Analysing this Long Term Company for 10+ Years

[@ShashankUdupa1]

To Join my community for deep insights click here - kzbin.info/door/dUEJABvX8XKu3HyDSczqhAjoin If you want to check my Verified PnL here it is - console.zerodha.com/verified/5b5b6b8f

[@beyousuraj]

Basically the open offer price of SG Mart was not 450; after a 1:20 share split, the acquisition price was approximately 22.50. Following the acquisition at 22.50, the stock surged to 12,000 before undergoing the share split.

[@RohanBarua]

Yes ,this stock used upper circuit daily I had invested 10k as gamble at 3,000 made good amount of money the mentioned website before used to show irrigation projects but not any further detail ,before by the name was kintech renewable even if you google Khushboo Singhal u find anything . Stay away from this company

[@muralimohan9837]

yes,that's right in October 2023 this group acquired each share at 305 rs and later in Feb 2024 this stock went to stock split and bonus i.e 1 stock to 20 stocks, So what Shashank said about the acquired price might not be correct. Please correct if I am wrong @ShashankUdupa1

[@shantanumg2902]

Same doubt, seems like the stock has already given 20X returns and run up a lottt

[@ksolai8888]

It’s funny to think how the research was very shallow yet he is talking about investing 15 lakhs 😂

[@IroncutCasper-ro8oy]

We want this series to be continued once every quarter if possible 🥳

[@deepakrana7949]

You were bullish on Happiest mind once upon time but when the stock is consolidating for long time there is no commentary from your side.

[@trendstox-bot]

these gen z are smarter in making videos and promoting themselves in a better and brighter way to attract clients to their products

[@gowrisankarkailasam1375]

He is not god don't believe anyone

[@thelordoflowkey]

@@trendstox-botbro, happiest mind made huge upward movement from its ipo price, still ipo investors sitting with huge profits, see any stock which mages 3x 4x for short time it consolidate for sometime Its basic cycle in stock market irrespective of bear/bull market on individual stock level

[@rahulbhardwaj1481]

I don’t think the company has changed just bc of the stock price consolidation

[@Heman11-2]

Why sholud he comment when stock is consolidating.He always says it is not and investing advice. And i think u are an impatient investor.Is happiest mind company shutoff.No then have patience and watch the results..

[@martandgupta2341]

SG MART Promotor holding decreased 30 % from 75% to 40% in a year .. isn't this a red flag ??

[@HARISHDP-c7b]

ಶಶಾಂಕ್ ತುಂಬಾ ಚೆನ್ನಾಗಿ ವಿವರಿಸಿದ್ದೀರ ಗುಡ್ ಸ್ಟಾಕ್ ಸೆಲೆಕ್ಷನ್.

[@baranikumarmahadevan782]

NPST - after seeing this video I briefly studied the details. Growth is good. Agreed. My discomfort is present PE levels which is high despite recent correction. Perhaps future growth is discounted well in advance. Normally we consider future FY26 forward PEs or maximum FY 27 forward PE. Another point that I noticed is shareholding, under the title "KEY MANAGERIAL PERSONNEL" the shareholding is reduced from 1.39% in March 2024 to 0.20% in Sept. Key managerial people are also important even if they are not promoters because they hold vital positions and know about company operations. I think one should wait.

[@mohansivadhas]

where did u find this info, i cant see it in screener

[@baranikumarmahadevan782]

B​@@mohansivadhasi don't remember now. I think I posted this few days back. I think I might have cross checked with exchange filings and company website. Maybe screener also.

[@ngneerin]

Max india is in spaces where margins are low (retail) or future of the businesses is bleak (oldage facilities) NPST is software play, can be easily replaced SG Mart is copy paste business, can't do well. Originals learn solutioning, copy pasters don't.

[@naman1508]

Copy paste nothing bro.. zomato was last but biggest them all… its execution that matters

[@satyendraprasad5700]

NPST & SGMART are very good. Note down it's price to see after 2 years.

[@ksolai8888]

@@naman1508 yeah Ola, Flipkart, Swiggy, all are copy paste businesses!

[@Nidhi.pranchal]

Please analysis video on sun Pharma vs cipla vs torrent pharma vs mankind vs Dr. Reddy ? Which is best for portfolio as pharma share?

[@reezcoolriz]

Please share the list of all 15 companies (8 confirmed, 2 under considerations & 5 watch list)

[@praveen4380]

Name those 8 companies

[@gamingrhapsody5123]

This video is really an eye-opener to clarify a lot of things that eventually makes u stay put in the market for long term despite the volatility. Thankq Shashank for the elaborate session on identifying multibaggers. Thanks yo your screener I was able to enhance it a bit more & end up with 13 such quality stocks. Will go thru these in details to understand the trends & macroeconomics on it & eventually identify a couple of multibaggers 👍👍

[@Shawarmadeath]

Shashank, man your videos are spot on. And whatever you said is like digital gold.

[@riteshchore9214]

If Investment for 10+ years then Consider CDSL also & review…Any thoughts??

[@Vilas685]

Tejas networks Himadri speciality chemicals Misthan foods

[@lucifer7073]

Wht if NSDL listed in Nxt year? What about CDSL?🤷

[@AdityaSingh-fx6wh]

@@lucifer7073NSDL market share is less and mostly full service broker open account in NSDL and discount broker open account CDSL Also CDSL has better technology and user friendly than CDSL

[@panduiitk]

Hi Brother First I'm watching your video! It's indeed one of the best and most appreciated by your approach!

[@bhargavpandya9189]

this was amazing Shashank! I love your fundamental analysis of companies.. !

[@vinay_0267]

what is your views on CMS info system.? it looks easy cash making company to me.

[@071harshitkhadka3]

I just have one concern regarding SG Mart, the Gupta duo gradually decreased their shareholding over the past few quarters

[@AstroAshish-y8k]

Max india is not a good idea better invest in max healthcare

[@deepeshsao1008]

Why exactly? What's your rationale? Max India plans to encash on the old and rich of future and it seems to be quite a reasonable bet.

[@ipsofactoraj]

😂 Max India is a very good investment for the long term. I am already sitting on 50 percent profits and have been investing on dips

[@Sp-A101]

Max healthcare promoter holding is low

[@ololo940]

It's a hospitality business, never big. Hard to run.

[@deepeshsao1008]

@@ololo940 Good point but can't be seen as the only factor here. They are creating old age societies and the flats are sold out with safe gated environment. All west based ESG norms are well fulfilled by such companies. So they over a period attract a lot of big investors. One had to indeed hold for atleast a decade though but you are getting it for a good value as of now too.

[@goodearnings5906]

Sgmart promotors bought the shares at 450 . After that share went to ₹12000 and stock spill 1:10 and bonus 1:1 . After promoter took over, already 10x . Please check it. They bought on April 2023 . At share price Rs5000 they raised money from institutions also

[@sivanagendra1541]

Hi @Goodearnings5906 brother...after raising 10X , still you think it has potential to grow ?? In your videos, you told you will be investing in sg mart...still you are planning to buy??

[@martandgupta2341]

BIG QUESTION FOR 20 YEAR PERIOD IF I DO A LUMP SUM OF 1L ON A MID CAP MF AND ASSUME A 13% Return yearly that would also be 10X. around 12 Lakh

[@rohitashjikumawat]

As per my experience one should not believe on anyone's conviction until they show their own portfolio with same stocks🤔 So Sashank please arrange one video with your portfolio showing these 3 bets, thanks.

[@gasrinivasan2919]

Great work Shashank, the only factor that needs to be taken into consideration is these platform service providers are dependent on steel providers like jsw steel and few others...so if raw material costs spike for these behemoths, the profitablity for these b2b providers may take a hit..but still futuristic long term vision...hope as an investor i too reap the benefits...

[@Rachit_rwt]

i didn't get it if jsw increases steel price for them they'll not pay from their own pocket they will also increase the price

[@ShashankUdupa1]

Nope, so this is the beauty, SG mart has no raw material price risk. They work on negative working capital, and their inventory days are 30-45 days. So whatever they pick up from tata and jsw is sold off in 30-45 days. Thus reducing risk of inventory by a huge way

[@gasrinivasan2919]

​@@ShashankUdupa1Makes sense.. Thanks for the clarification

[@sahildesai6572]

@shashankudupa1 When are you coming up video with rest stocks u talked about??

[@ChiragPatel-ou3mx]

Sir jsw steel also started online selling of steel .

[@salmanfaris3751]

How you reach the peer off business. What is the keyword search to get into that info

[@mohammedzulfikar2109]

Hi, you are not accurate on SG Mart statement saying open offer of 450rs was made my meenashi grp.. and now the price is less so it might be good value consideration. This 450 Rs was before the split and bonus .. the price reached around 11000 Rs since then and after split n bonus it is back to below 450. When the prices reached 11000, promoters already made huge profits and have also diluted thr holdings. ( total holding after adjustment doesn’t match) Please validate. Thankyou

[@rajendrapoojary8327]

SG mart and Max are really good 👍👍.. NPST also good but valuation is concern..

[@tspkrishna]

Excellent analysis.... Superb.. 🎉🎉🎉. Sg mart... 20x in 5 to 10 years.... ❤❤❤

[@srihari_views]

Love this kind of research.

[@nasdoc1]

Max India is very risky right now. It's too long a bet. SG mart looks very good.

[@driyagon]

Great video! Learnt some ideas on how to think about smaller mkcp companies

[@ShaishavVora]

Great Analysis Shashank . Looks really promising. Looking forward to your other analysis. I too am a fundamnetal investor & a CA by profession managing funds of some of my clients. Woukd love to connect with you.

[@ridewithaj7655]

Awesome analysis and stock selection..keep it up!

[@abhishekrao6075]

I brought this stock because Ashish Kacholia brought it at 440. There was no personal research involved. Blind trust if Kacholia invested, i should too. Then i digged deeper, and found out about their business. This video by you was a gods sign that I didnt make a mistake 😂😁

[@akshatabalve]

😂😂😂😂

[@keshavabhargav1852]

Whch stock ur talking about

[@SrikanthS-v7k]

This stock? Which stock?

[@abhishekrao6075]

​​@@keshavabhargav1852 SG Mart

[@ShashankUdupa1]

@@abhishekrao6075 Yes, the business is good + cash rich today + good management. Thats enough for me. now its only a game of execution

[@dharmiksanghvi6810]

youre doing a great job man

[@faysalezaz6317]

Any insights into Tata Motors?

[@ashwinigurung7716]

That's why long term investing is the best!

[@ashwinm5557]

What about companies like Pennar Industries which manufacters entire building in their factory and transport it. Are such companies not going to do well as the country grows?

[@ShashankUdupa1]

Not sure Haven't done research on it yet

[@anjaneyaprasad1546]

Very impressive analysis..thanks

[@sujathas7953]

Can u share the watchlist shashank ?

[@anagh3223]

Ur reasearch is amazing 🎉

[@_sunilvh]

Do you think any large companies would also foray into reaching sme businesses directly..? Can you also talk about risks associated with these companies.. i understand the long term horizon.

[@ShashankUdupa1]

Yes, there are 2-3 players in the space, i would say Apollo + Havells is the large player today, but youl never know, tomorrow tata jsw can do it directly nothing stopping them

[@raghavendrakalakuri6096]

What are your first two bets?

[@Laggerhekunal]

+1

[@Restless-se1xo]

Video to dekhlo Bhai

[@Goodman-wx4np]

Komal Beedi & Harish Daaru

[@justeternal9636]

Pagal hai kya . Jhoot kyun bol raheho.. it was ..murgichap condoms.. and .. ​@@Goodman-wx4np

[@rpase-pm3in]

i have just joined and and very attracted to your commentary on 2 shares for long term bet. (Max and SG mart) and will invest. would like to know more about Small and mid cap which can turn into multi bagger. i have good inv. in Lcap.

[@deepakbahrani8934]

Bro oxyzo charges 15% roi and 1% proc fee it is an nbfc and it is almost impossible for any nbfc to operate at 7/8/9% roi

[@sanjayrastogi-z3r]

Dear Shashank and have seen your video for first time I liked it . Keep up the good work

[@Weatherornot-q5r]

Markets are falling daily what should we do right now if you have no money to avg

[@koshyjoseph2605]

Add value to long-term wealth creation. Hat's Off!

[@DhanushKM-f6j]

Can Anyone know the first 2 bets please tell

[@bhavikdesai6986]

can u provide your view currently on Pricol?

[@adityaalmighty1]

That Network People company is really good! Great find :)

[@jaishankar143]

Thank you Shashank it will help..v.nice research ..done.

[@abhishekv8093]

Hey Shashank promoter holding is decreased in SG Mart. What is ur views on it.

[@kumarashutosh6402]

That is just shares family adjustment,You can look public section on screener

[@anil-kumar75]

Some Commentary post about KPIT please

[@ShashankUdupa1]

forum.valuepickr.com/t/kpit-case-connected-autonomous-shared-electric-focused-automotive-play/289

[@dharmiksanghvi6810]

salute to your research shashank great man

[@ripshivraj]

faar optimism. please do your research guys, no trading business can trade at 50/70 multiples the only reason SG mart is trading at those multiple is because of the management's long term guidance though it will be a multi bagger but 15/20x in 3/4 years is no brainer

[@ShashankUdupa1]

I'm not looking for 15x in 3 years that's impossible. I going for 10x in 10 years.

[@ripshivraj]

@@ShashankUdupa1 makes more sense bhai👍

[@martandgupta2341]

​@@ShashankUdupa1BUT THAT CAN BE ACHIEVED BY A MID CAP MF ASSUMING 13 % RETURN YOY ..THOUGHTS? 1 LAKH TODAY 20 U YEARS WILL BE 12 LAKH

[@cgkarumbia3047]

Are the shares available ?

[@AllOutCricket23.7]

I will invest only in PP Waterballs, not these small companies like RIL, Adani etc. 😆

[@zalap.1244]

Tu Puri Zindagi PP Waterballs Ka Kaam Hi Karega 😂

[@xiangziification]

😂😂

[@msanzz]

Those who understood, understood :P ;) In collaboration with Red Lion in England... :)

[@HustleWithShubham01]

thanks a lot for making this videos how to find a highly profitable multibagger stocks please bring next vidoen this sir

[@chandrashekharsamudrala6776]

Hundreds of videos do exist in ytube

[@abperson20]

Max India -they were the old owners of Ranbaxy ( Analjit singh) and company and Ranbaxy had a lot of corporate governance issues which the new owners form Japan had yo deal with. Have to be very carefull of this management.

[@Sivaganeshg5]

A point to note is that the revenue per customer is more for SG mart compared to Ofbusiness

[@ShashankUdupa1]

I believe SG mart hasnt started ops at a proper scale yet. They are still getting things ready. When it starts they will take off

[@cheerstolife4821]

Thanks for the research Shashank 👌🏻👌🏻

[@nagendersinghshekhawat8821]

Sashank Sir < ONe question how do you get to Know about these companies i have heard name of these company.

[@sapnasamal3680]

Great picks Great research

[@YourBigBrotherr]

Shashank, man your videos are gem

[@satyadharma257]

Darling - where are you getting so much money?? Do u have a printing machine 😃

[@lsraj1]

🤣😂

[@krishnareddy8308]

Thank you for update ❤

[@APSingh2028]

Need more in depth analysis like this btw informative content of this video is class apart 👌

[@ShashankUdupa1]

Thanks Sir

[@bb-yb7we]

OLA ELECTRIC view for future?

[@benjonsondavid5432]

Hello guys, Can someone pls tell me the stock name for Sg mart as when try finding this on my broker app I don't find this stock and it's updated as some jarogold textile I search for this Sg mart stock

[@ShaishavVora]

SG Mart appears to have very exciting prospectd

[@rakeshrajb]

Shashank... please let me know about Cochin Shipyard as a longer term investment

[@rameshn8492]

Thank you, Nice video

[@cheytanarora]

Please also share your views on KPIT Tech, am sure lot of people are looking to hear from you on that

[@rohitkhandelwal2894]

He had already shared about it in a video

[@cheytanarora]

@@rohitkhandelwal2894 oh Can you share the video link pls?

[@Mithu_ms07]

Yeah same here

[@ShashankUdupa1]

Here is a link to read - forum.valuepickr.com/t/kpit-case-connected-autonomous-shared-electric-focused-automotive-play/289/355 In short - EV slowdown in the world, mainly from EU players. KPIT revenue was mainly from EU. So there have reduced their guidance which indicates a slowdown. Its a cycle.

[@drjofin]

​@@Mithu_ms07 aa

[@lokeshp6576]

Hi Shashank bro, Thank you for your insights. I recently examined the chart of Aarti Drugs Limited, and it caught my interest. The stock appears to follow a pattern, consolidating every five years and then delivering returns of 600-700%. As we approach the fifth year of consolidation in 2024, could this be the starting point for another uptrend of 6x to 7x returns ? I would appreciate your thoughts on this. Thank you.

[@ayushchandak678]

BAJEL? What about this shashank?

[@NVgkbtt]

Can you do analysis of Hindustan food . I think it will be the next one for your 10 years 10x

[@sathishkumargovindasamy356]

Where can i buy unlisted shares in india?..any help?

[@zalap.1244]

Fortis Malar Also Can Give 5-6 Times Return in Long Term Now its Market Cap is Around 100cr. Only..😊

[@jatinkapoor3930]

Ye konsi h

[@GaneshBaddi-f8i]

Hey bro what your view on Sealmatic India

[@surajnegi6326]

E2E Networks Ltd share price increased by 900% in a year🚀

[@pranilkumar7645]

Omg not SG MART, I DIDMT WANT ANYONE TALKING ABOUT THIS FOR IDK TILL NEXT YEAR OR SO.

[@ShashankUdupa1]

Hehe

[@_Aarim]

Isn't IndiaMart an already established player? how's this concept new

[@ShashankUdupa1]

@@_Aarim India mart is like amazon just a marketplace, SG and OFbiz procure the material, handle shipping, inspection and provide loans

[@saqueebalikhan9181]

I have invested in Indiamart. Recently crashed a little. What was the reason and I am holding it for 10 to 15 years. Should I worry about this? Please reply ​@@ShashankUdupa1

[@jatinkapoor3930]

Sg mart ki holding mai mja nhi aaya bilkul bhi ​@@ShashankUdupa1

[@prathammittal1959]

Shashank I have seen some stocks like gennex laboratories, bliss pharma, par drugs, Vasundhara rasanyans, axtel Industries which are doing fairly well and at low valuations

[@livinglifemyway4963]

What about happiestminds. I bought it when u recommended it @1450 now it is @762 . Should i keep it, buy more or sell it?

[@kishorekumar624]

wow you managed to buy it at the very top. good luck.

[@vijaynakkina]

Don’t buy based on others recommendations, Do your own research

[@rupamsardar1179]

ACE IS A GEM❤ DO CONSIDER BUYING IT 1ST🎉

[@rithikgujar1494]

Crazy Analysis, love your video!

[@ShashankUdupa1]

Thanks man

[@arpit22392]

shashank this is gold. thank you :)

[@ShashankUdupa1]

Thanks man

[@_Aarim]

Isn't IndiaMart an already established player? What's the difference b/w SG mart & India Mart

[@SubscriptionMail-z2e]

I think Indiamart is a portal like amazon and may not be directly involved in procuring materials like Ofbusiness and SG Mart. Kindly check.

[@ShashankUdupa1]

Indiamart is more like an ecommerce player where you can list stuff, like olx. Ofbusiness and SG mart help in buying shipping lending etc

[@Krupa24]

Can u suggest a good longterm mutual funds sir

[@pranavupadhyaya9254]

Quant Active fund - Direct is a good one.

[@gasrinivasan2919]

On Max india i have a slightly different view though ill be investing since its backed by Axis and Max healthcare...its another way of coining ' old age home '.. i suppose max india could be building these homes for premium segment of population and the future of this company could depend largely on family set up , independent private life , social stigma etc... Wait and watch approach here

[@ShashankUdupa1]

So yes you are right,. How I saw it was - More nuclear families today, Next gen less willing to keep parents in their home, MAX dehradun property is luxurious and more coming up. Also there is a personal angle to it, my own grandmom is currently in an old age home and they charge 1L a month. Thats when i started researching the space. Btw they operate at full capacity, not maxindia but some local old age home

[@pakkibans881]

​@@ShashankUdupa1why don't you people look after your grandma, why she should stay in a old age home.

[@ShashankUdupa1]

@@pakkibans881 she's been diagnosed with schizophrenia and doctors advised to keep her there under medical care vs home as it was dangerous

[@pakkibans881]

@@ShashankUdupa1 I'm so sorry to hear that, hope she recovers soon.

[@gasrinivasan2919]

Many thanks for your response​@@ShashankUdupa1

[@shubhambarolia8220]

People from Karnataka mostly has different style of English communication. To me I can understand Better though it seems always different than any other states

[@kvafsu225]

Very insightful

[@rajeshjhamb143]

why promoters are selling their stakes in SG mart?

[@ShashankUdupa1]

They r not selling. They are moving their shares to a company account you can check dii and public below

[@nikhilrana5660]

Stocks which are in everyone's pocket will never make you rich

[@pranjalsingh7683]

Network People's PE is very high given its in I.T industry

[@venniv.krishna3594]

Shashank you are fantastic guy yaar....

[@bishnoib]

After 10 years, none of these companies you will find in the market....

[@SwapnilDPatil]

For 10+ years horizon, ETF is best option. No one can predict 5+ years ahead of any company.

[@jatinkapoor3930]

I dnt hv any knowledge abt etfs can u suggest me something abt etfs and I can invest for long term I cn take risk fully

[@nagaabhishek5353]

Pl share your view on hal

[@jatinkapoor3930]

Sg mart mai promoter holding kam h piblic ke paas 52percent stake h

[@pankajgoswami3140]

Sg mart vs indiamart comparison please