There are few points: 1. Some of this is common for every conglomerate. This is the CFOs job. 2. Transferring Loan from borrowing entity to another one is very challenging. You need to have Modi at your back to do it easily. 3. They used share holders money of profit making company to fund the highly risky expansions in other companies. Great research Ganesh. It can't be better than this.
@tanujatiwary78512 жыл бұрын
hey how you learn or study this from? mba ca or bcom?
@viru76962 жыл бұрын
@@tanujatiwary7851 CA/BAF/BFM/CFA MOSTLY FROM FINANCE COURSES NOT BCOM/BBA/MBA/BMS ETC
@CAajaynegi2 жыл бұрын
@@tanujatiwary7851 this is basic things in finance, this plans are developed by management consultants and investment bankers…what they do is to find loopholes in the government system….in rest of the world this kind of practices are considered unethical….😂😂😂
@husainb50452 жыл бұрын
It's a very simple business policy.. The loan amount which is being sanctioned by the public banks are approved by the government because of the percentage of shares they get in return and they use this money in election campaign.. Win win situations for both
@CAajaynegi2 жыл бұрын
@Akash Tripathi dude do u know how the net worth of a company is calculated?
@Xavierpng2 жыл бұрын
This is also called a house of cards. In a perfect storm, the whole house could collapse. Always, be careful when investing in super levered companies.
@averagestudent52232 жыл бұрын
chacha Xavier here as well ... wow
@vikasgupta-sb7ln2 жыл бұрын
Very true Only a matter of time now to fell Same like Unitech and Other real estate builders of 2000 era
@vikasgupta-sb7ln2 жыл бұрын
Aa gaye to apne doob gaye to bank k
@xperiaarc26802 жыл бұрын
@@averagestudent5223 FF
@biswaranjanpanigrahy982 жыл бұрын
Hatt budhao
@arjunisme2 жыл бұрын
It's shameful that you have to call a scam of this magnitude "genius " .. genius for who ? Adani himself and the supreme leader ? Cos when all is said and done the public exchequer and the layman investor will be robbed of lakhs of crores.. this historic scam will take the Indian economy back to the dark ages ...let's come back to this post in half a decade and see what's what and who's the genius when the music has stopped playing.
@thomasmammen75212 жыл бұрын
The way I understand is , the whole fund generation by the parent company and its subsidiaries is based on reputation of the parent company. The pertinent question is , How did a lesser known company a.decade ago gain so much reputation overnight and started taking over one after the other companies ? That is the crux of Adani Empire.
@arihantjain1627 Жыл бұрын
Everyone knew adani , atleast the both the govts . When you have vision and mission , nothing can stop you , a great example is Amazon's Jeff Bezos and Elon Musk , mark Zuckerberg And Ambani too in early days. Not everyone is Warren Buffett who's wealth increases slowly.
@Lockheed_007 Жыл бұрын
Rice bag
@ebinsaju2636 Жыл бұрын
@@arihantjain1627 I guess things changed now 😂😂
@arihantjain1627 Жыл бұрын
@@ebinsaju2636 anyone can claim anything, i dig a claim on benard family , did they cheat? No right? That's what short sellers do , that's how they earn. Let sebi complete it's investigation.
@ebinsaju2636 Жыл бұрын
@@arihantjain1627 stocks are overvalued, but if they are using shell companies to manipulate stock prices then Adani is screwed. Otherwise it will be just a correction. I personally like Adani group they are into business which nobody dares to do as its not so profitable business but good for the country. Hope Adani is not doing any fraud or else this is enough for congress to bark for next few years.
@his..kindness2 жыл бұрын
It is crazy to see people having their own fantasies but this channel bring out the best research💯
@ThinkSchool2 жыл бұрын
Thanks bhai
@imransiddique87942 жыл бұрын
It’s also fantasy
@surve3882 жыл бұрын
@@ThinkSchool you did't said about political relationships ,it is not a pure growth,only news driven growth
@vickyg2462 жыл бұрын
True
@rajendrayadav36212 жыл бұрын
How Adani share price Go up... Simple rule of share price movement is demad and supply. Adani Group demand by Fiis but Dii is less invested in adani Group stockes and how is it possible 20 to 50 times Growth in market cap of adani group companies meanwhile fundamentals or Financials of adani group of companies isn't that Good It seems A Big game behind the picture.. Be Careful before making investments of adani Group of Companies Thank you @thinkschool For your research video..
@newguy4102 жыл бұрын
Things are much more complicated than what is stated in the video. Some things to note: 1 Adani group relies overwhelmingly on govt contracts ...or you can say government contacts. 2. Most of its debt has come from govt banks and less one says about lending practices in PSU banks the better. 3. There is hardly any public float in most of listed Adani stocks. A large chunk of non-promoter holding has been cornered by Mauritius based FIIs and no one...not even SEBI has been able to know whose money is funding these FIIs. 4.The valuations of Adani stocks are absurd by all financial valuation metrics. Insurance companies and mutual funds stay away from these stocks. 5. The businesses of these companies have poor cash flows compared to their market value. Transferring cash between group companies is not considered a good strategy usually...in most cases such flows are just to hide frailty in the accounts as seen in ADAG group.
@PrashanthPuranik Жыл бұрын
Today we can see your points validated by the Hindenburg report. Hats off to your analysis.
@farmer.santhu Жыл бұрын
You warned way before 6 months of the Hindenburg report. Hats off
@PrashanthPuranik Жыл бұрын
Where did he warn? In fact Ganesh is praising Adani profusely in the video.
@adithyahk Жыл бұрын
" shear genius of how intricate and mind-boggling this entire process is" and " only a genius can understand ". What a way to warn!
@PrashanthPuranik Жыл бұрын
@@adithyahk plainly put. It is too complicated to be understood. If honest, then one should refrain from commenting in such situations.
@suyogsdalal2 жыл бұрын
This strategy of cross-holding by sister companies/subsidaries is not limited to Adani Group only. Several business houses do it, sometimes to raise funds, sometimes for taxation benefits, sometimes to keep/change direct/indirect shareholding etc.
@niteshdubey23482 жыл бұрын
@♜telegram@thethinkschool tum bc fake channel
@crisvamc832 жыл бұрын
What other groups did in decades, Adani group did it in years because of technology & information improvement
@publicwale11022 жыл бұрын
Abe GODi bhag
@svk45432 жыл бұрын
WHAT TAXATION BENEFITS ?
@adityagupta4074 Жыл бұрын
Other companies use it in emergency situations, but adani ji doing it regularly. 😅
@anubhavonyt2 жыл бұрын
Earlier this, in my final semester of MBA, I had studied in brief about this Adani's brilliant plan. People of our country have different thoughts like one which is most common; "Adani has the backing of the GOI which helps them to get such huge loans". But, what they don't understand is the sheer brilliance of the strategy he has of doing this. I always have wondered that the how the whole Adani group is running on hype and not on actual profits. This video explains it ever so sweetly. Damn man...... presenting this sort of complex and confusing case study in such an easy way (as always) needs some thorough research and briliant skill set.
@pp_011232 жыл бұрын
LOL, there is not sheer brilliance! Most of his projects are directly associated with Govt. Without GOI support he can't win bids in ports, mining etc. Most of his companies are inflated and over priced. Maybe someone is driving the shares up so that they can get hefty cuts.
@anubhavonyt2 жыл бұрын
@@pp_01123 I know he has some or much support from the govt but you cannot takeaway his brilliant business strategy. People have invested in his business and are getting returns. I myself had earned thousands when I sold Adani Green in may when the share prices shot to 3000/share in may from almost 2000/share in april. Adani Enterprises hit its 52-week high on what a day or two before I remenber.
@akkiisingh2 жыл бұрын
Public shareholding in Adani’s is very low and there are speculation that they might be manipulating share price because of lower number of shares in circulation (classic example: Ruchi Soya). further, the investment by DII is also low. This all are in public knowledge then Why would a bank take such a huge risk? There are 2 ways the government might be helping him: 1. Banks are lending him money on the basis of the current valuation (even after knowing the number of shares in circulation)? 2. The SEBI and other agency are not bothering him about the exponential rise in share price and large unknown FII holdings? I hope he pulls it off and the group doesn’t fall in a debt trap. We’ve seen many groups failing because of rising debt.
@anubhavonyt2 жыл бұрын
@@akkiisingh I absolutely agree with you. I don't know how banks only value the value of the company and provide them loans. I mean valuation doesn't only depend on sales. Yes P/S value is important but that is not the only method of valuation. This is something which is beyond a normal MBA's mind. It has some internal factors that are far beyond public reach.
@akkiisingh2 жыл бұрын
@@anubhavonyt yes, share price can be easily manipulated if number of shares in market is low and you’ve a good amount of money to buy your own shares through FII. The more the price of share rises the more he has access for Funds through banks. Which group can use to buy companies and route some money to FII again to buy their own shares to increase the price. This is a viscous cycle. Some day this bubble will burst.
@akshatnikam86542 жыл бұрын
As a student of administration I hope SEBI, CCI are keeping close eyes on this Leviathan......because if it fails then it's public money in shares which is in jeopardy!!!
@lucky_lol Жыл бұрын
Hehe
@mohammedsalmanali01 Жыл бұрын
Aged well
@ThomasJenkins6736 Жыл бұрын
I nearly vomited in my mouth when they said that this debt strategy was “genius and you need to be a genius to understand it.” Nope. Of course it’s just a huge scam.
@PrashanthPuranik Жыл бұрын
Yes it was cringe. These are such shady practices and don’t deserve admiration. Should be viewed with contempt.
@ravishankarvenugopal6838 Жыл бұрын
Its rather immature to pass judgement based on one report. We will know what is correct in coming weeks. I guess we all heard about the toolkits before, so i wouldnt be surprised.
@luckyarjun8946 Жыл бұрын
Yes it was scan
@adithyahk Жыл бұрын
@@ravishankarvenugopal6838 toolkit explain?
@ravishankarvenugopal6838 Жыл бұрын
@@adithyahk Dont you remember toolkits from Farm law protests?
@wisecat12122 жыл бұрын
You mentioned their strategy of raising capital, that’s good. But the main thing missing from this video is, are they really creating value with their investments? They might invest with the large capital they have raised, but if their return on capital isn’t higher than their cost of capital then they are not creating value, rather they would be destroying it. Kindly make a second part on their capital expenditure(capex expenditure and not operating expenses) and tell us if their returns on capital is higher than cost of capital or not…
@charteredtelugu52342 жыл бұрын
Ya soon ....and this is all for what??? Only to make india self reliant in all sectors....thats y he is expanding like this....but risky ....means stable govt especially bjp must be in power for next 15yrs or atleast 12 yrs from now....then all will be ok....without understanding this opposition is shouting
@markmtenga71382 жыл бұрын
Nice objection sir
@chandubai2 жыл бұрын
2nd part will come only when Modi is out 😀😅
@siddharthparmar6602 жыл бұрын
they are offcourse creating value. they are not buying fancy cars with their money but huge profitable companies with their investments. ACC and Ambuja purchase is not valubale according to you ?
@chandubai2 жыл бұрын
@@siddharthparmar660 this the misunderstanding of many folks.. Buying existing Big Cos is not value addition or creating value per se.. Unless you invest/start a vanilla project say why can't or couldn't Adani build a huge Cement manufacturing plant ? That would have created a " Value" Now wait n watch aa the merger progress there will a job cut in those merged entities... As someone mentioned here in other comments, Adani Group Is pack of cards.. When the Wind blows... God knows 😀
@rohitthakur27432 жыл бұрын
I was always intrigued by the valuation of adani shares merely based on hype despite no profilts in books. This video explained the same. Great work Think school.Though the staretgy looks very smart but it opens an opportunity for other players as well to replicate it. At the end, it's the common man's money from shares that will be lost if things go south.
@siddeshnaik22962 жыл бұрын
He has overlooked one important point the kind of businesses he adani is in is of big contracts from govt be it gas lines infrastructure green energy power. Govt awards contracts to them. Adani is very close to BJP govt that is why everyone knows he will be getting this projects and thats why high valuation
@niteshdubey23482 жыл бұрын
In India a tender for Napkin in IRCTC even required strong approach & connection. Then i belive we should overlook the BJP support, If Adani helping in growth of GDP. And at last it's matter of funding and the who is in power will obviously favour it's own.
@ramaranjansamantaray15612 жыл бұрын
@@siddeshnaik2296 They are close to every political party...
@ytbois93372 жыл бұрын
@@siddeshnaik2296 yah becuz adani is the biggest in the country those sectors and plus why would u not have billionairs in these key sectors as ur friend
@predatorfromhell12 жыл бұрын
@@siddeshnaik2296 These people have friends in all political parties. U think Ambani hasn't ? Whatever govt comes to power, they will continue to find their way. These projects require huge investments and only a business house with strong political connections will do it. Rest of them, either don't have money or will be worried about policy changes when the govt changes. So Adani and govt are doing the right thing.
@uuuvvv12692 жыл бұрын
TCS , Infy, Reliance have P/E of 30 - 35. And without any patented product or ground breaking innovation, Adani Enterprises P/E ratio is more than 300 Their open stock in stock market is in single percentage digits. Which means the stocks can be manipulated like the stock of Ruchi Soya. Tata and Reliance companies too have Rs.100k of debt. But they have assets to bank on. In my view Adani companies taking loans and giving loans to each other is like getting a bunch of credit cards using them to repay the others amount. What happens to the investors and banks, if the political patronage goes away? Will Adani even be able to pay the 2.3 lakh crore debt in his lifetime? Its like that saying in cricket, jab tak balla chalta hai runs banenge, jis din balla rukega... sab kuchh ruk jaayega. This is all Maya... a bubble
@vishalmourya81662 жыл бұрын
Sahi pakde hain 👍
@overlordborn61312 жыл бұрын
Government is creating companies which is termed as too big to fail. Government should not let Adani to become a monopoly in India otherwise when it defaults then whole of India's economy will get affected which will forced indian government to bail them out . This would be terrible for our economy.
@shashank85902 жыл бұрын
And this maya breaks when power at center changes and then default.
@SilvioDante-qg7dc2 жыл бұрын
What's the opinion on investing in these co's?
@professional66352 жыл бұрын
So what exactly is the patented product from TCS or Infy ? cheam labour from india ?
@ARK_Life_and_Career_Coach2 жыл бұрын
This guy has next level communication skills.... You are them gem my friend.. this generation needs talented people like you...
@theniravpanchal2 жыл бұрын
Hey, Ganesh. I seriously want to learn presentation skills that you have. Great work brother. 🤗❤️🚩 🇮🇳
@IBSaurabh2 жыл бұрын
@♜Telegram@OfficialThinkSchool Fake
@rohanagarwal68482 жыл бұрын
Hi think school your video on adani group cash flows is brilliant but please can you make a second part on adani group because all the point that you mentioned in the videos clearly tells that they are playing on debt and on high valuation but what about profits ???? I think business in traditional way if a business is not earning profits how will it survive. So please make a second part on the cash flows that adani group is generating through its operating activities and how will they earn profits
@kadarusahith2 жыл бұрын
It will file bankruptcy and adani will settle in London like his friends (Vijay malya , nirav modi, Mehul choski, lalit modi) with the help of our great Modiji 🙏
@rohanagarwal68482 жыл бұрын
@@kadarusahith Adani has political connections across all parties not just bjp
@devil60752 жыл бұрын
Same question! how some one in 1 year net worth go from 10 BN to 100+ BN . ???
@mayurpatel8472 жыл бұрын
Well if you see results of all 7 adani listed companies you will see adani green energy and adani power have some of inconsistent profit but other 5 company are profitable from long time with SEZ and port being the most profitable one.
@kadarusahith2 жыл бұрын
@@rohanagarwal6848 yeah that might be the case, but next elections will also be won by Modi (BJP) and we already know how close adani is to modiji since 2002(his CM days).
@pchow1235 Жыл бұрын
anyone after hidenburg report?
@kotresh27 Жыл бұрын
Much appreciated. Haedanberg has confirmed what you indicated six months ago..
@ankushgupta89772 жыл бұрын
The point is, as of today, even after multiplying the revenue(2021) with 3, any adani company is at least 10 times overvalued, with only Adani Wilmar as an exception.
@varunmittal36172 жыл бұрын
He manipulates his own shares. With political help noone touch him. their is nothing extraordinary about him or what he did till now
@thug432 жыл бұрын
@@varunmittal3617 Correct bro. Our prime minister is in his Pocket, Not only Him, Many Opposition CM's Also is in His Pocket.
@manaskumarjha10502 жыл бұрын
@@varunmittal3617 it has nothing to do with the government, the man himself explained in this whole video , that how wisely is he playing with everything. It's obviously fair, not even a single of his moves can be called illegal. If people are not wise enough to understand the overvaluation of the shares of Adani, they are foolish. This govt - Ambani adani linkage has to stop. People love businessmen bashing in India nowadays
@bhavinjain93672 жыл бұрын
They will praise MUSK's meteoric rise within a year but will bash Adani just because they hate BJP and Modi.
@Lokendrasingh-gq4xp2 жыл бұрын
@@manaskumarjha1050 just a suggestion all this is 'clever' tactics and not wise.
@srikrishnabejawada31262 жыл бұрын
Bro What are your primary sources of research? I'm just astonishing on how u would be able to understand such complex concepts and present in a over silmplified manner... Thanks for ur back to back videos... 😻
@manuadi192 жыл бұрын
I believe , Years of hard work culminating into a flawless performance full of clarity and simplicity ; and that happens with experts in any field , sports , finance , arts and science . Thus the essence is show perseverance in whatever we do for years and we will be admired, we will feel proud of ourself. Namaste
@srikrishnabejawada31262 жыл бұрын
@@manuadi19 great said Bro! ♥️♥️♥️
@nikhilregulapati2 жыл бұрын
I think if you read financial statements of all the subsidiaries and sister companies you would understand too. But the amount of debt coupled to this is immense. A small hiccup in a company with this high market cap would tank the share price. Tbh all the risk is borne by the investors
@krishna25552 жыл бұрын
Bruh he just tells you what you like to hear
@omkarupadhyay4062 жыл бұрын
@@krishna2555 ohh!!! but what about loads of references and stats do you want to hear those things too
@SimonKelly78362 жыл бұрын
I came here to learn how to invest after listening to a guy on radio talk about the importance of investing and how he made $960,000 in 4 months from $160k, somehow this video has helped shed light on some things, but I'm still confused, I'm a newbie and I'm open to ideas.
@Maricel_oronan2 жыл бұрын
It is possible to produce superior performance provided you do something different from the majority. However, most of us tend to pay more attention to the shiniest position in the market to the cost of proper diversification.
@Dylan-baerber34862 жыл бұрын
Interesting. I have a lump sum doing absolutely nothing at all in my bank account, I wanna get something started with it. You seem to be doing excellent for yourself, how do you achieve this?
@osaka18662 жыл бұрын
@@Maricel_oronan Exactly, the trick is to diversify your investment, don't panic when everyone else is and invest consistently.
@SimonKelly78362 жыл бұрын
@Doukas Amal Hello Do you trade on your own?
@SimonKelly78362 жыл бұрын
@Doukas Amal That's impressive. Are you giving her your money or the money stays in your trading account? What's really the idea behind copying trades.
@nktt93512 жыл бұрын
Even a newbie trader/investor can figure out what's happening with Adani stocks. But when you have govt working for u anything is possible.
@bijjuhyped2 жыл бұрын
Cant believe this level of high quality content is just free... The amount of research and hardwork you guys are doing🤗🤗🤗..... Just amazing
@vivekra2 жыл бұрын
Adani Enterprises P/E ratio is ~350 without any major innovation or potential super profitable business meanwhile cos like Infy TCS Reliance have P/E of 30 - 35.
@indrajeetsinh_v2 жыл бұрын
Then sell it ...🤣🤣🤣🤣
@amudupa2 жыл бұрын
Future Evergrande...
@maulikshah53932 жыл бұрын
350 is crazy sinking boat
@omkargurme202 жыл бұрын
@@amudupa don't say it bro
@xaviercolaco Жыл бұрын
All that rises so fast and furious crashes even harder....laws of nature......as long as papa is there in Delhi 😭😭😭
@jackblack74502 жыл бұрын
I HAVE INCURRED SO MUCH LOSSES TRADING ON MY OWN...I TRADE WELL ON DEMO BUT I THINK THE REAL MARKET IS MANIPULATED... CAN ANYONE HELP ME OUT OR AT LEAST TELL ME WHAT I'M DOING WRONG ?
@gregstone68222 жыл бұрын
Trading with an expert is the best strategy for newbies and busy investors who have little or no time to monitor trade.. I will advice you not to stop trading on your own it's very risky. Seek advice of a professional trader
@juliennekadima69442 жыл бұрын
Trading with an expert is the best strategy for newbies and busy investors who have little or no time to monitor trade.. I will advice you not to stop trading on your own it's very risky. Seek advice of a professional trader
@christopherjones84022 жыл бұрын
Wow I'm just shock you mentioned and recommended Expert Mrs Sofia I thought I'm the only trading with her
@elenaraducanu77332 жыл бұрын
@@christopherjones8402 You don't need to be shock because I'm also a huge beneficiary of expert Mrs Sofia
@pauljessica17912 жыл бұрын
Here in Canada Expert Mrs Sofia muller carries out the both orientation and mentorship potentials
@jayadevam4845 Жыл бұрын
If anyone realised how important this video is, today hindenburg report will not shock at all… thanks for the analysis
@HarmonicaShala2 жыл бұрын
You guys are phenomenal. I am sure this work and research is world class. Great job guys 👏
@yashpagare3682 жыл бұрын
It's a bubble wrap If one of the things get failed everything get failed Liked domino
@adityapagare60262 жыл бұрын
Bhau kuthe rahto??
@yashpagare3682 жыл бұрын
@@adityapagare6026 Nagpur
@yashpagare3682 жыл бұрын
@@adityapagare6026 Ani tu
@revantsinha38172 жыл бұрын
I think this channel deserves more attention, the amount of research along with the simple explanation of such complex process
@MayaKumar Жыл бұрын
You might want to read the Hindenburg report and tell people if it’s genius or fraud.
@sakshimore3422 жыл бұрын
Kudos to the amount of research that you might have done for this video 🙌 Thank you for this.
@aniketbind66872 жыл бұрын
Hello There, I want to say that Your Videos are very well made, the Topics are relatable and explained with great simplicity. I was recently Asked in an interview about the Srilanka crisis and was able to explain it, because I had seen your video about the topic. Really Appreciate the content, keep up the good work ❤️❤️
@RAHUL-ye9np Жыл бұрын
I THINK HINDENBERG HAS SUBSCRIBED THINK SCHOOL
@vegetal8460 Жыл бұрын
No they are invested everywhere Shortselling if u know.
@Curiosity403 Жыл бұрын
😂👍
@Eloign Жыл бұрын
The problem is if one of the companies defaults it will drag all the others down with it.
@inthevoidreality2 жыл бұрын
Hopefully Adani will be successful and healthy..✨
@kbtengale22952 жыл бұрын
This is looking like same how harshad mehta did with banks . he used loop holes of bank. Now same adani group blindly increasing valuation of their stocks and creating a bubble. If this bubble bust Not only adani stocks , entire market will witness once again covid 19 crash in market. It aslo effect economy as well
@varunjain26452 жыл бұрын
this is where people should read balance sheet beofre investing...clearly its visible that same group companies are passing on the baton ...visible in balance sheets...but people are speculatorss soo,,,
@damn7382 жыл бұрын
@@varunjain2645 well kuch logo k liye bhgwan hi adani hai balance sheet read krne ki baat krta ha or balance sheet ko manipulate krne ka dumm rakhta h adani aur aesa ho chuka ha ab to agr congress aa gyi or adani uske khilaf chla tb hi lmba latkega tbtk to jo uska mann krega wo krega
@sagarkulkarni25902 жыл бұрын
Hope it happens Will buy good companies at cheap prices
@khayum0092 жыл бұрын
I hope the investors don't lose money here as well.. 40% debt that is quiet remarkable.. I hope no scams come out of this..
@AbhinavKulshreshtha2 жыл бұрын
This is well researched video. Amazing work. This whole thing about passing of the debts between companies, makes me wonder, are they immune to implosion or will they ever work towards positive revenue generation.
@goutamgottu2 жыл бұрын
Now, what if correlations increase and stock market plunges big time while credit lines tighten?
@swaha2222 жыл бұрын
Adani group companies. Investors and every one else is fucked
@indrajeetsinh_v2 жыл бұрын
He has stock operators... he'll not allow that
@mr.ashish56122 жыл бұрын
@♜Telegram@OfficialThinkSchool fake id
@gp85392 жыл бұрын
@@indrajeetsinh_v yep the whole game is rigged Rich and greedy always win.
@MithunOnTheNet2 жыл бұрын
@@swaha222 Don't worry, Modi will will bail Adani out. It's SBI and the other banks that will get screwed.
@rakeshsinghprs2 жыл бұрын
This is the power of knowledge of having a stock operator and possibility of raising their stock price. But the only concern is all the banks have provided loans based on stock valuation and not based on tangible assets. And if the company loses support from GOI or from it's stock operator, then this genius strategy will turn to India's biggest fraud in history.
@Cristroxx2 жыл бұрын
Exactly
@roxymax8917 Жыл бұрын
Neither Adani pledged their stocks nor took loan from Bank. Most of Adani's loans are on bonds, especially green bond. Secondly jyada debt debt chilla mat, whole US economy and Chinese housing market is built over credit
@rakeshsinghprs Жыл бұрын
@@roxymax8917 having an whole country growth based on debt is different from an individual company's dependency of debt. ಆ Country failing is like too big to fail or won't allow/difficult to fail. Whereas one or two big cases go against adani, then all goes tumbling down, because the sentiment of the population is small and goes down quickly compared to an economy of an country.
@R.K.3010 Жыл бұрын
All those were supporting Adani group are on verge of going bankrupt 😂. Ache din
@johnthomas5090 Жыл бұрын
It's really iconic company after Hindenburg's exposure
@pradhanh1641 Жыл бұрын
More like a soon-to-be ancient relic......
@sandeepva64092 жыл бұрын
It is basically raising money from public without going for IPO but by using the Listed companies.
@satvikpandey20052 жыл бұрын
yeah and without interests
@Narimann2 жыл бұрын
So does Tata. Is "Tata sons" listed anywhere in stock exchange ?
@adityathakur41182 жыл бұрын
@@Narimann but the point is tata sons has TCS and tata steel which are profitable, and can act as a backup in case of any problem, unlike adani enterprise where they are not really making much revenue or profit but still have such high market caps and debt. And also tata sons doesn't have such a complex trail of finances. Even when ratan tata took charge of the company and began expanding TATA GROUP internationally by acquiring JLR, tetley and other companies, he didn't do it this way. The way adani enterprise is doing it is very risky one mistake and the whole economy can collapse, and the common man will suffer.
@Narimann2 жыл бұрын
@@adityathakur4118 bro , how to calculate market cap of a huge Port which handles 70% of import-export of Rajasthan, Haryana, punjab etc. Adani has helped rapid industrialization in these states with cheaper faster alternative of Mumbai port. Adani has made ports in Mundra, Hajira, iran, Kerala, Myanmar, Australia etc which are his cash cow. These are basic necessity for supply chain. His Mundra SEZ in 100 Square km is bigger than many big cities in India. He also manufactures Solar panels, different Chemicals etc. Real Industry is out of IT companies. We export through Adani port in Mundra.
@sandeepva64092 жыл бұрын
@@Narimann Tatas are funding themselves. Not looting money from public
@debjeet57152 жыл бұрын
I was planning to make a youtube channel and preparing to start my channel with this topic, but you nailed in the coffin.
@harshitgupta57442 жыл бұрын
Still do it with more research and fine details who knows how u will represent.
@debjeet57152 жыл бұрын
@@harshitgupta5744 thanks man♥️
@Rajkumar-ul7ko2 жыл бұрын
@@debjeet5715 just represent him how political parties are behind him without Mention any party name..
@MindlessShowCase Жыл бұрын
You called it!
@ashimotoindomoto Жыл бұрын
Watching this after the Hindenburg-Adani volley of shots!
@jackiecooper94392 жыл бұрын
U missed the aspect of having politicians in their pockets. Any large enterprise, anywhere in the world is actively involved in corruption in some capacity. This kind of stuff is harder to do in developed nations bcoz the ppl might push back like the Aussies protesting against Adani to protect their Great Barrier Reef (GBR). Btw, GBR is already dying due to Climate Change.
@sarathsr11842 жыл бұрын
True. And Mundra port is notorious for Drug trafficking 🤦
@agamer84882 жыл бұрын
@@sarathsr1184 waah
@rajeev36862 жыл бұрын
@@sarathsr1184 God save our country from your kind.
@rolex61702 жыл бұрын
and the haifa port?
@sarathsr11842 жыл бұрын
@@rajeev3686 Yeah...pls save from my kind God. 😄
@zyx79552 жыл бұрын
Mind boggling strategy 🤑🤑🤑 and what a wonderful explanation of such complex strategy 🤩 Keep it up and keep going n growing ❤️
@digitaldeepak212 жыл бұрын
Just curious, how much does skill share or any other sponsor (that's not YT ads) pay you? How does it work? Monthly? Set of videos? Any expectations on how many views a video should have? Just an indicator roughly will help fellow KZbinrs to be motivated to make more content.
@sarimkamal56492 жыл бұрын
No youtuber wants more competimg content. Nor they will share the details publicly just to avoid unnecessary discussions. But to think about it it should be roughly 1.2x the revenue the video generates through adsense, gaps larger than that and it would rather make sense for skill share to run ppc on these channels
@news3people Жыл бұрын
Hello @thinkschool Can you please make a video on ADANI's Genius Con Strategy in building SUPERFAST expansion of ADANI Group? Waiting for your video and reply to this comment :)
@Dr_SMiT2 жыл бұрын
Wow Ganesh...What an Intricate Analysis... Unbelievable How You Pulled this off in just 13 mins 💎 True Inspiration for creating such impeccable content ✌🏾
@TowardsConstruction2 жыл бұрын
as I understood.. how to expand business by taking help of your own companies and bank? - pledge shares of daughter companies - take loans from bank and daughter companies - direct the cash flow towards daughter companies which need it or use the money to setup a new project.
@ryanbrown46182 жыл бұрын
your main company shares might fall
@aravindms3055 Жыл бұрын
This video is an apt example of how a beautifully written script and a motivational background music can make anything and everything look charming. The key fact here is that as this cycle continues the amount of debt keeps going higher and higher. You all remember the housing loan bubble right. When things are going good everyone will celebrate, but once the situation is reversed, it will take down the whole economy with it.
@ThinkSchool Жыл бұрын
100% true
@soultaker53992 жыл бұрын
This is the kind of education that needs to be taught in Business schools to empower students thinking capabilities. But nowadays what is being taught is some conventional bs.
@shubhamjain74652 жыл бұрын
If someone is smart enough, they will exit from Adani stocks straight after looking at this video. Most of the subsidiaries look like investment arms, rather than business arms.
@ColtraneTaylor2 жыл бұрын
But most other stocks are down, down, down.
@shubhamjain74652 жыл бұрын
@BAPPA RAWAL I know he is trying to integrate backwards to reduce costs, but the portion of debt to net profit is extremely high. He have to bring in some major MNCs as partners(just like Wilmar and Total) if he wants to reduce debt.
@desireprime.2 жыл бұрын
Nope . We are not exiting from a single stupid video . We are here invested for long term
@nodehead94752 жыл бұрын
exactly they are making assets from air wtf is going on
@nodehead94752 жыл бұрын
can they even handle a 5 year long patch of down market trend
@bhavinjain93672 жыл бұрын
So Basically, He will become the biggest group of India after 2-3 years if stock market shows no major crash. That is a genius strategy. As it has very less drawbacks. Now if Adani's Profits multiply the same way as his stocks in the upcoming year or two, he would stabilize.Hope nothing bad happens of the sort. As lot is on the line.
@sagarkulkarni25902 жыл бұрын
Lol the bubble will burst
@kunaljha76372 жыл бұрын
It will never stabilize...the psychology is people who have invested in his companies will try to find positivity and those who didn't know that it will be another reason for a massive crash in stock market 😉
@suchender8012 жыл бұрын
Dude it's literally a pump and dump scheme!
@soumyajitde67452 жыл бұрын
@@kunaljha7637 very true.
@bhavinjain93672 жыл бұрын
@@kunaljha7637 Hmm Maybe you are right. But what I think is Adani has been in the business from 25 years. He must know the merits and cons of what he is doing.and no businessman would want their empire to fall. Let's see what happens.
@DrMohammedShafiMushtaq Жыл бұрын
can you update the ADANI story at present after the latest researched report ...many thanks
@bhavikpatel2963 Жыл бұрын
Can you please explain or research why buying stake in sister company by knowing that it will go up is not a insider trading? Why SEBI is allowing?
@agkol922 жыл бұрын
the liquidity in Adani shares is very low.. they trade among themselves and drive value.. then there is LIC, i.e. govt has public money to buy bullshit stocks at extremely bogus high prices..
@parmarkrishna2 жыл бұрын
Absolutely true
@anotherdayanothercountry48752 жыл бұрын
Some lose talk is always necessary…..
@churchilkamkb2 жыл бұрын
But they are still giving more returns than most bluechip company's and index. So LIC investment for good returns anyways
@harshsinha122 жыл бұрын
It's great to see how they took advantage of all the opportunities in various spaces and it feels like they are creating a sustainable ecosystem where THINK Power, Transmission and Green will help power up the Airports and SEZs, cement of course their construction that's just this space....not calculating the profits they could make with other orders or projects, but their balance sheet is doubtable and the FIIs buying their share though the way everyone is going for renewable energy, especially this yr's Union Budget it might be good in future but the current PE Ratio Ganesh💀. So there might be a correlation as well between taking those loans and skyrocketing share prices but it's too risky that if the Market Crashes then they would default on Loans.
@SeriousTopics2 жыл бұрын
Well researched and insightful. Looking forward to more such content. Cheers to the Think School team!
@prashanthravindra2 жыл бұрын
One big piece which is missing in this "brilliant" strategy is how the stock prices always goes up. And who are these external investors who buy up the shares of listed Adani companies which makes their market cap go up so that Adani group can then pledge these inflated shares as collateral. I remember last year there were a series of investigations into the foreign investors of the Adani group. Obviously nothing happened of that investigation. So GOI backing does help in making sure the investigations do not find anything.
@yudhistirs2 жыл бұрын
Its not Genius, its a Scam, should be illegal. Plain and simple.
@vishwajeetvaze33802 жыл бұрын
Weird, why stock price is ricing without any profits but if we compare it to other companies when they take a small debt news itself affects the stock price 2) What if stock price doesn't rise? What will happen in that case? And why did the stock price crash after the suchita dalal's tweet 3) How they are going to pay back that amount of loan that too with interest and why the stock price is rising in this scenario even if they are in deep debt, I hope someone will clarify this,
@keshavbajaj30552 жыл бұрын
If we don't buy and increase stock price then their own company buys stocks again with just another debt, And I losses are incurred Common man such as You and Me(Tax Payers) are their to pay these Defaulted Loans
@vishalmourya81662 жыл бұрын
Amrut kal chal raha hai and ache din ka backing hai it's all about timing nothing is permanent in politics other than ones interest so make profit till the time is right and move out quickly.
@twinkleias2 жыл бұрын
Corporate rules of business speaks against adjustments between group companies. It’s not genius strategy but bending all rules while the Govt would turn a blind eye. Banks need the RBI and the Ministries.
@LoveBharath2 жыл бұрын
End of the day he is a brilliant businessman who operated within legal frameworks and created value for his company.
@hphp7587 Жыл бұрын
Within legal frameworks or frameworks were adjusted? 🙄
@xaviercolaco Жыл бұрын
He is defacto pm of india 😭
@prasadbmvs2 жыл бұрын
Actually i am maths student, business subjects never amuse me, even i have no interest. But your videos are very interesting and engaging me.
@ronniedleo39072 жыл бұрын
Doesn't this feel like fraud under insider trading?
@nodehead94752 жыл бұрын
it is this is what happens when u do ur mba from tiktok university
@mohammedmubeen19632 жыл бұрын
@♜Telegram@OfficialThinkSchool poda dei
@mallipooalwa90852 жыл бұрын
It's Insider Trading.... either our youtube guy doesn't know what's Insider Trading and explained something stupid for views. Or Mr Adani is using his power to earn as much as possible by committing Insider Trading and Money Laundering to steal public Money 💰 🤑
@nikhilhembrom89522 жыл бұрын
@@mallipooalwa9085 like harshad mehta used to do insider trading
@BM-uo4lo Жыл бұрын
Great research Ganesh. Thanks for explaining this complicated topic in such a simple way. I always wait for your videos.
@revolutionarythinker Жыл бұрын
REMEMBER ONE THING ... IT ALSO MATTERS HOW GEO POLITICAL SYSTEM CHANGING 1. CHINA COLLAPSING 2. WEST LOOKING FOR INDIA 3. INDIA IS BULLISH ON GROWTH FOR NEXT 20 YEARS 4. HUGE EXPORT OPPORTUNITY FOR INDIAN COMPANY 5. INCREASE IN BUYING POWER OF INDIA 6. DEMAND ESTIMATION FOR 10 YEARS
@JOJOUNCLEBLOGS2 жыл бұрын
The growth of Adani is unbelievable.👍
@marketgeek26472 жыл бұрын
Adani’s share prices are high probably because of stock manipulation
@pradeep2kedar2 жыл бұрын
It happens in every stock, its Adani so .. u know
@online24gaming292 жыл бұрын
U r ryt...adani could be next harshad mehta...but this time it will be only for stock specific...but i don't know how it will impact on indian economy
@anoopmathen45662 жыл бұрын
@@pradeep2kedar not at this level
@anoopmathen45662 жыл бұрын
@@pradeep2kedar The manipulation in adani stock is mind-boggling,it's not the same as pumping a 100 crore mcap to 500 crore.Adani companies are all above 1 lakh each mcap except for adani wilmar
@anoopmathen45662 жыл бұрын
@oh really? Commenting is ok,but is there any substance to it?U need to know something about stocks to actually comment.
@ronakmehta19862 жыл бұрын
The video about Advani's acquisition of Ambuja and ACC was a masterpiece... And so is this one... I am a Chartered Accountant and yet, I understood fully, how complex the financial structure is, only because it was presented in an over-simplified manner. Thank you Think School Team 😇😇
@ajayrawtani5321 Жыл бұрын
Genius strategy 😂🤣😂🤣😂 hope you've seen the latest report
@shreyashkale.31372 жыл бұрын
Hey Bhai Will it be possible for u to make a case Study on How AIR INDIA Can Make a comeback after Returning to its Original Owner the TATA's ?? . As always biggest Fan of u Bhai 💯❤️
@chisotato10002 жыл бұрын
Has been growing as most powerful educational Channel
@genshincommissionsdaily70702 жыл бұрын
If handled poorly this will be a big blow to our country , but if it moves north adani will be remembered as a huge genius
@trumpetguzler2 жыл бұрын
You are so young but the knowledge that you impart through your videos are much palatable than a monotonous MBA class. Kudos to you for your presentation your indepth analysis & the simplified format you offer in the videos that makes learning easy & fun filled. Thank you again and May you always create more fruitful videos in the future.
@yashbingo22832 жыл бұрын
If adani transfer the money here and there, then hes a genuine. But if it is us middle class, then we are topibaz 💀
@anshumanmishra17492 жыл бұрын
You can also do the same......take some amount of loan from bank and then give the same money as loan to someone else.....
@ankitlunia19542 жыл бұрын
Haha. You just can't. try it
@mallipooalwa90852 жыл бұрын
@@anshumanmishra1749 If your borrowing money as business loan and redirect the fund to any others cause Or get a housing loan and use it for any other cause Your in super fked up state and you'll face legal action with jail time with hefty fine. Only personal loan and jewelry loan can be used on whatever way you like both of them have a narrow capital limit and tight Repayment schedule.
@sumedhtayade47082 жыл бұрын
This is just a glorified video on how money has been raised .... Making profits is the real business .... not raising money !!!
@mallipooalwa90852 жыл бұрын
@@sumedhtayade4708 Business is just used as a front for most of the scams.
@rizwanjaleel7723 Жыл бұрын
Fraud cash flow. Please do your research properly.
@jakejake7289 Жыл бұрын
Debt can provide great leverage. It can also bury you in a recession. I like low debt, high profit margin companies.
@gaurangdandwate72682 жыл бұрын
It's crazy as i was wondering the other day how has the Adani group managed to become so successful in a relatively short time. Thanks!
@Narimann2 жыл бұрын
24 years since 1998. Doesn't seem short time
@FacadeMan2 жыл бұрын
Is it just me who feels that an Evergrande sort of scenario is waiting to happen in India? Hope the economic fluctuations across the globe does not crack open any Pandora's box in India.
@krishnamoorthyk.r46922 жыл бұрын
You hit the bulls eye.
@karthickramasamy8763 Жыл бұрын
The genius is hinderburg
@vegetal8460 Жыл бұрын
Yes indeed a genius company profited a lot
@karthickramasamy8763 Жыл бұрын
@@vegetal8460 sangis spotted
@Curiosity403 Жыл бұрын
@@karthickramasamy8763 You just peed on Constitution and Freedom of speech
@Curiosity403 Жыл бұрын
@@karthickramasamy8763 Everyone has right to say his her thoughts who are you to classify one?
@himanshugurjar9002 Жыл бұрын
@@karthickramasamy8763 Sanghis means rss people. And we believe india belongs to those calling this land their motherland as well as holy land. And not those following arab culture brought over by turkic invasions. Whose holy land is hejaz. We have nothing to do with bussiness.
@tonysequeira4397 Жыл бұрын
Acquisitions through Public Money with Liberal Loans made available by Public Sector Banks and PSU's like LIC etc and pledging Shares of the company that have been Manipulated and jacked up through funds routed through Shell Companies in Tax Havens.
@mehulsayani24122 жыл бұрын
@Ganesh, can you also explain when and how this strategy can fail. I think that part was missing and a lot of folks would want to know about the failure scenario as well.
@adithyahk Жыл бұрын
It's happening
@pratik1422 Жыл бұрын
How many of u r watching this video after the crash of adani stocks on 1.2.23 😂😂😂
@vinaybhat76702 жыл бұрын
Adani Port has nearly monopoly...which is life line of import & export business....So its easier for him to grow easily in import & export business Adani has dream of having his ports all over the world...which will make India Stronger.. we can sanction any country using ports.😜
@devil60752 жыл бұрын
Yaa gov. Paralise ports it self . In Gujarat biggest India's carco handaling port was kandala .since 1950 ..in year 1998 Adani set up port .now recently gov .spend a money on kandala port 9000cr. For development of infra. 🤦 .in Gujarat gov.big Politicians are currupted in no limit . No transperancy ,always losing idea implement ...give all profite to some private for your chunk of money . paralyzed sector...🥴
@nikitapatil71312 жыл бұрын
Nah that's not how things works if this would have possible he already would have paid all loans by far .
@raviv33982 жыл бұрын
Adani Port was established in 1998, it is his 20+ years life time hard-work, and visionary guy like Adani would damn grow it.
@vinaybhat76702 жыл бұрын
@@devil6075 what 2050?? R u from Future? 🤣
@vinaybhat76702 жыл бұрын
@@devil6075 Government companies r paradise for government babus...they never work....China is where its today because its Government helped Their companies to go worldwide... India should do it too
@DrBen7792 жыл бұрын
Probably we will hear of the 'Adani Bubble' in the near future. PE of 400+ can't never be justified for such a huge loan books.
@VinayakaHalemane2 жыл бұрын
I'm just a noob but isn't this whole financial operation like a house of cards? Couldn't a negative impact to one company disturb or even bring down all the other companies since they seem to be so intricately interconnected?
@yashbhagchandani14162 жыл бұрын
You are doing great work explaining such strategies and cases in easy manner. You deserve more...believe me...keep it up👍👍👍
@NehaSingh-px7ni2 жыл бұрын
Well... I understand why he is so successful today. The adani group is much ahead in terms of thought process and execution. Let us not forget the humongous Infrastructure created by the adani group, which is an asset to our nation. Having lived in Gujrat, I have seen how he has occupied everything ,from providing gas and electricity to every household( at much cheaper rates than we pay for LPG cylinders) to huge Properties. Anyways, if there is anything like insider trading in his listed companies SEBI has its work to do.
@petrichor2592 жыл бұрын
How do you think he has become a monopoly in everything in Gujarat and is trying to become a monopoly across India? The cheaper prices that you see today will go up once they no longer have any competitors and you will b screaming at exhorbitant prices. See you then
@naturegaana67412 жыл бұрын
@@petrichor259 How come it's a monopoly when he's just another player in every other service? No one has forced you to buy his service. Come out of typical leftist ideology where you think cheap means devil, we have seen how JIO was established and now where it is. I haven't seen sky-high prices in telecom. In fact, JIO helped us to get mobile data at a cheap rate by forcing other players to come down to their levels. Data in India is the cheapest in the entire world. Similarly, she is mentioning Adani's LPG is cheaper than other providers.
@NehaSingh-px7ni2 жыл бұрын
@@petrichor259 Do you think an industrially well developed state like Gujrat ever needs to be under monopoly, be it Adani Or anybody else. By the term, "he has occupied every household" I mean he has a sound business which is definitely not flaud. And yes.... The prices are not going to increase all at once they are gonna lie in par with the central government (LPG price) and probably will always stay below it with wide margin.
@petrichor2592 жыл бұрын
@@naturegaana6741 Oh suddenly you named me a leftist. Should I call you a rightist, then? Other telecom companies are struggling /failed because of jio's predatory pricing and they are increasing the prices as the time goes on.
@naturegaana67412 жыл бұрын
@@petrichor259 So what, even after their price hike you are getting internet at cheapest rate in the world thanks to him? Jio/Reliance/Ambani ain't into charity they are into business and profit!! But yeah, How can i forget you commies need everything for free and you guys hate everything from capitalist but on the other hands you will use their services coz it's cheap.
@madraja777 Жыл бұрын
Watching after hidenburg report ✌
@jackpot7898 Жыл бұрын
It's like a house of cards, his group is heavily indebted that's the common noise in the market. The investments and project Adani is working are all future based & become operational in close to decade. His success is imperative for India. Hope he can pull this..
@luvsingh53612 жыл бұрын
isn't this wrong ? can NCLT lift the corporate Veil and take valid actions on the same to safegaurd the lenders and shareholders.
@NOoBGamer-yq1yk2 жыл бұрын
It can't. You are supposed to have knowledge about all the public documents of the company while transacting with in, in Auditors Report all these transactions were explicitly mentioned but well, nobody bothers to read it, especially Individual investor's. Laws are really strange, you are just presumed to know each and every line of the law,regardless of the fact that even judges don't about all the law of the land till now.
@swaha2222 жыл бұрын
It's not wrong or illegal. It's risky. As in a big hurdle in one group company will severely hurt other companies as well. But if you buy share of Adani group companies that's a risk you are willing to take...
@praveengeorge84132 жыл бұрын
As long as bjp is in power, everything will be fine.
@raviv33982 жыл бұрын
How it is illegal to give loan or buy share in between your group companies?? Most of the companies around the world does that. They are not manipulating stock price and also all these transaction are made public as all these companies are public companies, it’s all clear-cut transactions.
@NOoBGamer-yq1yk2 жыл бұрын
@@raviv3398 it is Unethical though, not every legal thing is good. He(Referring to Adani Enterprises) already knew that the company stake in the subsidiaries are gonna jump everytime he gets a big project, and just before financing a project he will increase his(promoters) shareholding in that sister concern, and thus when the price increase up by 100% he will sell and then repeat same with other of his Companies. It is like you 6 Companies are fueling 1 company at once and this cycle is just going on... Investors are only left to speculate which of his company is having it's next turn after this...
@vvgame Жыл бұрын
Hello Mr Ganesh 😅 you appreciation aged well 😂
@harshmishra47932 жыл бұрын
Finally i got the strategy of their growing business !
@niftypondytrader Жыл бұрын
Shares tanked today. Debt businesses wont survive for long.
@aakashraj37462 жыл бұрын
Apart from all this, Adani has Strong foreign investment which let's their expansion grows even more faster.