Markets Veteran Samir Arora Identifies Possible Multi-Baggers

#MarketToday #MarketTodaySummit2023 #BusinessTodayTV #Markets #BSE #NSE #Investors #Investing
With just eight days to go for Budget 2023, Samir Arora of Helios Capital joins Udayan Mukherjee at the BT Market Today Summit 2023 in Mumbai. The two discuss everything from stock markets to the investment climate to expectations from the union budget. Samir Arora, one of the tallest investment gurus, goes bullish on banks, consumption, and tech. He also feels that Paytm and Zomato will turn around and are good investment bets.
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[@prafullbhandari7242]

Udyan is one of the finest interviewers, loss for CNBC but gain for times group. Keep shining udyan

[@Subramanyam_J]

One of the best sessions .. good learning on emotional detachment from stocks

[@nafasm]

Its always nice to hear Samor Arora and Udayan

[@paragvaishampayan9501]

Really appreciable content 🙏

[@prafullbhandari7242]

Wonderful and candid interview by sameer arora

[@bongfish1369]

Good solid interaction.

[@LohraspAnklesaria]

Informative.

[@kirtanacharya2873]

Awesome interview

[@sureshkamath468]

Does Samir has that zeal & Vigour he had in 1995 ?? He talks about the same think in a monologue.

[@Rahulkumar-sd3lf]

"hdfc bank not in index " what does he mean ?

[@arunsadanandabhat8518]

he is a complete stupid fool only idiots buy Zomato and Paytm , and the way he was talking about varun beverages, like all poor fools and idiots are going foolishly to spend their money there and this guy is profiting from it.

[@Srushtia-vm1po]

He is a market veteran? He said Satya Nadella fired 12,000 employees. He must properly track IT companies.

[@sanyal143]

What about Sameer sir mutual fund. Not even a single question on that.

[@KoushikSekhar]

10:10 coal india and NTPC

[@AryanGupta-pd9ue]

Udayan is still effortless. Timeless

[@proych78]

When they want to dump and retail investors to provide an exit, they come up with all these 'interviews'

[@sandycom]

disbelief disbelief Indian IT COS. performing extra ordinary then why lay offs???

[@mahmoodsait116]

Reality majority pms have failed to give returns deleverd are lesser than FD Last 5 Years returns are 5 to 6 Percent. Don't get carried away from what ever they says Mutual fund lumpsum are better than pms check factsheet .

[@anshuman5331]

Wrong info. on job cuts and economy of US

[@AajKaFun23]

And I thought that Udayan had retired to a peaceful life amidst nature.

[@vivektube123]

Now he will get time to invest in other Adani stocks

[@sameertawde5]

Udyan you are done for this century there are many oraters Saurabh Mukhrejea Pranjal Rachana Ranade Warikoo Akshat Shrivastav

[@anantkrlal]

except Saurabh, all are crap

[@shubhamnarayan2077]

Lyning so blatantly. He said hdfc bank's valuation is not even 1/3 of bajaj finance. But bujaj finance is trading at 32 PE and hdfc bank is trading at 20 PE. That's not even half for 40% YOY growth for bajaj finance.

[@balajibarike632]

When they discuss about banks they usually mean P/B in that way makes sense

[@shubhamnarayan2077]

@@balajibarike632 then the argument becomes more absurd as bajaj finance is not a bank.

[@balajibarike632]

@@shubhamnarayan2077 I mentioned bank but ideally i meant lenders….During high interest regime its the bank that will have strong liability franchise that tends to outperform. Neverthless both Hdfc Bank and Bajaj Finance are excellent companies that will compound wealth over time.

[@shubhamnarayan2077]

@@balajibarike632 But you just can't ignore profits. He singlehandedly ignored the fact that bajaj finance grew by 40% yoy in q3. That's absurd to me considering bajaj finance's current PE of 32 which is at a 35% discount from it's 10 year median.

[@balajibarike632]

@@shubhamnarayan2077 Yes true i agree….They always find one reason to showcase that it didnt meet expectations. Probably its good to accumulate now Bajaj Finance

[@drunkdodo5141]

Market veteran ...Hahahaha..Yeah Right !!!!

[@ambalavanant]

Sameer Arora is a big arrogant person

[@youtuber08495]

Interesting points about the IT companies