11 Midcap & Smallcap Stock Picks using the Coffee Can Investing Strategy | Long Term Investment

[@shankarnath]

Book your high-return FD from Stable Money: stablemoney.onelink.me/rkWL/l9z7mjog

[@luvjohar]

Sir were you a hedge fund manager? I am a vicious follower of the market readers. But shoutout to your unique, crisp, fluent, smooth as a butter lessons for investors like me.🙏

[@shankarnath]

@@luvjohar No no, I'm no fund manager. I love to read, learn and teach .. thanks for your kind words, appreciate it 🙌

[@chintanrathod3478]

Give your thumbnail creator a raise

[@shankarnath]

That's a great idea. If you want to show your appreciation & make a contribution, please do so via this link: rpy.club/st/QHmktmhWWeK6 .. you can pay via UPI or card

[@sumantbagade4903]

🤣🤣🤣

[@investtv1990]

He does it himself

[@ziasmailbox]

Bro it’s WhatsApp AI .. or maybe another AI generated .. I guess so

[@butterchickenandnaan]

​@@shankarnath🤣🤣🤣

[@abhinav.pandey19]

Mr. Shankar Nath is that cool uncle you always wanted, but never had. Thanks for all the golden nuggets on investing!

[@shankarnath]

Most welcome!

[@everythingwedo3150]

As always, your teachings and methodology is a gem among gold in the market. A clear and unbiased teachings. Thank you always for your hard work.

[@shankarnath]

Thank you. Teaching is a great form of learning & I've seen my own investing evolve over time. Appreciate the kind words! 🙌

[@rohitmaligoogle]

you are a gem .you give something new in your vids. all other fins say the same thing.

[@shankarnath]

Thank you

[@MinorityDoc]

Mr Nath. Hope you're keeping well. I personally feel mr Mukherjee has been pushed under the bus too soon. His research is formidable, and will need more time to prove it's mettle. Subscribing to your newsletter today. Waiting for your smallcase.

[@shankarnath]

Welcome abroad 🤗 I too don't feel anything wrong with coffee can investing as a strategy, it's worked over longer swaths of time

[@lp99999]

Another great week to start. BTW like your videos, as you keep it simple, easy to understand and don't flood with daily videos like as done by other YT channels.

[@shankarnath]

Thank you! 🙌

[@NS-bc3wv]

Really much needed content 🎉🎉🎉

[@shankarnath]

Glad you found it useful

[@jagmohanbelwal8936]

Hi,just a question.....Tanla has a public holding of 40%...the only factor due to which i am not buying it....should it matter if i am looking for a long term investment? Thanks

[@Badumtss2468]

You should have your own investment philosophy. I for one don’t invest in companies whose promoters are not majority holders. And I don’t budge on this principle no matter how good the stock might be.

[@gopikannans9246]

An excellent and amazing session.

[@shankarnath]

Glad you enjoyed it! 🙌

[@toptier2800]

I'm going follow this whole method and at the end add some basic Technical analysis and do some trend following to avoid risk. Lets see how it goes. Great video BTW. Top quality

[@shankarnath]

Thank. Yes, please try it out .. if you'd like to share your final list with a quick reasoning against each stock, pls email me at [e-mail]

[@thiyagarajanraji6719]

Very nice and useful video boss🎉

[@shankarnath]

Thanks and welcome

[@sanjaypathak82]

Your are a gem, they way you oversimply concepts is fabulous 👌

[@shankarnath]

Thank you so much 😀

[@bhaweshjaiswal5109]

Please start a smallcase. We'll be very happy as a community to invest

[@19922009shivansh]

Please create small case +1

[@shankarnath]

It's in my next year's plans. But I'm in no hurry, I have to be more confident of my stock selection abilities. Thx for the vote of confidence 🙌

[@MrSkohli]

@@shankarnath I'm in for sure :)

[@vkarmak]

​@@shankarnath, you can never be 100% sure of all the scripts but 80% of your selection works atleast post COVID as I have been following

[@vkarmak]

Am in for small case

[@maulik2500]

Brilliant content again👍🏻

[@shankarnath]

Thank you so much

[@mugundhans400]

Hi Shankar- Amazing & appreciate

[@shankarnath]

Thank you so much 🙂

[@SecretStrategist]

Polite, great research driven, explainations of how to choose acc to stratergy

[@shankarnath]

Thank you 🙌

[@kirangowdan7478]

Sir u Always gives surprise in videos We learn new things in every video Seriously ur videos more knowledgeable for retail investors

[@shankarnath]

Thank you very much 🙌

[@nkpanjiyar]

Excellent as always

[@shankarnath]

Thanks again!

[@kundan_agarwal]

Dude, I really love your videos, views and thoughts. Great going and thanks for all your content! Wonderful! Btw - really like your Avatar on the video main page - hope to see you that way one day 🤩

[@shankarnath]

Glad you like them!

[@somendrasarkar1653]

Interesting insights!

[@shankarnath]

Glad you enjoyed it

[@pradeepbansal23]

Thanks for the analysis Shankar. I heard of this strategy for the first time today. Have been holding 4 of these for quite some time(6+ years )including Elxsi , PIIND, Gravita and Armaan.

[@shankarnath]

Most welcome! Thanks for sharing

[@mockname]

Sir you did great job... keep it up...

[@shankarnath]

Thanks a lot

[@karthikeyanv463]

Well, with the kind CAGR the portfolio has given you might as well call it double strong coffee can😂😂😂. Thanks Shankar. Also was thinking about stable coin for a while. Few words about that was helpful ❤

[@shankarnath]

Most welcome. Sorry, have to pass on that one .. I don't understand crypto

[@abhayagarwal3412]

This approach is way logical

[@shankarnath]

Thank you

[@Duvvurikamesh]

I like the clarity and innovative original thought process in your presentation.Hats off and keep going...rgds

[@shankarnath]

Thank you very much!

[@rajattak4035]

great insights Sir 🙌

[@shankarnath]

Thank you

[@dhananjaymalhotra7854]

Hi Shankar. Shall we include debt condition as well in the Screener query? Like debt to equity less than 0.5.

[@shankarnath]

Hi .. it's upto you. Personally, I find interest coverage better than debt-equity ratio

[@mesimple100]

Very Nice explanation of basic concepts that one must understand from CCP perspective Keep doing the good work

[@shankarnath]

Thanks a lot

[@akj2002]

Great video. Thanks for all the insights

[@shankarnath]

Most welcome. Glad you found it useful

[@manishpatidar5379]

Excellent video, thanks a lot 🎉

[@shankarnath]

So nice of you. You're most welcome! 🙌

[@senthilkumarg.s3288]

As usual, a great video. Thanks Shankar ji

[@shankarnath]

So nice of you. Most welcome! 🙌

[@susantamondal2791]

Too good content sir❤

[@shankarnath]

Thank you!

[@olfronsaldy88]

Wonderful Video

[@shankarnath]

Thanks!

[@suchan_s]

Great content as always.. if feasible please launch your smallcase, lots of people will directly benefit from it.

[@shankarnath]

Thank you 👍

[@hardikudeshi1]

Admire your insights / efforts and the way your explain - educate Thanks a ton , appreciate

[@shankarnath]

So nice of you. My pleasure 🙌

[@advghc1279]

Very helpful video

[@shankarnath]

Glad to hear that

[@Venkata-h2w]

Hi Shankar Garu, your video very informative and I personally love your videos. Can you please share about NPS Vatsalya!!

[@shankarnath]

Thank you for the suggestion

[@KTDA79]

Thank you for this video @_ well done sir. Clear structure and framework

[@parthaaec07]

Excellent, Saurav maybe a great mind and storyteller, but ignoring valuation fundamental investing does’t work, thanks.

[@vimalraja4008]

Thanks you sir. A masterpiece you are sir. In the overall 11 stocks, Natco Pharma can do wonder in upcoming years ( super duper results are ahead until march-2026).

[@shankarnath]

Most welcome. You are right -- the path for Natco Pharma beyond Mar 2026 is a bit unclear for now

[@uncommonprofit7433]

Very structured thought process Shankar Thanks for sharing

[@shankarnath]

Most welcome. Glad you liked it

[@ajithnair3225]

Good Analisis....

[@shankarnath]

Thanks

[@RajeshKumar-ut3mu]

Brilliant video 🎉

[@prime8krish]

whats the tools you shown about filtering of PE and other query parameters to identify stocks?

[@shankarnath]

I use screener.in and tickertape

[@hisssniper]

I implemented your contra investing video which I watched last year, though I don't do it correctly it gave amazing returns. Can you please do a follow up video analysing the returns over the 1 year period.

[@shankarnath]

Sure, I'll add it in the content queue but as the list is long, it'll take some time. This weekend I'm doing a followup on the Trending Value Strategy I did some 11 months back.

[@hisssniper]

@@shankarnath thank you so much, please also let us know if this is due to the bull market now or it would have worked in any market conditions.

[@shankarnath]

@@hisssniper No strategy will work efficiently in any market conditions

[@kartikbaberwal122]

Sir you made me read the CCI book recently. Never thought I would be reading an investment book, completely worth it.

[@shankarnath]

Glad you found it useful. The trick with books is to identify 1-2 ideas that you can learn & build around. All 300 pages of a book will not give you value -- that's impossible -- but be on the lookout on the core theme. I'm a firm believer of -- "an idea can change your life". It's more true in investing!

[@arunkiwi]

I have recently become a fan of so many great investment books. Sorry for the long message! Peter Lynch - Learn to earn, One up on Wall Street and Beating the street Howard Marks - The most important thing and Mastering the market cycle Morgan Housel - Psychology of money and Same as ever Adam Mead - The complete financial history of Berkshire Hathaway Carol Loomis - Tap dancing to work Philip Fisher - Common stocks and uncommon profits Harv Eker - The secrets of the millionaire mind

[@manmohandhanoa6920]

Good video- thanks for including your suggested stocks- it adds value to the video - i had once earlier requested for this- & of course the little Shankar popping out & the statement *Let's Begin* is marvelous

[@shankarnath]

Thanks for the suggestions

[@sumankhanna110]

What can I say just WOW😊

[@shankarnath]

Thank you

[@jagadishvenkat406]

Great analysis Shankar if your KZbin is listed definitely I will put my money on you ;)

[@shankarnath]

Thank you! Btw, I came across a platform that allows fans to buy and trade in shares based on a creator's income :)

[@DocK-i6l]

Please do a video on top mutual funds at present

[@shankarnath]

Thanks for the suggestion

[@Amitchopra1312]

thumbnail ke wajah se video dekhta hu Shankar Dada ❤

[@psrchaks]

Thank you Shankar for the detailed explanation. Very insightful. Given the long term plan for these stocks, do you suggest a SIP route for investing in these stocks if one decides to do so? Please suggest.

[@shankarnath]

Most welcome. Glad you liked it 🙌 I don't have any evidence to support lumpsum or SIP but personally, I buy my stocks on a monthly basis to coincide with the frequency at which I receive active income from my occupation

[@hakim5939]

Of all those 11 stocks I couldn't have imagined Bikaji to be one of them. I bought it 700 just a while ago among other FMCG stocks and it has given massive 30% returns I guess I have found my multibagger but I don't know what to do should I add more or wait for crash?

[@vivekphatak5800]

Filter coffee was great😊

[@shankarnath]

Glad you liked it

[@hdsongs3093]

Wouldn't averaging above buying price affect margin of safety?

[@shankarnath]

Price is just one part of margin of safety. If one pays a higher price but receives even higher value then the margin of safety improves. This happened to me -- I bought stock X at say, 1 rupee in 2022. The price jumped to 10 rupees in 2023 but since I was monitoring the business, I could see an improvement in value (order book, margins, better capital allocation) and doubled my investment at 10 rupees. Effectively, I had halved my unrealized profit but because the margin of safety had improved, the price continue to accelarate and now in 2024, it's a 20 rupees. It's a crude example but price is not a complete reflection of MOS

[@hdsongs3093]

@@shankarnath ok sir.

[@skamrann]

Excellent video. Filter coffee

[@shankarnath]

Glad you liked it!

[@Chaitanya09508]

Started watching ur videos in ET MONEY and continuing to gain the knowledge that u share .Thanks a lot for ur insights. I am blessed with a baby girl recently and I want to invest in my Baby's name ,In Minors Name .Kindly share ur inputs regarding investing in Minors Name and How should I diversify the portfolio and I Can Take High risk given the long term horizon of min 18Y

[@shankarnath]

Thanks for the suggestion and congratulations 🎉

[@personalfinanceandfun]

Shankarnath becoming a teenager with every video in his thumbnail 😂 . Great stuff as always sir

[@shankarnath]

Thx 🙌

[@alexstanley4684]

Sir if possible can you please make a video on the steps to claim DICGC in case the bank we have our savings account, FDs get closed forever

[@shankarnath]

Thanks for the suggestion

[@Stable_Money]

Hi Alex, In the event of a bank going bankrupt, RBI & DICGC have prescribed a comprehensive process which can be found below 1. After a bank goes bankrupt, it will publish it in the press and media and same will be published on the DICGC website, informing its depositors and the public at large about the bankruptcy. 2. Depositors then fill out the DICGC claim form online and provide alternate bank account details where they want the amount to be credited. Depositors get 45 days to fill out this form 3. DICGC then reviews all the claims and settles the amount as per the insurance limit for each depositor 4. The liquidated bank settles the amount back into the depositor's bank account within 45 days. The whole process may take up to 90 days. Stable Money will be with you at each step of the way in case such a situation comes to pass.

[@chocchait]

Now that interest rates are going to cut please cover one video on good debt funds

[@shankarnath]

There's already a video on that. The thumbnail reads 15% return on bonds/debt funds

[@akshatsrivastava2252]

Do make a video or some content on averaging up and down. I also feel very iffy about averaging up when the stock has double or more. Would like to see more data and methods, especially from you

[@shankarnath]

Thanks for the suggestion

[@uttejthakur8430]

Also pls make one video on risk of bad sequence of returns for someone who has been on Mutual fund or stock accumulation journey and how it can affect long term goals ... would be a nice and different topic

[@shankarnath]

Thanks for the suggestion

[@uttejthakur8430]

I would love to show some stats that you can use and some use cases you can highlight in your video... I would be honored to be a part of your video ... great fan of yours. Respectfully, Uttej

[@shankarnath]

Hello Uttej ji, you can share the same at [e-mail]

[@singamsetty]

Airtel finance is now offering FDs from multiple banks. They have limited options at this point. Any view on this pls?

[@shankarnath]

Sorry, I haven't tried that platform. I've tried Stable Money app and booked an FD last week at 8.6% p.a. interest rate. The process was very smooth but because mine was a 2Y 2M FD, per RBI rules a video KYC was required which was quick & easy.

[@Hari-si8ec]

​@@shankarnathSir, what is your suggestion on Wint Wealth where we have some FDs from Navi & others at 11%

[@Stable_Money]

​@@shankarnath Thanks a lot Shankar for vouching for us. Hope to serve you more.

[@malaymaji9615]

The only problem with ccp is people can wait this long due to so much social media news

[@rawfiul.]

just dump everything in indexes if time-frame is 10+ years

[@sandeepz999]

Wah... Nice thumbnail 😅

[@shankarnath]

Thank you!

[@thatguywithm]

This is just another comment appreciating the thumbnail.

[@adityashewale4374]

What do you think of Sovrenn’s recommendations and research about micro cap companies? Most of the companies they covered in their research have gone up in value

[@shankarnath]

Well, stock price going up shouldn't be treated as an isolated event. What's of concern to investors is that will it can go up more or will it come down. Pls use Sovrenn's research to understand that part

[@adityashewale4374]

@@shankarnathUnderstood. But I do like their research on a lot of micro cap companies. And it definitely gives me more information or let’s say a complete evaluation of all the various factors that go into whether or not a company will go big in the future. Ofc all that information can be found by myself but it is a time consuming process. So what you would think of their analysis of micro-cap companies in general? Is it something you use or it sovrenn worth getting the subscription if I’m running short on time and want more information about various small cap companies? Thank you so much and love you work! I have been compiling various points from your videos to make my own long term ccp type-ish portfolio

[@ayushvarma9657]

Hi Shankar sir, yet another great video. While I mostly agree with all your points, I personally believe one has to pick stocks with visible growth levers at place. In the book as well, when the portfolio was initially formulated with the likes of asian paints, hdfc bank and others, they were in their growth story stage. The reason for Marcellus's recent underperformance may be due to being fixated to the same stocks even when those companies have steamed off their growth acceleration pedals! Would love to hear your comments over it, thanks!

[@shankarnath]

Thanks! The point you've mentioned is factored in the query I used. Pls notice -- there's 1 year sales growth > 10, 3 year sales growth > 10, 5 year sales growth > 10 and the same for 7 & 10 years. Technically, the sales growth has to be 10% in all five blocks -- this should sufficiently cover the steam-off part you've referred to in your comment.

[@ayushvarma9657]

@@shankarnath Thanks for the detailed reply sir!

[@mohitmohania]

Shankar plz start trainings❤ on stock market.

[@shankarnath]

Hello. Courses? Or some other format you've seen which is extremely effective?

[@Clicksouptik]

What are the final list of the companies? Couldn't understand.

[@shankarnath]

Pls watch the video again. A list of 11 companies will definitely show up

[@harsh-nm1bj]

Please do a video on over diverified portfolio

[@shankarnath]

Video on "overdiversified portfolio"? I'm sorry, I didn't understand the context .. can you pls detail this with specifics on what you're seeking from this video

[@harsh-nm1bj]

If I add too many mutual funds or stocks to my portfolio even with minimal overlap, will there be reduced returns ?

[@shankarnath]

Ok. Thanks for the suggestion

[@sandeepkulkarni7841]

I heard about CCP or CCI for the first time and about the book too. By the way, loved the way analysis done to narrowed down to select 11 for 10 years or beyond. I am a long term investor in general and have some stocks since past 30 years in portfolio. SBI is one of them got through IPO in 1994. In my opinion, rather 10 years listing, their commercial operations must be on for 10 years. I would go for top 2 -3 companies in sector or industry if other criteria matches. Growth potential is more important than market cap between 1st & 2nd number in business as one day there can be changeover. Thanks Shankar for informative video.

[@shankarnath]

Thanks for sharing your methodology. I started as a large cap stock investor but as my skill improved, I found comfort & profit from small & microcappers

[@sandeepkulkarni7841]

@@shankarnath ...I too started with large cap and over a period of time added mid and small cap for overall better returns. Today overall generate about 20%-25% returns on yearly basis with mixed stocks in portfolio. Recently added stocks from infrastructure based on government focus and which are below 100 rupees; likes of Suzlon, IRB Infrastructure, HCC as see potential in them and they have reduced their debt substantially with profit.

[@shankarnath]

@@sandeepkulkarni7841 Happy to hear. Many congratulations on your success!

[@Hey-c2b7h]

Most people would want an Instant Coffee Portfolio 😂 Is there any Instant Coffee Portfolio?

[@RamGopal-ht9ht]

Need a portfolio filter for having 20 to 30 percent a year cagr with least possible variation plz suggest

[@shankarnath]

Sorry, I have not come across any such filter. Will circle back if something comes my way

[@Rahul_Vashistha]

Please make contents in hindi language

[@yogensood8293]

"Filter Coffee" - Only Shankar ji can combine Coffee Can investing and Stock filtering in 1 phrase so beautifully "Aromatic, Roasted, Nutty" Stocks ❤

[@dineshpadole1902]

I did the screener but it gives only 6 companies Tata elexi benaras hotels tanla natco pi ind arman fin

[@shankarnath]

Whats the query you used? Pls paste it here

[@dineshpadole1902]

@@shankarnath Average return on capital employed 10Years > 15 AND Average return on capital employed 7Years > 15 AND Average return on capital employed 5Years > 15 AND Average return on capital employed 3Years > 15 AND Return on capital employed preceding year > 15 AND Return on capital employed > 15 AND Market Capitalization > 1000 AND Sales growth 10Years > 10 AND Sales growth 7Years > 10 AND Sales growth 5Years > 10 AND Sales growth 3Years > 10 AND Sales growth > 10 AND Price to Earning < Historical PE 3Years

[@shankarnath]

@@dineshpadole1902 The "Price to Earning < Historical PE 3Years" is the extra piece. I don't use this (explained in the video aswell) because I expect good, quality companies to expand it's PE ratio over time.

[@dineshpadole1902]

@@shankarnath still some issue sir , if I take out price to earning < historic PE 3 years It gives 80 odd companies

[@shankarnath]

​@@dineshpadole1902 Please watch the video carefully at all the 5 steps one more time and then pls let me know what you need.

[@hanumantrao3352]

Sir, you changed the t-shirt in the middle of video😊

[@abhinav5847]

It's not possible that stretegy is all that bad, but the overconfidence, condescending tone and aggressive marketing that people got annoyed with.

[@abhinav5847]

There will be filter coffee expresso stock stretegy 3.0 soon too.

[@Rahul_Vashistha]

हिंदी में वीडियो बनाया kro

[@Arjun_Deshmukh-r7g]

Nice I am trying to investing this 11 stock 50k 50k amount let's see what happens 😮🙏

[@tushargaur8528]

Goooddd

[@shankarnath]

Thx

[@ams_designer_18]

Financial Thala 🎉

[@padmanabhanr4242]

CCP has been underperforming in the last 4-5 years