BM Focussed Small Cap Smallcase ka Rebalance ?

BM Focussed Small Cap Smallcase ka Rebalance ?
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 BM Meets (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
0:05 HDFC Bank ka stock kyu nahi hila?
0:45 BM Focussed SmallCap Smallcase mei Rebalance
1:46 BM focussed mei kaise invest kare?
3:30 3 stock ka allocation
5:28 40%, 35% and 25%
7:03 Kya Sab Velle baithe hai India mei?
8:03 Preferential Share kya hai?
9:23 Smallcase mei high return kaise banega?
10:56 Stock Recommendations ki complaint
12:10 Sidhu ki Hindi commentary
12:47 TV Host Multibagger dete hai
13:34 Jyada sochoge toh useless hoga
14:39 IT Stocks kaha tak chalenge?
15:38 PMS ka advantage kya hai?
16:33 Kya mei retirement le lu?
17:21 Dream 11 aur Trading ki aadat
18:54 High Interest mei Value ya Low Interest Rate mein Growth?
19:57 Top line, Bottom line improve ho raha hai toh kya hoga?
22:54 Bada Investor sanyas kaise le sakta hai?
23:55 Hamare Desh mein US jaisa Open debate kyu nahi hota?
25:32 Aur paise kaise kamaye?
26:18 Pricing Power aur Acche ROE ke business ki problems
28:21 Aapki Book fiance ko gift kar di
28:47 Ex Boss ko hate karna band kar diya
#hdfcbanksharenews #hdfcbank #hdfcbanklatestnews #hdfcbankshare #sharemarketindia #sharemarket2024 #stock #investmentideas #financialadvices #basantmaheshwari #nifty
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DISCLAIMER- We do not Recommend any of the stocks we discussed in our videos. Please consider consulting with your Financial Advisers before investing.

[@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] ---

[@chaudharyk.r4471]

मरीन ड्राइव और वानखेड़े स्टेडियम में इतनी भीड़ क्यों इकट्ठा हुई यह आपकी समझ के बाहर है, भारत में सेलिब्रेशन सारे त्यौहार उसका होता है दुनिया में सबसे ज्यादा सेलिब्रेशन भारत में होता है, इसलिए भारत को और भारत के लोगों को सेलिब्रेशन का बहाना नहींचाहिए, आप सोचिए क्यों इतनी भीड़ इकट्ठा हुईथी.

[@anandbinani8274]

😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊😊

[@i_am_super_investor]

sir kripya krke mera sawal lelein sir dalmia bharat aur kansai nerolac ka 5 min analysis krein

[@amitesh-rai]

I have seen that you always give the right advice to the young generation. Your focus on making studies a priority is very rare to see anyone who has made money from the markets. I really appreciate you for doing this.

[@yakshpatel6045]

Sir please 2 minute analysis on Sapphire foods and Natco Pharma is it good fundamental comapny i dojave this in my portfolio but i have researched as good stock for a stable growth i have learned by seeing only your video and by your previous analysis on stocks. Please correct me i'm right or wrong ❤❤❤❤❤🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏

[@rajeshteckchandanimerakaam6971]

Sir if u r Not Comfortable to Do Daily Morning evening Videos then I have a Suggestion for U on Time Mangement. U shall Do 30 min video on week days on Market, Economics and Question Answers. *And*Do 1 Hour Videos on Saturday & Sunday Morning On Thaughtful Investor Books Explanation Series So Ur Book Series will also get Started and on week Days evening u will get Time for Ur Office and Personal works. Just a Suggestion Sir , Thx

[@SanghPath]

15, 20 minutes is enough

[@naren2510]

No....roj chaiye...

[@SanghPath]

@@naren2510 yes. but 15 mint is good. BM meets are also reduced from 1hr to half hr. We are the people who don't see tv so daily video necessary. But only relevant talks. No cricket commentary.

[@LIC_shares_loss]

Sir not taking stock questions, only random questions irrelevant to the market and sometimes smallcase, cricket, some time bollywood, sometimes random things but no stock related things.

[@dharmendramanitiwari9681]

Pls share your number pls

[@yogeshgoswami4787]

सर आपका चेहरा वीरेंद्र सहवाग से बहुत मिलता जुलता है। वीरेंद्र सेवक आज से 10 साल के बाद आपके जैसा ही दिखेगा।

[@159kumar]

Sir ek stock hai GE T&D..Feb 2023 me iska price 100 rupay ke kareeb tha...Aaj 2 July 2024 ko iska price 1600 rupay hai iska current M Cap 41147, PE 227, ROE 15.6%, 3 Year sales growth negative (-) 2.83% and 5 year sales growth negative (-) 5.57% hai....sir ye please ye bataiye ki is stock me aisa kya tha ki lagbhag 1.5 years me 16 times ho gaya jabki iske fundamentals jaise aap batate hain uske according zyada achche nahi lagte hai...sir please iska 2min analysis karke bataiye jisse humko pata chalega ki humse aisi kya baat reh ja rahi hai jo hum samajh nahi pa rahe hain...Thank you sir.

[@himan01]

Sir, I am 36 year years old. I read your book a few months ago. Since it was released in 2014, I keep wondering that howcome I couldn't come accross this book. After reading all the different books in finance and investment I have come to a conclusion that your book is not less than any sacred book in the subject. Thank you Sir for providing us with this sea of knowledge.

[@ksr99992588]

Sir in addition to FED interest rates what are the other global factor's have effect on our stock markets.I watched on you tube FIIs invest in emerging markets for growth and as hedge against US markets. Does China's Shanghi market performance give any advance indications for EM bill markets as FII invest in EM markets as basket.

[@GeetLunkad-ok3db]

Sir, if and when we want leverage, should we use futures or should we take debt?

[@dhananjaisingh7791]

Sir, equity means equity capital or equity capital divided by face value for the purpose of calculating EPS

[@ajaysajwan2835]

सर प्रणाम, आप को यदि इनवेस्ट गुरु कहे तो अधिक उचित होगा आप मनी मैनेजमेंट के बहुत सुंदर और बिना किसी लाग लपेट के बताते हैं , ईश्वर आपको हमेशा आरोग्य दे ❤

[@vikramtuteja6558]

this dialogue was epic.. 'mere office mein bhi shyad aise sochte hone log'. You really have experienced life from close,

[@gouranshmatwani160]

Amazing information I got to know many new concepts about market in real life and even it was a 30 min video I didn't feel bored for a minute ... Thanks :)

[@Nikhilthelearner]

Basantji: Once again thank you for sharing your knowledge with us through books (received this week), online and in future different channels. Reference Video on The Thoughtful Investor: 1. Suggest a 41 Series Video...basis on each chapter: 30-45 mins video recording on each chapter: Your Key takeawys, learnings, and lessons. This video will be immediately followed (next day) by 30 min Q&A session again only for Chapter 1. Suggest nothing on a Live session. This format would enable two separate video's - a) Learning b) Q&A. Overall resulting in 41 session Learning & 41 session Q&A Video's on Thoughtful Investor

[@anjalirathod2999]

I thought aaj UK election pe bat hogi 400 par

[@lekhchandkatoch]

BM sir your commentary is also non stop.Needs lot of energy to speak so fluently.U r really a blessed person.

[@skypot9050]

रिबैलेंस बड़े इत्मिनान और आराम से करे ,हडबडी न करें 😊

[@Adv_Aniket_garg]

NAMASKAR SIR SIR KYA PREFFERED SHARE MARKET CAP MEI CALCULATE HOTE HEIN??

[@suren-theengineersdiary6701]

Sir, BM vision30 me top up 1 saath karu ya staggered manner me deploy karu..

[@ramajeesingh4276]

Sir, jai Hind and namaste sada vatsale matrubhumi I am serving in Indian Defence Foreces for last 36 years and I have challenged many politicians to send any time ED, CBI, IB, RAW, CID, IT, Sales Tax officials and I will never say that constitution & Loktantra has died.

[@user-yc4vy6rs7d]

Basant Sir, I am Yogish a big fan of your videos. From the initial key business update of many banks and NBFC, there is hardly any growth in Advances and deposits in Q1 2025 - as compared to last quarter - Q4 2024. Consider annual inflation of 7% the numbers are de-growth in advances and deposits for most banks. You said in your earlier videos that stock market is in bull run and will need an external catalyst to change its course. Do you think Budget could be that catalyst? Time to Bookout and stay in Cash?

[@PrasadChawan-p6b]

After so many struggles I now have a new house, and my family is happy once again. Everything is finally falling into place Thank you Mr Anastacia i!!🇮🇳🇮🇳🇮🇳🇮🇳🇮🇳

[@PrasadChawan-p6b]

she's mostly on Telegrams, with the user name.

[@PrasadChawan-p6b]

@Anastacia424 👈💯

[@PrasadChawan-p6b]

@Anastacia424 This is it👆👆

[@anilgupta7969]

Appreciate your effort in the making of insightful videos. Can you please share your view on Natco Pharma. Thank you!!

[@YTPlayable_Gamer]

Sir, do you also feel FOMO for defence and railway 😂, kya kare aise shares ka

[@MrRuchi16]

Good evening sir, sir please analyse action construction equipment.❤ In medical profession their is a saying that boss is always right 😊

[@raviverma-lh1gd]

Namashkar sir, please please please take my question, ki sir why is financing profit begative in most of the Banks ex KOTAK, ICICI. and not in HDFC😊😊😊😊😊😊😊

[@tipstopick5568]

Pranaam sir.. Can foreigners get sebi IA/RA registration?

[@user-dj3yu1gb9g]

Namaskar Basantji, thank you for your daily dose of knowledge sharing. Its really commendable to make 2 videos per day in spite of your hectic schedule. My question is - how to do arrive at weightage that is assigned to the sector and individual stocks in your portfolios. Thank you in advance for answering the question.

[@DetectiveKudo]

Sir, stocks choose karna to sikha diye, allocation percentage decide karne kaa kya funda hai aapka? Please answer 🙏

[@Rameshwar.P.Meghwal]

Sir whenever you do 2 minute analysis, I pause for 30 sec, and try to analysis myself. I will not say, I am 100% accurate, but I am able to analyze. thanks a lot sir for this knowledge. Sir can you analyze LIC Housing, I agree that LIC is major holding which is Govt dependent company. But what do you say about company.

[@bimalarora5704]

Thanks!

[@rajeshmotilalnema]

Namaskar Guruji, can you briefly explain Du pont model of ROE with lucky halwai example... Thanks

[@AbdurRahman-rw6ou]

Sir ji pls tàke my question why kpit technology pe is. Expanding what it sign. Thank u

[@Mr.chettri11]

Hi sir , how to analyse Loss making high debt Hotel business since they have positive cashflow?

[@M.A.C762]

Sir, I saw your 8 year old NDTV video, and I must say that you look 8 years younger now compared to then. Good job.

[@SupreetSingh-n5i]

Hello Sir, thanks for clarifying our doubts. Question - What could be issue with Indusind Bank, it seems good from all sides including valuation and growth. Is it just because of Hinduja group or any other reason ? Regards Supreet

[@khichdifamily8500]

Sir I am a equity research analyst based out of India. I work for a US based client. I follow USA and Tech sector. My portfolio includes only 4 share, 2 in tech and 2 in consumer discretionary in Indian market. Allocation is 25% each. My portfolio XIRR is 36%. After looking at my portfolio, my manager said to me you are not cut out to be a research analyst. Gali dene ka bohut man kiya boss ko sir.

[@anantpareek9403]

Sir youtube ki recording k time aap kon si site se share ka PE or other Ratio dekhte ho quick analysis ki liye

[@bhooshankulkarni2928]

I learnt a lot from your videos… I have created a stock portfolio in Australia, US and India stocks ….

[@sawal7478]

Sir when is the best time in "defence stocks" to pull out money?? N when is the time to put money in this sector.... Thank u sir

[@anishshah-zy1hk]

Sir stock analysis karne ke liye aap konsi app use karte ho pl.tell Anish from Mumbai

[@DinamaniLahkar]

Sir, agar koi Company Bear Market mein IPO laata hain, kya isse ye indication milta hain ki Company accha hain? Plus, agar koi mega IPO market ke high points me aata hain,toh ye market ka top indicate karta hain kya?

[@SalilSawant-zj9my]

Hello Sir, are brokerage reports unbiased or sponsored services

[@MukeshYadav__22]

Sir namaste Jab aap invest karte hai to per stock capital allocation kitna karte hai

[@shivgurudps]

Thank you sir!🙏

[@piyushmittal3659]

It's also a wonderful knowledge class 🎉

[@jyothichavan6921]

Sirjee, Jyothi Chavan from Bengaluru. Investor in all your small cases. We have moved out of some stocks in small cases who have moved up after exits. The substitutes are yet to start momentum. REQUEST YOUR VALUABLE INPUTS FOR HOME MAKERS LIKE US TO CONTINUE INVESTING....... Thank you

[@baboasmid4577]

Thanks sir 🙏

[@I_M_Sudeep]

Sir say something about sector rotation.... Will money move from defence to consumer. Do you hold Restaurant band asia?

[@sarvanandtalreja2849]

Sir how will Pharma and Healthcare Sector perform ? If the market falls,will this sector remain stable comparatively ?

[@dherendrachauhan3282]

Sir, bhut pachtwa ho rha hai. Defence or Railway stock na leke

[@thedreamer935]

Sir is chakkar mein modi ko dushman bana liye hain😂

[@dherendrachauhan3282]

@@thedreamer935 😁😉

[@Nikunjpatel2807]

Good evening sir ji, I have question related to dividend income to mutual fund house… as direct equity investor I am getting dividends to my account but if I invest in equity through mutual fund houses then how dividend income is calculated because I have never seen that NAV increases once received dividend… please help me to understand how this dividend income calculated…

[@sandeepsharma-un2oe]

Sir I have observed in some cases ask bid ratio suggests that number of sell orders are much more than buy orders, even then price keeps going up significantly. How does this happen? Please explain 🙏

[@shibankarbarua]

Sir, I have received 'Thoughtful investor ' just now .

[@SanghPath]

Sir what's your total no. of stocks in all portfolios? How many stocks you think one should have... for every capital group...3 lakh, 20 lakh, 1crore, 100 crore?

[@Sandy77479]

Sir aapke PMS mein invest karne ke liye minimum kitna amount chahiye Mei karana chahata hu Mera 5years ka view hai to kya abhi karna sahi hoga plz answer thanks and love from family sir

[@anilgracias]

Thank you Sir Ji 🙏❤️

[@nayansaddani4709]

Sir jab aap pantaloon buy kiye , tab kitna times leverage milta tha.

[@rickymytime]

Existing Smallcase portfolio me ratio is on investment amount or current value?

[@NPCIL.nikhilgupta]

Good evening sir, I am a regular viewer of your video. Please take a two minute analysis of Tide Water Oil Company. Regards.

[@saurabhtewari8423]

Namaskar sir 🙏🏻 Thanks for the knowledge Big Fan of yours Saurabh Jai. Hind 🇮🇳

[@mandeep95987]

Respected Sir, Greetings and salute to you. Pls share your review on Raymond and effect by its demerger in Real estate. Regards, JS Bedi

[@user-ch3tj4wt3u]

Sir aap great ho me aapke hr video ko dekhta wa dhyan se sunta hun saam time ka, me aapko Dil se thanks khana chahta hun kyoki aapki baato se me bahut kuch sikha hun market k bare me, life k bare me aur job k bare me , ab me khud hi share ka fundamental wa technical dekhta hun aur jis share ko leta hun wo half month me 10% return de deta hai , aapko ek bar fir dilse thanks. ( Amit Gupta )

[@BEACON603]

sir 2008 ke crash ke pehle BSE small cap index 12000 tha approx. fir mandi pe 3000 pe chala gaya tha, kya us time pe apke portfolio me small cap stocks tha aur kya woh recover kiya ? q ke 2007 ke high cross karne pe lagbhag 8 sal lag gaya tha. mere question please lijiyega sir thanks.

[@HirenMaheshwari-vf6ph]

Sir, Can I hold IRCTC and IRFC for 10-15 years. I am holding since IPO

[@adityarathi05]

Whether amusement park is a good business to invest in for long term growth ?

[@yakshpatel6045]

Sir please 2 minute analysis on Sapphire foods and Natco Pharma is it good fundamental comapny i dojave this in my portfolio but i have researched as good stock for a stable growth i have learned by seeing only your video and by your previous analysis on stocks. Please correct me i'm right or wrong ❤❤❤❤❤🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏

[@ChaudharyAnkit1602]

Sir one humble request pls. You always say to be vary of high pe stocks. Shouldn't it be better to look at peg as compared to pe? This will help us understand the growth in stock price of companies like vbl, trent etc.

[@Ashutosh.goel15]

Sir aap roz you tube pe aate hai…n hum sabko bahut knowledge dete hai…does you also face pressure on HOW I LOOK ON SCREEN Please reply sir .your well wisher

[@parthobiswas6152]

Sir, is it possible that in bull market one stock with good fundamental can fall 27 % from 52 wk high, without any reason. One of my stock fell, asking you as I am doubting the promoter.

[@mohamedbasheer1584]

Sir Going to buy a car of 10lkh. Which interest pkg is better floating 9% or flat with 4.5%…? Please guide. Luv u sir❤️❤️

[@pravinmakwana7130]

Excellent information sir

[@dhananjaisingh7791]

Sir what is meaning of cash from investing activity and cash from financing activity. Pl.explain .

[@Adv_Aniket_garg]

NAMASKAR SIR SIR ELON MUSK KO 56 BN CASH MILEGA YA TESLA EQUITY DILUTE KAREGI??

[@IChandanAgarwal]

Good morning. I have a question on life and it would be very kind if you could please take it. I had a daughter as my first child. Recently my wife has given birth to a second daughter. Though I love both, coming from a Marwari business family, there are thoughts of who will carry forward the business and name of the family. I am happy on having two beautiful little girls but somewhere inside me, it’s bothering me that I don’t have a son to look after me or my daughters later after me, or my business. Please share your views.

[@rakeshpandey4995]

Sir aap ne mazgaon dock ke result analyse kiya tha, aur book order ka hint diyaa thaa, lekin sahas nahi hua lene ka.. Kyuki bahot bhaag gaya... Aise mindset se kaise nikle bataaye

[@nikhilparmar2607]

Hello Basant Sir, my question related to telecom tariff, as per my understanding nowadays telecom companies in India struggling with capacity expansion cost as well operating cost, and I think after Israel, India have cheapest tariffs…on recent increase in tariffs now opposite party blaming government for this…and even after increasing 12% price it’s still cheaper than tariffs of 2014. In 2014 1GB data cost 300 INR..do you think such over socialism good for any countries?? As per my understanding most people with double SIM card they will move to one SIM card with this tariff hike..

[@harishkushwaha5593]

😊India me per capita income bhi to dekho kitni kam hai... Adhe log featured phone me hai data ka kya kam..

[@sanjibchowdhury8248]

Sir PSU stocks ka itna extended rally dekh ke , fundamental investing se varosa uthsa ja raha hain.. Did we really miss the bus😢?? Please guide

[@naren2510]

Sir defence stocks ke bare mai aapki kya ray hai?

[@mohendraborah1452]

Sir was operators behind HDFC Bank stock awkerd movements ?

[@nageshdevlekar999]

Sir, can you please give your views on Yamuna Syndicate Ltd Running crazy.

[@sudhirkulshrestha4233]

sir, pani k andur weight matter nahi karta ,vaise hi uper niche hota he to sabb bhaget hen ya sab niche jate hen kya ye sach he .

[@dineshkk7133]

Sir the global gdp and commerce and trade is far more than it was 2 decades earlier. Still why shipping companies are struggling and valuations are low. What is the logic behind this.

[@Alwayskeeplearn]

Sir please more elaborate on AUM versus disbursement Thank you

[@ranjeetkumar-zy3ci]

Sir Kitna percent profit ho Jaye for making wealth and ideal time to book profit.

[@FFGamer-sf1sc]

Sir namaskar, Kya Trump ke aane ke baad Indian IT company ko koi dikkat ho sakti hai kya. Trump ke pichhli term me Indian IT company ne thik perform nahi kiya tha. Kya this time bhi Trump ke aane se dikkat ho sakta hai kya. Thank you sir.

[@BMBusinessVentureLtd]

Psu stocks are flying like rockets ? Is it worthy to invest ?

[@kunalmathur9839]

Sir, Ujjivan fundamentally to thik lag raha hai, but number of shareholders bahut bad gaye hain. Kya yeh bhi fasa rahega despite giving good results?

[@skhandelwal4542]

Which stock ?

[@jiaulhoque4964]

How can I purchase through B.M focus small case?

[@Investor203]

Sir just a suggestion just like other you tubers you can give standard disclaimer at the beginning or end of your video in written form

[@user-se4uv7kh9t]

Sir samjo Maine 10 tarikh ko share le liya aur wo share 13 tarikh ko mere d mat account main ata hai (T+2)...aur maine stop loss laga liya hain..... Aur vo stop loss hit hogaya 12 tarikh ko........ To kya muje penalty lagegi ya nahi ......please reply kro

[@PrabhjotSingh-ku5nv]

13:33

[@user-ur2gf8wr3k]

Sirji good revenue growth profit growth and roce still stock price no returns in 3 years 10% in ten years whats the problem with Indusind bank regards prakash from goa

[@DinamaniLahkar]

Sir, Dixon ka PE 200+ ho gaya hain. Earnings Growth se jyada PE re-rating ho gaya hain. Ajeeb hain Sirji 100 PE se bhi Re-Rating hota hain.

[@vishaldubey2]

Bull market me sab hota hai sir ji

[@bipulkumar1882]

Thanks for rebalancing bm focussed smallcase. I was waiting this debt balance to get out. Since, most new money would have gotten into that debt

[@The3497jsm]

Sir .. do you think Bajaj capital should also demerge some of the businesses so that it is asset light ???

[@user-yc4vy6rs7d]

Bajaj Capital ? Yeh konsa nayaa company hai ?

[@nitinadak7647]

Sir thought full inverter?

[@ganeshb282]

Guruji, Real estate sector is crying for Infrastructure status for almost last 20 years. How does it benefit them? Will this result in negative impact on homebuyers? How does it impact Govt of india?

[@bidhankaly]

Sir, could you please analyze Synopsys Inc and Cadence Design Systems Inc. No company like NVDIA, BROADCOMM, IBM, TEXAS INSTRUMENTS, QUALCOMM etc in Semiconductor domain can't sustain without using the EDA tools of these 2 companies. Please analyze them.

[@atiqurrahman9299]

Sir dy Chandrapur ke stock market par chinta ke Kyada Mayne hai please tell me

[@India1947...Swarup]

Gurudev ❤❤❤ Take care ❤❤❤