Dr. Vijay Malik's Checklist for Finding Winning Stocks | Best Investment Picks on a Screener

[@shankarnath]

The screener covering the financial analysis part of this checklist can be accessed at www.screener.in/screens/1164624/dr-vijay-maliks-screener-by-shankar-nath/ If you prefer text, I've also summarized every category and metric in the video's description

[@RajeshKumar-ut3mu]

Dr.Vijay Malik is an underrated investment teacher..Thanks Shankar Sir for this amazing video..🎉keep doing great work.

[@shankarnath]

Most welcome, glad you like it

[@parvshukla3648]

And if you aren't impressed then book an appointment with a good doctor and get yourself checked off was epic 😂🔥

[@baibhavRishu]

Sir, make more videos on these kinds of investors teaching (it's amazing as always)

[@shankarnath]

Glad you found it useful

[@eskay1959]

I have already read about this checklist. But, your way of presentation is simply outstanding. Thanks for the video

[@shankarnath]

Glad it was helpful! Most welcome

[@eskay1959]

@@shankarnath will you please explain why Net Profit Last year < 1.2* cash from operations last year

[@shankarnath]

@@eskay1959 Its the proximity rule. As explained in the video, I kept the profits within 20% of the cashflow from operations. So range of 80% to 120% or 0.8 to 1.2

[@eskay1959]

@@shankarnath Thank you very much Sir for your valuable time.

[@shantilal007]

Thanks for another such wonderful learning video, Appreciated for bringing this to all the viewers.

[@shankarnath]

Most welcome. Glad you liked it

[@ManasGhosh_]

Thanks very much for the explanation. The ticks at 11:30 seem to be a bit off, especially for PS ratio. Should not the ticks be at Sharda, Sree Raya instead of Indigo and Fineotex? For earnings yield, it should be at Sree Raya instead of Fineotex. Or, Have I misunderstood something?

[@shankarnath]

A mistake might have happened while editing. It should have been one row down.

[@PriyankaDevanathan-l1n]

Hi Shankar, Wonderful presentation as always. Is it possible to backtest the portfolio created using this checklist over the past decade and check if it can beat the benchmark indices consistently? It would be very interesting to know the results. Maybe another follow up episode on this?

[@shankarnath]

Thanks for the suggestion

[@rajharshtiwari2412]

like i say always this channel is a gem

[@jayadevtn1987]

I watched this now probably 3rd time to get understanding of it. Thank you sir

[@shankarnath]

Most welcome

[@vamsikrishna24]

Excellent video yet again Shankar

[@shankarnath]

Glad you liked it

[@chirping_Gypsy]

fabulous insights & details helping me to learn better :)

[@shankarnath]

Fantastic!

[@santhoshr394]

Amazing video sir, and great effort

[@shankarnath]

Thanks a ton. Glad you liked it

[@neprammalemnganba2565]

Thank you for the video.

[@shankarnath]

You're welcome

[@nandi9966]

Have you made any videos on Investing in US Stocks using INDMoney? TCS will be applicable from 1st of September and I am planning to invest in US Stocks. Can you please share the insights?

[@shankarnath]

Sorry, I haven't made any video in international investing

[@cgirish1988]

Thanks for another Insightful video Shankar ji. I was wondering do you have any thoughts as to why Dr Malik insisted a rule like Low FII investment in the checklist

[@shankarnath]

Most welcome. I'm not sure but maybe, its to do with how FIIs operate. FIIs generally buy into shares with strong fundamentals and growth potential. However if the FIIS get negative on the country, sector or stocks, then these stocks would get de-rated which would lead to selling which has two impacts: a) a natural drop in the price due to sell orders and b) a further drop in the price as even domestic investors pull away due to FII exit The other theory is what we saw in my Peter Lynch video where a FII holding means there is not much price discoverability in that stock i.e. it is probably fully priced and that there is not much upside. In other words, the low FII holding allows for valuation gaps and Dr. Malik is anyways a fan of margin of safety so that might be another plausible explanation here

[@amol5474]

Nice T shirt sirjee and also thanks for sharing nice content

[@shankarnath]

Thank you too

[@80Vikram]

Your YT channel is gold mine, thanks a ton for your efforts. God bless you. You should as well start your own blog as well. May be you should start reviewing all the main finance related books and their learnings for younger generations to come, starting with "Rich Dad, Poor Dad".

[@shankarnath]

Thank you very much for the suggestion & appreciation

[@MyTube.0101]

Thanks shankar this is really a good insight ..you are going to be next Vijay Malik and May be better than him .. keep doing the good work ❤

[@shankarnath]

Most welcome Manoj ji. I'm glad you found this useful and thanks for your good wishes :)

[@saikatsengupta909]

Dr Malik's analysis digs too deep into financials(that are always past performance) and management(which is very difficult to assess for small investors). A more balance approach with an eye on market cap, present price strength compared to Index and past price performance(volatility), in my opinion, will give a better risk adjusted portfolio. Also assessing long term growth prospects of a business(specially if you are a long term investor) is very important before investing.

[@shankarnath]

Thanks for sharing your views. If there is any documentation (article or study) on using market cap, price strength & volatility and especially, a demonstration on how small investors can use it .. then please do share for the benefit of all.

[@saikatsengupta909]

​​​​@@shankarnathI am a fan of yours and also try to learn from your videos. I am a small long term investor and have developed my strategy to suit my need(I hold on to stocks for even 10 years). So I focus strongly on moat, long term growth prospects, and cash generating strength of a business. Management is also very important-but most often I am not able to do a satisfactory evaluation of that. These are my vital requirements. Then comes valuation-like Dr mallick I am happy if valuation is reasonable. But then I put importance on past price behaviour of a stock to understand how investors respect that business and also present price strength(compared to Index). I do not buy shares whose present price strength is weak. My long investing experience shows that winners of every bull market are different and it is easiest to identify them with price strength. Lastly I try to buy smallest market cap possible. Since it is my personal strategy, I do not have any performance rating on this strategy-but I have handsomely beaten the bse and nse index over very long term with it. In case you are interested I can give you further details as to how I shortlist every parameter and you can backtest my strategy for benefit of all viewers. I try to look at all aspects of a stock including its past and present price behavious(wherever I can be quantitative) rather than digging too much into financials as I strongly believe Buffett when he says if history was all that was important in investing then librarians would be richest! A short background of myself. I am nearing 70. An IIT, IIM. Retired from Reliance Industries. Live in Kolkata.

[@shankarnath]

@@saikatsengupta909 Thanks for sharing. I can see where you are coming from and since most investors (including you, me & Dr. Malik) are not quants, we all have our investing styles which is a concoction of the available 15-20 variables plus our own beliefs, experiences and biases.

[@saikatsengupta909]

True

[@akshaypatyal3228]

Thanks sir

[@shankarnath]

Welcome

[@pisaimugundh6124]

Thanks for another insightful video your videos are so informative that I need to pause multiple times, rewind back few times to understand it completely Excellent efforts by you and your team 👏👏👏👏👏 ps: didn't expect thalapathy vijay in the initial list😜

[@shankarnath]

Most welcome. I'm glad you found it informative and useful.

[@venki493]

Why sree rayalasaeema stock is eleminated from the list in just 2 weeks time. Can you explain is there any big change of search metric in just 2 weeks.

[@shyamsmenon]

Thank you for the video. A little too stringent a list to be of practical use. In the financial checklist, a low profit margin cannot exclude companies of the asset turns are high as a Du Pont analysis of ROE points out. The points covered are all good but the key lies in tying the relevant metric to the companies within a sector. BTW a good video to have would be the key performance indicators for companies in each sector.

[@shankarnath]

Thanks for your views. If you've come across a superior checklist or if you use one, then please share it here for the benefit of all.

[@saikatsengupta909]

Agree with you. A small margin but high turns is also a type of moat which retailers like Walmart enjoy.

[@nabeelyahiya]

Good one❤

[@shankarnath]

Thanks

[@mozo199]

The last item in the checklist is 10 year cfo vs 10 year pat not last year.

[@whatsup3519]

Investing and running a declining business to success required different skill set. Or is that both part of a coin. Expecting your reply

[@karthekeyansubramanian.v3489]

❤❤❤

[@logeshwarans5537]

Sir if my family member apply IPO can they use my UPI account for applying mandate ?? Iam Asking because they wont be maintaining amount in their bank account

[@shankarnath]

Hello, I'm not aware of this. Perhaps you can check with the customer service team or your relationship manager at your brokerage platform or even your bank

[@logeshwarans5537]

Thank you

[@onlinevieweranon]

It is interesting how even the best of best companies (filtered as per Dr Malik's framework) makes margins lesser than 20% (NPM) while government grabs better margins through taxes that exceed 20-25%

[@SrinivasPaulraj]

Third comment and fourth like

[@adityakapoor001]

I have created a custom ratio OCPAT5 which is ratio of operating cashflow to pat for last 5 years and OCPAT10 for last years. If this is less that 0.8, the company is eliminated

[@vinodgarg9937]

According to this video Dr Malik cannot invest in stock market

[@shankarnath]

Sorry, I didn't understand. What do you mean?

[@santhoshkumar995]

The quality of work you have put in is immense. Highly appreciate your commitment to share such quality work for free to the community. I also had to watch it twice to fully understand it and take notes.

[@shankarnath]

Much appreciated! Thanks 🙌

[@PiyushSharma-mo9qo]

this screener thing is the best youre doing soo far shankar ji.... may god bless u with the best of health ,wealth and knowledge

[@shankarnath]

Thank you very much!

[@Avi-Bhatta]

Good video. Such a stringent Debt to Equity would take out all Banking & NBFC stocks, possibly.

[@devadossvanaja]

Shankar ! you talk very fast ...I ( 75+) find it a lil difficult ...is it possible to get a pdf transcription of them for people like me ? Sorry for the embarrassment 😀

[@shankarnath]

Hello, 2 solutions are already available: a) KZbin offers a way to speed up or slow down any voice. I hear some videos at 1.5x. You can reduce my pace to 0.75x (33% longer), 0.5x (2 times longer) and 0.25x (4 times longer) b) You can tap the CC button for subtitles which comes next to the screen on a desktop so that users can read simultaneously. As a variation, pls feel free to copy paste that on and word document as it will easily substitute a transcription

[@epicenteryt]

He is teacher for every one of us out there. I just wonder how has he gathered that kind of practical information

[@islamicwayofearning]

Alhamdulillah Sikhte rehna hai hamesha aur investment karte rehna hai.

[@shankarnath]

Bilkul sahi 👏

[@vinobooks]

Such a resourceful video, thank you sir!!

[@shankarnath]

You're very welcome!

[@akhaleefa]

You are one of the best. Thanks for yr efforts. Wish you are able to find a company like Wipro which allowed investors who invested 40 years back to be very rich people.

[@shankarnath]

Thank you 🙌

[@naveenkumarsharma2716]

Excellent presentation and explanation to filter value companies 👏👏👏👏

[@shankarnath]

Glad you liked it

[@IzaanRM]

Very underated youtube..before these year will 500k sure...😂😂..so invest before reach 500k ..now looks penny

[@rajiw937]

Shankar u r doing great job bro. Dr vijay malik is also one of the gem of investment fraternity.

[@shankarnath]

Thank you. Yes, I've read many of his articles and I've found his work very useful in understanding what to focus on

[@arvindgandhi1007]

Thank you very much 🙏

[@shankarnath]

You're most welcome 🙌

[@srinubandi8896]

Excellent Insights. Thanks Shankar Nath

[@shankarnath]

Glad you liked it! Most welcome

[@naveenpolasu4670]

You are doing very good job. This is really useful.

[@shankarnath]

Glad you think so! Thanks a lot

[@mozo199]

Great video, I'm loving the intros.

[@shankarnath]

Thank you! 🙌

[@cgirish1988]

Thanks!

[@shankarnath]

Thank you Girish for this wonderful gratuity. I'm happy this video resonated with you and I'm confident you'll put some parts of this to good use in improving your own long-term investing approach. Wishing you the best & thx again for the appreciation

[@MuraliKatta-jc7ir]

Thanks

[@shankarnath]

Thank you very much Murali for your kind gesture. I'm glad you liked this video's content and will work upon it. Please dont forget to read up an article a day on www.drvijaymalik.com .. its a great way to learn investing .. other than my YT channel :)

[@drkeval]

Plz do make a video on fundamental analysis of QSR sector and stocks inside that sector

[@shankarnath]

Thanks for the suggestion

[@gauravkhandelwal1575]

Hi Shankar nath, Could you please suggest/make a video on good SWP funds ? PURPOSE - Anyone looking to put big lumpsum amount for 4 years in that fund and then start a SWP

[@shankarnath]

Thanks for the suggestion

[@mysoregopinathshantanu8800]

​@@shankarnath sir +1 request for a video on SWP methodology.

[@rb8607]

Thanks for sharing screener.. please keep sharing whenever feasible for future videos..

[@shankarnath]

Thanks for the suggestion

[@sushil2kashyap]

Thank you sir

[@shankarnath]

Welcome

[@sandeepgoyat-j3y]

Ok I am looking for portfolio after 1 yr and 10 days as on 12\9\24 Pi=26% Astral=1.66% Poly Medicare=73% Indigo=. -3% Sharda=26% Saksoft=1% Fineotex=21% Ciginiti=71% Sree raya=. -6% Shreegensh ram=77% P&l= +28.7%

[@kb8519]

Let's get rich

[@Shankar-lz7zs]

Talk about How to open an NRI account

[@shankarnath]

Thanks for the suggestion

[@kb8519]

Woooo

[@kb8519]

Sir please make us rich fast

[@mdrafeek786]

​@@kb8519participate in koun banega crorepati. In an hour you can earn crores