Ask Basant : MRF - Two Minute Analysis & Other Querries

[@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 ---

[@harikrushntank]

Hi, sir I am subscriber of your KZbin channel since adani issue.. I am 26 year old from Gujarat and pratice as Accountant and Tax Consultant.. Sir,PLEASE Review my portfolio, I have 10 stocks, after watching your videos i down it to 5 stock please suggest which 5 I kept SBI, Map my india, BLS INTERNATIONAL, Tata ElX., Triveni Engineering, Amber enterprise, Emudhra, AB capital , Ambuja Cement, Emami.

[@vikasantil5511]

sir nifty smallcap ki petai abhi start nahi hui ha in compare to nifty 50. kya operates wait kar rahe h jor ka jhatka dene k liye

[@amitpoddar3660]

Pranam sir, upne MRF ke liye bola he ki PE expansion me Paisa bana he. Too mere ko ek textile brand company jiska PE =7.35 , Seles growth=8(3 year) profit growth=53(3 year) ROE=22.9 ROCE=21.4 MRF se kayi Guna bahetar stock dikh raha he. Too isme portfolio ka 15% holding bana sakte he???upko kaya lagta he?? Please please please bataye sir 🙏 ♥️

[@sgorani2001]

😊😊❤

[@ShreyashPatil1811]

Hi Sirji Agr Bajaj Finance agle 3 saal 25% Revenue Growth de aur 25% Profit Growth de to kitne ka P.E. dena chahiye ??? Please Reply

[@SteelMindsAcademy]

Sir, A subscriber to your small case. I am a CA by profession. I look after my dad's steel factory company. I have been given responsibility of managing finance of our company . Please recommend 3 things that I should do to manage finance of our company and family efficiently

[@Dr_Karthik]

Excellent 2 min Analysis of MRF, Hats off 🙏. Haven't heard anyone speaking so authoritatively, Your Amalgamation of knowledge and experience is incomparable. Waiting for a 2 min Analysis of Affle India, if you find time.

[@YogeshManchankar]

Hello Basant Sir, Few Days ago as you told in video that You had advised a lady to sell her house worth Rs 1.6 crore and make a fixed deposit, but if we take into account, 1) 20% Long term capital gain tax on sale of the house, 2) The increase in property valuation with Time. 3) The income tax to be pay on interest Income from FD every year. 4) The inflation rate which always beats the FD interest rates in India. 5) Possibility of investing rental income in equity to create wealth. 6) The social status and stability in life comes with the Property. With all due respect Sir, Considering above facts, don’t you think keeping residential property is better option than FD. Sir Please Ans., Thank You

[@rakeshmani222]

BM SIR AAJ APPKA ENERGY LEVEL EKDAM HIGH THA DEKHKAR KHUSHI HUI.,..SIR AAP JO APNE LIFE KE EXPERIENCES BATATE HAIN UNHE SUNKAR MAJA BHI AATA HAI AUR SIKHNE KO BHI BAHUT KUCHCH MILATA HAI........AAJ APANE EKDAM VIRENDER SAHVAG KI TARAH BATTING KI....AB LAG RAHA HAI YE CHANNEL BAND NAHI HOGA.🎉🎉

[@shaunakchikhalia]

Basant sir, Google ne aapki baat soonli. Ab ads aapke "Next question lete hai" pe aane lage hai 😆. Sir your education is simply priceless, may god bless you & your family ❤🙏🏼

[@ashrathore4114]

Thanks sir, for remembering. . . I really hope to meet you again.

[@ritheshmonteiro533]

That 2 minutes analysis of MRF was fundamental masterclass. Superb

[@rahulbansal5794]

Indeed basant sir it was super

[@sp4youtube]

Sirji, you are on spot on; it's Total, enunciated as Totaal, and I believe it's a French Energy Company.

[@soumikghosh6756]

Sir, My request is not to stop your youtube videos. Because whatever you share, like your knowledge, your travel, your experience on market is really priceless. About Others youtubers, either thay don't know about market or try to manipulate the market. Kindly Ignore those who troll you.

[@vatsaltailang2722]

One of the reasons for PE expansion for MRF from 2011 onwards is its OPM expansion from 8% to as high as 22% in 2016 and then consitent decline to current level of 13%. So PE expended till 20s and then came back to less than 10. From Covid again Margins expended from 14% to 18% so PE expended to as high as 60s and came back to 30s later (on decline of margins to 10%).

[@Son_safety]

Sirji, you have more than 3 decades of experience in stock market n you must knows many interesting stories to tell us like wipro investors..there is village called Amalner near dhulia in maharashtra many crorepatis ..read on internet...to make more interesting discussion pls keep adding ..kaise koi Raja bana kaise Rank..😊 ❤❤❤❤

[@Bhonduraja209]

Sir its great to hear GUWAHATIs name from you. You said it right, Ethnic Assamese people are majorly risk averse and baring few a handful are into business. Business is mostly dominated by MADWADIS in NORTH EAST but now few local people are also coming up. Can you kindly do a 2 min analysis on VENUS PIPES.

[@HEMANTAGARWAL-os5cy]

Are u from Guwahati

[@kishorkale5276]

😂 बिना गिरे आपका व्हिडिओ पुरा नहीं होता 😂

[@SaifAli-pd5nd]

😂

[@SarveshRathi]

गिरा हुआ वीडियो 📸😂

[@Bhaskar_konduru]

Sir, Your sense of humour is at very high level today. And i found the reason in the last minute. Welcome back Home. 🤗

[@drsureshbabup7430]

Sir I never taught of going abroad. But after watching your trip I am very much interested to visit different places.

[@AjayKumarSharma-ic4un]

Sir Kudos for general awareness of people and small investors, by giving your kind informative correct way to invest in this market, I am watching in many stocks that sellers are huge in numbers and buyers are very few even then price of those is stocks is rising like Avantel Mazagon dock etc. how this is possible? please explain. Ajay Rajasthan

[@bhuvneshsharma9422]

Ask basant dekhe Bina neend hi nhi ati. So much addicted😊.

[@nitishshah2308]

Topic:-NEWS & Bill Ackmen Question:-Sir aap Bill Ackmen ko kaise follow karte hai or kaha se padte hai unke bare me , and app daily apni life me kaise news collect karte hai ?

[@tehendra]

Sir, I am TPSingh from Delhi. You really very man in the KZbin community. Thank you very much for such a great knowledge. On Request, can you please analyse RBA

[@subhayanhalder9231]

Hello sir. I am 27 years old. I have been watching your videos from the beginning. Learnt a lot. My grandfather has subscribed to your BM focused smallcap today.I handle my grandfather’s account. Initially I invested 5 lacs. Want to invest 20 30 lacs more in the next month. After that for monthly investments should I do that in a SIP format or do lumpsum whenever there is a fall. I do monthly option selling strategies with a target of 2-3 percent per month. One thing I noticed after subscribing to your smallcase that you have given hints of some stocks here and there in your videos. Other advisors generally don’t do that. For people demanding free stock recommendations from you, if they watch your videos regularly they cab easily buy some of your smallcase stocks.

[@surendra_raul21]

Namskar Sir, The Thoughtful Investor- Page no 61 Last paragraph "As macro-observer one has to wait for the asset to make the first move and then jump rather than jump in and then hope for the asset to make move" Question: If thing is clear then we have to pay price of clarity. Please discuss this with today's scenario?? Thank you...🤝🤝🤝🤝🤝💗💗💗👏👏👏🤝🤝🤝

[@G-ONE1986]

Basant ji, I'm addicted to ur videos and love ur content. I need to know and understand difference between Book Value & Equity. I know that Book value is equal difference between a company's total assets and total liabilities. And as per accounting equation, Equity = Assets - Liabilities. Then what differentiates between them theoretically and mathematically ? Pls Lakkhi halwai ke example se both these terms ke concepts and inke difference ko explain kariye. Thanks in advance.

[@pradeepkhandelwal9561]

Train k toilets k mug ka chain.. Abhi sunte samay train m tha😂.. Bahut hnsi aayi.. Really good/perfect discuss

[@engayaz284]

Gud evening Sir Hope u r fine. wat shud we prefer in fmcg Britannia Hul Marico Dabur Tata consumer products. Which share I shud hold for 15 yrs This is my continuous question back to back Sir.

[@ggmsgamingworld]

❤Guruji Pranam.Apnar Katha khub valo laglo amar

[@nareshprajapati3649]

प्रणाम Basant Sir , please explain pros and cons of BITCOIN system(only 21 million)and pros and cons current value exchange system(can print unlimited money)????? if bitcoin become main currency then how govt. will manage inflaction ?

[@MrRajatmengi]

Hello Sir, what are your views on KPIT and Persistant system ? Are they good stocks for 3-5 years time period ? Also, if you can do 2 mins analysis of Mrs. Bector. Thanks

[@Akash-cx9vv]

*sir any views on Sula Vine & Ethos???* *both looks great on charts & on fundamentals also*

[@Hashmy007]

Hello BM Sir, Easy one for you 😂🙏 PE - 17.2, Mkt cap - 2111 Cr, ROE - 28%, OPM - 21% The company merged with parent foreign entity. EPS dropped 28 to 13 last quarter. I understand this because number of shares increased. Please analyze and advise, shall I continue to hold. Stock name Expleo Solution 😊🙏 Thanks ahead.

[@sachiienagarwaal8442]

Sirji...your videos are part of life now. I'm invested in all 3 BM small cases. Please do 2 min analysis for SRF and Sona comstar. Regards Sachiien

[@SurenderKumar-gf3ow]

God bless you to educate the new retail investors.

[@sidmovie158]

Good evening sir, I must confess that your videos are very useful to me to learn about the business. I appreciate your effort.! God bless you.!

[@ankurmca24]

Sir, great learning from your videos. Please share your view which sector will perform well in the next 1 -2 years.

[@srijanmallick98]

Hello Sir, love and respect from Kolkata! My query is, if I want to build a smallcap only portfolio, should i stick to a handful of stocks or get 10+ stocks to mitigate the risk ?

[@VMyz12]

Sir. I have already subscribed liking and commenting your videos. But will never and cant troll you as you are like elder brother figure to me. Thank you for your commitment and knowledge sharing 🙏

[@sarbjitmankoo9433]

Sir listening to MRF it reminded me a news today about bigger price shares to be traded in fractions. If it happens how much would be the impact on these shares?

[@shaktidharkhanduri4904]

Great narrating skill ! And great sense of humor !

[@nitinsawant8771]

Namastey Sir, aap down market may bahar jaker ghum aatey hai, uper market suru honeypar vaapes aatey hai, mast timing hai sir 👌👌😊

[@G-ONE1986]

Hello Basant ji, While analysing and interpreting quarterly result nos. which single or combination of growth nos. is/are most important and what weightage should be given among them for considering investment decision ? Revenue growth or Operating Profit Margin growth or Net Profit Margin growth or Operating Cash Flow growth or free cash flow growth or EPS growth or Reserves/surplus or retained earning ? How do I know if quarter no is good? Is it should be based on QoQ growth or YoY growth or both while analysing quarterly result? Pls explain. Thank you.

[@sankalp_s_rao]

Hello Basant Sir, We loved our explanation of stock price and EPS with husband and wife going for a walk analogy. Can you add PE to this equation and explain us the concept/importance of PE? Regards,Sankalp Rao

[@souravsarkar5214]

Hi Basant Sir, can we buy a syock with negative RoE and what is reason of negative RoE and can a negative RoE have any chance to improve its RoE to positive. Thanks 🙏🙏🙏

[@vishaleffects]

Yeah PE expansion is the major contributor for returns as earning always hovers around 15- 20 even for great industries over long term.. So the moral is to catch them when they are young.. Less than 10 PE 🤩💯

[@subhamoypan3175]

Sir suggest some good books including yours. Love and respect from midnapur,kolkata.

[@TheUltimateTruth111]

Sir can you please take this question....Is it good time to invest in BM vision as it has moved a lot in 1 year and underline stocks may not perform in next 1-2 years

[@saharaja101]

Sir, the videos are getting amusing day by day. Shayad aapke liye hi Kaha hai "Dil toh Bachha hai Ji" My question is can squeezing the freefloat create artificial demand for the stock, leading to price rise considering its peers are underperforming and under pressure, citing the recent example of JSW Infra?

[@taran7298]

Sir 2 mnt comparison BKT Vs MRF What make different in same sector analysis please sir 😊😊 MRF analysis is Fabulous sir

[@SUNILKUMAR-wy7fw]

Sir aap se mujhe bahut umid hai.

[@neeraj160]

Sir... excellent discussion, holding hdfc when can i exit.. slowing migrating to your small cap but hdfc are esops can hold for long.

[@amitRayal]

9:25 And sir when I had vedanta I bought more when he wanted to delist for pennies . I saw the market didn't leave him do that and I sold it for 3× and it also strengthened my confidence in market

[@utpaldas8669]

Hello Basant ji. I am from kolkata. My name is Sucheta Das. I am a subscriber in your focus small cap. I have some berger paints shares. What is the future of this shares?sell it or hold it?

[@saurabhdoodhwala3049]

Today u were rocking,Sir.I liked the comments about Yes Bank ,bullet trains .

[@shwetaghar]

Thankyou Basant ji

[@sauravpanja2727]

Respected Sir, which one is a better buy TM DVR or TML given the fact that Tata Motors will offer up to 8.1CR equity shares which is 20% of the pre-offer paid-up equity share capital of Tata Technologies? Kindly guide.

[@srcforu]

Thanks a lot Sir for taking my question and solving my problem. I follow your videos regularly. I may have missed your previous answer. Thanks a lot. ❤

[@vihaansingh2017]

Sir page no.323 Thoughtful investor. 3rd paragraph. With banks it is not such a bad idea to switch from hdfc to second tier like indusind and axis when there is pain in industry. In next lines it seems contradictory. Please explain.

[@ajaisingh6438]

Basant ji Namaskar!! 🙏 We hear and read that merger of HDFC has negative impact on margins of HDFC Bank but normally you prefer & suggest that housing finance companies are more efficient than banks... can you please explain if this negative impact is HDFC specific? - Thanks Ajai Singh

[@drvishalhomoeopath]

MRF is in Fut n options.... Lot size 10..since 3 yrs approx

[@14jignesh]

Thank You Sir🙏

[@geetashrikhande3655]

Namaste Sir....when vision small case had started you had commiitted that even you will put money every month ....so now that the valuations are high are you still adding monthly?....If yes how much monthly in all the small cases thanks

[@Star-ds4sd]

Sir ,Debasis from Behala Kolkata. Is it Better to Buy HDFC Bank Shares then Invest in FD for 5 Years ( expect 2 x Growth )

[@jitendrajadhav2331]

Dear basant sir ,I have invested in two stocks. these are not sector leader but there sales growth and profit growth is more than the sector leader stock. should i allocate some more money in these stock?🙏🙏🙏🙏🙏🙏🙏 please take my question sir .

[@Anandam2024]

सर जी प्रणाम 🙏, आनंद राणा फ्रॉम इंदौर, सर जी MRF में जो PE बढ़ा है वो किस शेयर में कब और कैसे पता कर सकते है को इसका PE कब और कितना बढ़ जाएगा 🙏

[@ramanpreetsingh20]

Hello sirji.. You said two stocks of Nasdaq are not sufficient and need to have more in portfolio.. then sir what shall be the minimum no of stocks for US markets. Also please regularly update the US markets and Nasdaq results in the coming results season.

[@YASHSHARMA-jf8tf]

SBI pe short term view kya hai apka? Aur kya SBI American Market ki wajah se affect hogaa abhi?

[@ranjitbhide7784]

I think, The only reason MRF price is high, bcoz of very low floating stock.

[@bikramkumar-wf2mx]

Sir ji, Pranam ! Every session is eye opener . Kindly guide on building material stocks. What’s your view on SHANKARA BUILDCON. Bikram

[@swapysss9619]

Your study on Titagrah wag and tit rail...is it worth keeping..kept for a decade now turning....what can be the right price . Appreciate your input swapnil

[@chandraarora4021]

Basant ji, I have 2 questions. 1. How does QIP affects market price of a stock? 2. Equitas small finance bank has 0% promotors’ holdings. Is that a good sign? Kindly advise. Regards

[@akshayparte9649]

Hi Sir,How Low ROE stock like Olectra Greentech becomes multibagger? Your views please.

[@ankitshah3981]

Happy Journey Sir for tomorrow,stay safe and healthy .

[@charispatel]

Sir ur views on Surat Textile Weaving Industry, It has ROE(including of Real estate) of 7% to 12%( in Tezi period).

[@tularamthapa6562]

Welcome back sir and have a safe and convenient journey

[@sd070809]

Sir, please take this question for entertainment I am a subscriber to BM small cap and BM vision .. initial capital ;invested 25lac and then planning to invest 1.5lac per month for 10 years .. kya retirement le sakta huun ? [YE MAT PADHIYE -- Expecting 6.5 cr @20% returns over 10 years .sirf Haan bol dijiye Samaj jaunga :-) ]

[@amilrahman]

Ur guidance & analysis is worth a mine. Had bought Vedanta for 249 on ur repeated analysis had sold @233 . Now feeling relieved

[@amilrahman]

​@@James-Bond-007_Guruji loss kam karvadiye / loss kam ho gaya

[@art.craft.100]

Sir palamu jharkhand se hu. palentir ke bara me kuch bataiye bahut hol hala hai iska . Kya ye defence me fundamentally good hai

[@nishantrajwani]

Hi Basant Sir, Jitne IPO's bull run mein aate hai utne attempt ho gaye for my question to be taken. Jokes aside I found 2 companies Cupid and Expleo solutions fundamentally attractive but while reading concall found promoter exiting in both so dropped investing in both. Want to know ur view on how to deal with promoter exit situations?

[@VMyz12]

Good evening sir. One question sir. In how many years one can come at your financial status from income from indian stock market in todays scenario Please reply Sir. Thank you

[@supriyochoudhury5310]

Sir , what should I do to get super knowledgeable in share market. I just super enjoy your vedios.

[@shivkumarrp8515]

Mrf has just a equity of Rs 4 crore undiluted since inception. Valuation not expensive. Eps rs 2910. Low floating stock.

[@her_man3598]

Nestle Split - is it good time to buy now

[@brijsing]

Basanji, make a video on difference in cultures, mode of transport & thinking in different countries across the world.

[@sunilsinha219]

Good evening sir, I want to know how book value increase and if price is growing, does it mean any thing to book value. Kindly response. Regards Sunil

[@Sandeep-M]

गुरुदेव को प्रणाम🙏🏿🙏🏿

[@jatinkothari4400]

Sir namaskar from Ahmedabad. One question from heart. Right now we are in bull run or bear run because everyone is making contradictory speeches. I think till LS election we are in neutral phase.

[@utkarshmishra6578]

KZbin channel named SOIC recommended list of five indian investors to follow... Although they didn't include you but glad to know that many comments were recommending your name... 😅

[@Ayush_Agarwal5]

Basant Sir, thanks for taking my question, as you said single stock is too much risk, so can i buy KOTAK , HDFC and SGB(GOLD) in place of land in equal percentage. These three looks cheapest and safest because i have everything invested in Smallcap.

[@kumarpal_jain]

Hello Ayushji - Do let me know if you want to invest some money. I can help you get some extra returns. Thanks

[@mohitdhanwani1682]

Basant sir ke kehne par aagaya aapko message mutual fund wale ka😂😂

[@saswatimajumdar2721]

Sir toh bola aap bank nifty le sakte ho.. Sgb ka yield can’t even beat the Fds sometimes..

[@Ayush_Agarwal5]

@@saswatimajumdar2721 Gold gave almost 12% return in last 10 yrs and i am expecting same as US will keep on printing money.

[@harikrushntank]

Hi, sir I am subscriber of your KZbin channel since adani issue.. I am 26 year old from Gujarat and pratice as Accountant and Tax Consultant.. Sir,PLEASE Review my portfolio, I have 10 stocks, after watching your videos i down it to 5 stock please suggest which 5 I kept SBI, Map my india, BLS INTERNATIONAL, Tata ElX., Triveni Engineering, Amber enterprise, Emudhra, AB capital , Ambuja Cement, Emami.

[@prasadsathe5358]

Hi Basant ji. How do you know or how do you find out that a Stock is Overowned

[@gopalsharma-sf1mb]

Sound has been always good..no issues sir

[@continentalinfotech29]

Love You Sir❤

[@ankitbaid616]

Ram ram maheshwari ji Hcc Or ifci share hold krna chaeye kya

[@abhisheksoni751]

Pranam sir ❤

[@abhisheksingh-ft3zu]

Please sir take my question....i have been posting this question from last 10-15 days 🙏🙏Hello sir, I am CA by qualification. I have been accumulating Map My India (C.E. info sol) for the last few months. Initially at Rs 1510, continuously averaging up (now at 1750, with 10 lacs invested). Can you please make 2 mins analysis and provide your view for long term investment. Thanks a lot for taking up my question.🙏

[@rajdiamondstoolsmukeshbhat64]

Sir ji Bajaj electric ke demergar ho gaya par bajal project ke share kb account me credit hoge

[@rajeev4243]

I have subscribed to the small case on date. However a number of stocks already form a part of my overall portfolio. I have approx 18 lacs invested in 1 particular stock in small case. Do I add more as part of small case? Small case will form a part of my overall portfolio

[@javiobeigh4521]

Guru ji Salam from kashmir , I am saving money to invest in BM small case for long term ..hope to see you someday somewhere walking again on the banks of Dal lake

[@sidaksaluja15]

which platform did you use while analysing MRF? .. btw good content

[@ravindersingh1969]

Welcome sir

[@venkateshelluru9081]

Basant ji pls make 2 minutes analysis on polycab and finolex cables....I have exposure in both the stocks...I want to cut one stock and keep the best one Venkatesh elluru