Has BAAP Narrative Totally Failed? I WeekendInvesting DailyByte 24 Dec 2024

[@abhikesh6903]

No Saurabh Mukherjea was harmed in the making of this video😂

[@PapaSierraGolf]

Came to say that as a buyer of his latest book😅

[@PIXEL00000]

😂😂

[@mahadevaniyer2726]

I don't think he's worried as long as his ideas and books sell! 😊

[@shock-t3768]

lol

[@guharup]

He is hurt enough from continuing non performance. Don’t need any narrative

[@dipanshuprasad8996]

I entered the markets in 2020 and BAAP strategy was at its peak then. I picked the obvious names - alkyl amines, lal path labs, asian paints, hdfc. Seeing the huge underperformance over two years I shifted completely to smallcases and mutual funds. My life has been simpler since then, plus the returns too.

[@shock-t3768]

exactly my story..

[@jatinbhatoya8420]

Same story here also.

[@guharup]

Insightful. I put a tracker on marcellus original ccp portfolio before they went into trent etc. Believe me, that fling portfolio just goes up and down, continually. No movement since sep 2021. I thank my stars I didn’t invest

[@Topblogger7]

Can you please share your stories?

[@shock-t3768]

@@Topblogger7 invested in very good fundamental stocks that didn't move at all in last 4 years. Eg: hdfc bank, bajaj finance, HUL, Asian paints etc.

[@gauravvvvv]

I find my self soo fortunate to have get connected with you from Stockedge.. Saw few vids of your.. Your style of Investing.. Bought MI MT ALLCAP.. And I am at peace.. Thanks

[@IamModified]

I bought MI Top 10 from August, and I'm in grief

[@Alley.S]

@@IamModified😂

[@gauravvvvv]

@@IamModified 🤣

[@rvgiri]

Excellent content on BAAP - Earlier i used to be discretionary now changed to non-discretionary, not keeping the stock with addiction to that particular stock. My target is 10% in 2-3 month, then i exit and find another opportunity on my reseach stocks.. The investment done through smallcase, i am just following the small case manager strategy.

[@GNX1331]

Awesome content! 👍 Merry Christmas to you and your team!

[@AlokJain]

Same to you

[@ksramakrishnarao8161]

Very informative. Choosing one topic every day and analyzing is very good education ❤

[@AlokJain]

Thanks a ton

[@tintintuntun2]

Underappreciated channel. Great content sir, keep rocking ❤

[@AlokJain]

Thanks a ton

[@rajeshkumarsingh8749]

Hats off to your deep analysis of market

[@AlokJain]

Thank you.

[@perumaljanakiraman9126]

Thank You Sir...Great content...First time hearing word "BAAP" stock...Of course this BAAP quality stocks are part of portfolio...Very difficult to exit such a quality stocks with loss...May not average, But as usual when i sell any stock, soon after it will climb up..

[@AlokJain]

All the best

[@siddhesh7183]

Keep the faith buddy 👍

[@jayakhemani2878]

@ AlokJain ...Sir..Are we forming a dreaded 'Head & Shoulders' Chart Pattern at a bigger timeframe ? The recent run from November 2024 lows seems a bull trap to actually form a 'Right shoulder' on the chart pattern.

[@2005kpboy]

Yes dear, you noticed it correctly.

[@2005kpboy]

I have been saying this since September The market will touch 22k 200 percent, and may be 18-20k. Then Nifty was reaching 26k

[@maheshv281]

Exactly ! Nifty will touch 22k ...

[@AlokJain]

Ya

[@raghavendrabg6311]

Great content from team . As always love listening to your content .simple and unique perspective .Can sense honesty in your talk .Great work from team

[@AlokJain]

Thanks a ton

[@krishnamoorthypippadipally2787]

Good and educative. Thank you🌹🙏 need more such videos🎉

[@AlokJain]

Keep watching

[@LKrishnamurthy-x4q]

Great information for Beginner like me.tku

[@govindankrishnamoorthy51]

Worthy topics to watch your videos thanks

[@Infoshareindia]

Hearty thanks for superb data depiction. Once a high flying Saurabh’s Marcellus could really have used your knowledge and services and saved painful wealth destruction of their customers. (Once AUM was 9000 to 10000 crores as Saurabh used to boast). Because of his BAAP policy, Saurabh Mukherjea managed to break financial wealth of all his customers. He had, and still has Asian Paints (negative 11 percent CAGR over three years), Bajaj Finance (0 percent CAGR over three years), Dr Lal (negative 6percent CAGR over three years), HDFC bank (8 percent CAGR over three years), Pidilite (7 percent CAGR over three years). This is to show what a misguided “conviction” can do to destroy wealth. Your investment style should change if circumstances change. If it does not, you would end up being biggest wealth destroyer PMS house like Saurabh’s Marcellus

[@babumashai]

FMCG was consolidating for sometime since 2020 and then it had a breakout. If one does a SIP for a long term is there any harm as the price have become cheap?

[@AlokJain]

Can't say

[@pradeepbansal23]

Great insight and information again by Mr. Alok ji and team. Talking of FMCG stocks, on a personal level also, I may have purchased only tata consumer products like tata sampann or ITC products like aashirvaad brand. In the last 3 years, I hardly bought nestle, Dabur or even HUL products. Reasons: 1. There're a lot of new brands that give healthier options and hence existing consumers or even the new ones have been trying out and shifting to these alternative options. For eg. The Organic India brand , which finally got acquired by Tata Consumer. 2. There's no innovation happening with these BAAP brands. 3. The target audience of these companies have evolved but these companies haven't evolved yet except increasing the prices. Unless acquisitions happen like Tata Consumer or ITC, HUL or Nestle shall remain range bound. There's no value unlocking.

[@hiteshdeveloper-zf7rx]

Stock is in time Correction my friend... When it starts run it will gives return of all consolidation years

[@umarfarook4919]

Hi, momentum Guy, you are doing a great content always, as usual. I LOVE YOU👍

[@AlokJain]

Hey, thanks!

[@cmpatnaik123]

Sir, It's a fantastic content, may be this is one of the reasons why FIIs are reducing their holdings from these heavy weights. Thank you for sharing such good content.

[@AlokJain]

Yes, you are right

[@Shantanu.Shandilya]

Amazing as always!

[@AlokJain]

Thanks again!

[@D_SRINIVASU]

Very good content sir, thank you. Nice way of presentation. Much appreciated.

[@AlokJain]

So nice of you

[@ashokbhagatwala1385]

Namste. Very good information.

[@AlokJain]

Thanks and welcome

[@akhileshbhatt2823]

Liking your video sir what a fantastic data backed video your persent sir so simple and yet full of knowledge

[@AlokJain]

Keep watching

[@kamalaakarsh]

Doing videos Every day and sharing such fantastic insights consistently is not easy. You are doing amazing work sir.

[@AlokJain]

So nice of you

[@rammkts7765]

Excellent view on BAAP

[@vijaybalaji7290]

very informative. thank you

[@AlokJain]

So nice of you

[@sachinpramoddhongade4186]

Amazing, keep it up.

[@AlokJain]

Thanks a lot!

[@shettynischith77]

Aren't FMCG inherently defensive stocks? and you are investing in them for safety on the long term. Pretty rough to compare it to index returns.

[@AlokJain]

Let the mkt decide

[@samtos236]

Merry Christmas

[@remo14387]

i dont miss any of your videos sir thank you for the analysis

[@AlokJain]

Glad to hear that

[@shauryaservegar]

Information that really matters, not just some abstract/vague concepts that most fund managers speak in TV shows. ❤

[@Rsingali]

Thank you Alok!

[@AlokJain]

Welcome!

[@gauravvvvv]

शुक्रिया जी ❤❤

[@dkstmi3182]

Well said. ❤

[@imashwinikr]

Investing since 2018, but never followed buy and forget kind of strategy (Kumbhkaran Style 😁), never. To be fair i tried to stay away from big names in FMCG, this strategy luckily made me decent money (38%).

[@siddhesh7183]

Interesting content. However it would also be helpful to see 20 years portfolio returns of BAAP stocks under buy / hold strategy compared to any churn based investment style considering tax outgo as well. Like you rightly said, it depends on the investing mindset of an individual. Rather than blaming any strategy , returns depend on the person’s mental ability to commit to any strategy.

[@AlokJain]

For that you shd consider what was BAAP twenty yrs ago and not todays

[@Anvesh_Parmar]

Good work sir

[@AlokJain]

Thanks.

[@nikhiltrivedi8933]

What is your view on smart beta index ? ( momentum and alpha )

[@AlokJain]

I like unadulterated things

[@varadigovinda111rajulu7]

Thank u very much sir🙏 🙏 ❤❤❤

[@AlokJain]

Most welcome

[@mahadevaniyer2726]

I must confess that in 3007 when I had just started, Nestle was indeed a BAAP stock! (Though the term was unknown to me but I had a painful wait for it to come down before buying it at CMP!) The trend continued till recently so an outright dismissal of the cumulative experience of so many may not be so right! But I now feel Eugene Fama may be delighted! 😊

[@mahadevaniyer2726]

* 2007! 😢

[@AlokJain]

Selection bias

[@vivekkailash9308]

Which site are you using

[@Razrman]

That’s true. BAAP never made any sense. But is it fair to compare FMCG to Nifty? I always thought FMCG was like the safe bet to park your long term money. There have been many instances when Nifty was down but FMCG was up.

[@AlokJain]

This time both down

[@mg.f.9023]

Good topic. Reality finally will play out.

[@billubilu6121]

Saurav has shifted his stand from BAAP stocks to US S&P non NASDAQ stocks

[@skhustler]

Sir midcap and smallcap still over valued so more correction incoming????

[@AlokJain]

Possible

[@Topblogger7]

Sir in a twitter post, you have claimed a very Big thing about riches and debt. It is shocking. As a dedicated supporter of you, I want to know the full reality. Can you please explain in detail about it Sir 🙏? Thank you 😊❤

[@abbykohli]

Sir your are making amazing videos , channel has very low subscribers ( dont know why ) , quality of content is good

[@AlokJain]

Thanks a ton

[@a.s.psastry7710]

Never Sir, you have to be ultra rich to park your money in such stocks and lose wealth. Only Saurabh Mukherjea can invest in such stocks.

[@maitreyab]

Plz add fii dii data as u were doing earlier

[@SanjayKumar-hp3rk]

Sir, expect Dec 25 close of Nifty will be better than current level but a bumpy ride

[@harishganesan3418]

December 25 is a market holiday😆

[@SanjayKumar-hp3rk]

@@harishganesan3418 I am referring to year 2025. Apologies for the confusion.

[@anilvaghasia3656]

I think momentum investing also one of that please clarify if I am wrong.

[@AlokJain]

Yes you r wrong

[@Devilion901]

Mofsl ?

[@sukrantsharma3173]

How about FMCG mf or etf ?

[@AlokJain]

Same

[@SharanRavishankarSharanOz]

Sir please take questions from the comments and answer them in the video.

[@AlokJain]

We do monthly live for that

[@kizhissery]

I think this is the best yime to buy fmcg and paint sector

[@AlokJain]

Ok

[@AkashBhalla]

Last week you were bullish; now you are bearish, Stand on one single view. Dont talk for the sake of making videos

[@AlokJain]

You can stay whichever way you want dude. Losers predict mkts

[@anandraisardar2406]

Saurabh mukherjee forte is forensic audit of the company so mentality of this type of fund manager is on look out for potential fraud in balance sheet instead focusing on growth of the company and sector it operates in so he missed most golden opportunity of recent time

[@SoumyadipPanda2024]

sir per day asa vdo chaiyaa

[@anwarhaq786]

These are high quality companies.. Great free cash flow negative working capital.. Only growth has been a problem

[@AlokJain]

Gaadi bahut badiya hai. Par chal nahin paa rahi

[@kizhissery]

No sane person buy $BABA when the ceo ko "BABA" ne asman me utha liya hai 😂

[@sarathchandrarepaka9595]

Axis MF had the same BAAP problems

[@sanjaykale6235]

Sau mukh roasted😅😅😅😅

[@ravindarsingh3002]

BAAP explanation for BAAP stocks😂

[@AlokJain]

Thanks.

[@shauryaservegar]

👌🏽

[@XYZ-jf5bo]

What are you talking sir, data is for normal people. But people who lose hair managing (my money, my parents money, my family money and my 10000 clients money) believes in mantra of gyan in media 3 times a day. (criticizes promoters for coming into media)

[@Sefali-i4o]

Mere Mai baap, suno ek bat...... Follow the process only, "Return jhak maarke aapke kadam chumegi."------ Baba 'Alok'ananda. ❤

[@AlokJain]

Lol

[@hensonvictoria1538]

Merry Christmas