Siddhartha Bhaiya Shares His Mantra To Buy Multibaggers & Re-Enter Indian Markets I Talking Point

[@PraveshKumar-qf5me]

For a public fund manager to take such bold calls is commendable. Markets can remain irrational for long period of times. He is willing to go through underperformance for extended periods for times shows his conviction in his research. That's why he keeps minimum 10 cr ticket size for his funds. He doesn't want panicky investors.

[@akashkumar3924]

Finally siddhartha got courage after actually seeing market fall 😂

[@sachinkmehta]

Nat Friedman famously said “pessimists sound smart, optimists make money.”

[@shaurya92ful]

His fund has delivered annually 25%+ returns over the last decade or so... If he has booked profit and reduced his exposure. what is wrong with that?

[@sachinkmehta]

@shaurya92ful Nifty 500 Index itself gave 20% returns in last 5 years & Nifty Midcap index returns were 27%.

[@shaurya92ful]

@@sachinkmehtapoint to point returns easy to say. 10 plus years that is not the return. I beleive nifty 500 return is around 13% CAGR

[@soumikmajumder1967]

How these guys come out only when there is a fall? So much what ifs!

[@shubhendusingh1991]

and he made the most money in compare to other pms (10 year duration)

[@InvestingJourneyWithYogesh]

Peter Lynch says, “Far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves.”

[@elonmusk7192]

The only logical person in the entire market

[@joytotheworld1097]

His 80% cash is generating 6-7 % return. If his avg sale price is at nifty 25000 then he can buy again next year and stll match or beat market if market remains below 27000.

[@PGovindaa]

As always great to hear Siddhartha

[@AmitAgarwal_Kolkata]

This guy has been on cash since october 2023 and was spreading fears of market over valuation. He sold at 21k and wishing market to comeback 15k so that he can buy back cheap again. He will face fate similar to Jim Rogers who is negative since 2010 🤣🤣

[@mahendramundada1440]

Thank you Neeraj for bringing good managers and helping investors

[@AnishShukla88]

These guys have now sold their position and looking to buy lower. So narrative is now being build to buy at lower prices. Keep buying.

[@S_Pry6513]

Very good discussion

[@sarveshkoushik9294]

Great analysis. Must watch. Do make notes of parameters used by these analysts to guage market.

[@princelenord1967]

Good time to buy Adani Group Stocks it is down by 10% to 20% today. Looking for some more correction of another 10% for investment.

[@anilprasanna]

Buy the dip in adani stock and become crorepati within 3 months. No need to work for 70 hours per week for 25 thousand rupee monthly salary to make Narayan Murthys just born grand baby crorepati. Throw the resignation paper to HR and say I QUIT and wont let you eat any more commission from end client dollars from my blood sweat and tear.

[@Pokchok44]

Great interview !!

[@thatspiritualhumane]

He calls a spade a spade, excellent talk

[@dilipgala6455]

Exceptional!

[@optionbuyerbull]

This guy got clear idea, what he is doing....

[@vipuls5900]

It's time to raise minimum wages significantly so take some money from companies to people .

[@thelayman6189]

If I'm right, exactly an year ago, Sidhartha Bhaiya said he still had investing options that will go multiple X !! Now im surprised he says he predicted a crash and has 80% in cash...

[@joytotheworld1097]

He is not predicting a crash. More like the market is unlikely to go up atleast for another year.

[@anuragharsole6387]

Check his April interview on this channel.

[@harimukundan2908]

true.

[@thelayman6189]

@harimukundan2908 👍

[@Rahu5457]

Inter subjective reality is very different from objective reality. Yes market is overvalued but I think it will remain over value. China is cheap but remember they want Taiwan in 2027. Bhaiya said best time to buy when earnings deteriorates but they have 80% cash.Thank you for sharing your experience with us.

[@Akash-g7c]

Thanks for a great insight

[@UZworld123]

Thanks for sharing

[@awenindo]

Awesome interview by Siddharth Bhaiya. But is possible he is discounting the energy required for AI. Perhaps on a 3 year horizon, the supply will still be short.

[@Gauravkr0071]

I want debate between siddarth and saurabh

[@Darkings]

Finally sum1 telling the truth as it is

[@capraveshkhatri]

Itna confidence laate kahan se ho.. u went miserably wrong 6 month back.. now again muh utha ke aajate ho 🤬🤬

[@MutualfundsahiHainbutkaunsa]

If you all know such things then why owner not selling his stocks. Owner focuses on his business to grow and over time he knows his stocks will grow. Same as equity mutual fund investment. For me if u cannot run sip for 20 yrs then dont invest in pure equity fund. Fund return can be zero for 10 yrs. So asset allocation is the key.

[@KalaTharanga]

Select companies have done really well like PNB, Yes Bank, AdaniPort, KPI Green Energy, ZenTech., Tejas Network etc..:)

[@Guru-vn7sw]

Can you explain your view on yes bank ?!

[@KalaTharanga]

@@Guru-vn7sw Yes bank has delivered excellent results in Q2 better than most of the banks. profit margin is up by >90%, Earning per share increased by 125%. But valuation is still high. But sooner or later Yes bank stock will start performing.

[@KalaTharanga]

@@Guru-vn7sw Yes bank has delivered much better result compared to most of the banks in Q2. Earnings per share increased >120 %. Though valuation is little high, if it delivers another quarter with similar results, it is going fly

[@Guru-vn7sw]

@ thank you for the response

[@sajanjoseph1797]

While I agree to some comments but I find that I disagree on some. There is growth in 2W in auto. Bajaj for instance. There is growth in oil and gas sector. PSU banks are growing well and Govt is going to receive massive dividends this year. The first 6 months of this FY has been tough, weather related. Watch out for the second half. Also, India might get a rating upgrade soon, India has been fiscally prudent.

[@gauravjauhri5]

Please provide link for the white paper that Sidharth talked about. Thanks

[@mayankbpt18]

The automobole companies are growing at 15 to 20 perecent in India. How can you compare pe ratio of indian companies with forign companies all of which have shown negative growth

[@saikarthik995]

The comment section clearly suggests much deeper fall to come through. Too much optimisim yet with no fear whatsover.

[@harimukundan2908]

Asian paints ,titan ,hdfc bank ,bajaj finance ,dmart and see the valuations even now is very low and they are going to make money for the investors look at HDFC and D mart it self.You wont get BHEL @ 10 rupeese (jocker) till the time ukrain russia ,isrel and azerbhaigan to armenia wars are going on.

[@manjuM-f5v]

This guy is negative on everything 😭😭

[@Harsh-bn3ql]

Contrarian 💪🏼

[@anilprasanna]

Buy the dip in adani stock and become crorepati within 3 months. No need to work for 70 hours per week for 25 thousand rupee monthly salary to make Narayan Murthys just born grand baby crorepati. Throw the resignation paper to HR and say I QUIT and wont let you eat any more commission from end client dollars from my blood sweat and tear.

[@chintandesai8398]

Could have asked siddhartha's views on capital market theme !!

[@jateenjain]

He will still on cash until market hits ATH

[@chiragdash]

Personally finding very good value in markets. Seems he is not looking deeply enough

[@India1947o]

Modiji with media made enough of jhumlas on development now reality is stepping in

[@gauravvvvv]

please invite BASANT MAHESHWARI Ji

[@S_Pry6513]

👍

[@India1947o]

Modi Ji has already taken LOAN fully now there’s no money for infrastructure spending

[@arjunk1894]

😂 do u understand economics a little Atleast, keep blaming modi 😂😂😂

[@ankitagarwal7937]

'There is no power shortage in the country ' 😂😂

[@MAYANKPARNAMI]

Gold

[@swamidasdalvi4845]

"Wake up and smell the coffee" - The whole of NDTV Profit crew has made a career out of that idiom. 😂

[@MARKCRASTO]

CJI got a new job😮

[@tapk1995]

Bhaiya wants ur money to give it G media

[@Agarwal.ankit2810]

Treat to listen to Siddharth

[@digvijaysinghbaghel2575]

no, adani has been showing blood all iver

[@deekshantbelwal1269]

I am 60% in cash. I agree with this guy abt valuations. Real Money is made by buying at low valuations and selling at high multiples.

[@shalendrasingh3994]

Seema he konws very well about ED,IT, and CBI.if he speaks his mind these agencies willl knock his doors tomorrow 😂😂😂😅😅

[@janakkanwar9513]

Any comments on adani share?

[@KalaTharanga]

Adani port is much cheaper in terms of valuation, and it is a monopoly. Just because of news it is falling.

[@Darkings]

Last npa cycle was in 2008? What is he talking

[@atifkhan7660]

Laal hai❤

[@sangramchavan3649]

Bhaiya ji ismile...

[@fazalurahman1308]

love this guy siddhartha.

[@rajivkamra6408]

There are thousands of utuber... and market gurus teaching options ..and claiming that he drives auto and makes money.. Big laugh 😂😂😂 Ironey us that those idiots teaching options doesn't make money themselves.... ❤

[@Barwal7]

BYD has one of the most substandard cars for offer. Beyond the flashy looks and jumping on suspensions, the cars are absolute crap. Typical Chinese stuff that goes cheap and wipes out competetion only due to price. The quality is absent as always.

[@tacfooddxb4770]

No one can forecast the stock market, interest rates, or the future course of the economy. Disregard all of these predictions and focus on the actual performance of the businesses you have invested in. It can't harm you if you're ready for a stock market downturn. When the market is declining, it's a perfect chance to grab the deals that investors who are panicking are leaving behind. Rs 5800 crore cash, orders worth Rs 21000 crore in hand. You can buy this entire business for just Rs 8000 crore! This is the case when you are buying shares of PNC Infratech Company at the current market price.

[@captainsinghdevendersingh]

❤❤❤❤❤ what’s the percentage of success in professional examination like IIT, IIMs,AIIMS, NDA or in any professional sports How many plays for India. What is the failure rate in such professional ventures ????? Even more than 99 percent aspirants unfortunately fails in passing exams , it’s waste of money, time and energy. Millions of hours getting wasted So like option trading they must ban various entrance examinations. Ban smoking ban drinking ban trading. It appears these guys are full of inferiority complex and jealousy.

[@kumarmohit-m3k]

Suiddhart bhaiya if you are reding this comment please reply to my mail .....☺