100 Baggers 🏆Scalability Formula Unlocked: Annual Review 2022🏎️

[@VenkateshChannal]

Thank you for the learning shared today. My key learnings: 1. Identifying reason/opportunity to scale and if it can scale to a point or keep scaling 2. Key factors that can stop or change the need to scale.

[@SOICfinance]

Thanks for sharing your learnings with the community :) Hope to keep adding value in your investing journey

[@harshitsingh-sy1ng]

I Never skip any ad on soic videos. May be this is Maximum respect from my side for ishmohit & his team's hard work.

[@ashfaqhussainfarooqui2617]

Qqq

[@chemistryrocks]

Same here

[@AADIL133]

Infact there are no ads in Ishmohit Sir you tube channel for your kind information

[@harshitsingh-sy1ng]

@@AADIL133 *for your kind information* I m here for learning, not for 💪💪 or popularity. Anything I m writing here (about ishmohit & his team's), comes from "Dil se" not for show off. By d way I m talking about KZbin ads....may be u r not regular viewer of soic....if u see videos repeatedly or many more reasons ( I m not a technical expert).... then u didn't comment.

[@AADIL133]

@@harshitsingh-sy1ng Dear Harshit I am an SOIC Member

[@dramitlinku]

SOIC has been a great educator for retail investors. We should learn rather than following random stocks. It’s great to see you back in IEX - which I thought you sold out because of overvaluation.

[@paragkulkarni9154]

0

[@paragkulkarni9154]

A1

[@paragkulkarni9154]

0pppPppp

[@paragkulkarni9154]

Ĺ

[@rajatbanerjee6323]

After watching the video I realised that SOIC team is in blitzscaling mode and I am confident that they will scale up quarter to quarter forever. I like the dominance of Domino's over the years. Also, how a simple solution of cork can disrupt the industry. Well done, Ismohit.

[@anirbanmanna2897]

I have been investing for last 3 years, watching many youtube channels, but this channel is the best. It surpassed all so called pundits over tv and social media.

[@raghavkumar7123]

It's an appreciation post for SOIC. Bro, the quality you are providing is top notch. May God bless you with lots of the success and good health!

[@SOICfinance]

Thank you so much for your kind words :)

[@ShrihariSivakumar]

I used to avoid this channel due to the length of the content. But I was so bored today and ended up watching this video fully. I'm gonna binge watch every single video from this channel now.

[@navneetbaghel6252]

Many unanswered questions have been answered. experiencing gratitude..thank you so much.

[@saumilparadkar118]

Domino's & the last Cork Example....Man!!! Amazing...It shows your impeccable study... keep it up SOIC..

[@shashirajnk]

It takes lot of hard work and struggle to get into these details and you are giving this for free. Great respect to you and your team. May you reach every retail investor.

[@bipuljha792]

Shuru ke 5 minute me laga pata nahi kya bol raha hain. Par jab patiently suna tab samaj me aaya kya hi bol gaya. Sukhriya Bhai 🔥. Earned a subscriber.

[@Aarushkalepatil]

Sir Apake Jaisa pure KZbin me koi nahi hai. You teach like teacher

[@llnvamsi]

Most underrated channel on indian stock market. I don't understand why people aren't seeing these videos. Top notch stuff here

[@akhilhegde346]

Dentistry - prevest denpro Natural capsules - fermentation api V belt - pix, Theo engineering ( not sure) Transient companies CNG capex proxy play Kirloskar pneumatic Ekc International business ( scaling business) Evolution gaming Task us

[@Marathe3456]

U r truly a trustworthy man who gives in-depth analysis of business

[@DhrumilSakhavala]

After Learning from you, now i understand that you will have monolopy in KZbin in some months for your real genuine content. 😃

[@SOICfinance]

Thanks Dhrumil for your kind word and well wishes :)

[@jaganmohanch]

I am a software professional. Really like the presentation along with stats. All the very best wishes.

[@arpanmukherjee8172]

Incredible man. U have an ocean of knowledge. Soic is Netflix for us

[@shrikantlimaye9213]

It provides knowledge & to be listened repeatedly.

[@nandkishorkr9808]

A great vidieo giving full classroom education on 39 minutes vidieo...so nicely u explained the concept and application of scalability by putting national and international stocks...!! Case study of Dominos & Astral scability is really eyeopener...!!

[@koshyjoseph2605]

Hat's off to SOIC superb analysis to scalability and structural multi baggers & transient multi baggers.

[@SOICfinance]

Thanks Koshy :)

[@narayanparajane6316]

True Educator...... Sirji,your membership fee is beyond most small investor..... For increasing Economies of Scale....Reduce fee and your membership no. Shoot like a rocket...👍👍

[@nandlalarora9778]

Simply brilliant as always

[@SOICfinance]

Thanks Nandlal :)

[@kirankumarvemula3624]

Which chemical company is manufacturing synthetic corks ? Any guesses!

[@karthikeyannarayanasamy2345]

Thank you for the most valuable information. First time read about structural vs transient.you video really helped me a lot to grow

[@SOICfinance]

Thank you for your feedback. 😃 Glad to know our content is informative and relevant for you. 😃 Hope to continue adding vale to your knowledge and investing journey. 😃🙏

[@samadhanvichare2746]

Excellent , no words for this type of effects, thank you so much

[@rshankv]

Again a a wonderful video with lots of insights, difficult to pick the best part of the video, has everything was worth its weight in gold !

[@SOICfinance]

Thank you so much for your kind words :)

[@mananbishnoi7471]

The topic explanatory ability of ishmohit sir is awesome..thanks a lot

[@SOICfinance]

Thanks for your kind words Manan :) Hope to keep adding value :)

[@shwetakumari8049]

Pure gold, it's like listening to bed rime story.

[@learner9964]

Content, knowledge, explanation, presentation, info graphics and above all are pure & honest intention to teach are all top - notch, world-class and way ahead in KZbin crowd. U are going to make history on KZbin & Indian investment landscape very soon. U r truly India's Warren Buffet, Charlie Munger, Peter Lynch, Philip Fisher, et al put together. U r the sensation & leading light for common retail investors. Epitome of ocean of Knowledge & humility personified. Hats off to u. Keep enlightening us as always. Thanks a lot for great efforts, dedication, humility & sincerity..

[@apoorvsingh_ASR]

Already liked before starting your video .. Always will

[@SOICfinance]

Thanks Apoorv :)

[@sanjaydeopa4867]

Very educative and helpful in looking at a business more analytically.👍👍

[@SOICfinance]

Glad you liked it Sanjay :) Hope to keep adding value

[@andym5663]

I am very impressed with the depth and quality of your knowledge. Excellent work.

[@hiteshgupta3055]

Your are truly awesome...thanks for another concept clarification.

[@kalpeshkatariya6520]

Sir u r the young warren buffet of india....thanks a lot for ur learning....keep it up...god bless u sir

[@avinashdevadhars6817]

really good video on number of learnings,

[@SOICfinance]

Thanks for your feedback :)

[@ashishjain6951]

Veey well explained Ishmohit and SOIC team. You and team really deserve Pats on back. Thank you.

[@Brahma2012]

Thank for this educational video. I subscribed to Tijori as per your recommendation and the content in the website is simply fantastic.

[@nrusinghapanda6317]

Thank you for ur valuable teaching.

[@SarcasticAssertive]

I am in Frankfurt for sometime as a tourist, and can relate to this video. Germany has many natural gas issues, and it is interesting time to invest in natural gases stocks. Linde plc seems interesting but overprice from the last 6 months stock performance.

[@sanjeevkumar-oq8dw]

Very interesting learning. Ek bar me samajh me hi nahi aati. Bar bar dekhta hu. Thanks for giving precious information and knowledge

[@deepaksonkusre4625]

Simply great sir.. thanks God bless you

[@alokdhan5774]

Great knowledge sir. Proud to be part of soic member

[@bigbullmarket3141]

Koti koti naman sr aaplogo se milne ke bad business ki matlab samgh aaya ki scalability kya hota hai nice video 🙏🙏🙏🙏🙏

[@SOICfinance]

Thanks :) Hope to keep adding value

[@anilsingh9963]

BEING A FRESHER IN STOCK MARKET, I GRASPED THE KNOWLEDGE THAT BUY THAT STOCK WHOSE EPS AND OPM IS CONSTANTLY GROWING. THANKS SIR.

[@Raahulsingh]

lucky i found this channel when it had 5k Subscribers and have watched all its video..... i swear i have learned a lot. lot more than what i have learned in 8 years of investing

[@prithvishetty9656]

Great video yet again. Don't know about the scalability of companies but this channel and SOIC would continue to scale for many years to come. If only SOIC were listed, would have been a proud investor :P

[@shashankakwantuiooig6817]

I love to hear ur videos... they r full of knowledge.. keep going... u r very young to me but u r much mature than me in finances.. kudos to you

[@kasimshaikh3750]

Great to see you grow.... You've been professional and never compromised on the quality of the videos since the start. Congrats.

[@PremKumarFourhearts]

Haven't got to watch the complete videos of yours recently... but since this is an annual video I would like to say that wish I could own a part of equity in SOIC rather than finding all these 100's of baggers for Heavens sake ! As good as the baggers and as safe and cost & time saving as an Nifty ETF !!! Keep up the good work and looking for 2022 SOIC team !!!

[@d0veta1l0]

You should write a book. For the Indian market there are very very few people, who have relevant up to date knowledge. I also believe as the Indian market grows and foreign participation increases further. Your book will become a key reference point.

[@ujatha3278]

my key take ways: Two types of Margin of safety: 1. lies in the Valuation that you pay for a business. 2. lies in fast earnings growth trend. Long term valuation ----------------------- Sales Sales Sales Sales and Sales------ industry growth opportunity Multibaggers can 2 types. 1.Transient ( temporary demand and supply changes) ------ So continuous Tracking of business is important 2. Structural ( Strong competitive advantage + continuous gaining of market share) --------- if find this kind, simply forget about selling these business.

[@SOICfinance]

Yes, these are 2 very important learning :)

[@rs072109]

Aap kaise padhte ho sir ji.. salute to you and your knowledge

[@ramanraghav4555]

u've opened my eyes, wonderful ! thank you Ish ... cheers !

[@bhavveshh]

As usual, a super informative session. Quite analytical

[@kankipativenkataraju3009]

Very exotic video. Learnt lot from your detailed video. Kudos 👍👌

[@svk664]

As always, I love your analysis , keep it up, Sardar !!!!

[@GKBhat-de6lq]

Mind boggling insightful video

[@abhijitdhar5861]

My new year resolution never miss any video of "Team SOIC" and thanks once again

[@chitreshmody6661]

Fantastic presentation....very informative and insightful. Best case study of Evolution.

[@oneknightfight3970]

Masters of colonialism used to accompany Anthropologists, historians to geographies they went to conquer. They helped study the culture, environment, economy, etc but more imp was to study How natives behaved to change. This perspective is relevant even today. How ppl react to change in their surroundings reflects in the business world.

[@gauravpande499]

A deep insight , thank you for this addon

[@SriHari-lo6ox]

Thanks lot for your subtitles

[@vinodputta5507]

The concept of scalability in an industry and the players in it itself is new for me.. And the concept of transient and structural multibaggers is very insightful.. Tq SOIC team for great work👍🏻👍🏻

[@krupamehta8705]

Jubiliant foodworks, is one of the best businesses, a strong strong process with complete control on its supply chain and logistics, strong operations as well, did'nt take much hit even during covid timesl....thanks for the video, valuable insights :)

[@lordozb]

I disagree. The moat is gone for Jubilant. Dominos in India no doubt had a control on the supply chain but it was dominating because of the specialization in the home delivery. Now we have Swiggy and Zomato which makes it easier for other stores to deliver their products to the customer with the same delivery expertise which will definitely eat into dominos market share. To be honest, in the last 3 years I have not ordered even a single dominos pizza because there are better alternative available which are now just a click of a button away.

[@songoku-jx3cb]

Jubilant foodworks doesnt have a moat and with the advent of cloud kitchens and all other qsr chains raiaing tons of money through ipos the competition is going to intensify in qsr sector Plus there is no margin of safety in jf valuations which means if you go wrong there isnt enough downside protection

[@yogirawat1925]

@aaditya Jubilant have already added more products to their business portfolio, they're not only dependent on Domino's Pizza, also they are expanding in abroad like Srilanka, Nepal etc.

[@krupamehta8705]

I don't know about the valuations of Dominoes, nor do I own, but the fact that it doesn't rely on Swiggy and Zomato for deliveries, has such strong pricing power and is still able to grow despite its size with good margins is admirable !! Also metro cities have alternatives to Dominoes, in smaller cities and Towns, pizza means Dominoes

[@lordozb]

@@yogirawat1925 I doubt Srilanka or Nepal market is as big as India. Again the other products are sub standard. You never buy from them for taste, you just buy for convenience. Now you have better options with more affordable prices.

[@investingchannel4810]

Thanks for the tremendous knowledge sharing sir...

[@tarakavra2139]

Excellent vedio.so nicely explained about scalability Formula.The way you study and explain has no words Feeling to listen to again... keep going.Thanks to Aayan brother for introducing SOIC.U TUBE CHANNEL.ISHMOHAN IS AS GREAT AS YOU ARE.

[@hetalpatel2141]

Hats off to you sir.. Excellent

[@jayadevbehera5364]

Mindbogling guruji dimag khulgaya mara guruji konsi book study karu asi analysis karna kiliya 🙏🙏🙏

[@SOICfinance]

kzbin.info/www/bejne/Zp3TZ3mvlN-moa8 You will love this video :)

[@Rajesh-wi8ww]

Thanks Ismohit for this lovely video. My conviction with my hIghest allocation bet is increased now. Thanks again. Keep doing good work.

[@manishgandhi517]

Amazing video.Gr8 Insights on to what are transient growth and structural growth. What actually the scalability means like volume expansion or change in product mix etc.

[@Arihant997]

Good points fir learning...identify current stage of maturity of business..ability to scale means to find more customers or make existing customers spend more.this is not so salable..the value prop to customers should be such that it is not easy for others to replicate..example pizza hut versus domino..in US pizza hut had great reputation but domino provide 30 minute delivery with hot pizza..slowly Pizza hut got devalued neither could attract dine in customers not delivery customers...

[@mahendrakumar8463]

Great video ishmit

[@SOICfinance]

Thanks Mahendra :) Hope to keep adding value

[@Raj79356]

Brilliant insights.Loved it

[@SOICfinance]

Thanks Rajiv :) Hope to keep adding value in your investing journey

[@irohan9407]

Happy new year 🌷

[@Shubbham_12]

Perfect...🤗 Hats off 👏👏👏👏👏

[@SOICfinance]

Thanks Shubham :) Hope to keep adding value in your investing journey

[@Shubbham_12]

@@SOICfinance sir you mentioned a dental company in today presentation. Is it a Jammu based company listed in last year ??

[@bazzhere-]

Hii 8:29 is varun beverages also slow scaler??? 10:22 temporary creation borosil renuwabls??margin 50%

[@s0ulweaver]

At 34:09 you're talking about Prevest Denpro right?

[@jimmykagathara5626]

Hii Ish, hats off to ur Presentation.. One, small query Dentistry - Prevest Denpro V belt - Pix?? Correct if wrong. And one suggestion as you have made in depth insight in EV theme. Can you please give insights in CNG theme too.

[@jaisharma777]

prevest Denpro is correct i think so

[@jimmykagathara5626]

@@jaisharma777 okk. Went thru yr channel. Is dr sagar rv still making videos? Indian context he used to make excellent content. Suddenly he's nowhere. Any idea?

[@SOICfinance]

Yes Correct :) No Recommendations, only meant for education purpose and do check Anti-thesis pointers Sure, noted your suggestion. Video on the same coming soon. Stay tuned :)

[@jimmykagathara5626]

I know Soic dont give recommendations but deeply I have ine suggestion for you to consider a small case too.. As many people don't have time to track business and find new Ooourtunities. I guarantee your PF have beat leading Fund managers and PMS easily.

[@naikomi4476]

This is shown in book Lear to Earn by Peter Lynch

[@samirmasrani9810]

One of the Best soic video . 🙏

[@sarthaksanatani05]

Can cdsl,zerodha, insurance and amc business be called scalable business in india given very low penetration?

[@wakeupbowl8554]

Work like hell 🔥 ( magnificent 👌)..

[@suhasmore9567]

Outstanding..no words

[@loganathansivasamy949]

Identifying 100 bagger is not that easy man. What he suggested was little thing. Actual 100 baggers are from Turnaround story.

[@susantakumarpanda3109]

"Turnaround story" is the most poisonous word in investing world... It's only fool innocent nd greedy investors.

[@mathewv27]

You nailed it lognathan. It is happening in front of the eyes. If u are able to find out, you are the winner, but u have to catch it early and stay invested(that is difficult,when u see the profit going up and when u book profit, it goes 10x, then u wait to come down, it never comes down it happened to several times last year)

[@rohitindurkar]

Happy new year to SOIC team. Best KZbin channel.

[@dennissteyn8864]

Thanks for the insight on this very interesting topic, that should be checked while studying a business.

[@SOICfinance]

Glad you liked it :)

[@anshulmangla4611]

Hi Ishmohit! What are your views on Sodium ion batteries for EV?

[@mubeen4ever]

Excellent video once again Team SOIC. Got my thinking process to rerate ... Just like a PE multiple .... 😊

[@inderryp1]

amazing brother u rock it....every time u give somethg new......great teaching n a smile word .....hope to see some more nice videos ......love it

[@akashck2987]

Thank you soic

[@sapnasamal3680]

Keep up your journey.. great video 👌

[@ValueFriend]

Excellent video on scalability.. Again added value in our investing journey..

[@Darsshnn]

Thank you so much ❤️

[@ramachandrans1112]

Well done Ishmohit and SOIC for excellent presentation which is a very useful learning material. keep going you are doing a great job of educating retail investors like me

[@abhishekpelu5561]

Again a very good video! 🤠🤠🤠

[@xmenwolverin]

i love all your videos,waiting eagerly for your upcoming video, full of tremendous knowledge,hats off to you and your team.

[@vihanakumbham7795]

Salute to your great knowledge 🙏

[@focus15624]

One question. How many times have u scaled ur portfolio?? IMO, it's huge. 😊

[@sarojpanigrahi4691]

Excellent session 👏 thanks a ton

[@SOICfinance]

Thanks Saroj :)