Ask Basant: क्या है महेंगे और Popular Share की Problem?

Asian Paints, Pidilite, HDFC Bank, Kotak Bank are all overvalued stocks that have stopped going up because they become over owned ? We discuss the theory behind overvaluation and over ownership. We also talk why companies can defy this rule for a while but not for long.
We also discuss on how long should you wait before enjoying your money. These and a few more queries from today’s session of ‘Ask Basant’.
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Invest in our Smallcase :
Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com
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Buy my book: The Thoughtful Investor only from our website:
www.thethoughtfulinvestor.in
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For Personal Consultation on business or finance: Please send a WhatsApp message at [phone] or email to [e-mail]
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Covered In This Video:
0:00 Intro
0:11 Difference Between Overvalued & Over Owned?
6:49 THE THOUGHTFUL INVESTORS
7:33 ASIAN PAINT
9:36 How Cappex Effect ROE?
11:53 Don't Encourage In Trading
14:13 4 month old Daughter Portfolio
17:03 How Estate Mate Return In BM VISION 2030 ?
19:09 Fake Telegram Channel
19:49 Do Your Children Watch Your Video Everyday?
20:19 Money Should Bring Joy
21:30 BM SMALLCASE
23:20 HDFC BANK
24:22 Profit Growth & Sales Growth
26:32 Fake Copies Of THE THOUGHTFUL INVESTOR
27:07 Who Influenced you Between Indian And Foreign Investors?
28:14 Overvalued & Over Owned
28:49 HAPPIEST MIND
29:50 BAJAJ FINANCE
30:52 Portfolio Allocation
#hdfcbank #asianpaints #icici #pidilite #bmmeets #investmentstrategy #investmentplanning #portfolio #sip
#thethoughtfulinvestor #trading #stockmarketanalysis
#basantmaheshwari #nasdaq #trading
#fundamentalanalysis #askbasant
#bmsmallcase #bmvision
#lic #leverage
#stockmarketupdate #stocks
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[@bmtheequitydesk]

--- Invest in our Smallcase : Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com --- Buy my book: The Thoughtful Investor only from our website: www.thethoughtfulinvestor.in --- For Personal Consultation on business or finance: Please send a WhatsApp message at [phone] or email to support[at]TheEquityDesk dot com ---

[@ramanbeniwal342]

Sir mere pass 2 lack h Plz suggest me only 3 stock Risk bhi le sakta hai Long term ke liye

[@666pss]

Sir, as a long-term investor, do you use Securities Lending and Borrowing Mechanism (SLBM) to earn extra income by lending your long-term holdings? I heard one can earn a pre-tax income of up to 5% per annum extra returns through this without incurring any STCG/LTCG, and all the dividends and bonuses will also be given to the lender. Is it safe to do this?

[@raje279]

Sir why are you covering hdfc.Merger with hdfc bank occurred as hdfc was finding difficulty in getting finance at lower rate to finance its growth

[@takku1074]

Sir, My age is 53 years and already invested Rs.18 lakhs in bm focused small cap small case. I want to invest Rs.10 lakhs more in it by selling my mutual fund portfolio where I am getting 18 percent yearly. But if I sell my mutual fund, long term capital gain tax I have to pay on mutual fund gains. Should I do it, please give your advice. I have also invested Rs.5 lakhs in bm vision.

[@sabirkumarmohanty8849]

Sir Namaste, I ordered your book" THE THOUGHTFUL INVESTOR" and am reading now. I have chemical stocks ( Balaji Amine, IPL,Deepak Nitrate,Atul,Laxmi Chemicals,Rosary biotech, Alkylamine,clean science and PI industries). I have invested 8.7 Lac and loss of 80 K. Can I sell and invest in your BM Small case or wait for sometimes. Thank You Sir

[@HEMANTKUMAR-di7je]

Too much money chasing too few stocks.Detecting huge activity and money volume in stocks of your concentrated schemes, operator will play the game. HOW DO YOU INSULATE YOUR SCHEME STOCKS? Please speak on it. Thanks

[@akashgaonkar31]

The way you speak is so direct and transparent It feels you are like talking one on one Just amazing

[@user-dz4wl4om4l]

I am addicted to your videos no body gives education like you great sir

[@shilpavarna]

Sir, I was just wondering, why none of your shorts or video has come up today. It's 11 am and your video popped up. This is the level of addiction of your daily videos. Thank you for imparting all your knowledge.

[@ssurendra99]

,z, r.

[@angshumandas854]

Great teaching sir, such gems from one's experience really benefits every investors, long live such guys🙏🙏 Dr. Angshuman

[@mohanthomas9050]

You have done Insaaf to each & every video of yours. Your message priceless. Bahut Shukhriya.🙏🙏🙏

[@vikasbhole-kn5vj]

Please do complete(A to Z)video on small case about payment, withdrawal,How investments ?, how to manage starting allocation according vary amount?

[@ashutoshdongare5370]

Sir, aap bahut pate ke baat kahate hai.. it's privilege to hear you.

[@rajeevsharma1020]

Fortunate to listen to Basantji's golden opinion and experience from his rich experience. Simple down to earth person who connects to common man.

[@user-vi5wi9sx5j]

ग्रुप ज्वाइन करो❤

[@futurebuddies4463]

Sir i bought ur book from your website only. I also appeal all one who want to buy the book to purchase it from your website only

[@baidya12345]

I am Bhaskar from Tripura. Thank you from the bottom of my heart for giving it back to the society. After watching every single video of yours and analyzing your philosophy of investing I have shortlisted a few companies where I would like to invest 5 lakhs for each of these below shares for next 10 years expecting a CAGR return of 22 - 25%. Would be grateful if you could advise which one/ones in this list would not make the cut as per you. Kei industries Varun Beverages Polycab PI industries Home First Finance Uno Minda Coforge Schafler India

[@mihirchoudhury1655]

Today I got the book... it's a very good binding. I will go through line by line... 😊

[@jaiprasad7139]

Have a nice weekend🎉thanks for sharing precious knowledge❤🎉

[@shailendrasingh659]

Good Advice by you Basant Sir at timing @11:50. God Bless You ❤

[@Andromeda_123]

Sir, please take my question... I understand your views on most owned and high PE stocks.. but the thing is most of the stocks which are fundamentally good have high PE like Dixon, KPIT etc... How to select a company then? Also can you please discuss Ethos limited? Will be really helpful

[@anilnaut111]

Just received my copy of "The Thoughtful Investor", now starting learning journey. 😀.

[@sreehariaryasomayajula6929]

Today I have heard one of the best lecture ..thank u.

[@rajkhilnani364]

Sir, I have a Portfolio of 10 stocks divided equally. Total portfolio size is 1 crore. Target is 15% CAGR over a period of 10 years. The stocks are Titan, Bajaj Finance, Varun Beverages, Dmart, Sona BLW, Bikaji, Devyani, Tesla, Snowflake, Dreamfolks. Just want to know if any of these 10 stocks are where I am overestimating so that I can change those ones

[@nehaaggarwal7760]

Gist of today's satsang Leave overbought and overvalued shares alone😊 Love your bindass style sir Stay blessed!

[@Mr.chettri11]

Good Morning Sir, Pls Review CDSL in context of Over Ownership. Thank you

[@sbma.school]

sir, my brother is 23, he did mba finance got job in ICICI securities and now he is doing CFA, will it have any relevance in career growth. please guide for his better future.

[@shubhamdeokar6942]

Hi sir, I disagree with your concentrated approach. If I find 30 companies that can grow at a cagr of 19% (double in 4 years) then what's the advantage of keeping the stocks count less than 5? Mathematically both give same result if all stocks grow at 19% cagr. But risk decreases drastically for sure if 5 stocks are increased to 30.

[@rt7484]

Unko khud lena ho to chilla chilla ke sari scheme bata de sabko

[@jayshah3045]

Thank you for insights on Valuable advice on avoiding trading, and focus on investing and sit tight.

[@contactashish78]

Excellent analysis on all Mota Hathi stocks in very simple language.

[@RGS7517]

Good morning Basant sir, Question If the share is gained 3x in 3-4 months, still you should hold it for the long term or can sell half of the quantity and then sit on the remaining quantity like Nagraj?

[@vjkr22]

Basant sir, I have become your fan for your sincerity, teaching skills & spontaneous talk. I have observed for many years that the so-called "Market Experts" in India who come on TV/media can not be relied upon to make investing decisions, but you seem to be from a different league. Thanks for your efforts. I am invested in your two smallcases and want to make additional substantial investment in these. Request you to carry out a review of stocks, if required at the earliest in this month itself. I want to invest 40 L more . Dr VK Sharma, Ambala.

[@kamalahmad5855]

Question for Basant; Hi. This is kamal (gulf based NRI), you are doing great job, my questions: 1- When u will do series of fundamental analysis? Hoping time will come soon. 2- I have Ibkr account, I want to invest 100K $ for my kids ( 2 nos) higher education in USA after 5 yrs, I am planning to invest in Unilever or Benickser. The rational behind is that both companies are collecting ROYALITY from all over the world. Please answer if this question falls under your criteria. You can suggest any other share. I am always watching and learning, you are doing great services to retailers. We are thankful to you and your team. My best wishes to all.

[@sunilvariyar7035]

Hi Sir, I am your small case investor and have a question for you. Do you think shares buy back by companies to increase EPS is a good option than giving divident.

[@AP-bh3li]

Ghosh ( at 12 mins) is calling Basant ji IMMATURE because he is not so much for trading...and Basant ji is so cool, and explaining so calmy...i have seen so many youtubers who will get OFFENSIVE & START ATTACKING THE PERSON..EVEN "SO CALLED SPIRITUAL PSEUDO GURUS LIKE SADHGURU" DO THAT...naman hai aap ko

[@dhavalmehta3596]

Sir, can u suggest few us AI stocks & Indian AI IT companies....which broker to decide to invest in us market

[@666pss]

Sir, as a long-term investor, do you use Securities Lending and Borrowing Mechanism (SLBM) to earn extra income by lending your long-term holdings? I heard one can earn a pre-tax income of up to 5% per annum extra returns through this without incurring any STCG/LTCG, and all the dividends and bonuses will also be given to the lender. Is it safe to do this?

[@souravl8565]

Sir I sold Asian Paint, HUL and DMART and invested in your Focussed Smallcap Smallcase.

[@amitjain206]

Hi Sir, I'm very glad to hear from you on a daily basis...Please tell us the difference between FREE CASH FLOW & CASH FROM OPERATION ACTIVITIES & CASH FROM FINANCING ACTIVITIES AND HOW CAN WE RELATE WITH SHARE PRICE IMPACT ...PLAESE TELL

[@MayankSharma-bb1hk]

Try number 38 - lux industries ka price thik hai lene ko? , garment indusrty ka kya lagta hai ?

[@abdulshahidshaikh8476]

Good morning Basant Sir, How to know Operating Cash flow is -ve or +ve? Is there any formula or it is mentioned in co. Balance Sheet. Thanks.

[@psf1234]

Namaste Today's content has been very enlightening. The content is evolving superbly ❤

[@user-vi5wi9sx5j]

ग्रुप ज्वाइन करो❤❤

[@harishrao161]

Sirjee target should be 100 cr irrespective of what can be achieved. Dream big and plan investment based on fundamentals even it becomes 25cr it’s worth it.

[@rakeshjha7500]

Great learning

[@sanjubhardwaj4928]

thank you sir...isi trh maargdarshan krte rhe sir...❤

[@vijaynagpal8554]

Basant ji, This song came in my mind today morning for you, Tere jaisa yaar kahaa kahaa Aisa yaarana You seem to be good person by heart God bless you

[@akashgaonkar31]

Akash gaonkar from goa but I stay in qatar for work I hope I create passion and knowledge like you have . Because I know money soon or later will follow. That’s my everydays search.

[@BillionaireVishal]

Pranam guruji. Charan sparsh. For learning purposes I wanted to ask about your Cupid investment. 1. Do you used to concentrate in 4 to 5 stocks at that time? When or at what amount to be diversified for protecting capital? 2. What red flags you missed when you invested or the red flags which came later as it was also a sector leader I presume from your talks? I always keep 3 to 4 stocks Max and mostly in micro or small caps.

[@sagarroy5631]

Sir, can the PE Ratio of a company keep falling and while EPS keeps rising? Any examples if it's possible.

[@tusharupadhyay1074]

Hello Sir . Your view on sirca paint, Vishal bearings, polyplex and jk paper for next 10 years.. can I expect 10x..

[@chemistrycorner6874]

@ 8:08 What an explanation of growth and over owned / over valued stock......with the example of sholay movie...concept pura dimag mai ghush gaya...sir is a great investor as well as great teacher....

[@user-vi5wi9sx5j]

ग्रुप ज्वाइन करो❤

[@Curiousinvestor60]

Basant ji i am watching your 8 month old interview of 1.4 hours let me finish this then i will watch ask basant at 1.5x , every word that you said will worth it , ❤ ask basant - eps grow ni ho rha earnings arhi h share rkhu ya bech du ?

[@GauravKumar-fw8vg]

Sir, trading k bare me aapka advice ekdam sahi h

[@saurabhpancholia3657]

Sir, i am your regular listener. Is this the right time to enter tata motors DVR and BEL. Pls let me know sir, 🙏🙏

[@upendrapancholi9410]

Shri Basantji - You are tooo Good. You have a great temperament. I hope this message finds you well. I wanted to take a moment to express my sincere gratitude for your incredible depth of knowledge on the Share Market and your remarkable ability to handle even the most unconventional or seemingly silly questions with unwavering patience. Your willingness to share your expertise and insights, regardless of the nature of the inquiry, has truly left a lasting impression on me. It's not often that one encounters someone who possesses both a wealth of knowledge and the kindness to guide others, no matter the topic. AND ALL THIS FREE OF COST. However there are no free lunches in this world. But you are an exception. God Bless you. Take care and have a great life.

[@bmtheequitydesk]

Thank you.

[@husainarsiwala8579]

Dear Basant Sir, Is it not deemed that high ROE means the company has high asset turn ?

[@VMyz12]

Good afternoon sir. I am big admirer of your knowledge in various fields. I have one question Sir. Do you see any general factors and not any radical factors like war/ dictatorship/ political unrest which can halt growth of all companies listed in stock market of any country

[@ChotiChotiBaatein21]

Sir plz give your view on fino payment bank having long-term view in mind

[@NamkeenDaroga]

😂 aapka financial adviser aapko insurance bech dega... mujhe ek baar mere adviser ne wealth builder plan bolke ULIP bech diya tha...

[@shashikantranjan1990]

Eagerly waited for your content

[@MaheshZingademz]

Hello Basant sir, I follow all your videos, please could you explain the relationship between free cash flow and reserves & surplus in any corporate.

[@PrashantPatil-im5dq]

Sir currently El Nino effect though not extremely visible - Aug had deficit rainfall and draught in some parts expected.Large population of India still dependent on agri income country, will resultant economic impact lead to inflation.. Can you have special session on impact of inflation on indian markets.

[@vinayakgouda7247]

What is your view on MSCI india Small Cap index

[@amitmathur100]

Fees for different small cases are not investor friendly e.g. fees for BM VISION 2030

[@goodtimepass2007]

Invest directly based on own research 😜😂 cooked food served in AC dining room will cost more😂😂

[@arunshah9396]

Sir, I am 72 years old, having a portfolio of 30 lacs. 1/3 in banks, 1/3 in IT and 1/3 in scripts like ITC, LARSEN, RIL, ASIAN PAINTS, SUPREME IND, DLF and TATA MOTORS. Most of the investment in Mota Haathi. Is it ok at this age as stability is more important at this age. Confused can't decide. Your views will be Purely entertainment.

[@sreeramkrish17]

Sir, very insightful videos... Watch them regularly. Would like your views on buying Page Industries, Netweb Technologies, Data Patterns now given their high PE ? Would like your views on SBI Cards and Ion Exchange as well...

[@AnilKumar-zp8gj]

Sir, I've sold all the shares of Asian paint, Berger paint, HUL, HDFC Bank, Reliance, TCS, Infosys,Tech Mahindra, Pidilite etc. and invested the amount in two BM Smallcases subscribed by my spouse. Full trust in you Sir. GOD bless you.

[@harshelmetkari3579]

Please express your thoughts on idfc first bank share

[@continentalinfotech29]

Basantji Pranam! After listening to you everyday for so many months now, I realize stock market investing is a very very professional business. People are naive or have no idea how it works and that's why they get stuck and loose in stock market. You are a rare person sharing your wisdom, experience, knowledge here selflessly. Keep up the good work sir. Regards Vineet Bothra Guwahati

[@user-vi5wi9sx5j]

ग्रुप ज्वाइन करो

[@ahujapravir]

Should we invest in china mutual funds like of edelweiss and axis greater china funds for a 10-15 year horizon? 1-3k rs SIP every month

[@vaibhavborkar6070]

Great insights!

[@shivankrawat5651]

SIR YOU ARE AMAZING TEACHER , SO TECHNICAL & FUNDAMENTAL THINGS EXPLAINED IN SO SIMPLE WAY THAT A COMMON MAN UNDERSTAND. THANKS , NAMASTE

[@AP-bh3li]

OMG...so many profound insights & nuggets...this is what experienced investors can offer..aise hi sab baal jhad nahi gaye...bahut papad bele hai sir ne...on a serious note...sir aap ko paid classes shuru kar na chahiye...

[@NitinKumar-wr5et]

Hello Sir Could u please tell me sales growth is imp or profit growth is imp. If a stock has low sales growth and high profit growth. Is it worth investing

[@ravikyadav74]

Dear Basant ji....please take up JIO Financial listing and long term investment perspective.

[@macbro5903]

asonkho dhonnobad sir... another great video .. kudos and keep at it.. good day.

[@pkbhanja]

Sir. So far you have not taken any questions from me. I wanted to understand one thing. You have mentioned in your book that a company can grow faster than its ROE by issuing new shares? Can you pl explain how? Also when you say a company can grow faster by taking do you mean the company can use the debt as a capital for expansion?

[@Srirupcab]

Hello sir, I'm SRIRUP from Delhi, my ques "please discuss about US stocks as well along with indian stocks such as tesla, nvidia, palantir currently they have fallen 20-30% from ATH , how an investor should look at this fall?"

[@anilkukreja2255]

Sir I am holding tata elexi has fallen from my purchase can hold it np pls suggest

[@abhishekmehta8638]

Namaste Sir, You said everybody bought TCS during buyback and as a result it is over owned Buy TCS public holding is just 5.38 % Infact stock like Tata elexsi is overbought with 37.77 % public holding and crazy valuation. :P

[@vatsaltailang2722]

Saurabh Mukherjea is talking about Bada haathis coz his AUM is huge, his followers are mostly HNI families. Jabki Basant sir retail investor ke liye bolte hain, jo middle class se bada pesa banana chaah rahe hain.

[@satishpatil281182]

Thanks Sir 🎉

[@MrBandarj]

sir jio financial ke share rkhe ya beche?

[@shyamsunder7332]

Sir ji as you said hum log 3 small caps m amount laga sakthe hai but overall stocks more than 40+ ho jayega it became a Zoo???? Plz suggest me

[@preetkamalsingh1443]

Good day sir. Greetings from Canada🇨🇦 . What’s the US alternate of smallcase you would recommend for actively managed equity portfolios?

[@satya1064]

Thank you sir .

[@sanjaypatil5183]

Sir, If, in future, your view is that market is overheated & may correct, can smallcase manager take all/majority in cash position? Because mutual fund manager can't tk such position, which ultimately lowers chances of retailer wealth.

[@pratyaykarmakar6145]

Sir, you are amazing teacher, so technical & fundamental things you explained so simple way. Wishing you a healthy & happy life ahead. I am a IT profesional, want to invest in your vision 2030 small case. This is the good time or shall I wait few more times for market down.

[@rajivarora8087]

sir what is the threshold limit of marketcap you consider while investing

[@gopalsharma-sf1mb]

How to trade in Tesla and Palantir tech....pl help

[@saurabhtewari8423]

Good morning sir 😊 Thanks 🙏🏻 for the knowledge Big fan of yours Saurabh Jai Hind 🇮🇳

[@flexonation6916]

Sir, after watching your videos I've trimmed down my portfolio from 12 stocks to 4 stocks. I want to 10x my portfolio in 8-10 years. My portfolio has Bajaj Finance, Home first finance, KPIT tech and Ksolves India. Is it possible to make 10x with this portfolio or will it be better to invest all my capital in Vision 2030? Please suggest. Thank you!

[@sandeepjaiswal8123]

Hi Sir, Please explain the difference between Cash Conversion Cycle Working Capital Days in terms of lucky halwai thank u

[@h2m729]

sir I have a question please agar stock famous hai lakin growth headroom kafi hai, stock small cap hai. toh kya wo stock nhi badega ? kindly explain

[@nikhilaggarwala]

Sir how to check whether stock is overbought. What is the criterion

[@maheshbharadiya5760]

namaste sir i purchased thoughtful investor... thank you sir ji...for book and you tube channel..... i regularly watch your video ...thanks.....

[@Jitendra98711]

Good morning sir, plz answer to my question, what is value unlocking, plz explain

[@Mohammed-Sharfuddin]

Thank you sirji

[@sandeepjaiswal8123]

Sir Pranam how do come to know that company has diluted the shares by balance sheet -by seeing the share capital or something else thank u

[@Hoskoteprashanth]

Hi Sir, when you say Bada Paisa ban jaayega, how much is Bada Paisa sir. Should we consider hard asets also in Bada Paisa like Real estate, rental income etc.

[@sandeepsharma-un2oe]

Good afternoon Sir! Please explain; if we are doing a business on land which was purchased long time back, to calculate ROE shall we consider original purchase price or present market value.

[@lavilife_products]

Banking stock are now below covid level PE .. viz. ICICI, axis, kotak , sbi hdfc etc. Shall we buy assuming low cost and expect multi fold returns. Or the market is intelligent and so discounted as the sector may not be performing compared to prior covid.

[@sandeepjaiswal8123]

And if share capital decreases year on year what does it mean ?-Is the company buying back the share or diluting the share

[@Gauravkumar-sc2mg]

Why hoec fall ,when crude price have increased ,n what about growth of ge power

[@sarbjitmankoo9433]

Sir when we notice your new video have the optimistic vibes as if there is a gap up opening in the falling market.