BM Vision 2030 Smallcase Mei Rebalance!

[@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 BM Meets (Personal Consultation on business or finance). Please send a WhatsApp message at [phone] or email to [e-mail] ---

[@rekhapatil125]

❤😊

[@Divyaparekh-r3l]

Operating leverage And tata motors turnaround one session

[@Divyaparekh-r3l]

One small cap in 3 months not given

[@PP-wc8ry]

Sir chori ke sath ch@mari word mat use kijiye ,sc/st act lag jayega

[@ashishkhandelwal9524]

Who is the poor chartist ?

[@chandrakantkumar6226]

Sir, mujhe ek confusion hai.. Aap hamesha bolte ho ki stock ko pakar ke rakho. Chup se baitho.. Nagraaj bano.. But aap ye baat khud follow nahi karte.. Every now and then there is rebalance in your small case.. I am unable to understand this.. Request you to be kind enough to explain the logic behind this

[@Jaskaran_Singh29]

Suno sabko kro apni

[@abhishekagarwal7643]

A bull market also gives investors the opportunity to sell stocks at multiple times their intrinsic value

[@pushkarkumar8222]

ये सभी करते है.. Nifty 50 में भी होती है

[@Satishrane2]

Bade investor jo bolte hai woh baaki sab karte hai. Jo woh nahin bolte hai woh khud definetely karte hai.

[@Artist2626]

Yes u are right

[@sagardubey7485]

Dear Basant Sir, I have been following all your videos for the past six months. I subscribed to both Vision 2030 and Smallcap Smallcases, and have continued with Smallcap. I don’t have any specific questions at the moment, as your thought process is clearly reflected in your portfolio picks. I resonate so deeply with your approach (concentration + growth) that I almost feel guilty watching other investor videos. However, I make an effort to gather various perspectives. I’m based in Bangalore and work on cloud solutions for the automotive industry. Exciting developments are happening in this sector and many others. I believe that, in the future, India will experience a "sum is greater than its parts" effect, propelling us forward. It’s challenging, but worth the effort. I would love to discuss this further over a coffee sometime. Thank you for your valuable time. Best regards, Sagar

[@equityinsight108]

How to make career in this field. Please guide sir.

[@Sanjay-kc6zt]

You are the ultimate teacher of stock market. No need to learn anything else

[@santoshjadhao7766]

Sir में hospital ऍडमिट हू.आपका video देखके सुकून मिलता हे.thank you sir ❤❤❤

[@yashcharan18]

Kya hua h aapko?

[@rahulmelge]

Basant sir Hats off to your knowledge we all have gained a lot As you said yesterday that videos can’t go on forever, we’ll all your videos till now have already captured in digital library even if after sometime your frequency reduces we all will listen to old videos which is the knowledge for times to come Great sir Stay long & healthy

[@ninad.a]

Sir you are absolutely bang on about the practical knowledge of ITI people. In my business I prefer ITI personnel for site work rather than theory graduates

[@JineshBagadia16]

Sir, ब्रॉक लेसनर is a professional wrestler and martial artist 😄 your reaction to not know about the name was sooooo sincere and cute ✨ It's so cool how an expert in one field might have no idea what craze is going on in another disconnected field.

[@vishaldubey2]

Absolutely yer

[@arvindsharma7226]

सर जी, जहां तक पढ़े लिखे नेताओं की बात है, मेरे अनुभव में पिछले दस सालों में सब से ज्यादा पढ़े लिखे मंत्री बने हैं, मैं किसी का कोई भक्त नहीं हूं। बस अनुभव की बात शेयर की है। धन्यवाद।

[@natwarvyas848]

yes पर सर फ़ाईनेस मंत्री जी मैडम देश की जनता पर टैक्स जादा होने में मध्यमवर्ग जो टैक्सपेयर है और BJP का मूल वोटर है वो बहुत नाराज़ है धरातल की बात है

[@sunilidnani7208]

Basantji, You have become my Walk Buddy for my evening walks .... I make sure I listen to your Podcast every evening during my Walks .... Please keep it up .... God Bless 💫

[@vasudeoshenoy4436]

Tata Motors DVR cancellation impact.Please explain it is worth while to hold or to sell

[@harshitmaheshwari7153]

Namaste Sir🙏🏼 Its been 8 months since i have started watching your videos continuously! You are the best thing happened to me this year. I have cut short my portfolio from 60 stocks to 17, would like to take it to 7. Keep lightning us, and a big thankyou for daily dose of knowledge. Regards Harshit Maheshwari from Noida

[@rounakmandal948]

Sir, DB stock broking in Assam ran off with 7000 cr of investor's money with promises of high returns which included 120% annually, 54% over six months, 27 % over 3 months and 8% monthly. Greed is so powerful that it takes over common sense and makes you believe in such expectations.

[@prashantmarathe4367]

Sir , Video dekhate he to aapki book me likha hua yaad aata he, book padate he to video ki baate yaad aati he , investing ko jante jante aapko bhi dil se janne lage he

[@devendrakumarchaudhary663]

😢Undoubtedly two videos in one day is very exhausting for us but you are engaged full time.

[@vinklegoyal4016]

Great you Tuber Mr Basant maheshwari

[@Valencia-d6g]

Tax collection from direct and indirect taxes is almost same. Half of indirect taxes comes from the bottom half of income earners, while middle class being 2 per cent of India's population earns 22 per cent of India's income (OXFAM reports). The real trouble is GST, eliminate GST which is tremendously high.

[@harendra__chauhan]

Thank you 🙏 sir for taking my question on air I have asked all my family members to listen to you while you read my name. Take care sir ❤love you so much

[@dilipdudhat2965]

Sir I respect you full because, fully invested in equity, while all my friends said don’t invest, but I just follow your words 🙏🙏🙏

[@PraveenKumar-ei9et]

Sir Is lucky halwayee is really there ?? Or you just created an example to teach us, you are helping us a lot, providing the knowledge through KZbin videos

[@shrinivaspanchal1082]

Namaste basant uncle, aapne subah kaha tha ki first time india se koi ICC jaa raha hai, lekin Mr Sharad Pawar ICC president the jab hum 2011 ka world cup jite the... Love your content.

[@gulshankumar-yq5ll]

Aaj aapne jo kahi wo bilkul sahi baat boli sir mai February se dekh rha hu jbki 3.5 year se market me hu lekin jo samjh video aur book se huee wo itne dino me nhi huee thi ab lgta h Paisa bana sakta hu first generation hoge jo need se uper uth jaege 20000 salary se bina 1rs kharch kiye bazar me lgega 🙏🙏🙏🙏

[@sandeepbhuteria1965]

Namaskar Basant jee Is this a good time to invest in Mukesh Ambanis media stock like network 18 and Tv 18..Please share your views and ideas..Thanks.

[@RahulJoshi20]

Sir, Aapke time ka 1 Crore ki khushi would much much higher than today's 1 Crore. As the value of 1 Crore has been depreciated a lot since then. Aajkal flat lene jao to 1 Crore seems to be a small amount.

[@anilsharma96]

Basant sir you explained it very well

[@G-ONE1986]

Guruji, Pls do one session of blunders of your stock market journey. That will help us to avoid those mistakes, create awareness and learn from your experience. 🙏🙏

[@kapilmcp]

Respected Sir, I recently came across a statement in a book suggesting that, over a very long period (15-20 years), large-cap stocks are likely to outperform small-cap stocks. Could you please clarify if this is accurate and explain the reasoning behind it? Additionally, I would like to express my deep respect for your guidance, much like Eklavya revered Shri Dronacharya. I consider you my virtual mentor. Thank you in advance for your insights. ❤

[@Pramodpai12]

Respected Basant Sir, You are of the opinion that 2% ROA for banks is gold standard. How did you arrive at this 2% benchmark Sir? Please also tell us about the benchmark of ROA for NBFCs. Moreover What is the benchmark of ROE for Banks and NBFCs.

[@letsgoconsultants]

Sir Please do 2 minutes analysis of Sula Vineyards Regards Guruji

[@anjanikumar1534]

❤may God bless you

[@saurabhtewari8423]

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

[@G-ONE1986]

Pranaam Guruji 🙏 Which stock I should choose between high EPS growth with low ROE OR low EPS growth with high ROE? Kindly answer and explain rational.

[@zishan369khan]

I am Zishan, 19, and have been actively involved in the stock market for the past 2 years, growing my capital 6x to mid-six figures without speculative investments. Despite not getting into a Tier-1 college after Class 12, I am passionate about the markets and study 12-14 hours daily. I’ve read over 10 books on the stock market, including yours, which have greatly influenced me. I plan to pursue a BTech in Data Science from IIT Madras through their online degree to efficiently manage my time. I’d appreciate your thoughts on this path. Thank you for being a mentor to me.

[@Rameshwar.P.Meghwal]

Sir, many MNC companies provide an employee share purchase plan where employees can choose to have a certain percentage of their salary (x%) deducted each month. Every six months, the company uses this money to buy shares at a discounted price. My question is, if the company raises this percentage from x% to y%, what impact do you think it will have? Does it ensure more people will buy shares?

[@SatyaPrakash-zy7fj]

You are great sir

[@vipulanand89]

Sir, Reliance is big conglomerate having presence in various sectors, and increasing focus on consumer sector. What is the reason of low ROE?

[@harshdeepsinhjadeja7]

Sir please do 2 minutes analysis for CAMS

[@axmic]

<a href="#" class="seekto" data-time="955">15:55</a> ❤lovely place to discuss n updates the self

[@SujeetKumar-qn4hv]

I have heard some people saying that inflation is good for the economy. How is it so?” Plz guide. Sujeet Kumar from West Champaran Bihar

[@udayabhanudug6404]

Good morning sir. My name is Uday. I'm a newly retired person. After taking care of all my regular & future financial needs, I can now invest 30L. Which BM smallcase do you suggest & do you suggest any split? Thank you,

[@India1947...Swarup]

Gurudev ❤❤❤ Take care ❤❤❤

[@ChennaiRealtor]

The happiness of one crore.. was it when you hooked profits or when your portfolio value reached one crore?

[@DnyandeoSB]

Aap Kolkata achanak shift hue ye achha laga, wajah nahi puch sakta lekin aap jaada fresh lagte hai Kolkata me

[@drniravtanna]

Sir. Please take my question. I am not able to see any new stock introduction in today’s rebalance update. All it shows is changing the proportions of few stocks. Is that correct. Or am I missing something? Please confirm.

[@professorNawaz]

Good evening sir...As per my thesis stock market is pyramid scheme...what's your take on this... Your insight will help me further ... Thanks and wishing you best of health

[@ykthakkar1]

Sir bonus and split will be good for higher value stocks like MRF, Page,etc....

[@manishdhankhode7686]

world is changing at a great speed. So with the changing technology the companies in the portfolio have to change which are relevant to the current technology

[@parveenbeniwal1181]

Sir please shift to 1 video/day, sirf morning ka video. Usi me sab tarah k questions add kr dijiye, length chahe 35-40 min rakh lijiye. 2 videos per day is too much for your schedule and health. Hume jyada gyan chahiye sudden nahi ❤

[@ajitkr.mahanty1502]

Asking this question for 6th time…., Sir… carrying forward the topic of equity dilution. I believe it can be done by selling existing shares by promoters or by issuance of new shares. In the event of issuance of new shares( lets say 10% new shares for esop) by the company, is the price of the share on the chart automatically gets adjusted the next day? Like if a company is having 100000 shares and each one is trading at rs100 ie mcap is 1cr. If another 10000 shares are issued and nothing else is changing, will price of each share become 90.9 next day on charts? Or will the PE become elevated? Asking this because we dont see the price changing suddenly other than in the instances of ex dividend in market. But issuance of new shares seems like a routine event for companies. Appreciate if you can clarify.

[@IdentifyMe111]

Basant sir, Eps% = Eps*100/Share Price is hisaab se achha stocks ka bhi eps% 5 se zyada nahi aa raha h Plz correct me with an example of a stock which has 15% eps....with love❤

[@pravinkshirsagar1303]

Sir Good morning Lukki halwai ke 1cr - equity capital 40lac - profit Total 1.40 cr 4 share issue kiye 70 lac par share book value to kya pramotar holding zero ho gaya kya ... Kupya bataye...

[@nitendragupta6931]

Sir please 2 minutes analysis on Balaji telefilms;CCD; fusion microfinance & nureca with approx targets..... thanks for taking question.....🙏

[@EkanshRocks103]

Dear Sir, I've been following your work since you started appearing on national TV and am a subscriber to Vision Smallcase,. Given the current market scenario, do you believe the market is overvalued? I am considering a tactical adjustment by reducing my equity allocation by 15-20%. I would greatly appreciate your thoughts on whether this reduction in asset allocation is advisable at this time. Best regards, Amit Rathore

[@rakeshgangireddy8397]

Sir am getting very busy with work these days but only thing which is consistent in my daily life is your video , rest all on KZbin can be compromised 😊

[@malavikakalani8472]

Sir how much is charged in ur small cap and I am first time investor ..my first stock is West Coast paper ..do tell me should I keep so low P/E for long term

[@manojmeharwade7750]

Sir some I T stocks have good fii holding and not at all dii holdings why is that ,plz take my question

[@DEVENDRASINGH-zv2xl]

I listen your both videos without missing.but for your health and freedom one video is better choice.thanking you sir.

[@rss8594]

Yes, After closing of market.

[@rajagrawal6682]

Sir,what if there is a rebalance in a stock you suggest in BM meets! Please reply

[@girishdeo2907]

सर, जसपाल भट्टी ने भी "पी पी वाॅटरबाॅल" नाम का गोलगप्पे का आय.पी.ओ. लाया था 😂😂

[@Hardik_chaurasiya]

Hello sir ji I have questions that aaj k time late shri Rakesh jhunjhunwala & unki wife ka total combined portfolio value 95,000 cr ka h or agar h ye apni company rare ka ipo laye or generally investment company ko avarage PE 30 hota h to , or ye jo 95,000 cr pura profits hua to 30 Ka PE Milne par pe India k richest me shamil ho jayenge kya ??? Correct me if I'm wrong sir ji

[@onkarsaran4917]

Sir Please take my question🙏You said if company’s market cap has become very large then it becomes difficult to grow, why? Growth in Sale/ Revenue is different from market cap.expansion. Although market cap is result of PE and E is EPS, still explain please for my knowledge.Does t mean when EPS increase then PE will decrease but how expanded market cap affects Growth in sales. Regards

[@sumantadass]

Sir, Have you ever participated in any Preferential?? And How to do that?? Thank You Sir 🙏🙏🙏🙏

[@niveditajha9453]

Sir Equity Capital agar kam hain toh kya woh defining parameter hain about the quality of the company?. Please explain. Thank you Sir

[@alokasharma3170]

Sir, Today I learnt about the son of Unknown concept, thanks.

[@deepakjoshi4643]

Sir, I watched your 8-year-old interview with NDTV, where you discussed the pharma sector, and I heard your theory related to pharma. I noticed that Nifty Pharma went down from 2015-16 till 2020, i.e. till COVID-19 time, and after that, only it recovered, so have you made some money, or have you exited the pharma sector and invested somewhere else? Please do a 2-minute analysis on Tega Industries. Is it cyclical?

[@ankit66655]

Sir, I am BM FOCUSSED SMALLCASE SUBSCRIBER and I have Tesla worth of 4 lakhs at 163 dollars and want to invest 6lakhs more now. Is it a right decision and if it is right decision then do you see any dip coming in TESLA or should I invest now. I want to invest for 5-6 years. PLEASE REPLY SIR

[@manojsunkria4679]

Brock Lesnar is a wrestler sir

[@sanjeevagarwal8553]

Radhe Radhe❤❤❤❤

[@naveenchauhan8306]

Sir, I am your smallcase subscriber. I have shares of tanla platform that I purchased last year. Could you suggest if you should sell or hold them?

[@mankataria]

Hi, I am Manish Kataria, will the prices of reliance rise till the record date to get bonus,.If yes, why?

[@SunnySingh-ky9iv]

Namaste Sir ji 🙏🙏🙏 Jai Mata Di 🙏🙏🙏

[@badapaisa87]

Sir can you tell us what is the reason some nbfc company having a ROA 9% and ROE of 10% what what does it indicate?? How to analyse this type of company. The company's name is vls finance..1200 cr market cap..

[@Uddhav_Dukre_Patil]

Can someone explain who is "Garib" chartist often referred by BM Sir Just curious

[@Bhavin_Nakar_1701]

Sir I am Bhavin Nakar from Jamnagar मुझे लगता है कि share bazar वाले बड़े अच्छे होते है खुद कमाते है और जान पहचान वालों को भी sugest करके उसका भी पैसे बढ़ाते हैं बाकी कोई बिजनेस मैं ये देखने को नहीं मिलता है वो जो काम karta है वो दूसरों को करने के लिए मना कर्ता है ऐसा क्यु होता है?

[@adilchundrigar]

Sir please take my query I have invested in ev stock in the usa. It is forty per. down due to bad result. If market falls in the future the price will go down more. What should I do please suggest

[@Sachin_Kajave]

Sir best speed to listen u is 1.25X ... Believe me it's perfect speed.

[@bhaveshparmar323]

When I buy an ETF on the stock exchange, I understand that I'm purchasing units from another investor. How, then, does the Asset Management Company (AMC) receive my money to buy more of the underlying shares?

[@JaiswalDiksha-tc6gt]

Hello sir,big fan ,wanted to ask about Hero motocorp ..I have purchased at 5550rs and it keeps going down .. please suggest

[@hemantjain2321]

Hello Sir If the fed chairman Mr Powell don’t reduce the Interest rates And on the contrary he increases the interest rates ….. ur favourite dialogue will come “kopole ka dukh “ I don’t know please complete it sir ji 👍

[@pinakisaha600]

Gurujee Pranam 🙏 ❤

[@G-ONE1986]

I anticipate major correction in Feb-2025 on budget day when our FM will impose DTC that will be effective from 1st Apr 2025 onwards. I might be wrong.

[@Jignesh_thakkar]

Sir once you said you admire & would like to Interview once Mr Anil Singhvi of ZEE BUSINESS...you still hold the same view ?? Please answer

[@sketchyloop951]

Sir Warren Buffet, Berkshire k year 2000 letter to investors me likhte hain 'Growth is simply a component in the Value equation' ... Iska matlab Value zada important hai growth se. .. aapke hisab se investment krte samay growth zada important hai ya value? Kya kisi ek ko ignore kiya ja skta hai? Thankyou sir, Shreyas, 25 years, Ranchi

[@deepakjaiswal4731]

Dear sir, Nifty 50 index ko 1% badne ke liye kitna Rupees value me parchase Hota he ... Regards Deepak Jaiswal

[@nirajkumarsharma7549]

Namaste BM sir, My recent portfolio is if 80L....and invested in other small case,,,, about 40stocks,...sir is it right time to switch into your small case

[@shemeermmm]

Sir ❤️ from kerala.... I would like to invest 25 lak in small cap small case. What will u suggest invest in one time or make it to three part... What will u suggested sir

[@AI_Investor2103]

Sir, why do you think CDSL nahi chalega?

[@ateet2010]

Basantji, what does a stock holding pattern of a company says when a promoter has 75% vs 25% ?

[@vishalbhadre178]

It means others have 25% vs 75%

[@TheSubhajitbiswas]

Pls make a youtube short video on the topic equity vs equity capital vs book value. 9min 21 second to 11 minute 13 second.

[@Ajayvijayraniya]

शानदार जबरदस्त 🙏

[@aravindk.6860]

I have unlisted shares of Nayara energy ltd & Sterlite power. I am getting offers to buy them @ 100-200 Rs. I dont know what is the rate? Some webskfes are showing the as 700+. Kindly guide me.

[@VAJIDS-b7e]

Sir, NVIDIA can't sell its high end Chips to Chinese companies due to US Sanctions. Huawei has developed 910 C Chips which are at par with NVIDIA's AI Chips. Looks like NVIDIA lost biggest AI market due to geopolitics.

[@SwamiAnterKranti]

sir ji keya risk and volatility same hai?

[@rahuldebnath4092]

Thank you sir 🙏

[@vinodmirani6658]

🌹*मन की आवाज*🌹 🌹*समाज में बदलाव क्यों नही आता* ?🌹 *क्योंकि* *गरीब में हिम्मत नहीं* *मध्यम को फुर्सत नहीं* *और* *अमीर को जरूरत नहीं...*

[@adilchundrigar]

Sir I have invested in the ev stock of usa. The stock is 40per. down due to bad result. What should I do? Plz suggest

[@satishpatil281182]

Thanks Sir

[@ashokpanigrahi757]

Sir, 2 min. Analysis on Hinduja global solution please

[@nidhigupta3159]

Good morning Sir, I am your vision2030 subscriber. Please Two minute analysis on Kewel Kiren Clothing Ltd. Regards

[@jaiprasad7139]

Very nice🌹 sir🌹 thanks❤🌹🌹🎉