Kya Problem Hai DMart Mei?

[@bmtheequitydesk]

Invest in our Smallcase: Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com --- Buy my book: The Thoughtful Investor only from our website www.thethoughtfulinvestor.in --- For BM Meets (Personal Consultation on business or finance). Please send a WhatsApp message at [phone] or email to [e-mail] ---

[@ramgupta4810]

Reliance infra analysis please guruji

[@HimanshuSharma-ec6hy]

Namaste Sir- RBI approved conversion of JioFin from NBFC to Core Investment Company(CIC). Pls teach this concept & how it’ll benefit JioFin?

[@KuldeepSingh-bg9vd]

Jab Trent 1100 tha tab aap ke chakkar mein ki high PE hai we ignored it and it goes to 4500

[@JanetGarza156]

Thank for the content!!! All we need is the right advice on how to invest in crypto and we will be set for life , made $24k from trading last month and so happy about it.

[@ChloeBoucher805]

How? I know it's possible, I would appreciate if you show me how to go about it

[@JanetGarza156]

I will advise you stop investing on your own and seek for guidance from a professional, I don't invest on my own anymore, I always required help and assistance

[@JanetGarza156]

from my personal Financial advisor

[@kalusandra6859]

I'm surprised that this name is being mentioned here, I stumbled upon one of her clients testimony on CNBC news last week

[@Ribeiro623]

She's really good in studying the market and making a strategy and i am learning so much from her already....

[@viveksawant2745]

Vishal Sikka was in SAP US, he was good in SAP. He worked with me when I was in SAP US. After that I left SAP and he left SAP and joined Infosys, uske din fir gaye.

[@chiragrai6306]

Sirji Jamnaauto 5 min analysis And rategain Hariompipe 2 min analysis Growth achi dikh rahi hai

[@satyamshubham6676]

Agar brokerage firms ko PE nahi milta hai, toh fir depositories ko itna high PE kyu milta hai? Same cyclicality wahan bhi applicable hi hona chahiye na?

[@Trying15689]

What about titan Same as d-mart .. D-mart has an economic moat .. Which is unbreakable so it will trade at expensive valuation..

[@madhav-dass]

Once Dmart gets scale then they will try to implement Costco like membership. Then it will become like a bank, they will get money even before making the sale, in addition to this they will introduce their own brands. The question is will blinkit be able to do the same ?

[@KhushnoorKaur-j5y]

Sir jitne bhi ache business hain wo ab almost sab HIGH PE valuations pe available hain toh ab is case me mango people ko kya krna chaiye ? market crash ka wait ya fir dheere dheere position leni start krni chaiye ?

[@rounakmandal948]

Sir, banks see worst deposit crunch in 20 years, In FY2024 deposits grew @ 13.5 % while non food credit grew @20.2 % .At 80% the credit deposit ratio is highest since 2005, lots of investors are preferring mutual funds, stocks instead of Fd, Rds . If banks don't get enough money how will our economy grow ?

[@Skypatel171]

SIR G KYA PATA AGLA BEAR MARKET ESA AAYE K TIME CORRECTION VALA HO MEANS MARKET 2 sal tak flat rahe kyun ki pichle sare bull market ka pattern sabko pata he ki recovery a jayegi chahe 1929 2000 ya 2008 par is baar kuchh nayanho

[@sureshmakode4975]

Pranam Guruji ❤

[@pskalsi76]

आपकी वीडियो बहुत ही बेहतरीन रहती है ❤❤❤

[@prashantmaheshwari4066]

A fundamental question about Dmart. You talked about the competition with Blinkit and Zepto. Is the audience for both the same? I think the latter caters to the upper to higher income class while Dmart is for the middle and lower middle section of the society. Is this wrong? And this growth is in a situation where consumption is less.. Though I agree it is expensive

[@krunalrana8183]

Yes sir bilkul sahi bol rahe hai aap idhar Vadodara ke baju me hi bharuch ki baat sahi hai yaha itni bheed ho gayi thi only 10 post ke liye hazaro log aa gaye the,aur condition bahut kharab hai sarkaar bahut jhut bata rahi aur gdp kuch bhi nhi hai logo ko jobs nhi mil rahi😢😢😢

[@ramanandaroy2897]

Sirji.. Main apna index mutual fund ko bech ke aapke focus wala small case main ana chata hu. Kiya iss time aana thik hain ki budget k bad aana uchit rahega?

[@AjaySingh-eg4ds]

Hello Basant Sir! Pls explain this.. Apollo Hospital PE- 102 Sales growth (3years)- 22% Profit Growth (3years)- 110% ROE- 15% Rainbow Childrens Hospital PE- 58 Sales growth (3 years)- 26% Profit growth (3years)- 75% ROE- 22% Sir.. Except profit growth Rainbow hospitals performance is better than Apollo hospitals then why market is giving Rainbow Hospital half of Apollo Hospitals PE. Thanks

[@ketangoel347]

Jamie dimon says there will be structural inflation across the world over the next few years because of war, fiscal deficit, etc. while some other economists argue that there will be structural deflation because of aging west and tech advancements. What’s your view?

[@bittoolala5249]

Stock index tracks GDP , if index is rising then GDP is strong we cannot doubt on it

[@aniruddha_nyati]

Sir signed copy mein sirf sign hi karte ho ki kuch ashirwad bhi dete ho..Pranam

[@finlit8915]

Sir, During 70tis a max income tax was about 93-94%. Although that time one of the greatest economist Mr Manmohan Singh was chief economic adviser of India, what was the reason according to you, please elaborate.

[@manishoza2556]

Sir ---mere pas ireda he IPO ALLOTMENT -------HOLD KARNA CHAHIYE YA SELL KARDE

[@NileshChauhan-ob3hq]

Sir, Feb 21 me nifty index 40.8 k PE par 13800 thi aur abhi 23.38 k PE par 24600 he to yeh mehenga hua ya sasta ?

[@sushrutmehta9571]

Sir have been asking since a month pls share your insights on Cathie wood and her ark innovation etf. Given a hypothetical situation will you ever invest in her fund? I have invested 50L in her fund and my investment hypothesis are: small caps to large cap ratio is at all time lows(profits wise and share price wise)in the US and mean reversion is bound to happen from here, companies in her portfolio like Tesla,palantir,Roku,ui path are on the path of bringing truly disruptive innovation, interest rate cuts would enable funds to flow in US small caps and emerging markets so even if her philosophy would be wrong this will act as a tactical call.

[@anshuman5331]

Pechle 1 saal se rate cut hua nahi. Kya yeh higher for longer nahi tha. Uska koi effect nahi hoga kya. Upar se rate cut karega toh bhi kitna karega . Thoda hi karega. I definitely believe in numerologist prediction for fall of usa in 2024 December.

[@amitswami6934]

Sir ji parnamm Kya capital nikalne pe tax dena nhi pdta kya agar kisi ne ek stock me 5 lakh rupees lgaye or wo stock double ho gya or 5 lakh nikal leye capital nikal li or profit chodd diya toh kya tax nhi dena hoga ya per quantity k upar jo profit hota h uspe tax dena hoga

[@ashishrisbood1420]

Dear Basant sir, please take my question. I have 3 stocks in my folio having PE more than 90. But there 5 year 3 year profit growth is above 30 to 35 %. So what should i do in this case. Should i keep buying more on dip or should i exit and wait for PE to come down to 50 to 60. Out of these 3 companies market cap of 1 company is approx equal to dmart, as u gave example of dmart in the morning video. Please guide sir. Thank you.

[@rakeshtrading7658]

Sir high interest rate mein economy slow hoti hain but hamara equity market and also US market bhi hits new high but jab rate cut hogi to bazaar downtrend mein jayega?

[@adityashah4708]

One thing I fail to understand while analysing dmat on pe basis is how you take into account the rise in price of land and building owned by them. Because in the area where I live the price of land n building has gone up more than 3x from where they set up the store.

[@Bhagwat_Chandrakar]

Sir aap youtube me kon2 se channel ko follow karte h..? Kya2 dekhte h..?

[@KhushnoorKaur-j5y]

Sir namaste- Sir sare ache business toh ab bht high valuations pe available hain, aise situations me mango people ko kya krna chaiye please advice. sab ache companies almost bhtb high PE pe available hain, toh ab market crash ka wait kren ya fir Sip mode me dheere dheere lgate rhen?

[@rohitbayal8807]

Sir, how do you find Hindustan foods? Margins are low but marketcap is small? Does small marketcap give any advantage to such company in FMCG sector?

[@firojahamad189]

Sir rate cut hone pe jyada IT sector badhega ya NBFC aavas jaise stock ❤❤❤

[@NeelPandya-e3l]

Sir I am a secular growth investor. Instead of having a concentrated portfolio of 4-5 stocks with 7-8 tail positions, isn't an equal weighted portfolio of 15 stocks with 6.5-7% allocation per stock better? Asking as a lot of times, then tail positions do well but due to their lower allocation, they don't move the portfolio significantly

[@kavitasoni7454]

Sir AM HOUSEWIFE FROM JAIPUR Need your blessings for my daughter Mysha 6th birthday tomorrowon 16 July... You are her favorite UNCLE JI on KZbin and she enjoys your JALEBI talks and real life examples.❤❤ For her higher education with view 12-15 year am investing 2 lakh per year overall in Zomato, HDFC, Indusind, Dmart, Bajaj Finance, Bharti airtel and Canara bank. What is your suggestion on this portfolio and if you were at my place what would you add or delete from this? PL TAKE THIS QUESTION THIS WILL MAKE OUR DAY MORE HAPPIER 😊😊

[@mandarmote8427]

Sir, please take this question. Mr. Saurabh Mukhreja said that you need 30 to 50 Cr to retire as middle class but you said 5 Cr is enough. SM has scared me and my wife as we were aiming for 5 to 10 cr which is way too less than what coffee can investing guy said. Please explain.

[@Lovekushmehrotra]

Sir I am ur online student since starting. Really confused what to do in high market. Invest or wait, market to fall. All good stocks are showing high evaluation.

[@prasadkamble538]

Pranam Guruji Our economy is definately rising; but aviation industry not grown at all Can we consider this industry as mutltibagger plot. Your view please.

[@shubhampal8306]

sir bajaj finance mei kya dikkat aa rhii nbfc se bank mei convert ho jaane ke risk se usme buying nhi aa rhii kya ?

[@milindpatil1320]

All the consumers find Dmart is the best grocery store than any other store especially for general public, far better than Reliance Retail.. we have nothing to do with its profits or price, but our experience about Dmart store is best.

[@mrankit1144]

Sir namaste. Mujhe ek baat puchni hai ki . BHEL share ka PE 300 ke uper hai iske babjud bhi govt of singapur ne 1.3 ke aas pass share buy kari hai . Essa kyu hua hai.. kyu ki bhel ka fundamental bhi sahi nahi hai. Krapya bataiye 🙏

[@sree159753]

Hello sir, please take my question. Most of the people are preferring hybrid cars over EV cars ... will it effect kpit company...?

[@TheGeorgeous]

Both have demand and special uses.

[@ajitgagare2703]

Good morning Sir, recently in an interview with Anil Singhavi, Atul Suri predicted the GDP growth of india for the next 23 years will be 9.5 as it has happened in China Japan and the US. Do you think it's possible? I remember you saying 7.5 for long term ja very difficult. Please guide. Thank you again for sharing you knowledge. आपने हमको इतना ज्ञान दिया है की अब हम, फायनान्स, इकॉनॉमिक्स जैसे जटिल विषय हम अपने आप समज paa रहे है. हमारे लिए ये समज आना यही सच मे अमृत काल है.

[@AjitJoshi686]

India does not want 9.5% growth because side effect of it will be 6-7 % inflation which govt does not want

[@avinashzirpe2352]

Aap you tube pe konsa channel dekhte hai thoda hamko batav dejiye Hamara bhi knowledge badha jayega

[@DinamaniLahkar]

Laatai bolke sir bachpan ki yaad dila di Sir. Main Assam se hu. Guddi aur laatai combo hi alag hain. Kharidne se jyada kati hui mein jyada maza hain. By the way Laatai= Phirki for others

[@himanshunagpal4877]

Sir , Bajaj finance ka business 15 times hoya approx 2015 and operational margin 45 percent increase from 2015 .. if we observe price it looks almost in line with earnings . But why PE derating happened from last 3 yrs. Bajaj finance is cheapest since it's listing ?? What's outlook .will it come back

[@YogishMallya-t9w]

Basant Sir, I am Yogish a big fan of your videos. Immediately after elections Mobile companies increased their tariff. Then there was news that cement companies and paint companies raised their prices as if they are operating like Cartel. Now there is news that Tyre companies will raise their prices. Energy prices will be the next and soon FM will raise the taxes. How will our already struggling economy and consumer bear these burden of higher prices and even higher taxes. Please keep your hand on your heart and tell us do you think our stock market levels are justified?

[@aniktrivedi7826]

Sir kafi business groups apne pass ek do listed companies aisi rahkhte hain jisme apna loss Park krte hain..sirf ek do major companies ke profit and ratios acche rakhte hai ... thank you sir in advance!

[@arkakundu1255]

Sir I am regular listener of your video. I learned something from your video, on the basis of low PE and high ROE I took some small & mid cap IT stocks 1 month ago. Today those stocks are higher by 28%. How many months should I hold those stocks for re balance with other sectors stocks?? Upto 1st rate cut or 2 ND rate cut ??? Please take my question Arka Kundu Howrah

[@anujjaiswal7640]

Sir when we compare Dmart PE with Walmart(US) and TESCO(UK) 30 ,13 . What is your opinion.

[@sumitkr710]

Which consumption company has better future? Big elephanta like VBL , Dmart or Small elephant like Bikaji, mrs. Bector, hindustan foods etc

[@amitsingla8484]

Sir sip 21000 crores per month aise he chalti rahi to market kabhi giregi he nahi kya ?

[@Rahul-Ar]

We watch your video daily, thank you for opening the eyes of every indian about investing. Sir BHEL ka 2 min Analysis hoga kya. Market cap above 1 lakh, PE 401, ROE 1.10 and ROCE 3.18 ye kyu badh raha hai ? Thank sir.

[@SanjeevKumar-io2pj]

Sir GST levis on consumer. So that ITC is not allowed

[@arunkumarsharma8961]

Jisko forward pe nikalne aa Jaye to the wo share bazaar ka razaa ho jayega??

[@thehungrybird3797]

Please please please take my Question. Hello sir Antariksh here, I have invested 5 lakhs in 2022 as a trial run, and now it has grown into 7+ lakhs means 40% returns, by investing In ETFs only. Now as a full-time investment strategy, I want to invest 25 lakhs more, and strategy is 70% in ETFs and 20% in Midcaps, and out of remaining 10% , 5% in Smallcaps and 5% in Fundamentally strong Penny stocks. Is this a good strategy? Please analyse and tell.

[@premsharma3048]

Sir company market le kr bhi kya he kr lagi agar losses kr rahe hai tho market cap tho koi bhi kabhi bhi ke skta hai example k liye jio hai itna bda market tha lakin jyse he prices increase kiye log bsnl pr shift ho gai and bsnl kuch bhi na kiye hue gain kiya market plz answer sir

[@mady43in]

Sir, India ka inflation under control and is within RBI quarterly target...Quarterly inflation target is below 4.9..

[@DhrubaRay86]

Good morning Sir. I am a salaried employee with short and long term capital gain. Please advise which ITR will be suitable for me.

[@Kbalakrish]

Sir, Bala From Chennai. Kelton tech 2 to 3 days going up significantly. 2 minutes analysis pl. Hopefully I get Lucky you pick my question. Thanks

[@samirbhargava3522]

Dear Basant Sir, This is my first query. Is below strategy correct for long term investing : There should be constant growth in the company and its sector, The ROE of the company is greater than 20 %. The PE Should be reasonable , The company’s market cap should be less than 20K crore , Long term business visibility should be there in the Company, Public holding should be not very high, Working capital should be reasonable ( preferably negative). regards, Samir Bhargava

[@aviksen323]

Sir tata motor PE is very low and in history also its PE is low when it fall from 553 to 80 . How to interpret this

[@shivgurudps]

Sir please do 2 min analysis of bank of Maharashtra 🙏 and sir sectoral mfs k bare me thoda guide kre ki kb exit krna thk hoga ......abhi accha return bna h psu mf me ... continue krna cahiye ya bnd kr dena cahiye?

[@Bhupesh.jain999]

2 min anayalsis on techm vs ltim ? Shared what should you think to consider.....bcz something is missing in numbers of techm I mean in sales profit and etc

[@Amar-katmore-id8xs]

Roe 216 roce 128 pe 0.800एथेना टेक्नॉलॉजी 2 minutes analysis

[@AmitSahay-u6h]

Sir USA me 900 $ tak ka grocery retail shop se free me log le jaate hai.. India me agar aisa huua to kya hoga saare consumer goods Company ki??

[@ManojYadav-yc5zw]

इंडिविजुअल इनकम टैक्स लगातार दूसरे साल कॉरपोरेट टैक्स से ज्यादा कलेक्ट हुआ है । इसकी 2 मिनट एनालिसिस क्या हो सकती है?

[@ramajeesingh4276]

Sir, jai Hind and namaste sada vatsale matrubhumi.

[@maheshwarrao4326]

Sir I am Maheshwar Rao from Andaman. Thank you very much for spreading the all round knowledge to the new Investor like me. I have started investing from November 2020. Watching your video and also purchased your book. My son is your smallcap smallcase subscriber. Can you analyse the business if INDEGENE company. Is there any future growth in this sector. Thank you very much in advance sir

[@rameshcharania605]

Sir IPO mei Mila tha DMart ek lot . Mai rakhu ya sell Karu please bataye.

[@pushkarkumar8222]

दबा के रखिये

[@Vipin_malhotra]

Basant ji namaskar 🙏🙏 Aap ki book The Thoughtful investor equity market ka granth hai . Salute to you sir. Mera question hai :--- AAP ne ek baar video me bola tha ki Tata motors ab mehenga ho gaya hai but Tata motors ka PE to sirf 11 ka hai ROE bhi 35 se upar hai . Phir mehenga kaise hai .

[@chiragrai6306]

Tata motors me phle profit nhi tha Abi 1-2 yrs se profit aaya hai Lekin 22-23 me 70 ka pe tha Abi earnings aaya to pe down hua hai

[@mo.asifansari6498]

नमस्ते बसंत सर। Calvin Kalein ने आपको ब्रांड एम्बेसडर बनाया है क्या?

[@dhrumilpatel2068]

Would you kindly share some insights about the esteemed Carl Icahn, sir?

[@kbmehta4208]

BCG was being promoted on the media by a very savvy professional market player, but his game plan was written on his face. You had to have eyes to read him.

[@anirbanroy26]

Sir please take my question can we leverage if we found the stock is bottoming out.

[@JaibhagwanSingla-g6p]

pl.tell which companies are ahead in giving maximum profit.. Which share ste shining these days.

[@YogishMallya-t9w]

Basant Sir, I am Yogish a big fan of your videos. Budget injection is ready but nobody will speak. To mobilize funding to NANI - FM is bound to target creamy layer of society - STOCK MARKET. In the Budget LTCG profit @20% STCG profit @25% and F&O profit @ 30% flat rate + no set off of F&O losses. If this happens same investors who are now suffering FOMO of market rally will be desperate to get out of stocks. You will wonder where has all the liquidity investors were talking about so far has vanished. Banks, NBFC and brokers who gave unsecured loans will be in deep trouble.

[@BIJAYKUMAR-hj5gf]

Sir please 2 minutes analysis of RPP Infra proj. I am also member of BM focuses Small Cap 2030 from very first day.

[@TraderGoGo007]

Sir view on ONGC for Long term I know you are Value investor but still asking this Question since it gave breakout recently

[@COSMOSPAL]

Pranam sir, iam shambhu from medinipur ,West Bengal. Sir please take my question... What is good for a company low PE with high EPS or high PE with low EPS.

[@paragkapdi]

BM ji, 2 minute analysis on BoM (Bank of Maharashtra) results - see you cannot refuse this as the stock has the exact same initials as yours (BM)🙂 Thanks in advance Parag from Sydney

[@WalterWhite-og6wj]

I think dmart online will be a game changer in the next 4-5 years. It is happening at good pace in metro cities and will be roll out in more cities in coming years.

[@kushalgoenka626]

sir i know you dont agree but I see many good fund managers talk about DCF. Can you please once do a detailed analysis on the same?

[@MathsOlympiadEveryday]

Hello Basant Sir, I have a query regarding interest rates. Whether interest rates are high or low, how does it impact the profitability of the bank as in both scenarios, bank differential (lending rate - deposit rate) remains the same. Please answer my query.

[@vinodKumar-jk6fn]

Sirji, Infrastructure sector mutual fund me is time investement kaisa response mil sakta hai.

[@Harishsharmavlog]

Lessons learnt from BM sir, Low pe and high growth. Find out what works and what doesn't. All or nothing. Only a few can think big and be rich. Market just doesn't care about you. It is always a stock pickers market.

[@16kumar]

Everyone can't be rich at the same time!

[@16kumar]

Buffet does not tell you what he did to become rich .... Think it!!!

[@himanshunagpal4877]

Sir BMvision 2030 mei paise ban gaye ha .. kya is topping out pattern mei 50.percent profit book kare ?

[@nishantrajwani]

Hello Basant Sir, Getting questions selected on your channel is more difficult than any IPO allocation😂. If taken I'd like guidance if it makes sense to buy a fundamentally good company (CMS Info Systems) which deals with ATM technology and products or is it a dying business? Thank you and we love you❤❤

[@jaiprasad7139]

Good morning🎉sir❤your view on auto ancillary🎉❤thanks🌹🌹

[@yourarun]

Do we have BM top 10, re-balance today?

[@MRGT11]

Reverse head & shoulder in dmart is it work or not ?

[@hiteshjoshi4002]

सुप्रभातम!💐🙏

[@sachinnagpal9779]

Good morning sir. Pls 2 min analysis of Spandana Spoorthy. Price has fallen around 40% from the top while numbers were ok. Your view pls. Thanks.

[@mohanv88]

Sir, improve your software. While ordering book, the software should ask questions, 1) do you need signed copy (100 rs extra) YES/NO Note: signed copy delays shipment by 7 days 2) do u need printed sign (free). No shipment delays YES/NO 3) do you wany mr. Basanth to write your name on book ( rs 250 extra) YES/NO

[@chaudharym5010]

Sir retailing compan ka apne dmart ka example leke analysis kia vaise naukri ka example leke vesi company ka bhi bataia

[@vinayaktgouda]

Namaste Basant sir !! I work in IT. I am planning to start a cooperative bank in my native which is a tier 4 city in Coastal karnataka. Focusing mainly on rural areas. Please let me know if cooperative sector has growth potential in future. Thank you and Take Care ❤

[@dmx-spark]

26:09 I just love it when you talk Cardiology. ❤

[@SwapnaTambekar]

Hello does HUL sale of 600cr business of pure it has any affect on their overall balance sheet and company outlook?

[@India1947...Swarup]

Gurudev ❤❤❤ Take care ❤❤❤