIC team
It's Ishmohit. 😃
Thank you for watching our videos, we're glad to know that you enjoy learning with us. 🙏
Excellent Inputs Ishmohit Brother 🙏 🙏 🙏 🙏
Analysis on Chola would be great. Also, thanks for a very insightful video on Titan.
RIL,
Loved the session
There are different voices regarding nature of company and their growth prospect. For instance people say large cap company do not have much growth prospect, instead small cap can grow faster. On the other hand some argue that the big will become bigger. What is your opinion regarding it??
Great knowledge... RELIANCE ANALYSIS WOULD BE GOOD..
Loved that SOIC Den ❤️
Bro ek no analysis kiya Titan ka👌
Sir love your videos , is there a way we can buy the t-shirts you wear ? We will love to buy SOIC Merchandise. Keep up the good work
Very soon Rishabh!
Thank uu very much...Eagerly waiting for this....God bless u
Great analysis as always 👍
Would be more useful if analysis is done for a TITAN in the making/growing stage so we get the benefits by boarding the train in time.
Would request for the next analysis on RELIANCE Industries
Have to go 10 years behind in time for that :)
Great analysis as always. Would be more useful ifa analysis done in the making/ growing stage so we get the benefits boarding In the train in time. Would request for the next analysis on Reliance Ind.
@@ishmohit1 20 years before.....when late big bull started investing......but still i feel it will be a consistent compounder over the next decade or so.....I am invested in it....and will keep accumulating..
Very nice elaborated study and presentation; NeXT please reliance
Reliance and thanks for this wonderful video
Great video ..learnt a lot..next analysis plz on Reliance industries
Love your analysis.
Please analyse more companies...🙏
Thank you sir . Your video is very informative for every time . Reliance buissnes is in all areas and mostly everybody invested in Reliance Industries . So Reliance Industries future is very big and her segment are different so you make video on Reliance Industries Limited .
40:00 Titan Other Brands
Superb quality analysis
Please make similar video on pidilite and it's future growth prospects in 5-10 yrs
Check it's growth rate....
thanks ,TITAN STUDY was very well explain
Please upload video on reliance and google
Thank you for your suggestion. We'll see what we can do. 🙏
Great session. Next analysis can be for reliance.
Wonderful analysis...would like to see Cholamandalam Finance analysis
Again a great video. Simply outstanding
Sir what to do in confidence petro hold ,sell or average. Thanks 🙏 in advance.
Reliance it is
Great video again. Love to see chola next.
Sirji, nice coverage on Titan. But we expect, with your gr8 knowledge, come with share which is unknown but has gr8 business and has potential to give return like Titan, Bajaj Finance etc...
Looking forward to see you coming with some new shares with indepth analysis, which is difficult to find by normal person.
Nobody's know that it's harsh reality even mr warren buffet....u can track market by it's history performance....agar yeh pata chal jaya to mai to apna ghar bech ke laga du osi company mai
Reliance industy
Best Analysis Dear Thanks
Again very nice session sir.. Thank you
Thank you for watching our videos. 😃🙏
Reliance for next week
Nice analysis
RELIANCE
Paaji Superb....Next Video on chola
Reliance next please !
India is a leading jwellery exporter. Why Titan didn't take interest here. Do they have any plan regarding this? Happy to know they are opening in UAE, but isn't it too little?
Chaaaa gayae veer ji!
Nice sectoral syatematic analysis. But one thing, hv u considered how much growth in titan business is due to GOLD PRICES appreciation and how much actual business growth ? If gold prices don't appreciate for 2-3 yrs, will titan be able to grow its business at 20%
Please make video on "Paushak" saurabh Mukherjee has talked about it a lot 🙏🙏
Ye dil mange more !! Dono ka analysis kar do reliance and chola 😋😋
Very good business analysis. Please make a video on Cholamandalam
Thanks SOIC🙏🏻🙏🏻🙏🏻
Is there a specific reason behind the selection of books in the background?
Very nice analysis
Thank you for watching our video and for sharing your feedback. 🙏
Cool T-shirt paaji "The Boys are Back".. i got your point too.. :) Thanks
Glad you liked it
Love to here about Chola next
Yours VDO Excellent best analysis Thanks
Comfortable with valuations here? 100 PE?
That’s fabulous❤️
Thanks for detailed analysis 👍
Please do a video on chola.. And a big thank you for this wonderful video🙏
Nice presentation with detailed analysis. please make Reliance Industries analysis video
I could not find Titan valuation . I am a tribe member. Please guide
Reliance ka analysis.