Inside Ashish Kacholia’s Stock Portfolio: Key Lessons from His Investment Strategy 🐳

[@shankarnath]

👉 Use code SHANKAR40 for 40% discount on TickerTape Pro Plan Sign up here: bit.ly/shankarn The above code is applicable only on the 12-months plan & can be used only once per user

[@saitejeshwarreddy3598]

May I know what we get from this Pro plan sir

[@shankarnath]

@@saitejeshwarreddy3598 Sure, click here and scroll: www.tickertape.in/pricing

[@justanythingmeaningful4557]

The best thing about this channel is that he promptly address his listeners queries and respond to them quickly.

[@shankarnath]

Thank you so much!

[@007_Sun_Tzu]

Mr Kacholia himself shared this video on Twitter 👍🏻

[@shankarnath]

Yes 🙌

[@AbdealiKathawala]

Sir I never miss any of your videos. You are by far the best of Fininfluencers

[@shankarnath]

So nice of you. Thank you very much 🙌

[@VineetKumarX]

I think an issue with such analysis is the fact that we can't know of all of the investors portfolio as we only get those stocks where he had more than 1% holding. That means his actual portfolio might be completely different and so would the actual return.

[@shankarnath]

As investors, we never have 100% information on anything. Even the best investors work with 70% confidence (probability of success) In my opinion, progress is about nearing the 70%. For instance -- the 38 stocks in Mr. Kacholia's current portfolio (w/ 1% or more shareholding) is worth ₹2925 crores as of yesterday. I find it a rather acceptable amount to conduct an enquiry & come close to a 70% probability of success. If one waits to have 100% information of his portfolio, then any analysis will be a non-starter. This is no different from life -- the brain processes, it doesn't calculate

[@nishantpawar7603]

A great learning experience, Shankar Nath Sir Thanks again for this wonderful video

[@shankarnath]

@@nishantpawar7603 Most welcome! Glad you liked it

[@x_man007]

​@@shankarnathExactly if 100% details of a stock r public it will not be cheap like defence 😅 Investing is the same 70% knowledge and some confidence or instict 👏

[@krishnapramodHotshots]

Excellent presentation Shankar ji and your video editor needs a raise...

[@shankarnath]

Thank you for the kind words! If you'd like to show your appreciation, here’s the perfect way to do it: rpy.club/st/QHmktmhWWeK6

[@oldman713]

i was going through Kacholia's latest purchases in Sept quarter yesterday and felt a bit overwhelmed because i saw many new companies..thanks to this video i feel the analysis a little lighter now!

[@shankarnath]

Yes, I felt that too. He seems to have taken a liking to SMEs in the last 5-6 months. Jyoti Structures, Bharat Parenterals, E2E Networks, Aimtron, TBI Corn etc.

[@autopediacom]

Hi Where did you view Kacholia sir's ? Kindly reply 🙏🏼

[@shankarnath]

@@autopediacom Tickertape, Screener, Trendlyne -- you can use any of these

[@Vidhikolhe]

Which stocks holding

[@user-no007]

@@oldman713 E2E networks his late entry. It’s about the same time when L&T bought stake in it. Jyoti Structure he has already trimmed his stake a little maybe rebalancing. Advait infrastructure is another where he invested but then this month promoter buys 2K share from open market yep 2K shares. I don’t know why anyone would buy unless they don’t give some silly signal on increasing their stake. I am invested in E2E, Jyoti and Advait - I’ll take my 30% that groupies bring with them and will exit. Not from E2E that I am gonna hold. If they PAT of 1000 crore, which they can relatively very soon their market cap would go crazy and same goes for Sky Gold - which is also where he was invested but sold his stake but that was smart the company would still grow multi fold but much slower now.

[@Raviteja_0502]

As usual ,great video with crisp explanation ❤

[@shankarnath]

Glad you liked it, Ravji ji. Thank you! 🙌

[@seekertruth72]

Shankar sir I am common man with intention to learn stock portfolio management. This video is invaluable with 5 pointers you stated. Thanks sir, would like to meet you in person

[@shankarnath]

Glad you found it useful 🙌 .. wishing you the best!

[@JaheerMohmed]

Shankar nath you are awesome and simply superb

[@shankarnath]

Thank you so much 🙌

[@abhi-ft7sk]

Nicey delivered bro thankful.❤

[@shankarnath]

It's my pleasure 🙌 Thank you!

[@jemishkapadia4650]

Thank you sir for sych a good informatiive video🙏

[@shankarnath]

So nice of you. You're most welcome!

[@rajasekharv8788]

Good data points. Thanks for the video

[@shankarnath]

Glad it was helpful!

[@sumitbhargava8558]

How to subscribe for ur newsletter . Please share the link

[@shankarnath]

Pls tap on shankarnath.com

[@peaushvishnoi3959]

Thx for the wonderful video.

[@shankarnath]

Glad you enjoyed it!

[@ashutoshshete4942]

Have been waiting for your video. Thanks 😊

[@shankarnath]

My pleasure 😊

[@praveennair335]

Excellent insights,For me u r lyk akshaypatra thanks a lot Shankar ji more to come from you 👌

[@shankarnath]

So nice of you. Thank you!

[@buddy257]

Hey Shankar. thanks for such a rich informative video.

[@shankarnath]

My pleasure. Glad you liked it!

[@user-zl8ke2lc4r]

Great work 😊😊😊😊😊😊😊😊😊😊😊😊

[@shankarnath]

Many many thanks

[@soloncomputersolutions8059]

shankar ji excellent video

[@shankarnath]

Thank you!

[@KuldeepKumar-qs5qq]

You are brilliant sir, interesting n bit different 👍

[@shankarnath]

So nice of you. Thank you!

[@PSR_006]

Great analysis Mr Shankar . Gudos ❤

[@shankarnath]

Thank you very much 🙌

[@chahalvermaa]

Incredible insights!👏

[@shankarnath]

Thank you Chahal 🙌

[@muditmaheshwari04]

Great video as usual! I was wondering if you could make one on Index Vs Active Funds and which are better for the long term. Would really love to hear your insights on it.

[@SunilKumar-hd3pg]

Yes please

[@shankarnath]

Thanks! In my opinion, index and active are both good over the long-term. I explained this in my video on "Building a Strong & Successful Investment Portfolio" wherein I don't pick sides. If an active fund works best for one part of my strategy, I go with that. For another part of my strategy, I might choose an index fund. This way, I don't put any chains around me and I get the advantage of picking the scheme that is ideal for my portfolio.

[@prateekg7085]

Sir superb video , very informative

[@shankarnath]

So nice of you. Thank you!

[@cooltrader9904]

how much % of capital.we have to invest in each stock as per your view

[@shankarnath]

I don't use % myself, I use amounts. Like I start with 40-50k in every stock I've featured in my newsletter and as my conviction improves, I continue putting money irrespective of whether I am averaging up or averaging down

[@ravitejaenaganti359]

Great lesson... Your work is very helpful.....Thankyou sir🙏🙏 I suggest you to also make an analysis of vijay kedia style sir

[@shankarnath]

Thank you for your appreciation and suggestion

[@bikashkumarmallik7776]

Excellent well researched video

[@shankarnath]

Thank you Bikash ji .. much appreciated!

[@arumugampillais6654]

He is absolute gem of infox no nonsense

[@shankarnath]

Thanks!

[@VasudevaNaidu]

well explained

[@shankarnath]

Thank you

[@ayanbanerjee9728]

@Shankarnath, can u please make a video on portfolio creation for a beginner with 5lacs and for 5years.

[@shankarnath]

Hello. There's already a video on building a strong portfolio, pls have a look at that and adapt it for any condition.

[@saidhruvchauhan8830]

Nameste sir sir what do you think about zaggle stock ??

[@shankarnath]

Pls have a look at my piece on this -- shankarnath.substack.com/p/zaggleprepaid

[@arunkumarthiyagarajan9816]

Sir what is your opinion about capital market fund for doing long-term sip ?

[@shankarnath]

It's difficult to say, Arun ji. As you know, I'm not really into sectors .. I prefer to pick companies instead. Best guess -- it should do 2-3% better than the Nifty over the long term

[@arunkumarthiyagarajan9816]

​@@shankarnaththank you very much sir 🙏

[@prashantchauhan3111]

Sir please make video on mistakes made by such investors or novice investors during investment journey.

[@shankarnath]

Thanks for the suggestion, I'll see what I can do. There's not too much information available on Mr. Kacholia, he doesn't show himself much.

[@devikavaid1773]

Can you analyse Mr. Ramesh Damani's portfolio. Love this series.

[@shankarnath]

Thanks for the suggestion. Glad you like my work

[@haridevarinti6581]

Thank you for the video. Please write about any good SME company in your news letter.

[@shankarnath]

Thanks for the suggestion

[@praveenmpkable]

Excellent video

[@shankarnath]

Thank you very much!

[@Priyanka_Anoop]

Thank You

[@shankarnath]

You're welcome

[@swarupdatta9263]

Nice sir

[@shankarnath]

Thank you

[@pavankuriseti7966]

Waiting for your Video Shankar.. Your Videos are addictive/seductive..😊

[@shankarnath]

Thank you so much 😀

[@deepankarpant4048]

You could make a similar video for Sir, Vijay Kedia if you see fit

[@shankarnath]

Thanks for the suggestion. I'll try

[@karth12399]

Sir , Please analyze with data points how much maximum investment in gold is good for diversification beyond which it is not needed or benefit

[@shankarnath]

Thanks for the suggestion

[@Callmenothing000]

Hi Shankar, This is a nice video and the feature on ticker tape could be a good starter for rookies like me to learn better too. Based on my observation of your recent videos and the segment when you speak about your newsletter there is no mention of Ceigall if I get it right. (Happy to stand corrected) I found the analysis quite convincing, based on some reading I did too but also see that the stock has taken a hit since the time the analysis got published. Curious to know if your views on the stock has changed and if that’s the reason for not calling it out in your videos.

[@shankarnath]

Hello. Ceigall India is the stock where I developed a lower conviction over time. In all other 7 stocks, I started with 50k and built it up to between 2.5-3.5 lakh of investment each (not so high in Sky Gold but all others :) ) With Ceigall and especially the weakness in the EPC sector, my conviction got lowered & I exited the stock before the big drop. Someone asked me something similar in the newsletter comments and I disclosed I'm currently invested in 7 out of the 8 stocks (while I kept the suspense, Ceigall was that exited stock). That's probably why this company doesn't come in my elevator pitch. However I continue to reveal the status in my Q2FY25 featured-stocks report with the hope that when things are looking up, I might re-enter this. Hope this clarifies.

[@Callmenothing000]

It does. I think the question was also because the stock has tanked quite a bit from its recent highs but that’s also the overall markets. Good to know your stance now. I look to reading the Q2 status report you have mentioned.

[@shankarnath]

It's available at shankarnath.com .. do have a look!

[@PranavRevankar]

Great video! You mentioned about SME exchange. Can you share where can one trade in SME exhange? Zerodha or any other platform is better for SME?

[@shankarnath]

Thanks. SME stocks can be bought on Zerodha and most trading platforms. These stocks are suffixed by -SM to help you identify those

[@PranavRevankar]

@ ahh got it. I came across NPST-SM a few days ago, and its lot size was 1000, so I wasn’t brave enough. But from this video, I feel more comfortable investing in SMEs.

[@shankarnath]

@@PranavRevankar Yes, an SME stock is bought in a bunch. Estimated outlay is 2 lakhs. I have a video on SME on the channel, do watch that -- kzbin.info/www/bejne/hqXXc2CFfbCCn9E

[@apratimchakraborty5344]

Hi Shankar, Thanks for this in depth research done on Mr Kacholiyas style of Investing. This is one of the things that no other channel does. Would it be possible for any of your upcoming videos, you create a Comparison between the Investment styles of Mr Kacholiya,Peter Lynch and other top Investors. That would be great. Also Mr Kacholiya has added SG Mart recently,but didn't see that in the list of Stocks shown here. Is there any plans of doing any analysis of SGMart in the SubStack community?

[@shankarnath]

Hello. 1. Thanks for the suggestion. 2. Does Mr. Kacholia own more than 1% in SG Mart and has the disclosure been made on the exchange? 3. We had evaluated SG Mart. We didnt go ahead as it has very low EBITDA margins -- around 1%. Even a slight change e.g. if 5 of their stores go offline due to any reason, then I think it disturbs the entire framework. I'm not comfortable with a situation where there is a very thin margin of safety

[@apratimchakraborty5344]

@shankarnath thanks for the reply. Just checked the news again now, indeed the percentage equity was 0.8 percentage as mentioned on the site. Wonder how the news portals access these details when a stake buy of less than 1% is not disclosed.

[@shankarnath]

@@apratimchakraborty5344 The preferential allotment to Ashish Kacholia was mentioned in SG Mart's corporate announcement. Even I saw it there -- I think this was in October

[@apratimchakraborty5344]

@@shankarnath would NSE/BSE Site be the best place to check for a Company's corporate announcement?

[@shankarnath]

@@apratimchakraborty5344 Yes. You can use screener to curate it i.e. it shows only the important announcements

[@sumitalwar]

Sir please make video on star health insurance

[@shankarnath]

Thanks for the suggestion

[@KiranK-bi7ek]

His churn looks high. There is one analyst from Lucky Investments - Preetam Chedda who comes on earnings concall of many mid and small caps... I feel he tracks various stocks across many industries

[@salmonswansi7090]

Please make analysis video on growth value risk etc

[@shankarnath]

Thanks for the suggestion

[@TheAgb01]

How would one know the (public) portfolio of big investors?

[@shankarnath]

Just do a google search. You won't get the entire portfolio but companies where the investor has more than 1% shareholding will show up

[@SahilSharma-uo9bs]

Hi Shankar, I've recently joined the channel and have been watching a lot of your videos. Highly appreciate the clarity of thought and analysis! After having watched quite a few videos on the channel, I tried to come up with the best way to synthesize them and have a few follow up questions, and I'd greatly appreciate your responses. Perhaps I'm trying to oversimplify things, but here we go: 1. Have you developed any inclination towards a particular investment strategy from those that you discussed - Lynch's, value momentum, CCP etc.? Or have you dabbled with perhaps combining elements from multiple strategies and found one that works for you? Or perhaps this is a silly question and all these strategies only act as filters to get to a small set of stocks, and from there it's the same assessment for all stocks? Or perhaps specific strategies work better in specific market conditions/sectors? 2. Do you try to use these strategies primarily while constructing your portfolio or do you stick to the usual rule of division among large/mid/small/micro? Essentially, what's the starting point for construction - mix of strategies or mix of stock types? Additionally, I think you're a long-term investor from my limited understanding (you mentioned 40% of your portfolio is micro cap). Just very roughly - what split do you target? Heavily skewed towards micro and mid, with ~20% in mid and large? I'm also a long term investor and would probably want to skew my portfolio towards micro and small, so insights would help. 3. Finally, I've been thinking of taking a PMS/AIF as I do have the corpus, but having watched your videos, I'm beginning to think self managing a portfolio isn't that difficult. After all, a PMS would also be with a long term view, and I'm not sure they would add anything on a daily basis monitoring. It would be more of a monthly monitoring and the quarterly results will likely play the most important part. What are your views on this and apart from any ad-hoc news, do you mainly focus on quarterly monitoring as well? Sorry about the long post and thanks again for all the analysis! -Sahil

[@shankarnath]

Thank you very much, Sahil ji for your kind appreciation 🙌 1. Not a specific strategy but I'm leaning more on GARP with near-term revenue visibility. I think this gives me two benefits -- a) a cushion against short-term decline in stock price and b) if all goes as planned, this can be a long term bet too. I'm not a fan of mix-and-matching different strategies. Too many criteria should also be avoided. I myself focus on revenue growth, EPS growth, margin visibility and forward ratios with a 1.5-2 year outlook 2. My portfolio is a mix of MF & stocks. I discussed this at length in the video on "Building a Successful Investment Portfolio". Briefly - it's 80% MF, 20% stocks and overally allocation is 50-25-25 but as the portfolio is growing in size, I'll be moving it towards a 40-30-30. Within MFs, I pick scheme basis their market cap band and the style of investing. There's a growing preference towards factor funds. You mentioned micro-caps. That's right, my stock picking is mostly small and some micro caps (micro cap is mcap of 5,000 crores or less). In that context, my current portfolio is about 50-25-15-10 in terms of large-mid-small-micro 3. Yes, I monitor all my stocks on a quarterly basis. I don't review mutual funds at all as my portfolio setup gives me comfort & stability. Stock monitoring is more on a readout of the quarterly earnings call transcript. I don't pay much heed to news items because the focus is the next 1-1.5 years. I find it better to receive an adequate amount of information before taking a decision. I'm a balanced investor, very careful with my money Hope this helps!

[@SahilSharma-uo9bs]

@ excellent, thank you Shankarji. Just a quick follow up - if you had the option, would you prefer a MF over PMS if they had the same focus (let's say primarily small cap)? I understand MF will be more flexible in terms of capital requirements etc, but perhaps PMS gives you a better return if you're more aggressive and long term investor? Thanks again, and I look forward to being a consistent part of this community!

[@shankarnath]

@@SahilSharma-uo9bs If I had 6 crores, I would like to split it 3 ways -- a) 2 crores of MFs with a focus on index esp. factors, b) 2 crores of PMS and c) 2 crores on stocks based on my learnings. I should disclose that I'm not following this with b) completely missing from my portfolio and that amount mixing with a)

[@gp536]

Nice video But there is an issue… by the time we come to know about his investments.. prices are already on higher side than his entry level. Next issue is of preferential issue. Last point is large amount required to buy SME and therefore it takes a toll on your allocation I did this thing for an year by following Mukul Agarwal

[@arunkumarthiyagarajan9816]

Sir nifty 200 momentum 30 vs nifty 500 momentum 50 vs nifty 500 multi cap momentum quality 50 & Nifty 500 value 50 vs BSE enhanced value Which is the best one from momentum and value fund for a long-term sip ? Kindly please suggest me🙏

[@shankarnath]

Hello. For specific queries like this, please consult a financial advisor.

[@arunkumarthiyagarajan9816]

@shankarnath ok sir

[@aditya11986]

If you identify company with great moat why would you want to exit it after 2-3 years. Shouldn't the holding period be longer?

[@shankarnath]

Moat is just one part of the equation. What if there's a corporate governance issue? Or if the growth starts slowing down? Or there's regulatory trouble? A good investor continues finding strengths and chinks in his/her stock portfolio chain

[@surjithctly]

which stocks gave him the most returns? how he got 1000 cr in the first place?

[@harshalmante889]

please make vdo on "Bhavook Tripathi", next big bull shaping.

[@shankarnath]

Thanks for the suggestion

[@anujankan4705]

Great analysis. Please cover Mukul Agarwal next

[@shankarnath]

Thanks for the suggestion

[@prithviraj1080]

Thanks.

[@shankarnath]

Most welcome

[@yashtv555]

Skygold has done more than 10x in this portfolio

[@shankarnath]

Yes. He could have been at 14x today as the stock has gone up another 40% since he exited

[@yashtv555]

@shankarnath absolutely🤘🏻he might b still holding few i guess with BF&I

[@shankarnath]

@@yashtv555 Yes, possible

[@LearnValue]

I think he loves volatility!!

[@abhinashdundu5354]

Please analyse mukul mahavir agarwal portfolio also

[@shankarnath]

Will do. Thanks for the suggestion

[@panwardeepak79]

😊👌

[@reyansharma8363]

Wow

[@sinsoxgaming6379]

Make video on Anil Kumar goel commodity king

[@shankarnath]

Thanks for the suggestion

[@krjg9809]

*Please cover about Mukul Mahaveer Agarwal and Akash Bhansali.*

[@shankarnath]

Thanks for the suggestion

[@aritrabhattacharya1530]

Shankat twitter somebody has been approaching me fr joining telegram channel with your photo ..i blocked ..keeping u informed

[@shankarnath]

Ok, thanks for sharing. I don't have any paid products

[@logeshwarans5537]

Sir Pls do sector analysis.like you did earlier conparing hotels, hospitals, sugar, cement.i love that series

[@shankarnath]

Hello, I have replaced sectors with specific companies that are a part of the newsletter. This way, I have made the understanding of specific sectors more actionable. For example - the latest stock (UGRO Capital) was a peek into NBFCs serving MSME-enterprises If an opportunity comes up to do a sector analysis, I will do it. Thanks for your patience!

[@sauravjain-zz4rk]

❤🎉😊

[@mainprashant89]

If the share market is closed due to war for a year can we redeem debt funds?

[@mainprashant89]

@shankarnath asking a question here

[@abhishekrao6075]

What if the company pays him money to invest in them. So that when retailers see, they will start buying the stocks seeing his name?

[@KandarpPatel-od1vl]

Don ka intezaar to gyarah mulko ki pulice karti hai, par Shankar sir ke video ka intezaar to investors ki puri kayenath karti hai 😊 Thanks for this video sir.

[@shankarnath]

Most welcome!

[@logeshwarans5537]

Hi sir pls compare sectoral Index Which are more or less similar in nature like 1. Nifty Auto vs Nifty EV and new age automotive 2. Nifty Pharma vs Nifty Health care 3. Nifty IT vs Nifty India digital

[@shankarnath]

Thanks for the suggestions

[@DrNikkhil]

Wait isnt Zaggle in the Finance space?

[@shankarnath]

Zaggle is a SaaS company that happens to be in the spends management space. It's structure, expenses, metrics etc. are similar to an IT company, it's nowhere close to a finance or investment company. Read more about Zaggle here: shankarnath.substack.com/p/zaggleprepaid

[@RamanSingh-um7nv]

He holds around 150 companies. (His reply when someone asked this question on X)

[@shankarnath]

Yes, I sensed atleast 100 companies. Thx for sharing

[@RamanSingh-um7nv]

@shankarnath i think after a point every investor holds many many companies n keep on adding those which performs better compared to others. As mukul Aggarwal ji also in one of his interviews told that he holds more than 100 stocks. Afterall its all abt probability 😅

[@shankarnath]

Yes, even Dolly Khanna has 400+ however the 80-20 rule firmly applies and much of her wealth is in a smaller bunch of companies

[@RamanSingh-um7nv]

@@shankarnath 400 that's huge 😂

[@Mr.CoolDood]

After watching your video, I checked my portfolio and surprisingly i found it very close to Mr. kachorias theme.😅. But i never followed him, i was more into treding with reasonable valuation

[@skmillionaire333]

Wtf 😮😮😮 you are earning 63 lakhs monthly only through ur newsletter 🎉😢

[@shankarnath]

This comment will look good on my twitter. Can you share the mathematics aswell pls?

[@skmillionaire333]

@shankarnath 42000* subscribers of news letter * 120₹ average per month

[@shankarnath]

OK, firstly -- the newsletter is free of cost. I don't charge anything so that 63 lakhs figure is actually zero. Secondly, even if I charge ₹120/mo -- it's impossible to have all 42,000 as subscribers. I've worked in a company that offered a subscription based product (₹200/mo). Our top funnel to subscribed users was 100:1 Nice try though! And yes -- I will figure out a way to get to ₹63 lakhs/mo in 2-3 years from now. Thanks for setting up a marker for me.

[@skmillionaire333]

@@shankarnath sorry my bad

[@mohitmohania]

You should start a paid portfolio service

[@shankarnath]

Thanks for the suggestion

[@rahulnandan9041]

You left Krishna defence